One platform for the complete optometry workflow
From the first online booking through consultation, dispensing and supplier ordering to the end-of-day reconciliation, ooptify covers the work your practice does every day — without bolting together separate products.
Capabilities
What ooptify does for your practice
Built specifically for optometry: the clinical, dispensing and retail sides of the practice share one system. Sections marked 'Under review' contain commercial details still being finalised.
Appointments and calendarKeep every optometrist's day full and organised.
Day, week and month views across practitioners and rooms, with configurable appointment types, provider schedules and breaks, patient check-in, a standby list for filling cancellations, and cancellation tracking with reasons.
Online bookingLet patients book while your front desk sleeps.
Patients book directly into your live calendar — choosing location, appointment type, practitioner and time — with no third-party booking subscription. Confirmation and cancellation links are sent automatically by SMS or email.
Patient recordsEverything about a patient in one place.
Demographics, relationships, clinical history, documents, diagnostic images and prescriptions held together in one record. Share invoices, letters and spectacle or contact lens prescriptions with patients via secure links.
Clinical consultationsA complete clinical workflow, not a notes box.
Structured consultations covering pretesting and diagnostics, ocular health, binocular vision, refraction, contact lens fitting, recommendations, Medicare billing items, therapeutic prescriptions and clinical letters — for booked appointments and walk-ins.
DispensingFrom recommendation to collection without re-keying.
Dispensing records capture frames, lenses, contact lenses, measurements, coatings and tints — then generate the invoice and the supplier order in the same flow. Patients get an automatic 'ready for collection' message.
Billing and paymentsInvoice, take payment and reconcile without spreadsheets.
Invoices from consultations, dispensing or cash sales, with discounts, adjustments, refunds, store credits and end-of-day reconciliation. Health-fund and Medicare claiming runs through the integrated CommBank Smart Health terminal connection.
Claims and payments integrationMedicare and health-fund claims from inside the invoice.
Connect a CommBank Smart Health terminal to quote, claim and take payment for Medicare (including bulk billing) and private health insurance directly from ooptify — including mixed claim-and-retail invoices.
Communications and remindersFewer no-shows, better recalls.
Automated SMS and email for appointment confirmations, changes and reminders, plus recall campaigns with follow-up reminders and patient opt-out links. Messages send through your own practice SIM via the ooptify SMS gateway — no per-message aggregator fees. Sync marketing audiences to Mailchimp.
Inventory and supplier orderingStock, orders and suppliers in the same system as the sale.
Per-location stock with CSV import, barcode label printing, pricing rules and reorder points. Order frames, lenses and contact lenses from suppliers inside ooptify and track every job from accepted to shipped to collected.
Reporting and analyticsKnow how the practice is performing today, not at year end.
Dashboard KPIs with location targets — revenue, spend per visit, frame and contact lens units — plus reports covering appointment utilisation, clinical conversion, sales and revenue mix, stock turn, recalls due and success, communications delivery, end-of-day history and audit logs.
Multi-location operationsRun every location from one system.
One business, many locations: shared patient records and product catalogue, with per-location stock, pricing, rooms, schedules, communications and KPI targets, and consolidated reporting across the group.
Cloud hostedNo servers, no patching, no upgrade projects.
ooptify is a fully hosted cloud platform. There is no separate hosting bill, no on-premise server to maintain and no version upgrades to schedule — you always run the current release.
Support and onboardingHelp is part of the subscription, not an add-on contract.
Support is included with the subscription — tutorials to get your team up to speed, live chat when you need a quick answer, and agent-monitored inboxes for issues that need follow-up. Behind the scenes, Sentry watches the application so we can catch and fix problems before they interrupt your day.
Security and permissionsThe right people see the right things.
Staff start from clear access levels (administrator through to junior staff), including time-limited accounts for temporary staff — but you go further. You can customise who can see each dashboard widget, report and area of the product, so a receptionist, optometrist and practice owner each get the view that matches their job.
Audit logNothing goes unnoticed.
Every change to your practice database is logged — inserts, updates and deletes — with who made the change, when it happened, and what the record looked like before and after. Financial adjustments and refunds carry their own audit trail too, so you can always reconstruct what happened.
IntegrationsConnected where it matters.
CommBank Smart Health for Medicare and health-fund claiming, Mailchimp for marketing audiences, the ooptify SMS gateway for messaging, and a supplier portal your suppliers use to fulfil orders. Xero integration is in development — contact us for timing.
Included, not extra
Every capability above is part of one subscription
No online-booking add-on, no hosting bill, no separate support contract. See exactly what's included and what it typically costs to buy separately.
See ooptify for yourself in about 30 seconds
Get access to a working sandbox in approximately 30 seconds. No sales call required.