What’s included with ooptify
A clear breakdown of the capabilities in your subscription, including any usage charges, external accounts or items still in development.
Scheduling and booking
Everything patients and staff need to book, manage and attend appointments.
| Capability | Requirements and limits |
|---|---|
Appointments and calendar Day, week and month views across practitioners and rooms, with a standby list, check-in and cancellation tracking. | No separate ooptify add-on required. |
Online booking Patients book directly into your live calendar, with automatic confirmation and cancellation links. | No separate ooptify add-on required. |
Appointment reminders and recalls Automated SMS and email confirmations, reminders and recall campaigns with follow-ups and opt-out links. | $0.10 per SMS segment plus GST, billed monthly; longer messages may use multiple segments |
Clinical and dispensing
The optometry-specific workflow other stacks bolt together.
| Capability | Requirements and limits |
|---|---|
Patient records Clinical history, documents, diagnostic images and prescriptions in one shared record. | No separate ooptify add-on required. |
Clinical consultations Structured exams covering pretesting, ocular health, refraction, contact lenses, Medicare items, scripts and letters. | No separate ooptify add-on required. |
Dispensing and lab jobs Frames, lenses, measurements and coatings captured once — invoice and supplier order generated from the same record. | No separate ooptify add-on required. |
Inventory and supplier ordering Per-location stock, barcode labels, reorder points, and ordering from suppliers inside ooptify with live status. | No separate ooptify add-on required. |
Billing and payments
Invoicing, claiming and getting paid.
| Capability | Requirements and limits |
|---|---|
Billing and invoicing Invoices from consults, dispensing or cash sales, with refunds, store credits and end-of-day reconciliation. | No separate ooptify add-on required. |
Medicare and health-fund claiming Quote, claim and take payment for Medicare and private health insurance via CommBank Smart Health terminals. | Requires a CommBank Smart Health terminal agreement |
Xero integration Accounting sync to Xero is in development and not yet available. Contact us for timing. | In development — not yet available |
Hosting, marketing and operations
The invisible costs that fragmented stacks push onto you.
| Capability | Requirements and limits |
|---|---|
Cloud hosting Fully hosted — no servers to buy, patch or maintain, and no upgrade projects. | No separate ooptify add-on required. |
Marketing audience sync Sync patient marketing audiences to Mailchimp automatically, with nightly updates. | Requires your own Mailchimp account |
Reporting and analytics KPI dashboards with location targets plus reports across appointments, sales, stock, recalls and audit history. | No separate ooptify add-on required. |
Multi-location operations Shared patients and catalogue across locations, with per-location stock, schedules and targets. | No separate ooptify add-on required. |
Security and permissions Staff access levels plus per-widget and per-report visibility, and time-limited temporary accounts. | No separate ooptify add-on required. |
Audit log Every database change is logged with who, when, and before/after values — so nothing goes unnoticed. | No separate ooptify add-on required. |
Support and onboarding Tutorials, live chat and agent-monitored inboxes — plus application monitoring via Sentry. | No separate ooptify add-on required. |
Items with an allowance, external-account requirement or development status are called out above. Unless stated otherwise, listed capabilities are included without a separate ooptify add-on.
See ooptify for yourself in about 30 seconds
Get access to a working sandbox in approximately 30 seconds. No sales call required.