Visit status List
Which scheduled visits have arrived, reached review or been completed?
From Visit coordination
- Eye Care / Optometry
- Reports and analytics
Reports for the questions your team asks
Answer operational questions using visits, tasks, specimens, charges and receipts.
Overview×
Eye Care / Optometry · Overview
Eye Care / Optometry dashboard
This quarter
Consents in view
6Pending
2Expired
2Withdrawn
2Encounters by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Scheduled | 38 | ||
| Arrived | 27 | 71% | |
| In progress | 16 | 59% | |
| Awaiting review | 9 | 56% |
Encounters by status
Sample counts per stage
Questions to answer
Clinician workload Grouped
How is encounter work distributed across clinicians and current visit states?
From Visit coordination
Care task aging List
Which patient actions remain open past their due date?
From Patient intake
Specimen progress Grouped
Which collected specimens are still awaiting receipt or testing?
From Visit coordination
Charges by visit Grouped
Which encounter services are in draft, approved or invoiced state?
From Billing and payments
Patient receipts List
What payment amounts have been recorded or refunded for each patient?
From Billing and payments
More reports
Consent status List
Group patient consents by purpose, expiry date and status.
Medication dispensations Grouped
Summarize medication, lot, quantity and unit by encounter.
Set up Eye Care / Optometry your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.