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Practice Management

Spend Less Time Managing Optical Inventory and Lab Orders

By
RevolutionEHR Team
Jun 23, 2022
•
3 min read
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Updated 03/16/2026

Managing optical inventory and lab orders should not slow your team down. With the right workflow, optometry practices can reduce manual entry, keep inventory current, generate accurate lab paperwork, and move orders forward more efficiently from sale to fulfillment.

How to Manage Optical Orders and Lab Requests More Efficiently

If your team is handling frame inventory, lab requests, and patient invoices in different places, the process gets slower with every handoff. A more efficient workflow usually comes down to five things:

  • Keeping frame inventory current
  • Reducing duplicate data entry
  • Generating accurate packing slips for the lab
  • Tracking order status without leaving the EHR
  • Connecting ordering and payment steps in one system

With RevolutionEHR, staff can scan items into the invoice, update inventory automatically after the sale, generate order documentation for the lab, and manage key workflow steps in one place. That reduces errors, shortens training time, and makes optical order management easier to scale.

Why Practices Want a More Connected Optical Workflow

When inventory, ordering, and payments live in one workflow, staff spend less time correcting mistakes and more time helping patients. A connected system can improve day-to-day efficiency by reducing manual entry, simplifying order tracking, and keeping sales and inventory data aligned.

‍

laptop displaying charts and graphs

Optical Inventory Management Features

Good optical inventory management is not just about knowing what sold. It is about knowing what to reorder, what is sitting too long, and what is tying up cash on your frame board.

With RevolutionEHR, practices can:

  • Review best-selling frames and styles
  • Identify slow-moving inventory with aging reports
  • Monitor cost and transfer activity
  • Keep product data connected to the patient chart and invoice
  • Build custom reports around the inventory metrics that matter most to the practice

This helps your team make better purchasing decisions, keep the frame board fresh, and avoid overstocking products that do not turn quickly.

5-star review
“I have used four previous Optometric programs and EHRs. Revolution is the most impressive EHR to date. I also appreciate the ability of Revolution to continually make changes to improve their system.”

Name Surname

Position, Company name

star rating
“I have used four previous Optometric programs and EHRs. Revolution is the most impressive EHR to date. I also appreciate the ability of Revolution to continually make changes to improve their system.”

Name Surname

Position, Company name

5-star review
"RevolutionEHR is an unbelievably customizable product with exceptional “front of office” capabilities combined with an excellent EMR. All of this supported by a very friendly and helpful customer support staff with a genuine personal approach."

Robert MacAlpine

OD

5-star review
"With multiple locations, I can see what is happening from anywhere. I have doctors who were less than stellar on record keeping and this helps them be efficient and thorough."

Torrey Carlson

OD

5-star review
"The ability for us to access it anywhere and not have to run into the office on weekends to access a patient’s chart when they call is awesome."

Lauren Marshall

Office Manager, Downtown Eye Care

5-star review
"RevolutionEHR is very easy to use, dependable, and has great customer service."

Jennie Huber

Biller, Mason Vision Center

5-star review
"I like the ease of customization exams/encounters can be done "on the fly." Also the reporting is amazing!"

Angie Fouts

Office Manager, Vision Care Clinic, PC

5-star review
"RevolutionEHR is easy to use and has a quick learning curve. It contains all the exam information necessary for our operation."

Nickolas Scavo

Optometrist, OD LensCrafters

5-star review
"Best thought out EMR of any I have seen by far."

Ralph Hendrix

Optometrist, dc.rr.com

5-star review
"Very easy to navigate and straight forward."

Casey Smith

Optometrist, The Ohio State University

5-star review
"RevolutionEHR is intuitive, smooth, and works as advertised. I also like that it is a cloud-based system - very nice for multiple locations."

Eric Dale

Optometrist, Indiana University

5-star review
"RevolutionEHR is easy to use and the customer support is great. They are constantly working to improve RevolutionEHR for all users."

Larry Motacek

Optometrist, Lifetime Vision 20/20

5-star review
"I have ALWAYS found RevolutionEHR support to be helpful when I reach out to them. I love that the product is cloud-based as I can access it anywhere in the event of a patient emergency."

Kelly McGahen

Office Manager, Joel H McGahen OD. PC.

5-star review
"I love how the encounters are customizable and thus have enabled us to pass insurance audits with a 100% score."

Linda Abney

Office Manager, Independent Creative Consultants

A Faster Optical Order Workflow From Checkout to Fulfillment

Manual order entry is one of the easiest ways to lose time in optical. RevolutionEHR helps reduce that friction by keeping product, patient, and order details connected.

When a patient selects frames, staff can scan the barcode and pull item details into the invoice instead of typing them manually. After the sale is completed, inventory updates automatically so the team is working from current stock information.

making a payment using a phone

For order fulfillment, RevolutionEHR can generate a packing slip with the prescription, frame and lens details, and special instructions the lab needs. Practices using SmartFlow for Sight can also place participating vendor orders inside the EHR, check status updates, and track shipments without switching systems.

When payments are integrated, the workflow gets even tighter. Staff can move from order entry to payment collection in one place, which reduces handoffs and makes the patient experience smoother.

holding glasses in front of eye test

With RevolutionEHR, optical inventory and sales are easy and efficient. With RevPayments and SmartFlow for Sight, you have everything you need to manage your frame inventory, place orders, and keep track of shipments with an all-in-one solution — you never have to leave your EHR.

‍Book a demo to find out how RevolutionEHR gives you the freedom to focus on what’s most important — giving your patients the quality care they deserve.

FAQs

How can RevolutionEHR help manage frame inventory more efficiently?

RevolutionEHR includes inventory reporting that helps you see best sellers, identify frames that rarely sell, and review aging inventory so you can refresh your frame board and avoid tying up cash in slow-moving product.

How does RevolutionEHR reduce optical order entry errors at checkout?

Staff can scan a frame barcode and have the item details automatically populate into the patient invoice, which reduces manual typing and helps prevent data entry mistakes.

Does RevolutionEHR update inventory automatically when a frame is sold?

Yes. After you generate the patient invoice, the system automatically removes that item from inventory so you do not accidentally sell or reorder a frame that is no longer in stock.

What information can be included on an optical packing slip for the lab?

RevolutionEHR can generate a packing slip for each order that includes the patient prescription, lens and frame details, and any special instructions the lab needs to fill the order correctly.

What is optical inventory management software for optometry practices?

Optical inventory management software helps optometry practices track frames, monitor best sellers, review aging inventory, connect products to invoices, and keep stock data current as sales happen.
RevolutionEHR Team
RevolutionEHR Team

Backed by deep expertise in optometry and a commitment to the success of eye care practices, RevolutionEHR offers insights and perspectives designed to help providers streamline operations, enhance patient care, and thrive in a changing healthcare landscape.

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