Connected practice workflows
Optician appointment & diary software
Branch-first booking, walk-ins, free-slot search and Clinic Calendar views, with bank holidays applied automatically and portal and website requests in one diary.
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
The everyday diary tools reception reaches for
The diary handles the bookings that do not fit the standard pattern, as well as the ones that do.
Walk-ins
Book in a patient who walks in without an appointment.
Find free slots
Search for the free slots instead of scrolling through the diary.
Start-time override
Book at a non-standard time when the appointment needs it.
Reschedule or rebook
Both are built in, as separate options.
04
Clinic Calendar views, closures and examiner cover
Look at the clinic the way the question needs it, and let the diary keep the days you cannot work out of reach.
Day, week, month and list
Switch the Clinic Calendar between day, week, month and list views.
Unassigned examiner queue
See appointments waiting for an examiner and assign them in bulk.
Bank holidays and closures
UK bank holidays and practice closures are applied automatically, so they cannot be booked.
Examiner-required types
Appointment types can require an examiner.
05
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.
06
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.
Common questions
Yes. Walk-ins can be booked straight into the diary, and reception can search for free slots rather than scrolling for them.
Yes. UK bank holidays and practice closures are applied automatically, so they cannot be booked.
Patients can request a reschedule or a cancellation through the patient portal, and the practice reviews the request.
Variants such as "Eye Examination (over 70)" or "Under 16" can be set to share their main eye examination's slots. A booking of any of them then takes the time for all of them, in the diary, the patient portal and the website booking widget.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.