What information does Optify pull from EHR integrations?

Optify's integrations with EHR and PMs allow for automated marketing and time saved in optical.

Optify reads the following items;

•  Patients
  • ID
  • First name
  • Last name
  • Email
  • Cell phone
  • Primary location
• Appointments
  • ID
  • Patient ID
  • Scheduled date & time
  • Status (scheduled, completed, canceled, no show, etc)
  • Type (e.g. “Comprehensive Exam”)
  • Location
• Orders
  • ID
  • Patient ID
  • Date
  • Status (void, paid, etc)
  • Total
  • Location
  • Line Items
    • ID
    • Order ID
    • Type (eyeglass, contacts, V Code, etc)
    • Status (void, paid, etc)
    • Total
• Products
  • ID
  • Manufacturer
  • Brand
  • Model
  • Color
  • Shape - optional, when present
  • Lens width - optional, when present
  • Bridge width - optional, when present
  • Retail Price
  • Wholesale Price
  • Stock Qty
  • Type (sun, optical, clip) - optional, when present
  • UPC - optional, when present
  • SKU - optional, when present
  • Location
• Locations
  • ID
  • Name