Workflows
How each process runs, who does what, and where a person has to say yes.
Appointment reminders
From a booking in Google Calendar to a confirmed patient: confirmation, an email 2 days before, a text the day before, C / R replies.
Open →Process bRecall: due for an eye exam
Works out who is due (yearly for kids and 65+, every 2 years for adults, yearly with the diabetes flag) and invites them, so the optometrist stays busy and eyewear sells.
Open →Process cEmail list and consent
The counter QR code and the intake tick box build a list you're allowed to email: who agreed, when, how and to which wording.
Open →Process dGlasses ready and after pickup
Tell the patient the moment glasses arrive, then care tips, a review request and (for contacts) a reorder reminder.
Open →Process eLab orders (Lens Shapers, Centennial)
Type the prescription once. The system fills the lab's order form and waits for your OK before anything is ordered.
Open →Process fTELUS insurance claims
Prepare each claim once, approve it, and staff submit it in the TELUS portal. Then track it until paid.
Open →Process gReceipts for Wave
Snap paper receipts; at month end see which card charges have no receipt, so no HST refund is lost.
Open →Process hPayroll hours for the accountant
Hours per person per day, one table per pay period, sent to the accountant after the owner's OK.
Open →Process iThe owner's daily brief
One Telegram message each morning: today's appointments, confirmations, orders, approvals, list growth.
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