Optometry Practice
Optometrists and optical shops
Patients and recalls, exams, frames inventory and optical orders for an eye care practice.
Use this templateOptometry Practice
Your eye care practice in one place. Start with Exams for today, call patients under Patients whose recall is due, and keep Optical orders moving. Operational tracking only; exam records and prescriptions stay in your clinical system.
Dashboard
Annual recall routine
Vision plan checks
Dispensing and optical orders
Frame inventory
At a glance
| Exam | Patient | Doctor | When | Exam type | Status | Front desk owner |
|---|---|---|---|---|---|---|
| Comprehensive - Rowe | Henrietta Rowe | Dr. Corwin Ashby, OD | Oct 18, 1:00 PM | In exam | @installer | |
| Contact lens fitting - Brannigan | Aoife Brannigan | Dr. Corwin Ashby, OD | Oct 18, 2:30 PM | Booked | @installer | |
| Urgent - Fenwick | Obadiah Fenwick | Dr. Neha Subramanian, OD | Oct 18, 7:15 PM | Booked | @installer | |
| Comprehensive - Castellane | Dmitri Castellane | Dr. Neha Subramanian, OD | Oct 14, 3:00 PM | Booked | — | |
| Pediatric - Kamara | Solange Kamara | Dr. Corwin Ashby, OD | Oct 16, 6:00 PM | Booked | — | |
| Comprehensive - Redd | Thelonius Redd | Dr. Neha Subramanian, OD | Oct 24, 1:30 PM | Booked | — | |
| Comprehensive - Rowe (last) | Henrietta Rowe | Dr. Corwin Ashby, OD | Sep 28, 1:00 PM | Completed | — | |
| Follow-up - Vasquez | Lucinda Vasquez | Dr. Corwin Ashby, OD | Jul 10, 5:00 PM | Completed | — |
| Exam | Patient | Doctor | When | Exam type | Status | Front desk owner |
|---|---|---|---|---|---|---|
| Comprehensive - Rowe | Henrietta Rowe | Dr. Corwin Ashby, OD | Oct 18, 1:00 PM | In exam | @installer | |
| Contact lens fitting - Brannigan | Aoife Brannigan | Dr. Corwin Ashby, OD | Oct 18, 2:30 PM | Booked | @installer | |
| Urgent - Fenwick | Obadiah Fenwick | Dr. Neha Subramanian, OD | Oct 18, 7:15 PM | Booked | @installer | |
| Comprehensive - Castellane | Dmitri Castellane | Dr. Neha Subramanian, OD | Oct 14, 3:00 PM | Booked | — | |
| Pediatric - Kamara | Solange Kamara | Dr. Corwin Ashby, OD | Oct 16, 6:00 PM | Booked | — | |
| Comprehensive - Redd | Thelonius Redd | Dr. Neha Subramanian, OD | Oct 24, 1:30 PM | Booked | — | |
| Comprehensive - Rowe (last) | Henrietta Rowe | Dr. Corwin Ashby, OD | Sep 28, 1:00 PM | Completed | — | |
| Follow-up - Vasquez | Lucinda Vasquez | Dr. Corwin Ashby, OD | Jul 10, 5:00 PM | Completed | — |
| Optical order | Patient | Frame | Total | Status | Ordered | Promised by |
|---|---|---|---|---|---|---|
| Progressive lenses - Rowe | Henrietta Rowe | Skyline | $640 | At lab | Oct 12, 2026 | Oct 15, 2026 |
| Single vision - Vasquez | Lucinda Vasquez | Harbor | $320 | Ready for pickup | Oct 9, 2026 | Oct 18, 2026 |
| Kids glasses - Kamara | Solange Kamara | Tumble | $210 | Ordered | Oct 17, 2026 | Oct 26, 2026 |
| Single vision - Abara | Kingsley Abara | Atlas | $385 | At lab | Oct 6, 2026 | Oct 16, 2026 |
| Rimless - Castellane | Dmitri Castellane | Featherlight | $520 | Ordered | Oct 15, 2026 | Oct 16, 2026 |
