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Optometry · Workflow

Prescription and contact lens management

This workflow automates prescription and contact lens management from initial fitting through reorder notifications, reducing manual data entry and ensuring patients never run out of lenses. The system streamlines inventory management and enhances patient satisfaction through proactive communication.

Workflow Trigger

Patient receives new contact lens prescription during eye exam

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    New Contact Lens Prescription Created

    Optometrist completes contact lens fitting and enters prescription data into the practice management system. The system captures prescription details, patient preferences, and trial lens information.

  2. 2
    Action

    Verify Insurance Coverage Benefits

    System automatically checks patient's vision insurance plan for contact lens benefits and coverage limits. Calculates patient responsibility and available allowances for the prescription period.

  3. 3
    Decision

    Determine Fulfillment Method

    System evaluates inventory levels, patient preferences, and insurance requirements to decide between in-office dispensing or direct shipping. Routes to appropriate fulfillment channel based on availability and cost optimization.

  4. 4
    Action

    Process Initial Lens Order

    Automatically generates and submits contact lens order to preferred supplier or dispenses from current inventory. Updates inventory levels and creates patient delivery timeline with tracking information.

  5. 5
    Action

    Schedule Automated Reorder Reminders

    Calculates reorder timeline based on lens type, wearing schedule, and supply duration. Sets up automated patient notifications and creates recurring reorder opportunities in the system.

  6. 6
    Action

    Monitor Prescription Compliance

    Tracks patient reorder patterns and prescription adherence while monitoring for annual exam requirements. Identifies patients due for follow-up appointments or prescription updates.

  7. 7
    Output

    Generate Management Reports

    Produces comprehensive reports on contact lens sales, inventory turnover, and patient compliance metrics. Provides insights for practice optimization and patient care improvements.

Outputs

  • Automated contact lens orders
  • Patient reorder notifications
  • Inventory management reports
  • Insurance claim submissions

Key Metrics

  • Contact lens revenue per patient
  • Inventory turnover rate
  • Patient retention percentage
OA

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