The Pabau CRM platform
Our all-in-one software solution for clinics, spa’s and salons
PRACTICE MANAGEMENT SOFTWARE FOR OPTOMETRY BUSINESSES
Elevate your optometry practice with Pabau’s all-in-one management system. Say goodbye to boring tasks and hello to more time for patient care. With Pabau, keep your eyes on the prize and treat patients efficiently and effectively.
Keep detailed patient records with everything from contact data and appointment history to insurance details and medical notes.
Keep your calendar full, handle appointments smoothly, and automate reminders to cut down on no-shows.
Our easy-to-use online booking lets your patients schedule appointments whenever it suits them, at any time of the day.
Stay on top of your practice's inventory, ensuring optimal levels of eyewear, contact lenses, and other essential products needed to give your patients the best care possible.
Retain clients and attract new ones, promote services, and gather feedback with email campaigns, surveys, and automation.
With Pabau, managing your business finances is easy. You can handle patient payments, insurance claims, and billing questions, and keep track of all incoming payments with our remittance management system.
Pabau makes it easy to organize all your patient data. From their contact details and medical history to consent forms, treatment notes, diagnoses, and insurance info, it’s all right there, making patient care easier to manage.
All the important details about your patients are kept in the client card. This includes their contact info, their medical history, photos, all communications, payment records, and more.
Pabau makes paper documentation a thing of the past. Instead of dealing with stacks of forms, you can collect and keep all your medical records, consent forms, treatment notes, and prescriptions digitally.
Automating intake and consent forms allows patients to complete the necessary paperwork before their appointments, cutting down on wait times and ensuring a smoother patient experience. Plus, you’ll avoid the dull task of scanning and manually entering data.
You can use our pre-built medical forms or design your own intake, consent, treatment, and prescription forms.
Our simple drag-and-drop interface makes it easy to personalize your forms with various elements like fields, text, and images, ensuring they meet your specific requirements.
Pabau simplifies the diagnostic process with SNOMED and ICD codes. Whether you enter the codes manually or they’re extracted from medical forms, the patient’s diagnosis is displayed on their client card.
Additionally, you receive alerts when composing letters or prescribing medication.
Keep your optometry practice running smoothly with Pabau’s calendar feature—a one-stop shop for all your scheduling needs. Easily manage appointments, access important info right away, and set up automatic reminders to keep your patients in the loop. You can also offer booking video appointments for easier access to care.
Run your optometry practice your way with an appointment system that practically manages itself.
Whether you’re booking, adjusting, or canceling appointments, Pabau’s easy-to-use platform lets you personalize every detail to match your appointment types, rooms, and schedule.
Set up automated email and SMS confirmations and reminders to ensure your patients stay informed about their upcoming appointments. This proactive approach helps reduce the likelihood of no-shows, keeping your schedule running smoothly.
Automate sending pre-care and post-care instructions tailored to each service, helping patients understand what to expect before and after appointments. This ensures they take appropriate steps to take care of their eyes and optimize outcomes.
With Pabau, you can also have virtual appointments with patients no matter where you are. This handy feature is great for offering tele-optometry services, setting up follow-up appointments, or monitoring eye conditions remotely, making it easier for patients to get the care they need.
Allow patients to book appointments whenever it suits them, straight from their phones or computers. Eliminate back-and-forth scheduling and focus on managing your business. With the client portal, patients can easily handle their appointments, check documents, and view invoices online.
Our online booking portal is designed to integrate with your website or social media platforms. This means your patients can schedule appointments easily, anytime, day or night, giving them the flexibility to book whenever it suits them best.
The online booking portal offers extensive customization options. You can tailor the portal’s color scheme to match your brand, select which services can be booked online, and decide how much staff information to display.
The client portal is designed to offer patients an online space where they can check and schedule appointments, buy and handle packages, manage insurance details, and access important documents and forms.
With customizable settings, you have the flexibility to control their access and actions.
Use the online booking portal to sell packages and gift vouchers. This is a fantastic way to increase revenue while adding value for your patients and building loyalty.
You can also allow your patients to add funds to their accounts, which they can later redeem against appointments.
Require deposits when clients book to cut down on last-minute cancellations and no-shows. You can set different deposit amounts based on the service, or ask for full payment upfront for some appointments. It’s a simple way to keep schedules on track and make booking hassle-free for everyone.
