Connected practice workflows
Patient portal software for opticians
Let existing patients book appointments online, view prescriptions and appointment history, and keep their own details up to date, while your practice keeps control of the diary.
The workflow at a glance
- 01Patient signs in with a verified link
- 02Books into slots you have made bookable
- 03Practice assigns or confirms the clinician
- 04Patient sees their prescriptions and history
01
Online booking that respects your diary
The ZenOptix patient portal is included as standard rather than sold as a bolt-on. Only patients who already have a record at your practice and a verified portal link can sign in, so online booking cannot create bookings from people who are not on your books. Your practice chooses how booking works: patients can book into any slot you have made bookable, or only into the clinic sessions you publish. Patients never choose their own clinician. Bookings arrive unassigned for your reception team to assign, or are assigned automatically from the rota you have already set.
02
Changes still come through the practice
Cancellation and reschedule requests are submitted to the practice for approval instead of allowing a patient to silently move a clinical appointment. Your team sees the request, decides, and the diary reflects the outcome. Patients can review upcoming and past appointments, the prescriptions you have issued, documents you have shared and any clinical images your practice has explicitly chosen to make visible, image by image. Nothing appears in the portal because it exists in the record; it appears because someone at the practice shared it.
03
Fewer phone calls, and a practice that feels modern
Self-service contact details and communication preferences keep patient data current without a phone call, and portal emails carry your practice name, your logo and your branch reply-to address, so the experience stays yours from end to end. During a demo, ask to see the portal from both sides: the patient view and the approval queue your reception team works from, together with the settings that decide which slots and which records are visible.
04
For the patients you do not have yet
The portal is deliberately limited to patients who already have a record at your practice, which is what keeps online booking safe. New patients are served by the ZenOptix website booking widget instead: an embeddable form for your own practice website that offers the same real availability and collects a name and phone number, then creates a request for your team to accept. Between them, the portal looks after the patients you have and the widget opens a door for the ones you do not.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.