Questions, answered

Click Get started, then use Proto to configure Eye Care / Optometry for your business. Begin with one visit type, current patient records, named clinicians and a representative encounter from scheduling through review.

The Clinical Coordinator maintains the patient record and encounter schedule, including the patient, clinician, visit type and planned date.

The Licensed Clinician writes an encounter-linked note and observations. Notes keep their author and signing state; observations keep the metric, value, unit, time and recorder.

Yes. A consent record carries a purpose, version, signed date, expiry date, document and status for the patient. Agree the clinic’s consent policy during setup.

A specimen record links to the encounter and carries type, collection date, accession reference and processing status. Agree how outside lab events reach the care team.

The encounter-linked record carries medication, lot, quantity, unit and authorizing person. The clinic should check its physical and professional authorization process before live use.

The Clinical Reviewer examines an awaiting-review encounter and its linked evidence. The coordinator records completion after the review decision under the clinic’s agreed process.

The coordinator can assign a care task to a person with a due date and track it through progress, completion or escalation. A return visit gets its own encounter.

Charges link to encounters and move through draft, approved and invoiced states. Payments link to patients and carry received date, amount, reference and confirmation or refund status.

Start with the patient source, any outside lab and the clinic’s invoice and payment sources. Agree record matching and exception ownership before daily use.