Private Client
Optometry Office CRM
Multi-tenant CRM for optometry offices with patient management, appointment booking, patient charts with illness history and glasses prescriptions, and role-based access per office.
The Challenge
Optometry offices managed patients, appointments, and prescriptions across disconnected tools — paper records, spreadsheets, and generic scheduling apps. No unified system existed for the specific workflow needs of optometry practices.
Our Approach
Built a multi-tenant SaaS application where each office operates independently with its own users, roles, patients, and scheduling. Designed around the optometry workflow: booking, consultation, charting, and prescription management.
The Solution
A full-featured CRM with a real-time dashboard showing daily appointments and progress, a calendar-based booking system, patient records with illness history and glasses prescriptions, role-based user management per office, and medical letter generation.
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