Connected practice workflows
Optician appointment & diary software
Book by branch and time, manage examiner assignment and keep the optical practice diary moving as staffing changes.
The workflow at a glance
- 01Choose branch and time
- 02Book the patient
- 03Assign an examiner
- 04Track arrival and visit
01
Start with the branch, then assign the examiner
A patient may be ready to book before the examiner rota is final. ZenOptix supports branch-first booking: choose the location, date and time, then assign an examiner when cover is confirmed. The unassigned appointment queue keeps that work visible so a booking does not disappear between reception and the clinical team.
02
Keep reception and clinicians in context
Branch diary and examiner diary views answer different questions. Reception needs to see availability across a location; clinicians need to understand their own day. Appointment types, check-in and status tracking help the team follow a visit through the practice. Flexible reassignment supports changing rotas and locum cover, with an audit-focused approach to changes.
03
Bring a real diary scenario to your demo
Ask to walk through a booking made before the rota is complete, an examiner reassignment and patient check-in. Discuss your appointment types, branch capacity and staffing arrangements. This is the most useful way to assess whether the workflow fits the way your reception team actually books patients.
04
Bookings arrive from more than the front desk
Reception is no longer the only way an appointment starts. Patients already on your books can book through the patient portal, and visitors to your practice website can request an appointment through the ZenOptix website booking widget, which you paste into your own site in two lines of code. Portal bookings and accepted website requests land in the same branch diary as anything your team books by phone, under the same opening hours, capacity and clinician coverage rules. Website requests are requests rather than confirmed bookings, so a member of your team accepts each one before it reaches the diary.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.