Records
Prescriptions and dispense records
Each prescription and dispense is a record with the patient, lens specification, frame, dispenser and date.
Why it matters here Every remake, warranty claim and recall resolves to a prescription and a dispense.
In practice A remake resolved against the original prescription and dispense.
Orders
Lab orders, collections and remakes
Lab orders carry the laboratory, lens type, promised date, state and any remake with its cause.
Why it matters here The lab order is the fulfilment the patient is waiting for.
In practice Fourteen lab orders past the date the patient was given.
Inventory
Frames, lenses and contact lenses
Stock is held per frame and range with cost, ageing, display position and movement; contact lenses carry expiry.
Why it matters here Frame display space is what sells the practice’s retail side.
In practice Six point four lakh of frame stock held over twelve months.
Relationships
Patients, recalls and households
Patients carry prescriptions, dispenses, recall dates, contact history and household links.
Why it matters here Recall is the most predictable revenue an optical practice has.
In practice A hundred and twelve patients past recall with no contact recorded.
Suppliers
Laboratories and frame suppliers
Labs carry measured turnaround by lens type, remake rates and balances; frame suppliers carry ranges, terms and returns.
Why it matters here A promised date is only as good as the lab’s measured performance.
In practice Turnaround by lab and lens type, informing the date given.
People
Optometrists and dispensing staff
Staff are modelled once, with tests, dispenses and remakes attributed.
Why it matters here Remake rate varies by dispenser and is a training question.
In practice Remake rate by dispenser and lens type.
Workflows
Warranty, remakes and approvals
Remake authorisation, warranty claims and goodwill move through defined steps with recorded reasons.
Why it matters here Counter decisions under complaint need consistency.
In practice A goodwill remake recorded with its cost and reason.
Reports and analytics
Turnaround, remake and recall reporting
Lab turnaround against promise, remake rate by cause and lens type, recall adherence, frame ageing and dispense value come from the records.
Why it matters here The practice’s three levers are promise accuracy, remake rate and recall.
In practice Remake rate concentrated on one lens type, quantified in cost and wait.
Verity AI
Ask the practice a question
Verity AI answers from your own prescription, order, stock and recall records, respects permissions, and can create assigned follow-ups.
Why it matters here The valuable questions are about waits, remakes and recalls.
In practice "Which patients are past recall?" returns a hundred and twelve with calls assigned.
Communication
Patient contact recorded
Reminders, collection notifications and complaints attach to the patient or order they concern.
Why it matters here A patient calling about a late order should reach someone who can see why.
In practice The lab delay recorded on the order, visible at the counter.
Control
Who can authorise remakes and discounts
One permission model and one audit trail across every record.
Why it matters here Remake and goodwill decisions are made at a counter with an unhappy patient.
In practice Goodwill above threshold requiring approval.
Locations
Store, dispensing and testing areas
Locations roll into the practice with stock, display positions and reporting.
Why it matters here Display position is what makes frame ranges sell.
In practice Frame performance by display position.