01
Connect your practice systems
Start with a unified scheduling layer for eye exams, contact lens checks, and optical consults. Sync provider calendars, rooms, and equipment, then connect your EHR or practice management system using our API or webhooks. Support hosted or self-hosted deployments. Learn more at https://cal.com/enterprise and https://cal.com/docs/api.
02
Define triggers for your eye exam workflow
Choose time-based and event-based triggers, such as when a new patient books an appointment, 48 hours before an eye exam, or after a visit ends. Trigger the optometry patient intake form, insurance verification prompts, and pre-visit instructions.
03
Automate actions for patients and staff
Send email, SMS, or WhatsApp reminders, route patients by exam type, collect forms, and notify optical staff for eyewear dispensing. Automate post-visit follow-ups for the contact lens fitting process and reorders. Explore configuration in our docs at https://cal.com/docs and help center at https://help.cal.com.
01
Reduce no-shows and late arrivals
Automated reminders by email, SMS, and WhatsApp reduce missed appointments. Include pre-visit directions, parking details, and insurance requirements so patients arrive prepared for their eye exam. Add confirmations and rescheduling links to keep your day balanced.
02
Shorten check-in with digital intake
Send the optometry patient intake form right after booking and again 24 hours before the visit. Auto-sync completed forms to your EHR or PMS via API. Staff sees who has completed forms before the patient walks in, cutting bottlenecks at the front desk.
03
Streamline the eye exam workflow from booking to follow-up
Use routing to assign patients to the right provider and room, and automate post-visit messages, prescriptions ready notifications, and recall reminders. Build a consistent experience for comprehensive exams, pediatrics, and urgent visits.
04
Improve optical operations and revenue capture
Alert opticians when an exam ends so they can start the eyewear dispensing checklist. Automate frame selection follow-ups, lens order status updates, and contact lens supply reminders. Use data to forecast demand and support optical inventory management.
Workflow builder with multi-channel messaging
Create eye care workflows with time-based and event-based triggers. Send branded emails, SMS, and WhatsApp across the patient journey, from reminders to post-visit care instructions.
Routing and advanced availability
Route by provider, exam type, equipment, or location. Respect provider hours, room constraints, and turnaround times to keep the schedule realistic.
Digital intake and form reminders
Automate delivery of your optometry patient intake form and collect required documents before arrival. Reduce lobby time and increase throughput.
Post-visit and recall automation
Schedule follow-ups for contact lens fitting process, glasses pick-up, and annual eye exam recalls. Send prescription ready and order status notifications.
API-first and self-hosting options
Integrate with your EHR or PMS using webhooks and our API at https://cal.com/docs/api. Choose hosted or self-hosted at https://github.com/calcom/cal.com to meet compliance standards.
Analytics and audit trails
Track completion rates, no-show reduction, and workflow performance. Maintain logs for compliance and team accountability.
Get started with workflows for optometry
See how Cal.com streamlines eye exams, intake, optical handoffs, and recalls. Start free at https://cal.com, book a demo at https://cal.com/enterprise, or explore docs at https://cal.com/docs.
