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CONNECTED WORKSPACES FOR OPHTHALMOLOGY

See the patient journey.
Keep the next step clear.

Plan provider outreach in Co-management, vendor and project work in Marketing, and patient follow-up in Patient Intake. Practice overview brings their reporting together while keeping acquisition sources separate.

Explore the demoExplore the workflows

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The patient journeyExample workflow
WebsitePhone inquiryProvider referral
  1. 01
    Inquiry received

    Record the source and assign an owner.

    New lead
  2. 02
    Evaluation booked

    Keep appointment details and follow-up visible.

    Next step set
  3. 03
    Treatment & follow-through

    Track milestones and referring-office context.

    Progress recorded
A source, an owner, and a next step.
THE WORK, CONNECTED

Go from the overview
to the record that needs you.

Each workspace starts with My day: scheduled commitments, flexible tasks, and the team’s workload. Choose a workflow to explore the records and reporting behind it.

FROM SUBMISSION TO APPOINTMENT

Keep every online booking in view.

Review website booking records and see where each appointment stands. Find upcoming visits, update attendance status, and spot cancellations or missed appointments that may need follow-up.

What stays with the record
Submission date, appointment date and time, visit type, chart reference, and attendance status.
Try it in the demo
Filter to scheduled bookings, open a record, and review the appointment details.
Explore online bookings
INTERACTIVE SAMPLE · FICTIONAL DATA
Online bookingsFrom online submission to appointment status.
Avery O.Sep 30 · 1:30 PMChart 43350 · Elective
Scheduled
Priya G.Oct 3 · 9:30 AMChart 43435 · Elective
Scheduled
Claire K.Sep 24 · 10:15 AMChart 43282 · Elective
Completed

Review what was submitted and where it stands.The demo shows booking records. The public intake form is not connected.

KNOW WHAT YOU’RE LOOKING AT

Bookings and patient leads
tell different parts of the story.

An appointment and a patient journey need different views, but share the same context. Keep the original source as the patient moves between teams and into care.

Online bookings

A dedicated view of website booking records and their appointment status.

Starts with
A website booking submission
Tracks
Appointment details, visit type, and attendance
Statuses
Scheduled, completed, cancelled, or no-show
Review booking records

Patient leads & referrals

A stage-based view of inquiries from the website, phone calls, and referring providers.

Starts with
An inquiry or provider referral
Tracks
Source, owner, next action, and patient milestones
Stages
First contact through evaluation and treatment
Follow a patient lead

Each booking links to a patient journey, which may have more than one appointment. A referral submitted online keeps its provider source. Appointments and shared-care cases are not additional acquisitions, so their counts should not be added to inquiry totals. External calendars and the public booking form are not connected. Marketing reminders appear in the app; email and push notifications are not connected.

Illustrative ophthalmology consultation room with a slit lamp and daylight
Ophthalmology is the context. Practice follow-through is the focus.
BUILT AROUND OPHTHALMOLOGY

The work between
the appointments matters.

Before an evaluation, someone confirms the details. After a referral, someone keeps the referring office in the loop. Around those moments, there is a relationship to maintain and a next step to record.

Ovrflo gives that operational work a place: patient milestones, co-management preferences, office conversations, and follow-up ownership.

See how your team can use it
CONTEXT BEHIND THE NUMBERS

Review the activity.
Then find the next action.

Explore 18 months of sample history. Compare lead sources and evaluation booking rates, then open the patient or provider workflow behind your question.

Open the practice dashboard

Historical reporting

Change the reporting period to review received leads, milestones, and partner activity.

Current priorities

Start in My day for appointments, requests, and upcoming work. Trends & performance stays visible below the daily plan.

Useful detail

Search records, filter activity, and export supported views when you need a closer look.

YOUR NEXT STEP

See how Ovrflo could fit your practice.

Explore the workflow with sample data. Then bring your priorities and questions to a conversation about your practice.

Try the demo