Online Booking
Deliver a seamless online scheduling experience your patients will appreciate. Boost efficiency by allowing patients to book or request appointments through your website, social media, SMS, or QR codes. With automated optometry scheduling software, you can create the perfect practice schedule effortlessly and securely.
Integrate online appointment booking into your website to maximize your schedule. Smart-match eye care appointments or requests to the appropriate optometrist, ensuring they’re booked in the right room. This highly customizable solution syncs directly with your optometry EHR software for smooth and efficient practice management.
Give patients the power to manage their appointments, complete online forms, and view invoices through a user-friendly self-service portal. Encourage them to leave SEO-optimized reviews to boost your online presence. This efficient solution simplifies management for both your practice and your patients, enhancing overall engagement and satisfaction.
Effortlessly customize your optometry practice schedule. Offer specific services on select days, like Monday afternoons, or reduce time allocations for certain appointments. Block time off, including recurring blocks, ensuring your smart calendar accurately reflects optometrist and room availability. Sync all calendars seamlessly for a smooth, efficient workflow.
Keep your team informed with real-time alerts for all appointments. Notifications via text, email, and calendar assistants help fill last-minute openings effortlessly.
Reschedule appointments with a single click for seamless coordination.
Streamline your workflow by linking intake and consent forms directly to appointment types. eForms sync automatically with patient visits and health records in your eye care software. Easily track outstanding forms and follow up in a single click.
Incorporate rules like minimum notice periods, cancellation policies, or waivers directly into your online optometry booking process. Require patients to sign off before appointments.
Save payment details on file or accept deposits for no-show protection and faster check-outs.
Scheduling (Calendar)
Optometry software makes practice scheduling easy!
Effortlessly oversee your multi-location practice with a central management system featuring calendars for each location, optometrist, and optician.
Create custom “Book” buttons and QR codes tailored to different themes or languages for a personalized experience.
Access clinical records directly from your smart calendar, powered by cloud-based software for optometry practices. View patient visits, forms, charts, invoices, payment history, and outstanding tasks.
Make updates or follow up on pending tasks with just one click.
Quickly add, rearrange, or set up recurring appointments with a simple drag-and-drop interface, ensuring a hassle-free scheduling experience.
Let the instant scheduler locate the earliest available appointments for optometrists and opticians effortlessly.
Stay informed with pings for patient changes or reviews.
Trigger notifications via text, email, or the notification feed to fill last-minute openings efficiently.
Appointment Reminders
Create polished, custom appointment reminders to boost attendance and reduce follow-up efforts.
Include directions, forms, self-serve portal links, and personalized notes for a seamless patient experience.
Minimize no-shows with automated email and SMS reminders.
Provide patients with directions, forms to complete, and personalized notes.
Offer links to the self-serve portal for easy rescheduling, cancellations, or booking future appointments 24/7.
Save time and focus on patient care with optometry software automated reminders.
Send follow-up emails with one click for incomplete forms or unpaid balances.
Automate patient notifications, encouraging them to complete outstanding tasks promptly.
Records & charting
Securely digitize your filing cabinet and simplify patient record management. Create comprehensive patient profiles, complete with forms, charts, invoices, uploaded prescriptions, and exam photos stored electronically for easy access.
Access a comprehensive 360-degree view of patient profiles anytime, anywhere. Easily manage patient details, including birthdays, alerts, appointment history, forms, documents, charts, invoices, payment history, reminders, and more—all seamlessly accessible across any device.
Save time on documentation with therapist note templates designed specifically for optometry practices. Quickly insert commonly used text and allow patients to contribute subjective notes during the booking process, reducing manual entry for your team.
Resume charting exactly where you left off using all-in-one optometric practice management solutions. Easily track incomplete notes with timestamps for the last update.
Securely back up files faster and more efficiently than traditional paper records. Charts are automatically written and stored within each patient’s record, making retrieval quick and intuitive. Ad-hoc notes are accessible in a convenient pop-up format, with advanced encryption protecting all charts and sensitive information.
Online Forms
Simplify practice workflows with features of the best optometric clinic software, including automatic syncing of patient information, health records, prescriptions, and exam photos to each patient’s visit. Customization by visit type ensures accurate and relevant data is always on file.
Streamline your workflow with Yocale’s drag-and-drop form builder to create custom online forms in minutes or choose from pre-designed templates. From registration and intake forms to consent forms and patient data collection, this all-in-one optometry software ensures seamless digitization of your existing forms in any format—fully included in your subscription.
Automatically trigger form distribution based on service type and monitor completion status in real-time. Set specific rules for forms, such as sending only to new clients or requiring form completion to finalize bookings, streamlining the intake process.
Save time with automatic filing of completed forms directly into each patient’s record. Any updates made by clients, such as address changes, are captured automatically, eliminating manual adjustments and keeping records up to date.
Invoicing & payments
Streamline your clinic’s operations with optometric billing solutions, including automatic invoicing and inventory management, to save time on billing. Reduce payment processing fees with wholesale rates while gaining real-time insights into your clinic’s performance.