| Single vision - Redd | Thelonius Redd | Summit | $290 | Ready for pickup | Oct 10, 2026 | Oct 17, 2026 |
| Round frames - Fenwick | Obadiah Fenwick | Brooklyn | $340 | Picked up | Sep 23, 2026 | Oct 3, 2026 |
| Cat-eye frames - Brannigan | Aoife Brannigan | Marlowe | $405 | Picked up | Sep 18, 2026 | Sep 28, 2026 |
Exams
| Exam | Patient | Doctor | When | Exam type | Status | Front desk owner |
|---|---|---|---|---|---|---|
| Comprehensive - Rowe | Henrietta Rowe | Dr. Corwin Ashby, OD | Oct 18, 1:00 PM | In exam | @installer | |
| Contact lens fitting - Brannigan | Aoife Brannigan | Dr. Corwin Ashby, OD | Oct 18, 2:30 PM | Booked | @installer | |
| Urgent - Fenwick | Obadiah Fenwick | Dr. Neha Subramanian, OD | Oct 18, 7:15 PM | Booked | @installer | |
| Comprehensive - Castellane | Dmitri Castellane | Dr. Neha Subramanian, OD | Oct 14, 3:00 PM | Booked | — | |
| Pediatric - Kamara | Solange Kamara | Dr. Corwin Ashby, OD | Oct 16, 6:00 PM | Booked | — | |
| Comprehensive - Redd | Thelonius Redd | Dr. Neha Subramanian, OD | Oct 24, 1:30 PM | Booked | — | |
| Comprehensive - Rowe (last) | Henrietta Rowe | Dr. Corwin Ashby, OD | Sep 28, 1:00 PM | Completed | — | |
| Follow-up - Vasquez | Lucinda Vasquez | Dr. Corwin Ashby, OD | Jul 10, 5:00 PM | Completed | — |
Optical orders
| Optical order | Patient | Frame | Total | Status | Ordered | Promised by |
|---|---|---|---|---|---|---|
| Progressive lenses - Rowe | Henrietta Rowe | Skyline | $640 | At lab | Oct 12, 2026 | Oct 15, 2026 |
| Single vision - Vasquez | Lucinda Vasquez | Harbor | $320 | Ready for pickup | Oct 9, 2026 | Oct 18, 2026 |
| Kids glasses - Kamara | Solange Kamara | Tumble | $210 | Ordered | Oct 17, 2026 | Oct 26, 2026 |
| Single vision - Abara | Kingsley Abara | Atlas | $385 | At lab | Oct 6, 2026 | Oct 16, 2026 |
| Rimless - Castellane | Dmitri Castellane | Featherlight | $520 | Ordered | Oct 15, 2026 | Oct 16, 2026 |
| Single vision - Redd | Thelonius Redd | Summit | $290 | Ready for pickup | Oct 10, 2026 | Oct 17, 2026 |
| Round frames - Fenwick | Obadiah Fenwick | Brooklyn | $340 | Picked up | Sep 23, 2026 | Oct 3, 2026 |
| Cat-eye frames - Brannigan | Aoife Brannigan | Marlowe | $405 | Picked up | Sep 18, 2026 | Sep 28, 2026 |
Patients
| Patient | Status | Phone | Vision plan | Last exam | Recall due | |
|---|---|---|---|---|---|---|
| Henrietta Rowe | (404) 555-0131 | henrietta.r@mailbox-demo.net | Sep 28, 2026 | Sep 28, 2027 | ||
| Kingsley Abara | (404) 555-0132 | kingsley.a@mailbox-demo.net | Sep 23, 2025 | Sep 23, 2026 | ||
| Lucinda Vasquez | (404) 555-0133 | lucinda.v@mailbox-demo.net | Jul 10, 2026 | Jul 10, 2027 | ||
| Dmitri Castellane | (404) 555-0134 | dmitri.c@mailbox-demo.net | Oct 13, 2025 | Oct 14, 2026 | ||
| Aoife Brannigan | (404) 555-0135 | aoife.b@mailbox-demo.net | — | — | ||
| Obadiah Fenwick | (404) 555-0136 | obadiah.f@mailbox-demo.net | Aug 9, 2024 | Aug 9, 2025 | ||
| Solange Kamara | (404) 555-0137 | solange.k@mailbox-demo.net | Aug 19, 2026 | Aug 19, 2027 | ||
