Optometry Practice
Clearview Eye Care · Optometry practice · Atlanta, GA
Wendell Okafor staffs the front desk at a two-doctor eye care practice and uses this to run today's exams, call patients whose yearly recall is due and keep optical orders moving from lab to pickup.
Use this templateBy status
ExamsContact lens fitting - Brannigan
Urgent - Fenwick
Comprehensive - Castellane
Pediatric - Kamara
Comprehensive - Redd
Comprehensive - Rowe
Comprehensive - Rowe (last)
Follow-up - Vasquez
Comprehensive - Abara
Comprehensive - Kamara
Follow-up - Kamara
Contact lens fitting - Vasquez
Tables
Exams
12 sample rows · 9 columnsEvery eye exam booked and completed.
| Exam | Patient | Doctor | When | Exam type | Status | Front desk owner |
|---|---|---|---|---|---|---|
| Comprehensive - Rowe | Henrietta Rowe | Dr. Corwin Ashby, OD | Oct 18, 1:00 PM | In exam | @installer | |
| Contact lens fitting - Brannigan | Aoife Brannigan | Dr. Corwin Ashby, OD | Oct 18, 2:30 PM | Booked | @installer | |
| Urgent - Fenwick | Obadiah Fenwick | Dr. Neha Subramanian, OD | Oct 18, 7:15 PM | Booked | @installer | |
| Comprehensive - Castellane | Dmitri Castellane | Dr. Neha Subramanian, OD | Oct 14, 3:00 PM | Booked | — | |
| Pediatric - Kamara | Solange Kamara | Dr. Corwin Ashby, OD | Oct 16, 6:00 PM | Booked | — | |
| Comprehensive - Redd | Thelonius Redd | Dr. Neha Subramanian, OD | Oct 24, 1:30 PM | Booked | — | |
| Comprehensive - Rowe (last) | Henrietta Rowe | Dr. Corwin Ashby, OD | Sep 28, 1:00 PM | Completed | — | |
| Follow-up - Vasquez | Lucinda Vasquez | Dr. Corwin Ashby, OD | Jul 10, 5:00 PM | Completed | — | |
| Comprehensive - Abara | Kingsley Abara | Dr. Neha Subramanian, OD | Sep 23, 2:00 PM | Completed | — | |
| Comprehensive - Kamara | Solange Kamara | Dr. Corwin Ashby, OD | Aug 19, 7:00 PM | Completed | — | |
| Contact lens fitting - Vasquez | Lucinda Vasquez | Dr. Neha Subramanian, OD | Oct 10, 3:30 PM | No-show | — | |
| Follow-up - Kamara | Solange Kamara | Dr. Corwin Ashby, OD | Oct 15, 2:15 PM | Completed | — |
Optical orders
8 sample rows · 11 columnsGlasses and contacts from dispensing to pickup.
| Optical order | Patient | Frame | Total | Status | Ordered | Promised by |
|---|---|---|---|---|---|---|
| Progressive lenses - Rowe | Henrietta Rowe | Skyline | $640 | At lab | Oct 12, 2026 | Oct 15, 2026 |
| Single vision - Vasquez | Lucinda Vasquez | Harbor | $320 | Ready for pickup | Oct 9, 2026 | Oct 18, 2026 |
| Kids glasses - Kamara | Solange Kamara | Tumble | $210 | Ordered | Oct 17, 2026 | Oct 26, 2026 |
| Single vision - Abara | Kingsley Abara | Atlas | $385 | At lab | Oct 6, 2026 | Oct 16, 2026 |
| Rimless - Castellane | Dmitri Castellane | Featherlight | $520 | Ordered | Oct 15, 2026 | Oct 16, 2026 |
| Single vision - Redd | Thelonius Redd | Summit | $290 | Ready for pickup | Oct 10, 2026 | Oct 17, 2026 |
| Round frames - Fenwick | Obadiah Fenwick | Brooklyn | $340 | Picked up | Sep 23, 2026 | Oct 3, 2026 |
| Cat-eye frames - Brannigan | Aoife Brannigan | Marlowe | $405 | Picked up | Sep 18, 2026 | Sep 28, 2026 |
Patients
8 sample rows · 12 columnsEvery patient with their vision plan and when their next exam is due.
| Patient | Status | Phone | Vision plan | Last exam | Recall due | |
|---|---|---|---|---|---|---|
| Henrietta Rowe | (404) 555-0131 | henrietta.r@mailbox-demo.net | Sep 28, 2026 | Sep 28, 2027 | ||
| Kingsley Abara | (404) 555-0132 | kingsley.a@mailbox-demo.net | Sep 23, 2025 | Sep 23, 2026 | ||
| Lucinda Vasquez | (404) 555-0133 | lucinda.v@mailbox-demo.net | Jul 10, 2026 | Jul 10, 2027 | ||
| Dmitri Castellane | (404) 555-0134 | dmitri.c@mailbox-demo.net | Oct 13, 2025 | Oct 14, 2026 | ||
| Aoife Brannigan | (404) 555-0135 | aoife.b@mailbox-demo.net | — | — | ||
| Obadiah Fenwick | (404) 555-0136 | obadiah.f@mailbox-demo.net | Aug 9, 2024 | Aug 9, 2025 | ||
| Solange Kamara | (404) 555-0137 | solange.k@mailbox-demo.net | Aug 19, 2026 | Aug 19, 2027 | ||
| Thelonius Redd | (404) 555-0138 | theo.r@mailbox-demo.net | Oct 23, 2025 | Oct 23, 2026 |
Frames
8 sample rows · 9 columnsFrames on the wall and in the back, with cost, price and margin.
| Frame | Brand | Style | On hand | Reorder at | Cost | Retail price |
|---|---|---|---|---|---|---|
| Harbor | Lumen & Oak | 6 | 3 | $62 | $189 | |
| Atlas | Lumen & Oak | 9 | 4 | $58 | $175 | |
| Skyline | Corvane Optical | 3 | 3 | $71 | $215 | |
| Marlowe | Corvane Optical | 5 | 2 | $66 | $199 | |
| Featherlight | Nordic Frame Co | 2 | 2 | $84 | $260 | |
| Tumble | Nordic Frame Co | 11 | 5 | $38 | $115 | |
| Brooklyn | Lumen & Oak | 1 | 3 | $60 | $185 | |
| Summit | Nordic Frame Co | 7 | 4 | $55 | $169 |
Also included
- Check in
- Mark completed
- Sent to lab
- Ready for pickup
- Picked up
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