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Eye clinic (ophthalmology)

Record eye examinations, refraction, IOP, fundus findings, optical prescriptions and bills.

Who can do this: Owner/Super Admin for setup (settings.manage, branches.manage, services.manage, users.manage); Receptionist for front desk (patient.create, appointment.manage, queue.manage, billing.create); Practitioner for clinical work (encounter.write, rx.write, clinical.document.sign). Where: Settings (/app/system-settings), Branches (/app/branches), Services (/app/services), Employees (/app/employees), Patients (/app/patients), Queue (/app/queue) or Appointments (/app/appointments), Clinical Documents (/app/clinical-documents), Billing (/app/billing).

Who it is for and plan fit​

  • Ophthalmologists, optometrists, technicians and front desk teams.
  • Use Clinic ₹499/month for one eye clinic or Polyclinic ₹1,499/branch/month when eye is a department.

Before you start​

  • Consultation, refraction, IOP and fundus fees.
  • Preferred visual-acuity notation and refraction workflow.
  • Optical item tax settings if spectacles or lenses are sold.
  • Consent and dilatation counselling text.

First-day checklist​

  1. Sign up and choose facility type CLINIC ? Clinic or POLYCLINIC ? Polyclinic, then specialty OPHTHALMOLOGY ? Ophthalmology. Result: the right modules, terminology, services and templates are enabled.
  2. Complete the Onboarding wizard at /app/onboarding: clinic, departments, practitioners, branding, services, templates, gst, import and goLive. Result: the go-live checklist is ready.
  3. Save Settings (/app/system-settings) and create one Branch (/app/branches). Result: the forced setup block clears.
  4. Open Services (/app/services) and review seeded services: EYE_CONSULT Eye Consultation, EYE_REFRACTION Refraction Test, EYE_TONOMETRY Tonometry (IOP), EYE_FUNDUS Dilated Fundus Examination. Set prices and GST before billing. Result: service lines are ready.
  5. Open Employees (/app/employees) ? Create Employee. Fill Full Name, Phone Number, Email Address, Allow app login for this employee, Employee Role (RECEPTIONIST, DOCTOR, THERAPIST, ACCOUNTANT, BRANCH_MANAGER, SUPER_ADMIN) and Branch; for doctors/therapists add Professional Details. Result: staff receives a set-password email when login is enabled.
  6. Register the first patient from Patients (/app/patients/register); use a fictitious dry-run patient such as Asha Verma. Result: the file is ready for queue, appointment, documents and billing.
  7. Issue a walk-in token from Queue (/app/queue) or book from Appointments (/app/appointments/book). Result: the practitioner can open the visit.
  8. Start the encounter workspace (/app/patients/:patientId/encounters/:encounterId), record vitals where relevant and save notes. Result: the encounter is in the timeline.
  9. Use the Rx pad in the encounter, save and print/share the prescription. Result: Rx is available for print and portal sharing.
  10. Open Clinical Documents (/app/clinical-documents) ? New Document (/app/clinical-documents/new), choose the patient and pack template, complete fields and sign. Result: first signed document is ready in under 15 minutes.
  11. Open Billing (/app/billing/create), add service lines and collect cash/UPI/card. Healthcare services are usually GST-exempt; add GST only to taxable medicines, consumables or products. Result: first bill is ready in under 10 minutes.
  12. Share Rx, clinical document or bill from print/share or WhatsApp Inbox (/app/whatsapp-inbox). Result: the patient receives the selected PDF or link.
note

Screens for signup and the onboarding wizard ship with release R1; labels may differ slightly. New owners are still redirected to Settings (/app/system-settings) and Branches (/app/branches) until organisation settings and one branch exist.

  • Use token prefixes EYE and OPT if optometry runs before doctor review.
  • Create separate services for refraction, tonometry and fundus exam.
  • Mark spectacles/lenses taxable if sold; keep clinical services separate.
  • Save favourite Rx sets for allergy, dry eye and infection after doctor review.
  • Use follow-up reminders for dilated fundus and post-procedure reviews.

Templates included​

  • Eye examination ? symptoms, history, systemic disease, glasses use, visual acuity table, refraction, IOP with raised-IOP flag, anterior/posterior segment tables with normal macros, diagnosis, plan and follow-up.
  • Optical prescription (spectacles) ? distance and near prescription per eye, PD, lens type, lens options, remarks and review date.
  • Shared: OPD consultation (SOAP), Informed consent ? procedure, Teleconsultation consent, Guardian consent for a minor, Referral letter, Medical certificate (sickness) and Fitness certificate.

Good to know​

  • Verify right/left laterality before signing.
  • Bill optical products separately for clearer GST reporting.