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- Eye Care / Optometry
- Data model
The tables behind Eye Care / Optometry
Eye Care / Optometry ships with 15 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 15
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Patient and staff identity
Patients connects to People through the assigned clinician. People connects to Users for sign-in identity.
Care operations
Encounters holds the patient visit. Clinical notes, Observations, refraction records, lens orders and Charges refer to that encounter.
Consent and follow-up
Consents and care tasks connect directly to Patients; task ownership connects to People.
Governance
Clinical privileges applies to People. Care team assignments connect a patient to a clinician for an effective period.
Money and reference data
Payments connects to Patients. Exchange rates carry read-only currency rates and has no care record reference.
Every table, by feature
- Patient intake4
- Visit coordination3
- Clinical records5
- Specimen tracking3
- Medication dispensing4
- Billing and payments4
- Clinical governance6
- Shared and settings1
- Patients
Patient identity and consent status
Linked to People - Consents
Purpose-specific patient consent
Linked to Patients - People
Clinic staff and clinicians
Linked to Users - Care team assignments
Care team access assignments
Linked to Patients, People
- Encounters
Patient visits and care episodes
Linked to Patients, People - Patients
Patient identity and consent status
Linked to People - People
Clinic staff and clinicians
Linked to Users
- Clinical notes
Attributed clinical documentation
Linked to Encounters, People - Observations
Measured clinical observations
Linked to Encounters, People - Encounters
Patient visits and care episodes
Linked to Patients, People - People
Clinic staff and clinicians
Linked to Users - Clinical privileges
Verified clinician privileges
Linked to People
- Refraction records
Lab specimens and their processing state
Linked to Encounters - Encounters
Patient visits and care episodes
Linked to Patients, People - Care tasks
Follow-up care tasks
Linked to Patients, People
- Lens orders
Medication dispensations with lot and quantity
Linked to Encounters, People - Encounters
Patient visits and care episodes
Linked to Patients, People - People
Clinic staff and clinicians
Linked to Users - Clinical privileges
Verified clinician privileges
Linked to People
- Charges
Service charges for encounters
Linked to Encounters - Payments
Patient payments received
Linked to Patients - Encounters
Patient visits and care episodes
Linked to Patients, People - Patients
Patient identity and consent status
Linked to People
- People
Clinic staff and clinicians
Linked to Users - Users
Sign-in accounts for the people who use the app.
- Clinical privileges
Verified clinician privileges
Linked to People - Care team assignments
Care team access assignments
Linked to Patients, People - Patients
Patient identity and consent status
Linked to People - Encounters
Patient visits and care episodes
Linked to Patients, People
Keys and references
Care records use Id as their internal identity; Users use User and exchange rates uses ID. Patient number is the human-facing patient identifier and accession number is the lab specimen’s matching reference. The patient link on an encounter must resolve before care evidence is added. Notes, observations, specimen records, medication dispensations and charges each use their own encounter reference. A patient payment refers to a patient, while a charge refers to an encounter; any invoice-to-receipt reconciliation is a separate process.
Migration order
- Load Users and People, then check clinician user links.
- Load Patients with their assigned clinician.
- Add clinical privileges and care team assignments with effective dates and evidence.
- Add Consents and then Encounters for the patient visits.
- Add clinical notes, Observations, refraction records, lens orders and Charges against the correct encounter.
- Add care tasks and Payments against the correct patient; check receipt references with the financial source.
Set up Eye Care / Optometry your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.