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Exams, lenses and prescriptions — operating within the Healthcare operational architecture, with capabilities, data fields, and workflows configured for how an optometry actually manages its day-to-day operations.
An optometry practice balances the clinical side — eye examinations, prescriptions, contact lens fittings — with a retail component in dispensing frames and lenses. Managing both sides of that equation coherently, while keeping recall schedules running and frame inventory stocked intelligently, requires a practice system that thinks about the whole patient relationship.
The dispensary is selecting frames, ordering lenses from the lab, tracking collection status and processing payment while the consulting room is conducting exams and updating prescriptions. Lab orders are tracked in a separate book or spreadsheet. When lenses arrive from the lab, the patient still needs to be called to come in. Frame inventory is counted manually and reordered based on gut feel.
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a optometry actually uses.
Keep the team organized and shifts covered.
Hire the people you need without losing track of candidates.
Deploy from the Healthcare operational baseline—shared capabilities, field structures, and workflow logic—then extend it with the data models, process steps, and reporting formats specific to a optometry operation. The architecture configures around your internal processes and scales as your business grows.
The core numbers that determine profitability and operational efficiency for optometry operations.
Patient Recall Rate %
> 75%Percentage of active patients returning for preventive or scheduled follow-up visits.
Room / Chair Utilization
80% - 90%Percentage of total available clinical hours with an active patient consultation.
No-Show Rate %
< 5%Percentage of booked appointments where the patient fails to show without notice.
Co-Pay Collection Rate
Deploy your workspace without interrupting day-to-day operations or retraining your team.
Upload existing customer data, product catalogs, or asset lists in under an hour.
Set job card stages, approval rules, and terminology to reflect how your team actually works.
Give technicians, advisors, or desk staff simple mobile and web views with minimal training.
Review weekly numbers, refine automation rules, and add custom fields as your operation expands.
Most optometry operations complete workspace setup, custom field mapping, and baseline data import within 1 to 2 business days without needing IT consultants.
Yes. You can import CSV or Excel spreadsheets containing client lists, product catalogs, service rates, and active job histories directly into your pre-configured data fields.
Yes. Every module allows you to add custom fields, rename terminology, set status stages, and configure approval rules without writing code.
One workspace, your way
Starts from the Healthcare core — shared capabilities, terminology and workflows — then configures precisely for optometry: specific data fields, approval steps and operational reports. You define your actual workflows and the system structures itself around your optometry operation, evolving as the business grows.
Contacts & CRM keeps the operational detail in one place.
Products/Services keeps the operational detail in one place.
Run day-to-day work without things slipping.
Appointments keeps the operational detail in one place.
Percentage of patient financial responsibility collected at time of service.
Yes. ConfigBiz is fully responsive and runs in any web browser on iOS, Android, or desktop, allowing technicians, advisors, and field staff to update work orders on the go.
You can define role-based access controls so desk staff, field technicians, managers, and accountants see only the tools and data relevant to their role.
Yes. Add each branch under Company settings → Branches and assign orders, invoices, expenses, payments and stock movements to it. Reports break sales and spend down per branch next to workspace totals, and you can rename “branch” to store, office or site to match your business.
You can configure trigger rules that automatically dispatch email or SMS updates to clients when a job status changes, a quote requires sign-off, or an invoice is issued.
Yes. All dashboard metrics, custom data tables, and financial ledgers can be exported to CSV or Excel for seamless accounting reconciliation or external audits.
ConfigBiz is modular. You can enable additional capabilities, create custom data fields, and expand your team seat count at any time as your business grows.
Yes. ConfigBiz provides structured setup templates, video walkthroughs, and responsive support to ensure your team transitions smoothly without operational downtime.