| Thelonius Redd | (404) 555-0138 | theo.r@mailbox-demo.net | Oct 23, 2025 | Oct 23, 2026 |
Frames
| Frame | Brand | Style | On hand | Reorder at | Cost | Retail price |
|---|---|---|---|---|---|---|
| Harbor | Lumen & Oak | 6 | 3 | $62 | $189 | |
| Atlas | Lumen & Oak | 9 | 4 | $58 | $175 | |
| Skyline | Corvane Optical | 3 | 3 | $71 | $215 | |
| Marlowe | Corvane Optical | 5 | 2 | $66 | $199 | |
| Featherlight | Nordic Frame Co | 2 | 2 | $84 | $260 | |
| Tumble | Nordic Frame Co | 11 | 5 | $38 | $115 | |
| Brooklyn | Lumen & Oak | 1 | 3 | $60 | $185 | |
| Summit | Nordic Frame Co | 7 | 4 | $55 | $169 |
| Exam | Patient | Doctor | When | Exam type | Status | Front desk owner |
|---|---|---|---|---|---|---|
| Comprehensive - Rowe | Henrietta Rowe | Dr. Corwin Ashby, OD | Oct 18, 1:00 PM | In exam | @installer | |
| Contact lens fitting - Brannigan | Aoife Brannigan | Dr. Corwin Ashby, OD | Oct 18, 2:30 PM | Booked | @installer | |
| Urgent - Fenwick | Obadiah Fenwick | Dr. Neha Subramanian, OD | Oct 18, 7:15 PM | Booked | @installer | |
| Comprehensive - Castellane | Dmitri Castellane | Dr. Neha Subramanian, OD | Oct 14, 3:00 PM | Booked | — | |
| Pediatric - Kamara | Solange Kamara | Dr. Corwin Ashby, OD | Oct 16, 6:00 PM | Booked | — | |
| Comprehensive - Redd | Thelonius Redd | Dr. Neha Subramanian, OD | Oct 24, 1:30 PM | Booked | — | |
| Comprehensive - Rowe (last) | Henrietta Rowe | Dr. Corwin Ashby, OD | Sep 28, 1:00 PM | Completed | — | |
| Follow-up - Vasquez | Lucinda Vasquez | Dr. Corwin Ashby, OD | Jul 10, 5:00 PM | Completed | — |
| Exam | Patient | Doctor | When | Exam type | Status | Front desk owner |
|---|---|---|---|---|---|---|
| Comprehensive - Rowe | Henrietta Rowe | Dr. Corwin Ashby, OD | Oct 18, 1:00 PM | In exam | @installer | |
| Contact lens fitting - Brannigan | Aoife Brannigan | Dr. Corwin Ashby, OD | Oct 18, 2:30 PM | Booked | @installer | |
| Urgent - Fenwick | Obadiah Fenwick | Dr. Neha Subramanian, OD | Oct 18, 7:15 PM | Booked | @installer | |
| Comprehensive - Castellane | Dmitri Castellane | Dr. Neha Subramanian, OD | Oct 14, 3:00 PM | Booked | — | |
| Pediatric - Kamara | Solange Kamara | Dr. Corwin Ashby, OD | Oct 16, 6:00 PM | Booked | — | |
| Comprehensive - Redd | Thelonius Redd | Dr. Neha Subramanian, OD | Oct 24, 1:30 PM | Booked | — | |
| Comprehensive - Rowe (last) | Henrietta Rowe | Dr. Corwin Ashby, OD | Sep 28, 1:00 PM | Completed | — | |
| Follow-up - Vasquez | Lucinda Vasquez | Dr. Corwin Ashby, OD | Jul 10, 5:00 PM | Completed | — |
| Optical order | Patient | Frame | Total | Status | Ordered | Promised by |
|---|---|---|---|---|---|---|
| Progressive lenses - Rowe | Henrietta Rowe | Skyline | $640 | At lab | Oct 12, 2026 | Oct 15, 2026 |
| Single vision - Vasquez | Lucinda Vasquez | Harbor | $320 | Ready for pickup | Oct 9, 2026 | Oct 18, 2026 |
| Kids glasses - Kamara | Solange Kamara | Tumble | $210 | Ordered | Oct 17, 2026 | Oct 26, 2026 |
| Single vision - Abara | Kingsley Abara | Atlas | $385 | At lab | Oct 6, 2026 | Oct 16, 2026 |
