Primary eye care
Pretesting starts with the history done.
Patients send vision complaints, eye history, medications, and insurance before they arrive, so the tech's time goes to the patient, not the paperwork.
What changes at the front desk
History before pretesting
Vision complaints, eye conditions, and surgery history arrive ahead of time.
Coverage on the chart
Policy details and card photos are there for staff to verify.
Forms by visit type
A routine exam and a vision therapy evaluation can send different forms.
The forms you send
Real templates, ready to edit. Or upload the PDFs you use today.
- Ophthalmology Intake FormReason for visit, glasses or contacts, eye conditions, family eye history.15 questions · about 4 min
- Vision Therapy Initial Assessment FormDouble vision, reading trouble, and headaches with near work.10 questions · about 3 min
- Insurance Verification FormPolicy and group numbers, plus front and back card photos.8 questions · about 2 min
- HIPAA Consent & AuthorizationNotice of Privacy Practices acknowledged and signed.6 questions · about 2 min
How readiness works
A patient is ready when every form on their visit is in. You see it before they arrive.
- 01An exam or lens fitting is bookedEach visit type has its own length and its own forms.
- 02The matching forms go outEye history and insurance arrive on the patient's phone right after booking.
- 03Reminders follow up for youAn intake reminder 48 hours before if forms are still open, and an appointment reminder 24 hours before.
- 04Check-in is a helloThe dashboard shows who is ready, and answers are on the chart before pretesting.
Questions
Also for
Get every patient ready before the visit.
Book a short call. We set up your optometry forms and reminders with you.
BAA included · We set up your front desk