Optometrist Contact Tracking Database Template | Contact Database
Optometrist Contact Tracking Database/Template System
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
Download a Demonstration
Download a demo version for free to test!
Microsoft Access Optometrist Contact Tracking Database
In a busy optometry practice, keeping track of patients, appointment history, invoicing, and follow-ups can become a time-consuming challenge without the right tools. The Microsoft Access Optometrist Contact Tracking Database offers an ideal solution by combining essential contact management and billing functionality into one streamlined Access-based system. Built using Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code, this system provides a robust yet familiar interface for managing your optometric workflow.
Modeled after the intuitive design of Microsoft Outlook's contact management module, this specialized template is tailored to meet the unique needs of optometrists. Whether you're a solo practitioner or manage a multi-optometrist clinic, this database helps you organize and automate essential administrative tasks while maintaining full control of your patient data.
Key Features:
Patient Profile Management: Store detailed patient information including medical history, eye care preferences, insurance details, and communication notes.Appointment Tracking: Schedule consultations, routine eye exams, lens fittings, and follow-up visits with ease using built-in contact scheduling tools.Invoicing & Payment Recording: Generate invoices for exams, eyewear, and procedures, and track payment status within the same system.Pre-Built Reporting Tools: Access daily, weekly, and monthly reports to track appointments, outstanding payments, and contact history for improved visibility and compliance.
Because it’s built entirely in Microsoft Access, this database integrates smoothly with your existing systems and can be further expanded or customized as your practice evolves. You retain full control of your data with no recurring subscription costs or cloud dependencies.
Please Note: This is a template database. If it doesn’t meet 100% of your practice’s needs and you’re unable to customize it yourself, Winning Solutions, Inc. (WSI) can create a tailored solution that aligns with your workflow and clinic operations.
?? Contact Us today to request a customization quote or learn more about how this Access-based system can transform the way you manage your optometry practice.
Are you looking for the ability to use this template in a calendar view as well? Then be sure to learn more about Microsoft Access Optometrist Scheduling Database . This version of the tool allows you to view your data in a calendar view (day/week/bi-weekly and monthly).
VB.NET , C#.NET or ASP.NET version of this template, please Contact us for more details.
Sample Screens
Optometrist Contact Tracking Database
Main Menu Form
Optometrist Contact Tracking Database
Setup Customer
Optometrist Contact Tracking Database
Search Custome
Optometrist Contact Tracking Database
Edit Customer
Optometrist Contact Tracking Database
Customer Calls
Optometrist Contact Tracking Database
Customer Appointments
Optometrist Contact Tracking Database
Customer Payments
Optometrist Contact Tracking Database
Add Call
Optometrist Contact Tracking Database
Add Appointment
Optometrist Contact Tracking Database
Add Payment
Optometrist Contact Tracking Database
Maintenance/Setup
Optometrist Contact Tracking Database
Report Menu
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Download a Demonstration
Download a demo version for free to test! The demo version is in Access 2010, which will work on either Access 2010, 2013, 2016, 2019 or Office 365. If you need a previous version of Access to try, please
Contact Us . Please note that the demo version of the software is fully functional, but does not store any data once you close the database. The full version of the software, available for purchase, stores data in the database permanently.
The following document explains, in detail, how to install the demo and how to avoid some common setup issues:Download Instructions
Full Version and Live Demonstration Options
Live demonstration
To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure.
Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
After purchase
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the Visual Basic project code, and you will be able to modify or add to the design in any way you wish. This does not apply to run-time or compiled versions.
If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for the additional features you require.
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
After Your Purchase
Delivery timing
Once your purchase is complete, you will receive an email within 12 hours, and usually sooner during standard business hours, with a link to download the full version of the database. Please check your junk mail folder if you do not see the message.
Implementation help
If you need help implementing this function or need modifications for your requirements, request a free quote for your Microsoft Access development needs. WSI will determine your needs based on written requirements that you provide. Please ask your WSI representative for an example of sufficient written requirements.
Support and customization
WSI offers optional paid support and customization programming services. WSI templates are priced based on the purchaser self-supporting the database. WSI assumes purchasers who do not wish to pay WSI for support have the Microsoft Access and SQL Server knowledge needed to install, customize, and use the template. Paid support is available by the hour; please contact us for the current hourly fee.
Planning your changes
If you need assistance preparing requirements, WSI offers fee-based services to help document what needs to be done. You can also review our process mapping service or learn more about the WSI quoting process .
Testimonials
What Customers Say About WSI
"Once again, you guys have outdone yourself. The service and support you have provided has been the best I've ever experienced from a software development team. You guys have the best Access calendar GUI I've ever seen."
Mike Mattas
"Thanks to all!! Nice job on the changes. They look good, thanks for your quick response!!"
George Ells
"Thanks for all your help. Your service is great as I find you and your team easy to deal with and very responsive in terms of getting the changes done. Great work."
Steve Da SilvaThe Hospital for Sick Children
"With the expertise of Andres the database was put in the store for use just 4 days later. The efficiency of his programming and the added benefit of video to refer back to in case of small adjustments brought what seemed like a daunting task into reality very quickly."
Debbie Hunt
"Bottom Line: Winning Solutions is hands down the most polite, professional, committed, able, and proven company I have ever worked with. Their staff, top to bottom, are all winners."
Dave YeadonDakota Steel & Trim
"Our Service Dept is enjoying the Calendar. We adapted the Enhanced Microsoft Access Calendar to meet our needs. The Service Manager and Advisors enjoy the ease of booking work."
Richard "Dick" MillikenWhited Peterbilt