VisionaryEHR helps optometry and ophthalmology teams manage scheduling, patient flow, resources, recalls, and real-time clinic operations — with an intelligent Clinic Assistant that helps staff know what to do next.
Eye care teams don’t just need charts and schedules. They need to know where every patient is, what is holding up the visit, which provider is overloaded, which room is available, and what action should happen next.
Purpose-built for the way optometry and ophthalmology clinics actually move patients, staff, and rooms.
See every patient’s stage — check-in, pre-testing, ready for doctor, exam, checkout — at a glance, updated live.
An intelligent feed of what needs attention right now — long waits, ready patients, open rooms, and overdue tasks.
Book providers, rooms, equipment, and technicians together — so the schedule reflects how visits really work.
Live utilization for every provider, room, and lane — spot overload before it turns into long waits.
Threshold-based alerts for wait times, stalled visits, and schedule risk — delivered to the right person.
Visit-type task templates guide pre-testing step by step, so techs always know what’s done and what’s next.
AI-assisted suggestions grounded in your clinic’s live data — flagged clearly, with staff always in control.
Never lose a patient to a missed recall. Surface due and overdue outreach as a daily, workable queue.
The Command Center gives owners and managers a live read on the whole clinic: census, waits, capacity, and what needs attention — without walking the hallway.
Every patient, every stage, every holdup — visible to the whole team. Cards move as the visit progresses, and long waits surface automatically.
One click on any patient shows the whole story: visit stage, completed tasks, full event timeline, and an AI-assisted suggestion for the next step.
Schedule providers, rooms, lanes, and equipment together. Visit types carry their own durations, task templates, and resource needs — so double-booked rooms become a thing of the past.
A surgical command center where the checklist runs on evidence: exam findings, signed IOL plans, verified benefits, uploaded consents, and OR bookings complete the case as they happen — and watchdogs flag what would have slipped.
A step turns green because the proof exists — the consent PDF, the signed IOL plan, the booked OR — not because someone remembered to tick a box.
An authorization expiring before surgery, an H&P going stale, a surgery date passing with no check-in — flagged before they cost the OR slot.
Surgery day runs arrival → pre-op → OR → recovery, and the time-out gate holds the door until site marking and IOL confirmation are verified. Overrides are possible — and always logged.
The day-one visit books itself onto the surgeon’s next working morning, and the fellow eye starts its own checklist with one tap.
Rx capture is built into the clinical workflow. The moment a doctor signs an exam with a spectacle or contact lens prescription, a draft order is already on the optician’s queue — live, in seconds, with the full Rx attached.
Signing the encounter drafts the optical order automatically. The optician sees a “New Rx” badge seconds later — no paper handoff, no walkout unnoticed.
When a patient takes their Rx elsewhere, the reason is recorded — so you finally know your capture rate and why sales walk out the door.
Frame and lens selection, lab submission, receiving, dispensing — every order moves through visible stages, just like the patient flow board.
Sphere, cylinder, axis, add, prism, and PD for spectacles; brand, power, and base curve for contacts — with expiry badges the whole team can see.
The Clinic Assistant monitors wait times, task completion, provider load, room utilization, patient flow, and workflow bottlenecks. It surfaces actionable recommendations directly in the Action Center so staff know what to do next.
Continuously evaluates live clinic data — no reports to run, no dashboards to dig through.
Prioritized, specific, and actionable. Every AI-generated item is clearly badged.
The Assistant suggests; your team decides. AI-assisted operations — never autonomous clinical decisions.
We are inviting forward-thinking optometry and ophthalmology practices to join the early access program and help build the next generation of clinic operations software.