Exams and prescriptions
Every exam stays attached with its refraction, so you can see how the prescription has moved over the years instead of guessing.
OPTOMETRY PATIENT MANAGEMENT SOFTWARENew appointmentNew examNew saleGeneral informationPatient record HistoryEverything in one chart
Optometry patient management software
A patient who came in two years ago walks back in. Everything you need — prior exams, how their prescription changed, what they bought — is on one screen, not in three places and someone's memory.
Patient chart · P-002184
Sarah Mitchell
Quick actions
Patient purchases$18,4004 sales · all locations
Balance$1,200Outstanding
Next appointmentAug 12Follow-up · 10:00
Date of birthMar 14, 1984
OccupationTeacher
How they found usReferral
Aug 2025Eye examRx -1.25 / -1.00Completed
Aug 2025Sale V-001342Frame + anti-reflective$4,700
Aug 2025Order OL-000913Due Aug 8Ready for pickup
The chart
Everything about a patient in one place
Purchases and balance
What they bought, what they paid and what they still owe, across every location — not just the store they are standing in.
Lab orders
Jobs tied to that patient with their status, so the person at the counter can answer without calling anyone.
Details
Shared across locations, not duplicated
If a patient is seen at one location and comes back to another, the chart is the same one — not a second record with half the history.
That is also why permissions matter: each person sees what their job needs, and you can grant or revoke specific access per person.
FAQ
Questions practices ask
Can I bring over the patients I already have?
Yes. We help you migrate your existing patient list and product catalog during onboarding, including bulk import from spreadsheets, so you don't start empty.
Can I control what each person sees?
Yes. Permissions are role-based, so an optometrist, a front-desk associate and an owner each see what their job requires. You can also grant or revoke specific permissions per person.
Does it work if I have more than one location?
Yes. Multi-location is built in, not an add-on. Each location has its own schedule, inventory and cash handling, while the owner can see the whole operation from one account.
Do I need to install anything?
No. Clarya runs in the cloud, so you open it in a browser from any computer at the front desk, the exam room or the lab. Updates and backups are included — there is no server to maintain in your office.
See a real chart
Bring a case you know and we'll walk through what the chart would show two years later.