Built for UK optical practices
The clearer way to run your optical practice
ZenOptix connects clinical care, dispensing and patient communication in one cloud-based platform, shaped around independent practices, multi-branch organisations and domiciliary/mobile opticians.
- Built for independent practices, optical groups and mobile opticians
- Branch-first appointment workflows with flexible examiner assignment
- Secure role-based access with audit-focused design
What is ZenOptix?
ZenOptix is a cloud-based optical practice management system for independent practices, multi-branch organisations and domiciliary/mobile opticians. It connects clinical care, dispensing, communication and the operational workflows relevant to the way each practice works.
ZenOptix in 26 seconds
Three ways to work
How does your optical practice work?
Independent Practice
Keep reception, clinical care and retail working from the same patient record, in one practice.
- Appointments, patients and the full clinical workflow
- Dispensing, point of sale and stock
- Reporting, recalls and patient communications
- Unlimited users
Your connected workflow
- 1Diary
- 2Examination
- 3Dispensing
- 4Stock / POS
- 5Payment
- 6Recall
Multi-Branch Organisation
Give each location its own working context, with shared staff and management visibility across the group.
- Everything an independent practice gets, at every branch
- Branch management, branch reporting and shared staff
- An SMS allowance for every location, pooled across the organisation
- Unlimited users
Your connected workflow
- 1Locations
- 2Teams
- 3Clinical & retail workflows
- 4Group reporting
Domiciliary / Mobile Optician
The same ZenOptix clinical and dispensing platform, organised around home and care-home visits and the work that follows.
- Visit diary, direct-to-examination and clinical media
- Representatives, access notes and visit context
- Dispensing and lab orders with a simple payment screen
- Unlimited users
Your connected workflow
- 1Visit Diary
- 2Eye Examination
- 3Dispensing
- 4Lab
- 5Take Payment
- 6Deliver / Post / Collect
The payment screen records that payment was taken. It does not process cards or connect to a card terminal or payment gateway.
The Challenge
Optical practices need more than a diary
Disconnected appointments
Diaries do not reflect real branch capacity.
Fragmented patient records
History, documents and clinical activity end up spread across systems.
Separate stock and till systems
Retail activity becomes harder to manage and reconcile.
Weak reporting and insight
Managers struggle to see what is happening across the practice.
Inconsistent recalls and communications
Missed reminders and recalls affect care and revenue.
Time lost to admin and rework
Teams repeat tasks that should be simple and connected.
Patient Portal
Your patients, self-served
Booking that respects your diary
Only your bookable slots, only patients already on your books, and never a patient choosing their own clinician.
Changes still come through you
Cancellation and reschedule requests arrive for your team to approve, so nothing moves without the practice knowing.
Share what you choose
Prescriptions, documents and clinical images are visible only when your practice makes them visible, image by image.
In your name
Every portal email carries your practice name, your logo and your branch reply-to address.
Features
One platform for the full optical practice workflow
Branch-First Booking
Built around real branch booking workflows
- Unassigned
- No clinician assigned yet
- Assigned
- Clinician confirmed
- Reassigned
- Changed to another clinician
Book Appointment
Flexible clinician assignment
Unassigned Appointments
Rota & Capacity
A diary that knows who is actually working
Rota, templates and availability
Build the working week from templates, then adjust availability without rebuilding the diary.
Coverage rules gate the diary
Slots that no examiner can cover are blocked, so the diary cannot sell an appointment nobody can run.
Locum cover, scoped
Locums get same-day, clinic-only visibility of the sessions they are covering.
Closures handled for you
Bank holidays and practice closures sync from GOV.UK and gate booking automatically.
