Attach it with the examination date and visit summary. On return, use the same record and add the new report while retaining earlier copies.
An everyday clinic example
A returning client has another eye examination
Retrieve the client and previous report, then attach today’s report with your notes. Staff record the service and invoice and arrange review. A later enquiry can be traced to the examination date and saved document.
Attach the eye examination reports you prepare.
Retrieve the previous visit before the new examination.
Retrieve the earlier prescription at a repeat examination
Keep issued or uploaded prescriptions, reports and notes in the client record. At a repeat examination, retrieve the earlier document without asking for a paper copy received months ago.
Patient records
Keep patient details, visits, attachments, prescriptions and plans in a retrievable record. Recording information during the visit reduces later searching and repeated documentation.
Book, change and cancel appointments and follow attendance, the waiting queue and working hours. Updating states during the day gives clinicians and reception a common scheduling reference.
Define examination services and prices and record bookings, invoices and payments. Reception can check appointment status and account balances without maintaining an unrelated diary and payment spreadsheet.
Appointments
Book, change and cancel appointments and follow attendance, the waiting queue and working hours. Updating states during the day gives clinicians and reception a common scheduling reference.
Manage invoices, receipts, payments, outstanding balances and installments when enabled. Recording payments when received distinguishes collected amounts from balances needing follow-up without repeated manual calculation.
For materials and items managed by your centre, record quantities and movements and link suppliers. Reviewing balances and sources supports replenishment planning beyond checking shelves alone.
Inventory and storage
Track items, quantities, storage, movements and stocktakes with low-stock and expiry alerts. Accurate balances require logged receipts and usage; review them to identify replenishment needs before supplies run out.
Maintain supplier details and material sources, plus lab orders, statuses and accounts where used. Records help staff find the relevant provider and earlier order without searching separate conversations and notebooks.
How can I choose management software for an optometry center in Jordan?
Test patients using different services, then use two dated examination reports for one patient to retrieve the earlier result and the new invoice. If the center manages products, add an item and stock movement and inspect the result. ClinicsJo covers records, scheduling, invoices and enabled inventory, not assumed instrument readings or automated lens production. Compare the sales and service tools you actually need, plus user, file and add-on allowances before selecting a plan.
Create your account, set up clinic details and services, and try the software free for 7 days. Then choose a clinic-management plan for your clinicians, team and required features.
A clinic-management subscription combines tools for patient records, appointments, billing and teamwork with a doctor and clinic profile on ClinicsJo. We prepare your profile for indexing and organize your specialty, services and location to support discovery in Google and AI-powered search. Tools and limits depend on your selected plan.
The plans page lists current prices, features and limits; some services require activation and setup.
