Purpose-built for Optometry Practices

Run your optometry practice
without the paperwork chaos

ODoptik brings appointments, patient records, exams, prescriptions, billing, and your whole team into one clean, browser-based platform — no per-seat fees, no locked-in hardware.

🌐 100% browser-based — nothing to install
🔐 Role-based access for your whole team
🎨 Custom branding per clinic
📱 Responsive — works on any device
What's Included

Everything your practice needs, built in

Each module is designed to work together — no patchwork of third-party add-ons required.

📅

Appointment Scheduling

Calendar-driven booking with status tracking (Scheduled → Confirmed → In Progress → Completed). Filter by provider, location, and date. Inline patient lookup and quick status updates from the calendar view.

  • Per-provider and per-location calendars
  • Automated SMS & email appointment reminders
  • Configurable reminder rules with custom message templates
Appointment calendar view showing week layout with patient bookings
👥

Patient Records

Structured patient profiles with demographics, contact info, insurance details, and a full history of appointments, exams, prescriptions, and billing — all on one screen.

  • Search by name, DOB, patient number, or phone
  • Intake forms with HIPAA-aware data handling
  • Insurance payer and policy tracking
🔬

Exam Workflow

A single-page exam with collapsible sections — chief complaint, visual acuity, refraction, slit lamp, fundus, IOP, and assessment & plan. Each OD can reorder sections to match their personal workflow; the arrangement is saved to their profile and reloaded at every login.

  • Drag-and-drop section reordering per OD — frequently-used sections float to the top
  • Layout saved per user profile — different ODs at the same practice keep their own order
  • Unused sections collapse cleanly — form stays uncluttered
New Eye Examination screen showing drag-and-drop section reordering sidebar with Visit, Prelim, Visual Acuity, Refraction, Instruments, IOP, Slit Lamp, Fundus, Assessment, Final Rx — and the Visit section expanded on the right
📋

Prescriptions

A single-page prescription form with collapsible, toggled sections for eyeglasses (up to 4 pairs), contact lenses, and medication — all issued in one click. A footer counter always shows exactly how many Rx will be created before you submit.

  • Eyeglasses: up to 4 dynamic pairs — each with a purpose (Distance / Near / Computer / Progressive / Bifocal / Sun / Sports) and a Lens Materials & Recommendations field
  • Contact lenses: full trial & final workflow — Soft, RGP, and Scleral fitting checklists, over-refraction OD/OS, dispensing info (replacement schedule, supply, wear modality)
  • CL trials kept as records (greyed out on the Rx list) — only finals appear as active prescriptions; mark "Order Trials" when stock is not in-store
  • ✉️ Email Rx to patient — one click, pre-checked when the patient has an email on file; shows confirmation with the address sent to
  • Soft eRx — send non-controlled Rx (ophthalmic drops, glasses, contacts) as a PDF or via programmable fax directly to pharmacies or CL vendors
  • 🖨️ Print All Active — one click opens a single print page with all active Rx separated by dashed lines and a shared signature block at the bottom
New Prescription form showing eyeglasses section with Purpose dropdown, Lens Materials field, and contact lens trial section with fitting assessment, over-refraction, and '2 records will be issued' footer Issue Prescription screen showing Contact Lens tab with brand combobox open listing Acuvue and Alcon brands, OD/OS parameters, and Email prescription to patient checkbox Printed prescription output for OC Eye showing Spectacle Distance, Spectacle Near/Reading, and Contact Lens Final sections with provider signature block
💳

Billing & Payments

Create and manage invoices with line items, payment tracking, and status (Pending → Paid → Overdue → Void). Accept card payments directly through the Square integration — no separate POS terminal required.

  • Square payment integration — process card payments from the billing screen
  • Purchase order slips for glasses and contact lens orders — printable tracking slip for patient pick-up
📊

Reports & Overview

Dashboard KPIs for patients, appointments, prescriptions, and staff. Appointment trend charts, provider workload bars, and reminder delivery stats.