| Rimless - Castellane | Dmitri Castellane | Featherlight | $520 | Ordered | Oct 15, 2026 | Oct 16, 2026 |
| Single vision - Redd | Thelonius Redd | Summit | $290 | Ready for pickup | Oct 10, 2026 | Oct 17, 2026 |
| Round frames - Fenwick | Obadiah Fenwick | Brooklyn | $340 | Picked up | Sep 23, 2026 | Oct 3, 2026 |
| Cat-eye frames - Brannigan | Aoife Brannigan | Marlowe | $405 | Picked up | Sep 18, 2026 | Sep 28, 2026 |
| Patient | Status | Phone | Vision plan | Last exam | Recall due | |
|---|---|---|---|---|---|---|
| Henrietta Rowe | (404) 555-0131 | henrietta.r@mailbox-demo.net | Sep 28, 2026 | Sep 28, 2027 | ||
| Kingsley Abara | (404) 555-0132 | kingsley.a@mailbox-demo.net | Sep 23, 2025 | Sep 23, 2026 | ||
| Lucinda Vasquez | (404) 555-0133 | lucinda.v@mailbox-demo.net | Jul 10, 2026 | Jul 10, 2027 | ||
| Dmitri Castellane | (404) 555-0134 | dmitri.c@mailbox-demo.net | Oct 13, 2025 | Oct 14, 2026 | ||
| Aoife Brannigan | (404) 555-0135 | aoife.b@mailbox-demo.net | — | — | ||
| Obadiah Fenwick | (404) 555-0136 | obadiah.f@mailbox-demo.net | Aug 9, 2024 | Aug 9, 2025 | ||
| Solange Kamara | (404) 555-0137 | solange.k@mailbox-demo.net | Aug 19, 2026 | Aug 19, 2027 | ||
| Thelonius Redd | (404) 555-0138 | theo.r@mailbox-demo.net | Oct 23, 2025 | Oct 23, 2026 |
| Frame | Brand | Style | On hand | Reorder at | Cost | Retail price |
|---|---|---|---|---|---|---|
| Harbor | Lumen & Oak | 6 | 3 | $62 | $189 | |
| Atlas | Lumen & Oak | 9 | 4 | $58 | $175 | |
| Skyline | Corvane Optical | 3 | 3 | $71 | $215 | |
| Marlowe | Corvane Optical | 5 | 2 | $66 | $199 | |
| Featherlight | Nordic Frame Co | 2 | 2 | $84 | $260 | |
| Tumble | Nordic Frame Co | 11 | 5 | $38 | $115 | |
| Brooklyn | Lumen & Oak | 1 | 3 | $60 | $185 | |
| Summit | Nordic Frame Co | 7 | 4 | $55 | $169 |
| Patient | Status | Phone | Vision plan | Last exam | Recall due | |
|---|---|---|---|---|---|---|
| Henrietta Rowe | (404) 555-0131 | henrietta.r@mailbox-demo.net | Sep 28, 2026 | Sep 28, 2027 | ||
| Kingsley Abara | (404) 555-0132 | kingsley.a@mailbox-demo.net | Sep 23, 2025 | Sep 23, 2026 | ||
| Lucinda Vasquez | (404) 555-0133 | lucinda.v@mailbox-demo.net | Jul 10, 2026 | Jul 10, 2027 | ||
| Dmitri Castellane | (404) 555-0134 | dmitri.c@mailbox-demo.net | Oct 13, 2025 | Oct 14, 2026 | ||
| Aoife Brannigan | (404) 555-0135 | aoife.b@mailbox-demo.net | — | — | ||
| Obadiah Fenwick | (404) 555-0136 | obadiah.f@mailbox-demo.net | Aug 9, 2024 | Aug 9, 2025 | ||
| Solange Kamara | (404) 555-0137 | solange.k@mailbox-demo.net | Aug 19, 2026 | Aug 19, 2027 | ||
| Thelonius Redd | (404) 555-0138 | theo.r@mailbox-demo.net | Oct 23, 2025 | Oct 23, 2026 |
Orders in progress
| Optical order | Patient | Frame | Total | Status | Ordered | Promised by |
|---|---|---|---|---|---|---|
| Progressive lenses - Rowe | Henrietta Rowe | Skyline | $640 | At lab | Oct 12, 2026 | Oct 15, 2026 |
| Single vision - Vasquez | Lucinda Vasquez | Harbor | $320 | Ready for pickup | Oct 9, 2026 | Oct 18, 2026 |