Create cancellation and no-show rules that match your business needs, providing clear guidelines for missed appointments.
These policies ensure you’re fairly compensated if clients cancel late or don’t turn up, keeping your practice financially stable and running smoothly.
Pabau’s stock management features make it easy to keep track of all your supplies, eyewear, contact lenses, and other products. Your team can stay on top of stock levels, order what’s needed, and track how everything gets used to make sure you always have what you need to take care of your patients.
Easily add all your products, whether they’re consumables or for retail purposes, and keep track of their quantities in each location.
Set minimum and maximum stock levels to ensure you always have enough on hand. You can also opt to receive alerts when your stock levels drop below the minimum threshold, preventing any shortages or disruptions in your inventory.
Ensure your inventory is accurate by conducting regular stock counts. Whether you prefer using a barcode scanner or manual input, you can easily track your stock levels.
Any discrepancies will be flagged, and you’ll have a clear overview of your inventory status, including total items, out-of-stock products, low-stock items, and pending deliveries.
In Pabau, managing suppliers and stock is simple. Whether you prefer to input orders manually or let the system suggest items based on current stock levels, Pabau offers flexibility to suit your needs. Additionally, you can easily track the status of orders and access previous purchase records.
Ensure your schedule stays booked and your patients remain engaged using our suite of powerful marketing tools. This includes email and text newsletters, tailored feedback surveys, loyalty programs, automations, and more.
The broadcasting feature allows you to send customized marketing emails and texts to everyone or specific groups.
Whether you’re promoting services, sharing helpful tips, or telling your clients about a new range of glasses you’ve just got, you can tailor your messages to suit your business needs and engage with your patients effectively.
Automate repetitive tasks like appointment recalls, follow-up emails, and billing processes with Pabau. Appointment recalls remind patients to schedule their next visit, resulting in a significant increase in re-booking rates and ensuring continued patient engagement.
Encourage patient loyalty and increase revenue with loyalty campaigns that reward specific actions with loyalty points. These points can be redeemed later to cover appointment costs, improving the overall patient experience.
Gathering patient feedback is key for continuous improvement! With Pabau, you can tweak your feedback forms to ask exactly what matters to your business.
These surveys get sent out automatically after appointments, so you’re always in the loop on how to make things even better.
Pabau’s review dashboard gathers all patient feedback in one place, making it easy to manage and respond to comments from different sources. This helps you maintain a positive reputation and attract new patients.
Additionally, you can share your ratings on Facebook and highlight the best reviews on your website using a review widget.
Pabau simplifies your practice’s financial tasks with its integrated billing and invoicing functionalities. Easily generate invoices, monitor payment statuses, and handle insurance claims, all through intuitive tools designed to boost efficiency in managing your business finances.
Simplify your payment processing and invoice management with our built-in Point of Sale system. With Pabau, you can generate invoices with just a few clicks and process transactions using Pabau Pay card terminals, saving you time and hassle.
Create profiles for the insurance providers you collaborate with and link them to patient files. This allows you to decide if the patient or the insurer covers an appointment, ensuring your billing is adaptable and precise.
Tailor your price lists for different insurance companies, ensuring accurate billing based on patients’ insurance plans.
Customize rules for each list, like where and when they apply, and for which insurers. This simplifies billing with clear pricing guidelines for everyone involved.
With our remittance management feature, you can handle all unpaid invoices when insurance payments come in. It helps you keep accurate records, manage different insurance providers better, and easily match invoices for smoother finances.
With our lead management feature, you have everything you need to nurture your leads from their initial inquiry all the way to becoming satisfied clients.
Make handling payments easier with our Payment Processing tools. Whether you're accepting payments online, using Pabau Pay card terminals, or sending QR codes for patients to settle outstanding invoices, we've got you covered.
Analytics and reporting capabilities provide valuable insights into your business performance, patient demographics, appointment trends, revenue generation, and marketing effectiveness. Customizable reports and dashboards allow staff to track key metrics and make data-driven decisions.
Having Pabau 2 implemented into the clinic is certainly a relief. It just reduces a whole lot of stress in the clinic.
 Owner / Director / Lead clinician, Intrigue Cosmetic Clinic
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