The complete reference

Every feature.
Both disciplines.

For the people who want to know everything before they decide — all 143 features, searchable. Almost everything is shared between optical and audiology, because it's one platform with one record. Where something is discipline-specific, it's badged.

Patient records

18

One live record per patient, shared by every module — and by both disciplines.

  • One record, both disciplines

    Optical and audiology share a single patient record — nothing siloed.

    Optical and audiology
  • One-screen record card

    Find the name and every key detail is immediately to hand.

    Optical and audiology
  • Automatic field colouring

    Critical information colours itself so it can't be missed.

    Optical and audiology
  • User-definable prompts

    Nudge every team member to record things the same way.

    Optical and audiology
  • Live status bar

    DD plans and order status visible the moment the record opens.

    Optical and audiology
  • Patient codes

    Flag patients for alerts, safeguarding notes or campaign targeting.

    Optical and audiology
  • Family groups

    Link households and search by family.

    Optical and audiology
  • Whole-family address moves

    A house move updates every family member in one edit.

    Optical and audiology
  • Duplicate detection & merge

    Spot duplicate records and merge them in a click.

    Optical and audiology
  • Postcode lookup & Google Maps

    Addresses complete themselves, with the map a click away.

    Optical and audiology
  • Document storage

    Any document type stored and retrieved — fields, scans, GP replies.

    Optical and audiology
  • Merging forms & letters

    Forms, letters and documents that merge with patient information.

    Optical and audiology
  • Maintained College database

    College lookups maintained for you, like the GP database.

    Optical
  • Patient portraits

    Put a face to the name at the front desk.

    Optical and audiology
  • Patient journey status & notes

    Track where each patient is, across the whole relationship.

    Optical and audiology
  • Action Points

    Digital post-it notes that keep you ahead of patient queries.

    Optical and audiology
  • Deep patient search

    Search by multiple criteria, with an extensive recent-search memory.

    Optical and audiology
  • Due dates in search results

    Next appointment due highlighted in search — family filter shows the whole household.

    Optical and audiology

Appointments & diary

10

A diary the whole practice can trust, for clinic rooms and test booths alike.

  • Drag-and-drop booking

    Book, move and rebook by dragging.

    Optical and audiology
  • Visual appointment types

    Durations and types are visible at a glance.

    Optical and audiology
  • Per-clinician appointment types

    Each clinician's diary reflects how they actually work.

    Optical and audiology
  • Quick-pick search

    The next suitable slot, found instantly.

    Optical and audiology
  • Automatic reminders

    SMS and email reminders go out without anyone remembering.

    Optical and audiology
  • Cancellation list

    Fill gaps fast when appointments free up.

    Optical and audiology
  • Room & resource allocation

    Equipment and rooms scheduled alongside people.

    Optical and audiology
  • Online booking

    Patients book into controlled slots from your website.

    Optical and audiology
  • Appointment-due search

    Find patients whose next visit is due — optical or audiology.

    Optical and audiology
  • Custom diary views

    Every user sees the diary their way.

    Optical and audiology

Clinical records

19

The whole examination on one screen, shaped to each clinician — for sight tests and hearing assessments.

  • Whole exam on one screen

    No tab-switching mid-examination.

    Optical and audiology
  • Individualised templates

    Exam templates shaped per clinician and per discipline.

    Optical and audiology
  • Logical exam flow

    Previous Rx and dispenses, history, examination, refraction, outcome — in order.

    Optical
  • Dedicated hearing assessment record

    A structured audiology record on the same patient file as the eye exam.

    Audiology
  • Lensmeter & autorefractor integration

    Instrument readings flow straight into the record.

    Optical
  • Imaging & equipment links

    Links to available clinical equipment — OCT included.

    Optical
  • Pre-screen module

    Run pre-screening in a separate room, under its own security level.

    Optical
  • Clinical dictation

    Speak notes straight into the record.

    Optical and audiology
  • Personal predictive statements

    Note-taking that learns each user's phrasing.

    Optical and audiology
  • Spell check throughout

    Every notes box, checked as you type.

    Optical and audiology
  • Unlimited contact lens prescriptions

    As many CL prescriptions per patient as you need.

    Optical
  • Maintained contact lens database

    Validated parameters and product links, maintained for you.

    Optical
  • Freehand drawings

    Sketch and store annotated drawings and images.

    Optical and audiology
  • Medication database

    NHS-linked medication lookup with predictive entry.

    Optical and audiology
  • GP lookup via NHS Spine

    No GP list to maintain — ever.

    Optical and audiology
  • Referral forms & EERS links

    Referral paperwork from the record, with electronic referral links.

    Optical
  • Multiple records open

    Compare or work across several clinical records at once.

    Optical and audiology
  • Supervisor sign-off

    Pre-reg and locum work counter-signed properly.

    Optical and audiology
  • Full audit trail

    Every change tracked, always.

    Optical and audiology

Dispensing & orders

12

From recommendation to collection, with nothing lost in between.

  • Lens comparison screen

    Options and prices side by side, mirroring the conversation.

