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ZenOptix

One connected platform

Every workflow.
One clear view.

Run appointments, patient care, dispensing, stock, tills and reporting from one modern platform designed around how UK optical practices actually work.

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Cloud based Role-based access Multi-branch ready

Practice workspace

Riverside · Live overview

All systems connected

Appointments

28 today

Patients

12 active

Clinical

6 to sign

Dispensing

16 orders

Stock

4 alerts

Reporting

Live

Patient journey stays connected

Booking → exam → dispense → payment → recall

Modules

The full practice workflow, module by module

Every module works from the same patient record, diary and stock, so nothing is entered twice.

Appointments & Diary

Branch-first booking with branch and examiner diary views.

Patient Records

Administration, timeline, documents and images in one record.

Clinical Workflow

Clinical visits, notes, prescriptions and images in a guided flow.

Dispensing

Patient-linked dispensing orders with status tracking.

Stock Control

Products, barcodes, movements and low stock visibility.

Till & POS

Retail sales with cash and card recording and receipts.

SMS & Email

Templates, reminders and recalls with opt-out handling.

Reporting

Branch dashboards and reports across the whole operation.

Security & Admin

Role-based access, context control and audit-focused design.

Patient Portal

Online booking, prescriptions and self-service details for patients.

Website Booking Widget

Appointment requests from your own practice website, in two lines of code.

NHS-Ready Workflows

GOS claim preparation, referrals and NHS ODS directory lookups.

Rota & Capacity

Opening hours, coverage rules, locum support and synced closures.

Data Migration

Import patients and history from your existing system.

Appointments

Appointments designed around real branch workflows

ZenOptix supports branch-first booking, so teams can book appointments by location, date and time without forcing every booking to be tied to a specific examiner at the point of booking. Bookings reach the same diary whether reception takes them, a patient books through the portal, or a visitor requests one through the widget on your website.

Website booking widget Patient portal

  • Branch diary and examiner diary views
  • Optional examiner assignment
  • Unassigned appointment queue
  • Flexible reassignment with audit history
  • Support for locum cover
  • Branch capacity and staffing visibility
  • Appointment type configuration
  • Check-in and appointment status tracking
  • Website booking requests from your own site
  • Patient portal bookings into the same diary

Branch Diary · Riverside

Patient Portal

Included as standard, controlled by the practice

Your existing patients book their own appointments around the clock, see their prescriptions and history, and keep their own details up to date. The practice still decides which slots are bookable, who the clinician is, and what the patient can see.
Explore the patient portal
  • Online booking for existing patients only
  • Book any bookable slot, or published clinic sessions only
  • Bookings arrive unassigned or auto-assign from the rota
  • Cancellation and reschedule requests need practice approval
  • Upcoming and past appointments
  • Prescriptions and shared documents
  • Clinical images shared image by image
  • Self-service contact details and preferences
  • Practice-branded portal emails
  • UK-based hosting for patient data

Patient Record · Sarah Johnson

Patient Care

Patient records built for optical care

Keep patient administration, clinical visits, prescriptions, documents and images organised around a clear patient timeline.
  • Patient profile and contact details
  • Communication preferences and consent indicators
  • Patient timeline
  • Clinical visit records
  • Guided examination workspace with live progress panel
  • Copy objective to subjective, subjective to final Rx, eye to eye
  • Carry ocular health forward and pull the previous prescription in
  • Quick-fill presets for normal findings
  • Pre-Test capture of IOP, habitual Rx and images
  • Prescriptions issued and printed in one click, numbered and locked
  • Documents and images
  • Controlled amendments and signed records

Operations

Connect dispensing, stock and sale

ZenOptix connects the commercial side of the practice with the patient journey, helping teams manage dispensing orders, products, stock movements, sales and till activity in one place.

Dispensing & Labs

  • Per-pair frame and lens specification with measurements
  • Estimates on the dispensing order
  • Lab order PDF generated from the order
  • Emailed to a named lab in one click, moving the order to Ordered
  • Re-sends flagged UPDATE so labs never work to a superseded copy
  • Status pipeline through to collection, with full history
  • Sale created from the order, including deposits and part payments

Stock

  • Product catalogue
  • Barcode support
  • Stock movements
  • Receiving and transfers
  • Supplier and purchase workflows
  • Low stock visibility

Till & POS

  • Retail sales
  • Patient-linked or anonymous transactions
  • Cash and card recording
  • Receipt printing
  • Cash drawer support
  • End-of-day reconciliation
  • Sales reports

Communications

Controlled patient communications

Send appointment messages, reminders and recalls using approved templates, with opt-outs, usage visibility and communication history built in.
  • SMS and email templates
  • Appointment confirmations
  • Reminders
  • Recall communication
  • Communication preferences
  • Opt-out handling
  • Usage and segment visibility
  • Delivery and audit history

Reporting

Clearer visibility for practice owners and managers

ZenOptix gives managers a clearer view of branch activity, appointments, sales, stock, communication usage and operational performance.
  • Branch dashboards
  • Appointment reports
  • Unassigned booking visibility
  • Clinician and staffing views
  • Sales reporting
  • Stock reporting
  • Communication usage reporting
  • Audit and export visibility

Branch Dashboard

NHS & Staffing

NHS paperwork and staffing capacity, handled in the platform

GOS claims, referrals and NHS numbers sit with the appointment that produced them. The rota decides what the diary can sell, so capacity is never an afterthought.

NHS-ready workflows

  • GOS claim preparation from the appointment
  • Referrals created, lettered and tracked
  • NHS ODS lookup for referral destinations
  • GP lookup from the same NHS directory
  • NHS number checksum validation
Read more

Rota and capacity

  • Rota, rota templates and availability
  • Opening hours per branch
  • Examiner coverage rules that block uncovered slots
  • Locum support with same-day, clinic-only visibility
  • Bank holidays and closures synced from GOV.UK
Read more

Scope, stated plainly: GOS claims are prepared in ZenOptix rather than submitted electronically to PCSE or eGOS, and referrals are created and tracked rather than transmitted to hospital systems. NHS ODS directory lookups are live today. ZenOptix does not perform live NHS demographic lookups.

Administration

Access control built into the platform

ZenOptix is designed around organisation, branch and role context, helping practices control what each user can see and do.
  • Platform, organisation and branch roles
  • Organisation and location context
  • Role-based permissions
  • Locum access support
  • Controlled support access
  • Audit logging for sensitive actions
  • Secure file handling
  • Controlled exports and accounting exports
  • Support access requires practice approval, time-limited and audited
  • Data protection and subject access request handling
  • Billing portal with invoices, payments and plan visibility
  • SMS allowance, usage and threshold visibility
  • UK-based hosting for practice and patient data

The Connected Workflow

From booking to recall, keep the workflow connected

  1. Patient books

    Online, or by phone with your team.

  2. Check in

    Track arrival and status.

  3. Clinical visit

    Notes, tests and prescriptions.

  4. Dispense

    Orders linked to the patient.

  5. Take payment

    Till, receipts and reconciliation.

  6. Send recall

    Templates with opt-outs.

  7. Review reports

    Visibility across branches.

See it in your practice

See how ZenOptix fits your practice workflow

Book a demo and explore how ZenOptix can support your appointments, patients, dispensing, stock, tills and branch operations.

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