👥

Staff & Role Management

Invite staff as Receptionist, Technician, Optometrist, or Tenant Admin. Role-based navigation and data access — each user only sees what they need.

📍

Multi-Location Support

Add unlimited locations under one tenant. Each location has its own NPI, contact details, and appointment calendar. Staff can be assigned per location.

Staff portal login showing location selector with multiple clinic locations
🎨

Custom Branding

Upload a clinic logo, set a background image, choose a colour scheme from eight presets or pick custom hex values. Your portal, your look.

OC Eye branded staff portal login with custom logo and eyewear background
🛒

Patient Self-Booking Portal New

Patients book their own appointments online at yourpractice.odoptik.com/appt — no staff login, no phone tag. The fully branded, mobile-friendly flow feeds directly into the staff calendar.

  • Choose clinic location, provider, appointment type & time slot
  • Enter patient details inline — no account required
  • Opt into SMS or email reminders at booking
  • Branded confirmation screen on submission
  • Reschedule & cancel links included in every confirmation
Getting Started

Up and running in minutes

ODoptik is a web application — no downloads, no local servers, no IT department required.

1

License & deploy

Choose the right license tier for your practice. We'll provision your tenant on ODoptik's infrastructure (or your own server for Enterprise). You get a unique login URL branded to your clinic.

2

Configure your clinic

Add your locations, invite staff, upload your logo, and set your colour scheme. Your patient-facing booking page at yourpractice.odoptik.com/appt is live immediately. Optionally enable SMS & email reminders and insurance eligibility verification from the Settings panel.

3

Import or add patients

Start creating patient records, scheduling appointments, running exams, and issuing prescriptions. Each module is designed to be intuitive for front-desk and clinical staff alike.

4

Operate & grow

Use the admin panel to track KPIs, manage providers, review appointment trends, and configure reminder automation. Multi-location practices can manage every site from one login.

New Feature

Patients book themselves.
Your calendar fills automatically.

A public, mobile-friendly booking page lives at yourpractice.odoptik.com/appt — no staff involvement until the appointment is confirmed.

yourclinic.odoptik.com/appt
Unique URL per tenant · No login required · Mobile-ready
1
📍

Choose location

Patients pick from all active clinic locations under your practice.

2

Choose provider

Select a preferred optometrist or leave it open for any available provider.

3
🗂️

Appointment type

Comprehensive exam, contact lens fitting, follow-up, or other configured types.

4
🕐

Pick a time slot

Only genuinely available slots are shown — no double-booking risk.

5
📝

Patient details

Name, contact info, and insurance entered inline. No account creation needed.

6

Confirmed

Branded confirmation screen appears instantly. Booking lands in the staff calendar in real time.

📱 SMS opt-in at booking
✉️ Email opt-in at booking
🔗 Reschedule & cancel links in confirmation
🎨 Fully branded with your clinic's logo & colours
📲 Mobile-first, works on any device
🔒 No patient login required

This is what your patients see

Patient self-booking portal showing location, provider, appointment type selection and patient details form
Built for Your Whole Team

Every role has exactly what they need

Role-based navigation means each staff member sees only the modules relevant to their work.

🖥️

Receptionist

Appointments, Patients, Billing. Handles the front-desk workflow — scheduling, intake, and payment — without access to clinical data.

  • ✓ Dashboard
  • Appointments
  • Patients
  • Billing
🔬

Technician

Supports the clinical workflow — pre-tests, visual acuity, and exam documentation — before the optometrist takes over.

  • ✓ Dashboard
  • Appointments
  • Patients
  • Exams

Optometrist

Full clinical access — exams, prescriptions, and patient history. Providers are listed in appointment scheduling and workload reports.

  • ✓ Dashboard
  • Appointments
  • Patients
  • Exams
  • Prescriptions
⚙️

Tenant Admin

Full access to all modules plus the admin panel — staff management, locations, reminder rules, reports, and clinic branding.

