Connected practice workflows
Optical practice reporting software
Review appointments, sales, stock and communication activity with reporting for fixed-location optical practices and groups.
The workflow at a glance
- 01Choose the branch context
- 02Review practice activity
- 03Explore workflow detail
- 04Discuss the next action
01
See the practice across its connected workflows
ZenOptix brings reporting alongside the operational work that produces it: appointments, clinical activity, dispensing, retail, stock and communications. Dashboards help owners and managers review the practice from a broader perspective while keeping the context of the underlying workflows in one platform.
02
Look at branches and activity together
A headline total rarely explains everything a manager needs to know. Branch reporting and views of appointment, clinician, sales and product activity support a more specific review. Communication usage and delivery information add another operational view, helping managers follow both day-to-day work and the resources it uses.
03
Dashboards for every role, and the reports managers ask for
Reporting covers the questions a manager asks and the jobs a team needs to see in front of them each day.
Role-based dashboards
Each role gets its own dashboard, with customisable Quick Actions.
Staffing-gap reports
Spot appointments without examiner cover.
CSV accounting exports
Accounting export packages as CSV files for your accountant.
Setup & Readiness checklist
Guides a new practice through getting fully set up.
04
Agree what a useful report means for you
Bring the questions you regularly ask about your practice to a demo. For example: which branch needs attention, how appointment activity differs between clinicians, and which products account for sales. Ask to see definitions, date ranges and branch context. Confirm required exports and any specialist reporting requirements before choosing a plan.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.