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Built for independent optometry

Less admin.
More eye care.

A clear workspace for your whole practice. Connect the patient journey, simplify handoffs, and keep clinical and optical work moving.

Designed for small teams. Built around real practice workflows.

◉ OptOffice / Practice overviewToday
YOUR PRACTICE, AT A GLANCEClinical workspace

A clear view of today

08Checked in
03Ready for doctor
05Optical pickups
Clinical queueOptical queue
A
Patient APre-exam work-up
Ready
B
Patient BDoctor visit
In progress
C
Patient CFront desk
Checked in

Illustrative interface · synthetic patients and sample counts

One patient recordConnected clinical handoffsIndependent optical queueRole-based access
Clarity at every step

Your team, working
from the same picture.

From the front desk to the exam lane and optical shop, OptOffice brings the next task and the right patient context into view.

01 / CLINICAL FLOW

Keep the visit moving.

Connect check-in, history, visual acuity, work-up and doctor documentation without a paper-chart handoff.

02 / PATIENT CONTEXT

See the whole story.

Review patient records, retinal imaging and prescriptions together, with the information needed for the visit close at hand.

03 / OPTICAL WORKFLOW

Give optical its own flow.

Track dispensing, lab orders and pickups in a separate optical queue that runs alongside clinical care.

A smoother patient journey

Clear handoffs.
From arrival to prescription.

One connected clinical workflow, with optical work running alongside it.

01

Check in

Find the patient record and bring the patient into the clinical queue.

02

Prepare the exam

Capture history, measurements and imaging for the doctor to review.

03

Document care

Review the work-up, record findings and complete the doctor visit.

04

Complete the visit

Sign documentation and generate the prescription and follow-up plan.

Patient workspace

Context, without the chase.

Patient recordHistory & documents
Clinical visitWork-up & exam
Eye imagingLinked to the visit
PrescriptionReady to print

Conceptual product view

Made for the way you work

A focused workspace.
For a focused team.

Built around the needs of an independent practice: a small team, shared responsibilities, and clinical and optical work happening at the same time.

✓ Capability-based access for each team member
✓ Clinical and optical queues that stay independent
✓ Patient data access recorded in audit trails
A few useful answers

Before we talk.

Who is OptOffice designed for?

Independent optometry practices with a small team. The project is designed around a single location, one exam lane, rotating doctors and concurrent optical work.

Does optical work wait for the clinical queue?

No. Clinical and optical work use separate queues, so dispensing, pickups and adjustments can move alongside scheduled clinical care.

What about booking and existing systems?

Delivery is staged. Square Appointments continues to handle scheduling until OptOffice booking is released, and Square POS remains the retail system of record. Module availability depends on your practice’s rollout stage.

How does the team access patient information?

OptOffice uses capability-based access and records patient-data reads and writes in audit trails, keeping each team member’s access aligned with their responsibilities.

See your practice more clearly

Make room for more eye care.

Bring your clinical and optical workflows into focus with OptOffice.

Explore the workspace ↗

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