Patient Care
Patient records designed for optical care
- Complete timeline of visits and tests
- Clinical notes, prescriptions and lens details
- Integrated images and documents
- Easy access for better patient conversations
Clinical Workflow
A guided examination built for clinic speed
- Copy objective into subjective, subjective into final Rx, and one eye into the other
- Carry ocular health findings forward from the last examination
- Pull the previous prescription in as a starting point
- Practice-configurable quick-fill presets for normal findings
- Pre-Test captures IOP, habitual Rx and images before the examination starts
- Completed examinations lock, and amendments are recorded as amendments
Examination · Sarah Johnson
Digital test chart
A test chart built into your practice software
Controlled from the keyboard you are already using. Open the chart from the top bar on any page and it appears full screen on the patient's monitor, while the numpad drives it and you carry on with the exam.
- Numpad control Drive the chart without leaving the exam record.
- True size per room Calibrated for each room's distance, mirror rooms included.
- Toggle Focus Press / and * to type a prescription on the same numpad.
- No extra hardware Any standard monitor, and no remote or dongle.
Patient's monitor
Clinician's screen
Operations
From consultation to dispensing, stock and sale
- Branch performance and KPIs
- Appointment and clinical trends
- Sales, stock and product performance
- Communication usage and effectiveness
Dispensing Orders
Stock Control
Till & POS
Lab Order · ORD-00234
Dispensing & Labs
The order leaves the practice in one click
- Per-pair frame and lens specification with measurements and estimate
- Lab order PDF generated and emailed to a named lab, attached and tracked
- Re-sends flagged as UPDATE so the lab never works to a superseded copy
- Status pipeline through to collection, with full history
- Sale created straight from the order, including deposits and part payments
NHS-Ready Workflows
NHS paperwork, inside the same record
GOS claim preparation
Prepare the GOS claim from the appointment, using details your team has already captured.
Referrals with ODS lookup
Search the NHS ODS directory for a hospital or clinic and the destination address fills itself in.
GP lookup on the record
Find and attach the patient's GP practice from the same NHS directory, without retyping addresses.
Validated NHS numbers
NHS numbers are checksum-validated at the point of entry, so a mistyped number is caught immediately.
To be clear about scope: GOS claims are prepared in ZenOptix rather than submitted electronically to PCSE or eGOS, and referrals are created, lettered and tracked rather than transmitted to hospital systems. ODS directory lookups for referral destinations and GP practices are live today. See what is included.
Communications
Keep patients informed with controlled SMS and email
- Appointment reminders and confirmations
- Recall notices and marketing campaigns
- Patient opt-out preferences respected
- Usage reporting and delivery tracking
Templates
Preview
Communication History
Website Booking Widget
Take bookings from your own website
Two lines, any website
WordPress, Wix, Squarespace or a custom build. No plugin, no web developer, no separate booking site.
Your real availability
Opening hours, capacity, clinician cover, bank holidays and closures all apply, because it runs on the same engine as the patient portal.
A request, not a booking
Requests land in a queue in ZenOptix with a staff notification. Your team accepts, or phones to arrange another time.
Wearing your colours
Set the colour and corner style in ZenOptix. The widget takes your website's fonts and cannot break your design.
Reporting
Clear visibility for owners and managers
- Branch performance and KPIs
- Appointment and clinician trends
- Sales, stock and product performance
- Communication usage and effectiveness
Today's Sales
£42,850
12% vs last month
Appointments
512
8% vs last month
New Patients
86
15% vs last month
Average Spend
£83.70
10% vs last month
Appointments Trend
Branch Performance
Top Selling Categories
Built for the whole team
Everyone in the practice, working in the same place
Instant messaging
One-to-one and branch group conversations, with unread counts in the top bar and side menu.
Notification centre
Booking requests, deadlines and alerts for each staff member, in one place.
Global search
Find patients, appointments and more from anywhere with ⌘K or Ctrl+K.
Work-waiting counters
Live counts of booking and portal requests, pre-test and GDPR requests.
Role-based dashboards
For reception, optometrists, locums, dispensing, pre-test and managers, with customisable Quick Actions.
Switching
Already using another system?
-
01
Assess
What your current system can export, and which records must come across.
