Explore an Easier Way to Workflow: How to Save Time and Money with Automation


You’re probably well aware of how long it takes to confirm appointments, file claims, and scan in paperwork on top of your other day-to-day tasks. What if you could wave a magic wand and cut that time in half, or maybe more?   

Well, it’s not magic, but your optometry software can be one of the most powerful tools to help your practice run more efficiently and check every item off your list. Continue reading to find out how you can streamline your workflow and manage operations with ease by adding automation to your practice:   

Save Time with Automated Recalls 

If you aren’t automating your annual recalls, not only are you losing precious time, but you’re also missing a big opportunity to connect with your patients. A patient engagement tool like Eyefinity’s Electronic Patient Notifications saves you time and keeps your patients coming back year after year.  

With automated text and voice messages, you can also remind patients of upcoming appointments and let them know when their orders are ready to pick up. Because let’s face it, we’ve all been there and had to make that regrettable and embarrassing call to reschedule. 

Reduce Payment Posting Time with ERAs 

When you file claims electronically and leverage Electronic Remittance Advice (ERA), you no longer have to process them one by one. Not only will you save yourself from duplicative work, lost time, and potential delays in payment, but you’ll also improve your accuracy and automate the reconciliation of claims and payments.  

Fill Your Schedule in Real Time 

Skip the phone tag and empower patients to schedule their own appointments online. The scheduling features in Eyefinity Practice Management allow patients to book same-day appointments, so you never miss out on an opportunity to meet your patients' needs. Appointments are instantly added to the scheduler; no action is needed from you. Plus, patients prefer it this way! Studies found that 80% of consumers want online appointment scheduling. 

Now with Eyefinity Practice Management’s new capabilities, you can also allow patients to reschedule and cancel appointments online. Don’t miss out on the 68% of patients who say they’re more likely to choose a medical provider that offers the ability to book, change, or cancel appointments online.     

Streamline Your Check-in Process with Online Forms 

Don’t let paperwork get in the way of your patients. By offering online forms, not only will you streamline your check-in process, but you’ll also stand out from the competition. Studies found that 51% of patients prefer a doctor who lets them fill out paperwork online before a visit.  

If your practice has an eWebExtra website, your patients can complete their patient information, insurance, reason for visit, and medical history forms online, 24 hours a day, seven days a week. Completed forms automatically save to the patient’s file in Eyefinity Practice Management, giving staff less busy work and more face time with patients.  

Chart Faster with Customizable Exam Protocols 

Automation isn’t just for the front office; you can leverage it in the exam room too. An electronic health records solution not only helps you record the chief complaint, history of present illness, review of systems, procedures, and diagnoses, but it also speeds up documentation and improves accuracy.  

Eyefinity EHR leverages adaptive technology which means that the software will remember the way you document an exam.  You can even pre-populate exam protocols with your preferred procedures for consistent and efficient documentation. 

An electronic medical records (EMR) software will save you time and help simplify the coding process by suggesting billing codes supported by your clinical documentation, while giving you the ability to review the coding every step of the way.  

Whether it be automating patient communication or eliminating double data entry, adding technology like Eyefinity’s cloud-based software reduces the manual tasks you need to perform so that every day you and your staff are free to focus on what matters most: your patients. 

Discover an Easier Way to Workflow