Primary eye care

Formisoft for Optometry

Online booking, vision intake, contact-lens workflows, and reminders for optometry practices

Patient engagement built for optometry and primary eye care: online scheduling, digital vision history, insurance capture, automated reminders, and review requests.

Optometry practice using Formisoft
34%
Fewer no-shows
78%
Pre-visit completion
18 hr
Desk time saved weekly

Sound familiar?

What optometry teams tell us before they switch off paper and scattered tools.

  • Benefits and lens preferences get re-asked at every exam
  • Contact-lens patients need different intake than medical exams
  • No-shows on premium exam slots are hard to backfill

The right intake for each exam lane

Stop using one generic form for every appointment type in the schedule.

Comprehensive exam

  • ·Vision & ocular history
  • ·Medication & allergy list
  • ·Benefits verification

Contact lens fit

  • ·Lens wear history
  • ·Corneal health questions
  • ·Pickup reminders

Medical eye visit

  • ·Symptom checklist
  • ·Referral context
  • ·Follow-up scheduling

Exam-day flow

From booking through follow-up, one workflow your front desk can actually run.

Open workflow playbook
Step 1

Patient Books Online

Patients schedule eye exams, surgical consultations, or follow-ups through online booking with provider-specific availability and visit-type rules.

Step 2

Eye Care Intake Auto-Sent

Ocular history, vision symptom checklists, medication lists, and surgical consent forms are sent automatically before the appointment.

Step 3

Ophthalmologist Prepared

The ophthalmologist reviews history and consent before the exam. Copays and procedure fees collected through integrated payments.

Step 4

Post-Op & Reviews

Post-surgical check-in reminders, follow-up appointment prompts, and review requests go out automatically via SMS and email.

Fewer empty exam slots

Patient engagement built for optometry and primary eye care: online scheduling, digital vision history, insurance capture, automated reminders, and review requests.