  • All staff modules
  • Admin panel
  • Staff & location management
  • Reports & analytics
  • Branding & customisation
Integrations

Connect the services you already use

Optional integrations are configured in the admin panel. All credentials are stored AES-256 encrypted.

📱

SMS Reminders

Automated appointment reminders sent by text. Configure your own message templates using patient name, date, and time variables. Rules are set per trigger event — on schedule, before, or after an appointment.

Optional
✉️

Email Reminders

Transactional email for appointment confirmations and reminders. Works alongside or independently from SMS reminders. Uses the same configurable rule engine.

Optional
🏥

Insurance Eligibility Verification

Real-time eligibility checks against the patient's insurance plan before appointments. Helps front-desk staff confirm active coverage and reduce billing surprises at checkout.

Optional
🟦

Square Payments

Accept card payments directly from the billing screen using your existing Square account. No separate POS terminal or manual reconciliation needed — payments are recorded against the invoice automatically.

Optional
📠

Soft eRx — PDF & Fax

Send non-controlled prescriptions (ophthalmic drops, glasses, contact lenses) directly to pharmacies or CL vendors as a PDF or via programmable fax. Covers state-compliance requirements for soft eRx transmission without a full DEA eRx module.

Optional

All integrations are optional. ODoptik functions fully without any third-party connections — integrations simply add automation on top of core workflows.

Licensing

Choose the right license for your practice

ODoptik is licensed per practice, not per seat. Contact us to receive a quote tailored to your location count and setup requirements.

🏪

Single Shop

One clinic. One license. Everything included.

Pricing Contact us for a quote
  • One clinic location
  • Unlimited staff accounts
  • All clinical modules
    (Appointments, Patients, Exams, Prescriptions, Billing)
  • Custom branding (logo, colours, background)
  • Patient self-booking portal
  • Single-page exam with per-OD section reordering
  • Multi-pair Rx form (glasses + CL trial & final workflow)
  • Email Rx to patient & soft eRx via PDF / fax
  • Optional: SMS & email reminders, Square payments, insurance verification
  • Role-based access control
  • Reports & appointment analytics
Request a Quote
🏢

Enterprise

Self-hosted, white-labelled, fully configurable.

Pricing Contact us for a quote
  • All Multiple Shops features
  • Self-hosted option — deploy on your own infrastructure
  • Multiple independent tenant organisations
  • Super Admin console for tenant management
  • Custom domain & full white-label branding
  • Priority support & onboarding assistance
  • Source code licensing available on request
Contact Sales
ℹ️
No per-seat fees. No hidden add-on charges. All modules — appointments, exams, prescriptions, billing, reminders, and branding — are included in every tier. Patient self-booking, the multi-pair Rx form, soft eRx, and per-OD exam layouts are all included — no add-ons required. Optional integrations (SMS, email, Square payments, insurance verification, fax/eRx transmission) may require third-party service accounts; any associated costs are separate from your ODoptik license.
Honest Limitations

What ODoptik doesn't do (yet)

We'd rather tell you what's missing than oversell. These are areas currently outside the platform's scope.

💊

Controlled substance eRx (DEA)

ODoptik supports soft eRx via PDF and programmable fax for non-controlled prescriptions (glasses, contacts, ophthalmic drops). Electronic prescribing for DEA-scheduled controlled substances is not supported and requires a certified EPCS solution.

📷

Diagnostic imaging

ODoptik stores clinical notes and prescription data, but does not yet integrate with retinal cameras, OCT devices, or other diagnostic imaging hardware.

🌍

Additional language support

The platform is currently available in English and Spanish. Additional language localisation is on the roadmap — let us know if another language is a priority for your patient population.

FAQ

Frequently asked questions

Is ODoptik hosted in the cloud or do I run it myself?

For Single Shop and Multiple Shops licenses, ODoptik runs on managed cloud infrastructure — you get a login URL and don't need to manage any servers. The Enterprise tier adds the option to self-host on your own infrastructure if your organisation requires it.

How are staff accounts managed?