    Optical
  • Lens availability checks

    Compatibility and availability confirmed as you dispense.

    Optical
  • Real-time frame stock

    See frame availability across branches while you dispense.

    Optical
  • Direct-to-supplier ordering

    Lab and supplier orders sent straight from the system.

    Optical
  • Automatic NHS voucher pricing

    Voucher values adjust prices automatically.

    Optical
  • Promotions engine

    Time-framed promotion prices and product combinations, with costs adjusted to match.

    Optical
  • Lens catalogues with sales support

    Downloadable catalogues carrying brand features and blurb to assist the conversation.

    Optical
  • Spectacles order history

    Every pair, every spec, on the record.

    Optical
  • Hearing device orders

    Device sales and orders tracked to collection on the same record.

    Audiology
  • Order status everywhere

    Progress visible on the record, the diary and the till.

    Optical and audiology
  • Automatic delivery updates

    Patients advised automatically when orders arrive.

    Optical
  • Automatic stock adjustment

    Dispensing updates stock without a second entry.

    Optical and audiology

Point of sale & payments

12

An accurate till with an audit trail behind every key.

  • Touch-screen till

    Fast, optical-optimised point of sale.

    Optical and audiology
  • Barcode support

    Scan frames, solutions and accessories.

    Optical and audiology
  • User-definable products & VAT

    Your catalogue, your VAT treatments.

    Optical and audiology
  • Walk-in sales

    Serve non-patients without polluting records.

    Optical and audiology
  • End-of-day cashing up

    Reconciliation with float brought forward — second to none for accuracy.

    Optical and audiology
  • Full transaction audit trail

    Every till action attributable, with sales allocated to staff members.

    Optical and audiology
  • Refunds & write-offs done right

    VAT, sales and stock reports adjust themselves automatically.

    Optical and audiology
  • Flexible VAT handling

    % VATable, dispensing fee and cost-plus methodologies supported.

    Optical and audiology
  • User-definable till buttons

    Your till buttons and pages, arranged for your counter.

    Optical and audiology
  • eGOS integration

    GOS claims handled electronically, with NHS payment reconciliation.

    Optical
  • PDQ integration

    Card terminals connected to the till.

    Optical and audiology
  • Bank reconciliation

    Separate banking, PDQ, credit transfer and petty cash entries.

    Optical and audiology

Payment plans & recurring supply

8

Care plans, direct debits and regular supply — controlled, visible and reconciled.

  • Contact lens supply packages

    Patient-specific packages of regular CL supply.

    Optical
  • Care schemes & savings plans

    Own care schemes, savings plans and interest-free credit accommodated.

    Optical and audiology
  • Direct debit integration

    Integrates with DD software, with money moved between till and DD module.

    Optical and audiology
  • Mandate generation

    Standing order and DD mandates generated from the system.

    Optical and audiology
  • Online mandate pages

    Approved online mandates remove paper mandate management.

    Optical and audiology
  • Standing order reconciliation

    Regular payments reconciled against supply.

    Optical and audiology
  • Balance visibility

    Products supplied and monies received, clear on every record.

    Optical and audiology
  • DD plan control

    Upcoming patient payments visible and manageable.

    Optical and audiology

Stock control

7

Know what you hold, where it is and what it's doing.

  • Branch availability & pricing

    Stock and prices per branch, visible everywhere.

    Optical and audiology
  • Minimum stock alerts

    Reorder points that watch themselves.

    Optical and audiology
  • Quick reconciliation

    Count and correct without closing the shop.

    Optical and audiology
  • Consignment vs purchased

    Both tracked properly, separately.

    Optical and audiology
  • Slow-moving stock reports

    Spot the frames that aren't earning their shelf space.

    Optical and audiology
  • Minimum-level reorders

    Sundry reorders created quickly from minimum levels.

    Optical and audiology
  • Stock visibility anywhere

    View any branch's stock levels from any location.

    Optical and audiology

Recall & communications

14

The right nudge, the right channel, the right patient — automatically.

  • Multi-channel recall

    SMS, email, letter and phone schemes, fully configurable.

    Optical and audiology
  • Per-type schemes

    Different schemes per patient type — optical and audiology recalls run side by side.

    Optical and audiology
  • Multiple recalls per patient

    Sight test, CL check and hearing review each on their own cycle.

    Optical and audiology
  • Preferred channels

    Patient and practice communication preferences respected.

    Optical and audiology
  • Automated follow-ups

    Non-responders chased without anyone lifting a phone.

    Optical and audiology
  • Collection chasing

    Automated recalls for orders awaiting collection.

    Optical and audiology
  • Aftercare touches

    Satisfaction questionnaires and follow-ups for higher-value purchases.

    Optical and audiology
  • Between-visit communication plans

    Patients allocated automatically to plans that keep in touch between appointments.

    Optical and audiology
  • Full communication history

    Every contact with the patient, on the record.

    Optical and audiology
  • Response tracking

    See what's working and maximise uptake.

