Optometry

Optometry automation templates

12 ready-made workflows for Optometry. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Weave and RevolutionEHR.

Optometry
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Automated Optometry Recall Gap Worklist
Every week, WebRun scans your patient database for patients past their recall date with no upcoming appointment booked, and delivers a prioritized worklist to your team.
RevolutionEHRGoogle SheetsSlack
Automated Optometry Google Review Requests
Every evening, WebRun finds patients who completed their appointment today, drafts a personalized Google review request for each, and queues them for staff approval before anything is sent.
WeaveEyefinitySlack
Automated Optometry Patient Balance Reminders
Every week, WebRun finds patients with balances past due, drafts a polite balance reminder for each, and queues them for your billing team to review before anything is sent.
Crystal PMWeaveSlack
Automated Optometry No-Show Rebook Outreach
Every afternoon, WebRun finds patients who did not show for their appointment today, drafts a friendly rebook outreach for each, and queues the messages for staff review before sending.
Crystal PMWeaveSlack
Automated New Patient Intake Form Delivery
When a new patient appointment is booked, WebRun drafts a welcome message with intake and insurance form links and queues it for staff approval before anything is sent.
RevolutionEHRWeaveSlack
Automated Optometry Insurance Eligibility Check
Every evening, WebRun checks tomorrow's schedule, runs eligibility verification for each patient's vision and medical insurance, and delivers a prep sheet to your team before the day starts.
EyefinityGoogle SheetsSlack
Automated Eyewear Ready for Pickup Notices
WebRun checks your optical orders, finds frames and lenses marked ready, drafts a pickup notice for each patient, and queues them for review before anything is sent.
EyefinityWeaveSlack
Automated Optical Frame Inventory Reorder
WebRun checks your optical frame inventory, finds styles below the par level you set, drafts purchase orders to the relevant frame reps, and queues them for your optical manager to review.
Crystal PMGmailSlack
Automated Optometry Morning Huddle Digest
Every morning, WebRun pulls today's schedule, flags schedule gaps and key patient notes, and posts a concise huddle digest to Slack so your team starts the day aligned.
RevolutionEHRSlack
Automated Contact Lens Reorder Reminders
WebRun tracks contact lens supply based on prescription details, drafts a reorder reminder for patients likely running low, and queues the messages for your staff to approve.
RevolutionEHRWeaveSlack
Automated Optometry Claim Rejection Worklist
Every morning, WebRun pulls rejected insurance claims from your practice management system, categorizes them by rejection reason, and delivers a prioritized worklist to your billing team.
EyefinityGoogle SheetsSlack
Automated Optometry Annual Exam Recall
WebRun finds patients whose annual exam is overdue, drafts a personalized recall message for each, and queues them for your review before anything is sent.
RevolutionEHRGmailSlack

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