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
18One live record per patient, shared by every module — and by both disciplines.
- Optical and audiology
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
Maintained College database
College lookups maintained for you, like the GP database.
- Optical and audiology
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.
Appointments & diary
10A diary the whole practice can trust, for clinic rooms and test booths alike.
- Optical and audiology
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.
Clinical records
19The whole examination on one screen, shaped to each clinician — for sight tests and hearing assessments.
- Optical and audiology
Whole exam on one screen
No tab-switching mid-examination.
- Optical and audiology
Individualised templates
Exam templates shaped per clinician and per discipline.
- Optical
Logical exam flow
Previous Rx and dispenses, history, examination, refraction, outcome — in order.
- Audiology
Dedicated hearing assessment record
A structured audiology record on the same patient file as the eye exam.
- Optical
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 and audiology
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
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 and audiology
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
Referral forms & EERS links
Referral paperwork from the record, with electronic referral links.
- Optical and audiology
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.
Dispensing & orders
12From recommendation to collection, with nothing lost in between.
- Optical
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.
- Audiology
Hearing device orders
Device sales and orders tracked to collection on the same record.
- Optical and audiology
Order status everywhere
Progress visible on the record, the diary and the till.
- Optical
Automatic delivery updates
Patients advised automatically when orders arrive.
- Optical and audiology
Automatic stock adjustment
Dispensing updates stock without a second entry.
Point of sale & payments
12An accurate till with an audit trail behind every key.
- Optical and audiology
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
eGOS integration
GOS claims handled electronically, with NHS payment reconciliation.
- Optical and audiology
PDQ integration
Card terminals connected to the till.
- Optical and audiology
Bank reconciliation
Separate banking, PDQ, credit transfer and petty cash entries.
Payment plans & recurring supply
8Care plans, direct debits and regular supply — controlled, visible and reconciled.
- Optical
Contact lens supply packages
Patient-specific packages of regular CL supply.
- Optical and audiology
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.
Stock control
7Know what you hold, where it is and what it's doing.
- Optical and audiology
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.
Recall & communications
14The right nudge, the right channel, the right patient — automatically.
- Optical and audiology
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.
Marketing & CRM
7Fill the diary from the data you already hold.
- Optical and audiology
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.
Reporting & dashboards
4The numbers you actually run the practice on.
- Optical and audiology
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.
Practice operations
12The unglamorous things, done properly.
- Optical and audiology
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.
Audiology
16A complete audiology workflow — clinical and commercial — inside the same record as the eye exam.
- Audiology
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.
Smart & bespoke
4The platform bends to your practice — not the other way round.
- Optical and audiology
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.
Nothing matches that search.
But the system is so extensive we can't list everything — if you're looking for something specific, . Chances are it's in there.
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.