| Kids glasses - Kamara | Solange Kamara | Tumble | $210 | Ordered | Oct 17, 2026 | Oct 26, 2026 |
| Single vision - Abara | Kingsley Abara | Atlas | $385 | At lab | Oct 6, 2026 | Oct 16, 2026 |
| Rimless - Castellane | Dmitri Castellane | Featherlight | $520 | Ordered | Oct 15, 2026 | Oct 16, 2026 |
| Single vision - Redd | Thelonius Redd | Summit | $290 | Ready for pickup | Oct 10, 2026 | Oct 17, 2026 |
| Round frames - Fenwick | Obadiah Fenwick | Brooklyn | $340 | Picked up | Sep 23, 2026 | Oct 3, 2026 |
| Cat-eye frames - Brannigan | Aoife Brannigan | Marlowe | $405 | Picked up | Sep 18, 2026 | Sep 28, 2026 |
Recalls to call
| Patient | Status | Phone | Vision plan | Last exam | Recall due | |
|---|---|---|---|---|---|---|
| Henrietta Rowe | (404) 555-0131 | henrietta.r@mailbox-demo.net | Sep 28, 2026 | Sep 28, 2027 | ||
| Kingsley Abara | (404) 555-0132 | kingsley.a@mailbox-demo.net | Sep 23, 2025 | Sep 23, 2026 | ||
| Lucinda Vasquez | (404) 555-0133 | lucinda.v@mailbox-demo.net | Jul 10, 2026 | Jul 10, 2027 | ||
| Dmitri Castellane | (404) 555-0134 | dmitri.c@mailbox-demo.net | Oct 13, 2025 | Oct 14, 2026 | ||
| Aoife Brannigan | (404) 555-0135 | aoife.b@mailbox-demo.net | — | — | ||
| Obadiah Fenwick | (404) 555-0136 | obadiah.f@mailbox-demo.net | Aug 9, 2024 | Aug 9, 2025 | ||
| Solange Kamara | (404) 555-0137 | solange.k@mailbox-demo.net | Aug 19, 2026 | Aug 19, 2027 | ||
| Thelonius Redd | (404) 555-0138 | theo.r@mailbox-demo.net | Oct 23, 2025 | Oct 23, 2026 |
Most exams are repeat exams. A steady recall routine fills the schedule.
Monday
Open Patients and use the Next 30 days view of Recall due.
Call or text each patient and offer two times.
Book the exam and set status to Current once it is done.
After three tries
Leave the patient as Recall due, then Lapsed after six months.
Before every exam
Check eligibility the day before.
Note the exam allowance and frame allowance on the exam.
Tell the patient what to expect to pay at check-in.
If coverage is unclear
Offer a self-pay estimate and let the patient decide before the exam.
At the dispensary
Press Start optical order on the patient.
Pick a frame from Frames and confirm the price.
Collect the deposit and set a Promised by date.
Lab tracking
Press Sent to lab when the order leaves.
Press Ready for pickup when it arrives and notify the patient.
Overdue orders appear under Overdue on the Optical orders table.
Check frames every other week.
Count
Update On hand for sold and received frames
Review anything marked Reorder under Stock check
Display
Rotate slow styles to the front
Send one order per brand
What's inside
5 tables · 20 views · 1 form · 5 row actions · 1 agent6 pages
- Optometry Practice
- Dashboard
- Annual recall routine
- Vision plan checks
- Dispensing and optical orders
- Frame inventory
4 tables
- Exams7 views · 12 sample rows
- Optical orders7 views · 8 sample rows
- Patients5 views · 8 sample rows
- Frames1 view · 8 sample rows
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