Access essential metrics instantly! Monitor client retention, booking revenue, sales summaries, historical trends, and more—all at a glance.
Auto-generate customizable invoices, complete with your optometrists’ registration numbers, and process payments effortlessly with just one click. Manage billing directly from your Yocale smart calendar or email invoices for clients to pay later. Store cards on file for faster future billing and protection against last-minute cancellations or no-shows.
Quickly access all invoices from a centralized list or filter by individual clients. Enable clients to retrieve invoices directly from the client portal for added convenience.
Monitor invoice statuses—whether paid, partially paid, or outstanding—from one convenient dashboard. Follow up on overdue payments with a single click and receive real-time notifications when invoices are paid in full.
Automate billing workflows by emailing invoices and receipts equipped with a pay button, allowing clients to settle payments at their convenience.
Save up to 67% on payment processing fees with wholesale rates. Accept payments using industry-leading hardware that offers advanced reporting, employee management, and robust reliability.
Virtual Care
Provide patients with the convenience of virtual appointments through secure, integrated tele-optometry software. Enjoy HD video visits with no downloads required, ensuring seamless continuity of care.
Enjoy fully integrated, encrypted sessions accessible in one click. Meetings are private by default, and guests require a secured meeting link to join. Add extra layers of security with preset access codes or waiting rooms to approve attendees before entry.
Be prepared for every virtual appointment with optometry practice management software. Integrated video conferencing allows you to join appointments directly from your calendar with instant access to clinical records, ensuring seamless patient care.
Elevate virtual consultations with advanced whiteboarding features. Draw, add shapes and text, or annotate shared whiteboards to enhance communication. You can also share your screen and upload therapy plans for more engaging virtual visits.
Marketing
Expand your reach with built-in marketing tools designed to grow your vision clinic effortlessly.
Improve your online presence with an SEO-optimized profile on the optometry EMR Yocale Marketplace. Appear higher in Google search results, making it easy for new patients to find your clinic. If you’re just starting out, your public profile page can even function as your main website!
Increase appointment bookings by placing customized “Book Now” buttons across your website, social media, emails, and even QR codes. This optometry scheduling tool helps keep your calendar filled 24/7.
Effortlessly boost your clinic’s reputation with automated 5-star reviews. Encourage patients to leave feedback after each appointment, with reviews auto-updated on Google and other search engines to enhance your online presence.
Optometry or optometric software enhances efficiency by automating tasks like appointment scheduling, patient records, and billing. It streamlines communication, ensures regulatory compliance with features like optometry EMR (electronic medical records), and supports better patient care by organizing critical information in one system. Having an optometry practice software is a vital tool for modern eye care practices to stay competitive.
When selecting optometry or optometric practice management software, prioritize:
Comprehensive scheduling tools to manage patient appointments and reduce no-shows.
Billing and invoicing solutions for streamlined payments.
Electronic health records (EHR) for optometrists to ensure secure and organized patient data.
Telehealth capabilities to support virtual consultations.
Integration options with diagnostic tools or ophthalmology practice management systems for enhanced efficiency.
Software for opticians simplifies scheduling by offering online booking options, automated reminders, and real-time calendar updates. With features like optometry scheduling software, patients can book appointments at their convenience, reducing administrative workload and improving overall satisfaction.
The software also supports enforcing cancellation policies, allowing clients to cancel or reschedule within set time frames without incurring fines, fostering flexibility and maintaining positive patient relationships.
Many cloud-based optometric practice management software, such as Yocale’s, allows seamless data sharing across multiple locations. Features like centralized appointment scheduling, uniform billing systems, and shared patient records ensure consistency and operational efficiency for multi-location practices.
Yes, Yocale optometric clinic software is designed to cater to both small clinics and larger practices. Small clinics can start with the affordable $39 per month plan, which covers essential features like online booking, patient management, and optometry scheduling.
For larger practices needing advanced functionalities, the $99 per month plan offers the most comprehensive tools, including multi-location management, marketing tools, and reporting.
Plus, all users can benefit from a 21-day free trial to explore the platform’s capabilities before making a decision. This scalability ensures that Yocale meets the needs of practices of all sizes.
Yes, Yocale optometric software offers comprehensive billing solutions tailored to eye care practices. It includes features like invoicing, insurance claims management, and payment processing through Yocale Pay, allowing your customers to make payments using a variety of methods, including credit cards, debit cards, Apple Pay, and Google Pay.
These tools ensure efficient financial management, allowing optometry clinics to handle their billing needs seamlessly, reduce administrative burden and errors, and improve cash flow.
Yocale distinguishes itself with its all-in-one solution that combines online scheduling, EMR capabilities, billing, client management, digital forms, integrated POS, marketing tools, and many more features. Its user-friendly interface, customization options, and dedicated customer support make it a top choice for optometry practices. Additionally, its scalability ensures it can accommodate practices of all sizes, from small clinics to multi-location businesses.
