Connected practice workflows
Staff messaging and team tools for optical practices
Instant messaging between staff, a notification centre, global search, live work-waiting counters and role-based dashboards, all inside ZenOptix.
The workflow at a glance
- 01Message a colleague or your branch group
- 02See your notifications in one place
- 03Find anything with ⌘K or Ctrl+K
- 04Act on the live work-waiting counters
01
Instant messaging between staff
Practice messages belong in the practice system. Staff talk one-to-one or in branch group conversations inside ZenOptix, with unread counts in the top bar and the side menu, so there is no need for WhatsApp or personal phones for practice messages.
- One-to-one conversations between colleagues
- Branch group conversations
- Unread counts in the top bar and the side menu
02
Notifications and search
Each person sees what needs their attention, and can get to anything without hunting through menus.
Notification centre
Booking requests, deadlines and alerts for each staff member, in one place.
Global search
Find patients, appointments and more from anywhere with ⌘K or Ctrl+K.
03
Work-waiting counters
The side menu shows live counts of work waiting: website booking requests, portal requests, arrived patients waiting for pre-test and open GDPR requests. The counts update the moment something is actioned, so the whole team can see what is waiting and what has been dealt with.
04
Role-based dashboards
Reception, optometrists, locums, dispensing, pre-test and managers each have their own dashboard, with customisable Quick Actions.
See reportingCommon questions
Yes. Staff can message one-to-one or in branch group conversations inside ZenOptix, with unread counts in the top bar and side menu, so practice messages do not need WhatsApp or personal phones.
Yes. Global search finds patients, appointments and more from anywhere in ZenOptix, with ⌘K or Ctrl+K.
Live counts of website booking requests, portal requests, arrived patients waiting for pre-test and open GDPR requests. They update the moment something is actioned.
Yes. There are role-based dashboards for reception, optometrists, locums, dispensing, pre-test and managers, each with customisable Quick Actions.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.