A Tenant Admin creates staff accounts from the Settings panel. Each account is assigned a role (Receptionist, Technician, Optometrist, or Tenant Admin) and optionally a secondary role. Role assignment controls which modules appear in that user's navigation. There is no limit on the number of staff accounts in any tier.

How does the patient self-booking portal work?

Every ODoptik tenant gets a public booking page at yourpractice.odoptik.com/appt. Patients visit it without logging in and walk through a guided flow: choose a location → provider → appointment type → time slot → enter details → opt into reminders → submit. They receive a branded confirmation screen instantly. The booking appears in the staff calendar in real time. Confirmation messages include reschedule and cancel links so patients can self-manage without calling the front desk.

Are the SMS, email, and insurance verification integrations required?

No — all three are optional. ODoptik works fully without any of them. SMS and email reminders add automation on top of the scheduling workflow. Insurance eligibility verification helps front-desk staff confirm coverage before appointments. Any third-party service costs are separate from your ODoptik license.

How does the exam section reordering work?

The exam page is a single scrollable page with collapsible sections (Visual Acuity, Refraction, Slit Lamp, etc.). Each OD can drag sections up or down to match the order they personally run their exams — for example, moving Fundus to the top if that's where they start. The arrangement is saved to that OD's user profile and automatically restored the next time they log in. Different ODs at the same practice each maintain their own preferred layout.

How does the contact lens trial workflow work?

Each contact lens record is marked as either Trial or Final. Trial records track fitting data (movement, comfort, centration, over-refraction, fluorescein pattern for RGP/Scleral) and appear greyed out in the patient's Rx list — they're a clinical record, not an active prescription. When the OD is satisfied, they mark a pair as Final, which makes it the active dispensed prescription. Only one pair can be marked Final at a time. You can also flag a trial pair as 'Order Trials' when you don't have that lens in stock.

Can I send prescriptions electronically to pharmacies?

Yes, for non-controlled prescriptions. ODoptik supports soft eRx transmission via PDF and programmable fax for ophthalmic drops, eyeglasses, and contact lenses — covering the majority of optometry prescriptions. DEA-scheduled controlled substances require a separately certified EPCS solution, which is outside ODoptik's current scope.

Does ODoptik process payments?

Yes, through the Square integration. Once you connect your Square account in the admin panel, front-desk staff can accept card payments directly from the billing screen — no separate POS terminal needed. Payments are recorded against the invoice automatically. Square is an optional integration; ODoptik's billing module works without it for practices that process payments separately.

Can different staff members access different locations?

Yes. Staff are assigned to locations, and appointment calendars and scheduling are location-aware. A Tenant Admin can manage all locations from the centralised admin panel. Multiple Shops and Enterprise licenses support unlimited locations under one login.

Is patient data secure?

Integration credentials are stored AES-256 encrypted. The platform uses HTTPS, role-based access controls, and authentication tokens with refresh logic. Overall HIPAA compliance depends on your hosting configuration, data processing agreements, and internal policies. Enterprise customers have full control over data residency and security configuration.

How do I get a price?

Use the contact form below and tell us how many locations you operate and roughly how many staff will use the system. We'll come back with a straightforward quote based on your tier. There are no per-seat charges in any tier.

What can a Tenant Admin do?

The Tenant Admin is the practice owner or office manager role. From the admin panel they can: add and manage staff accounts and assign roles, add and edit clinic locations, configure automated reminder rules, manage clinic branding, view reports and KPIs across all locations, and connect optional integrations. Every ODoptik subscription includes at least one Tenant Admin account with no limit on additional accounts.

Get in Touch

Ready to see ODoptik in your practice?

Tell us a bit about your practice and we'll get back to you with a tailored quote and, if useful, a walkthrough of the platform.

  • ✓ No sales pressure — just a straightforward conversation
  • ✓ Honest answers about what ODoptik can and can't do for you
  • ✓ Quote based on your actual setup, not a price-list tier

We respond to every inquiry — usually within one business day.