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Optometric practice management software, building your clinic on autopilot

Scheduling, reminders, eforms, charting, and billing just sync to your patient records. An automated and efficient optometric management for better care.

* No credit card required

Online Booking

Scheduling that takes care of itself

A premier online scheduling experience your patients will love. Improve efficiency by allowing patients to schedule appointments (or request appointments) via your website, social media channels, SMS, or QR code! Securely automate and build the perfect practice schedule.

  • Online bookings or requests

  • Easily integrate online appointment booking into your website to keep your schedule full.

    Smart-match eye appointments (or appointment requests) with the appropriate optometrist booked in the right room with the most customizable solution that syncs directly to your health record system.

  • Patient portal

  • Empower your patients with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews. It’s simple for you and your patients.

  • Smart-organize your schedule

  • Flexibly design your online schedule. Only offer certain services on Monday afternoons? Need less time for some services? Completely customize your schedule.

    Block time off (including recurring time off) so that your smart calendar shows when optometrists and resources like tables are available. Plus, sync all of your calendars.

  • Front-desk & opticians notifications

  • Trigger admin and optometrist alerts for all appointments. Trigger notifications via text, email and the calendar assistant so you can fill last-minute openings.

    Reschedule with a single click.

  • Automated intake & consent forms

  • Link forms (eg. intake forms) to the booking process and to specific appointment types automatically. eForms will be synced with each patient visit and their health record.

    See when patients have outstanding forms and follow up with a click.

  • Auto booking policies & payments

  • Incorporate rules and policies like minimum notice time, cancellation, or waivers in your booking process and require patients to complete and/or sign off.

    Save cards on file or accept deposits for built-in no-shiow protection and faster check-out.

Easily integrate online appointment booking into your website to keep your schedule full.

Smart-match eye appointments (or appointment requests) with the appropriate optometrist booked in the right room with the most customizable solution that syncs directly to your health record system.

Empower your patients with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews. It’s simple for you and your patients.

Flexibly design your online schedule. Only offer certain services on Monday afternoons? Need less time for some services? Completely customize your schedule.

Block time off (including recurring time off) so that your smart calendar shows when optometrists and resources like tables are available. Plus, sync all of your calendars.

Trigger admin and optometrist alerts for all appointments. Trigger notifications via text, email and the calendar assistant so you can fill last-minute openings.

Reschedule with a single click.

Link forms (eg. intake forms) to the booking process and to specific appointment types automatically. eForms will be synced with each patient visit and their health record.

See when patients have outstanding forms and follow up with a click.

Incorporate rules and policies like minimum notice time, cancellation, or waivers in your booking process and require patients to complete and/or sign off.

Save cards on file or accept deposits for built-in no-shiow protection and faster check-out.

Scheduling (Calendar)

The smart calendar for your vision clinic​

Optometry practice scheduling made easy!

Multi locations & optometrists

Manage your multi-location practice from one central location complete with calendars for every location and optometrist and optician.

Plus, get custom “Book” buttons and QR code with a different theme or language.

Quick-launch into patient records

View clinical records directly from your smart calendar, including patient visits, forms, charts, invoices/payment history and even outstanding forms and payments.

Make any changes to forms from your calendar and follow up on outstanding tasks with a single push.

Clinic-friendly scheduling

Quick-add appointments, set up recurring appointments and do any rearranging with a simple drag and drop.

Smart calendar assistant

Have the instant scheduler easily find the earliest available appointment of optometrists and opticians without having to dig.

Plus, get pinged whenever patients make any changes or leave reviews. Also trigger notifications via text, email and the notification feed so you can fill last-minute openings.

Appointment Reminders

Nix no-shows with automatic reminders

Polished, custom appointment reminders. Increase attendance and reduce follow-up time, complete with directions, forms, links to the self-serve portal and more.

Patient appointment reminders

Reduce no-shows without any effort via automated email and SMS reminders.

Forms & payment reminders

Get more time back so you can spend more time with your clients.

Records & charting

Organized optometric records & fast charting

Securely digitize your filing cabinet. Create patient profiles, forms, charts, invoices, upload prescriptions and store exam photos electronically.

Patient records & visit history

Have a 360-degree view of patients at your fingertips. Store client details, appointment history, forms, documents, charts, invoices/payment transactions, reminders, glasses type, prescriptions, other documentation and more, accessible from anywhere you are, across any device. Plus, easily identify pending forms and unpaid or partially paid payments directly from each patient’s record and follow up with a click. Unlimited storage.

Fast charting

Spend less time writing with therapist note template that is tailored for your practice to get you started quickly. Insert commonly used text with a click. Have patients fill subjective notes during the booking process.

Monitor chart progress

Pick up right where you left off! See which notes are still incomplete (along with the last updated date).

Automatic electronic filing

Back-up files faster, easier and more securely than paper-based records. Write and store charts automatically within each client’s record and quickly retrieve ad-hoc notes in a pop-up style. Plus, enable protection and encryption of all charts.

Online Forms

Auto-sync online forms to visits & health records

Streamline your practice. Automatically collect patient information, health record, prescriptions, and even exam photos customized by visit type and synced securely to patient records.

form icon

Automated paperwork

Use Yocale’s drag-and-drop form builder to create online forms in minutes (or use our pre-made templates), from registration and intake forms to consent forms, patient data collection, and more. Yocale can help build your existing forms in any format within Yocale, all included in your subscription.

Automate send-out

Trigger forms to be sent out depending upon the service type and view completion status. Plus, set rules like when forms get sent out or how they get filled (e.g. to new clients only) or make completion mandatory in order to complete the booking.

Automated filing

Reduce filing time by having forms automatically saved within each patient’s record. Changes that clients make to forms (such as address changes) will be captured with zero manual effort.

Automated filing

Reduce filing time by having forms automatically saved within each patient’s record. Changes that clients make to forms (such as address changes) will be captured with zero manual effort.

Invoicing & payments

End-to-end solution for your optometry clinic

Automatic invoicing and inventory management for less billing time. Save on your processing fees with wholesale rates and get realtime insights into your clinic’s performance.

Key practice stats

Get key insights into your practice at a glance