Setting Up Patients - OptomNotes Integration

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Setting up the integration in Optisoft requires a simple check box.

  • Click on the in the top left.
  • Choose Maintain>Patients>Settings from the menu that appears.
  • To enable OptomNotes integration from Optisoft place a tick in the Enable OptomNotes Integration check box.
  • Click to save the change.

This will enable the OptomNotes icon on the Patient module toolbar.

You will need to ensure that the OptomNotes application Practice Link has been configured for the feature to work correctly. Please refer to the OptomNotes documentation for details on how to do this.