Connected practice workflows
Optical practice access control software
Understand role-based access, branch context and audit-focused workflows for optical practice teams.
The workflow at a glance
- 01Define team roles
- 02Set working context
- 03Control sensitive actions
- 04Review recorded activity
01
Match access to responsibilities
Reception, clinicians, dispensing staff and managers perform different tasks. ZenOptix is designed around role-based access and working context so access can reflect those responsibilities. A useful permissions discussion starts with what each role needs to do, then considers sensitive actions and the information needed to perform them.
02
Make sensitive activity reviewable
Audit-focused design supports visibility of important activity and changes. Controlled support sessions are designed around deliberate requests, a limited context and reviewable actions. These principles help a practice assess who can access information and how that access is overseen, alongside its own staff processes and policies.
03
Review the actual scope with your team
Use a demo to walk through a reception role, a clinical role and a manager role, including branch changes where relevant. Ask for the applicable security and data-processing documentation before onboarding. Agree how staff join, change role and leave, and who will review access. The security page provides a fuller explanation of the design principles.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.