-
02
Import
Patients and history imported, with previous-system history preserved.
-
03
Configure
Branches, users and roles, appointment types, products and templates.
-
04
Go live
A readiness score tells you when the practice is genuinely ready.
Security & GDPR
Designed with security and GDPR in mind
Role-based access
Granular permissions for every team role.
Two-factor sign-in
Every staff account needs a code from an authenticator app.
Audit logs
Track sensitive activity and important changes.
Controlled support
Support access can be reviewed and controlled.
Secure documents
Structured handling for files and images.
GDPR-aware
Workflows designed around privacy and accountability.
UK-based hosting
Practice and patient data stays in the United Kingdom.
SAR handling built in
Subject access and data protection requests as a workflow, not a scramble.
No cost surprises
SMS allowance, usage and invoices visible to the practice.
Plans & offers
One ZenOptix. Priced for the way you work.
Independent Practice
£99/month for your first 12 months, then £169/month.
Prices exclude VAT. Unlimited users on every plan.
Multi-Branch Organisation
£99/month for your first 12 months, then £169/month.
Prices exclude VAT. Unlimited users on every plan.
Domiciliary / Mobile Optician
£89/month for your first 12 months, then £149/month.
Prices exclude VAT. Unlimited users on every plan.
Why ZenOptix
What you can count on
UK-based hosting
ZenOptix runs on UK-based infrastructure. Your practice and patient data stays in the United Kingdom.
Built around UK GDPR
Consent, opt-out, retention and subject access request handling are designed into the workflows.
Portal included, not extra
Online patient booking is part of ZenOptix, not a bolt-on module with its own contract.
Your data comes with you
History is imported when you join, and exports are available while you are with us.
FAQ
Questions practices ask us first
ZenOptix is cloud-based optical practice management software for independent practices, multi-branch organisations and domiciliary/mobile opticians. It connects clinical care, dispensing, communication and the operational workflows relevant to each way of working.
The independent practice and multi-branch workflows include the patient portal, so existing patients can book appointments online 24/7. The domiciliary workflow uses staff-managed visits instead of a patient portal or online home-visit booking. Patients never choose their own clinician, and cancellation or reschedule requests come to the practice for approval.
For practices with a shop, the ZenOptix website booking widget is two lines of code you paste into your existing website, on WordPress, Wix, Squarespace or a custom build. Visitors choose from your real availability and leave their name and phone number. It creates a request rather than a confirmed booking, so your team accepts it before anything reaches the diary.
ZenOptix is hosted on UK-based infrastructure and practice and patient data stays in the United Kingdom. Access is role-based and audit-focused, and support access requires practice approval, is time-limited and is audited.
Yes. ZenOptix includes an import centre for bringing patients and their history across from an existing practice management system, with previous-system history preserved. Data transfer is assessed against your current system before a go-live date is agreed.
ZenOptix supports NHS optical workflows: GOS claim preparation from the appointment, referrals with NHS ODS destination lookup, GP lookup and NHS number validation. GOS claims are prepared in ZenOptix rather than submitted electronically to PCSE or eGOS today.
ZenOptix is one product with no feature tiers. There is one plan for each way of working: independent practice, multi-branch organisation, and domiciliary or mobile. Multi-branch is priced as a first location plus each additional one. Every plan includes unlimited users and a monthly SMS allowance. Current prices and founding offers are shown on the pricing page.
Yes. Branches have their own data context with switching between them, and locum cover is supported with same-day, clinic-only visibility of the sessions being covered.
Yes. ZenOptix supports mobile visits, direct eye examination, clinical images, carer context, dispensing and labs, Basic POS payment recording, receipts, fulfilment, communications and recalls. Basic POS records payments taken elsewhere; it does not process cards.
More on moving across on the switching page, or read our guide to optical practice management software.
Ready to see ZenOptix in action?
Book a demo shaped around your clinical, dispensing and operational workflows, in practice or on mobile visits.