Posted on by Ram Renga

I am an Optometrist looking for software that helps to manage patient details, billing receipts. What are the applications does Apptivo suggestion that would do well for my company?  With over 40 different applications, it’s hard to know which apps will assist me.

Apptivo’s Perfect Solution:

Apptivo can certainly offer the application you need, but a few of the apps won’t apply to your type of business. Optometry is a health care profession concerned with the health of the eyes and related structures, as well as vision, visual systems, and vision information processing in humans.

How to set up my Optometrist CRM software?


  1. Click on the sign up link to get started with Apptivo.
  2. Setup your Business Profile:

  3. Setup your Business name, Location, Timezone and Phone Number.
    business settings
  4. Add your Apps:

  5. Choose the advanced V6 apps like CRM and Invoice from the list . Later on you can add more apps from the apps store.
    app bundle
  6. Navigate to get started guide to learn more about setup steps.

Let us see how Apptivo apps works with your Business.

1. CRM

Customer Relationship Management is an important aspect in every organization. Satisfying patients are the winning secret. Manage all your existing and new patients in one place, track and build relationships with them. Automatically capture all your leads using web forms, convert them as customer, contact & Opportunity. Track all your patient cases and support them. Store all your patient contacts to inform about free eye checkups or send a newsletter with eye tips.

Use Apptvio’s Integrated Business Suite. Lead> Customer> Contact> Opportunity.
conversion opportunity

  1. Contacts: Use Contacts app to store all your patients’ details like, phone number, email address and more. Navigate to get started guide and learn more about Contacts app.
  2. Customers: Use Customers app to store all your patient information including contact details. Navigate to get started guide and learn more about Customers app.
  3. Cases Store patient records in cases app, if it’s any emergency eye problem, make it as high priority. Describe that eye injury and assign it to the duty doctor.  Navigate and get started guide to learn more about Cases app.
  4. Leads: Navigate to get started guide and learn more about Leads app.
  5. Opportunities: Navigate to get started guide and learn more about Opportunities app.

2. Web Presence

Making your services visible to the world, create a free trusted business page from Apptivo and get trust from your patients. Create a business website and make your online presence to update about new techniques on eye surgery; and update other useful info through Blog page. By the way, your services will reach the world through online presence.

  1. Standard Business WebsiteCreate a Business Website to explore your services to the world. Update your business info through the Blog.

3. Financials

Financial maintenance is a vital part in all service industries. Invoice or customer payments apps helps to record the patient payments details and issue them a receipt.
invoice app solution

  1. Invoices: Generate an Invoice or issue a sales receipt to the patients for medical expenses. Navigate to get started guide to learn more about Invoices app.
  2. Customer Payments: This app helps to store all your customer payments, it will automatically record if it’s been captured through payment gateways. Though you could record customer payments manually. Navigate to get started guide to learn more about Customer Payments app.

Also, depending on your business size and the organization, you also might be interested in these app categories:

Other Similar Business Types:

  • Orthoptists
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  • Optical Glass Maker
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  • Dentists
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