    Optical and audiology
  • Unsubscribe management

    Preferences respected, automatically.

    Optical and audiology
  • Text templates

    Saved templates for the conversations you have daily.

    Optical and audiology
  • Automatic SMS translation

    Texts sent in each patient's primary language.

    Optical and audiology
  • Live translation window

    Real-time translated conversations at the desk.

    Optical and audiology

Marketing & CRM

7

Fill the diary from the data you already hold.

  • Deep segment search

    Search by demographics, prescription and sales history.

    Optical and audiology
  • Purchase-based targeting

    Find patients who bought specific products or ranges.

    Optical and audiology
  • Campaign tagging

    Tag patients into campaigns and track them through.

    Optical and audiology
  • ROI tracking

    Full send history means real ROI calculations, not guesses.

    Optical and audiology
  • Third-party fulfilment export

    Export campaign data for external mailing houses.

    Optical and audiology
  • Event automations

    Birthday texts and milestone touches, on autopilot.

    Optical and audiology
  • Client grading

    Automatic grading to focus effort where it matters.

    Optical and audiology

Reporting & dashboards

4

The numbers you actually run the practice on.

  • Practice dashboards

    Comprehensive dashboards across sites and disciplines.

    Optical and audiology
  • Bespoke reports

    Ask for the report you want — we build it into your system.

    Optical and audiology
  • Concurrent reports

    Run several reports at once and keep working.

    Optical and audiology
  • KPI tracking

    The figures you care about, together in one view.

    Optical and audiology

Practice operations

12

The unglamorous things, done properly.

  • Task management

    One-off and recurring tasks, delegated with completion visibility.

    Optical and audiology
  • Staff rota

    Who's where, planned in the same system.

    Optical and audiology
  • Multi-branch

    One system across every location, with branch-level control.

    Optical and audiology
  • Purchase orders & supplier invoicing

    Raise, receive and process in one flow.

    Optical and audiology
  • Deferred payments & claims

    Tracked until the money actually lands.

    Optical and audiology
  • Phone book

    The practice's numbers, in the system everyone's already in.

    Optical and audiology
  • True multi-tasking

    Multiple forms, screens and records open at once.

    Optical and audiology
  • Close & Go navigation

    Fly round the system with one-tap navigation.

    Optical and audiology
  • Arrive & Go

    Marking a patient arrived jumps you straight into the next task.

    Optical and audiology
  • Per-user personalisation

    Colour schemes, font sizes and diary views per user.

    Optical and audiology
  • Linked applications

    Jump to the tools you use alongside i-Clarity.

    Optical and audiology
  • MTD links

    Making Tax Digital connections for the accounts.

    Optical and audiology

Audiology

16

A complete audiology workflow — clinical and commercial — inside the same record as the eye exam.

  • Structured audiology case history

    Reasons for visit, notes, general health, medication and family history.

    Audiology
  • Configurable clinical questionnaires

    Shape the assessment to how your clinicians work.

    Audiology
  • Otoscopy & hearing assessment recording

    Documented on the record, throughout the patient journey.

    Audiology
  • Integrated audiogram

    Air and bone conduction, left/right plotting, masked and unmasked thresholds.

    Audiology
  • Frequency-specific thresholds

    Multiple audiometric symbols and test conditions.

    Audiology
  • Speech audiometry & masking

    Recorded alongside pure tone results.

    Audiology
  • Right & left ear clinical notes

    Per-ear notes on every assessment.

    Audiology
  • Previous results for comparison

    Compare today's audiogram against the last — on screen.

    Audiology
  • COSI needs assessment

    Record individual listening difficulties, track improvement and final ability.

    Audiology
  • Outcome & recommendation recording

    Outcomes, follow-up notes and recommendation status on the record.

    Audiology
  • Hearing aid recommendation workflow

    From recommendation to dispensing notes to fitting record.

    Audiology
  • Fitting & dispensing records

    Every device, every fitting, on the patient file.

    Audiology
  • Follow-up & next-due scheduling

    Follow-up management with hearing recalls on their own cycle.

    Audiology
  • Referral recording & response tracking

    Referrals, responses and clinical outcomes documented.

    Audiology
  • NOAH import & export

    Connected audiological test results and fitting data — without duplicating the patient.

    Audiology
  • Complete historical record

    The whole hearing history, alongside the whole eye history.

    Audiology

Smart & bespoke

4

The platform bends to your practice — not the other way round.

  • Bespoke automation

    Automations written for your workflow — from birthday texts to auto-grading.

    Optical and audiology
  • Bespoke development

    Genuinely custom capability, built to your requirement.

    Optical and audiology
  • GOS claim management

    NHS claim workflows built into the admin day.

    Optical and audiology
  • Regular updates

    New capability shipped continuously, driven by user feedback.

    Optical and audiology

Optical Audiology Shared

This list is extensive but not exhaustive — the platform keeps growing, and bespoke development means your version can grow in your direction.

Seen enough to be curious?

A discovery call is the fastest way to see the features that matter to your practice, live in the software.