Reserve with Google
Optometric practice management software, building your clinic on autopilot
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.
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Online bookings OR requests
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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.
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Patient portal
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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.
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Smart-organize your schedule
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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.
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Front-desk & opticians notifications
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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.
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Automated intake & consent forms
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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.
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Auto booking policies & payments
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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!
- Schedule eye appointments by service type.
- View optometrist, optician and resource availability (tonometers) at a glance.
- Have the essentials like intake forms, charts, client profiles, invoices and reminders created just for you!
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
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 manual effort via automated email and SMS reminders.
- Impress patients with directions, forms to complete and personalized notes.
- Patients will love the links to the self-serve option to reschedule, cancel and book future appointments 24/7.
Outstanding forms & payment reminders
Get more time back so you can spend more time with your clients.
- Send a follow-up email with a single click whenever patients haven’t filled out forms or have outstanding payments.
- Patients will receive an automated email to encourage them to complete outstanding tasks.
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.
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
Automated filing
Automated filing
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! Track your retentions, booking revenue, sales summary, historical metrics, and more!
Automatic invoices, inventory management & secure payments
Auto-generate invoices – entirely customizable with your Optometrists registration number – and process payments in a click – all from your Yocale smart calendar (or email invoices so clients can pay later). Save cards on file for even faster future billing and/or to protect against last-minute cancellations or no-shows.
Billing records
Access all invoices in a single list (or view invoices by individual client). Clients can also access invoices from the client portal.
Easily keep track of payments
Easily monitor the current status of invoices (paid, partially paid or outstanding) and follow up on outstanding payments with a click from one convenient place. Also receive notifications whenever payments are paid in full – all from one convenient place.
Auto billing
Automate the billing process by emailing invoices and receipts with the pay button so clients can pay at their leisure.
Wholesale rates & reliable hardware
Reduce payment processing fees by up to 67% with wholesale rates. Also accept payments on a range of industry-leading, reliable hardware with advanced reporting, employee management and more.
Virtual Care
Tele-optometry: improve continuity of care
Secure, integrated tele optometry. HD video visits and no downloads required. Improve continuity of care and offer clients the convenience of virtual appointments.
Securely meet on any device
Fully integrated and encrypted sessions in one click. By default, meetings are private and guests cannot enter without a secured meeting link.
Add additional layers of security to every virtual meeting by enabling preset access codes or creating waiting rooms to approve attendees before they enter.
Patient records at your fingertips
Interactive
white boarding
Marketing
Grow your optometry clinic & be found online
Built-in marketing. Grow your vision clinic on autopilot with built-in marketing features.
An SEO-optimized booking page
Grow your online presence with an SEO-optimized web profile page on Yocale Marketplace that will bring you higher up in Google search results so patients looking to discover vision center find you online. If you’re just starting out, have your public profile booking page act as your own website!
“BOOK NOW” buttons
Appear higher in Google search results and add your customized “Book Now” button everywhere. – on the website, social posts, emails, and even QR codes. Your patients will book more appointments and your schedule will be filled 24/7.
Automated reviews
Boost your 5-star patient reviews. Make it effortless for patients to post reviews after each appointment to build your online presence. Your reviews will be automatically auto-updated in Google and other search engines.
