Business Intelligence Dashboard


As an optometrist or an optometry business manager, you face numerous challenges in running a successful practice. In today’s competitive eye care landscape, making informed business decisions is crucial. This is where a Business Intelligence (BI) dashboard can help. By leveraging the power of data analytics and visualization, a BI dashboard empowers you to unlock valuable insights, improve decision-making, increase revenue, and reduce costs. Let’s explore how your optometry practice can benefit from this indispensable tool.


Real-time Performance Monitoring

A BI dashboard provides you with real-time visibility into the performance of your optometry practice. You can track key metrics such revenue per visit, and staff productivity at a glance. By identifying trends and patterns, you can make data-driven decisions to improve overall operational efficiency, attract more patients and maximize revenue.


Patient Analysis & Marketing Strategies

A BI dashboard can help you measure the effectiveness of your marketing campaigns and referral programs. Understanding your patients base is essential for targeted marketing efforts and personalized care. This data-driven approach enables you to allocate marketing budgets more efficiently and focus on strategies that yield the highest return on investment.


Inventory Management

Optimizing inventory levels is vital to controlling costs and ensuring efficient operations. A BI dashboard can provide real-time insights into your inventory, enabling you to track the usage and availability of eyewear, contact lenses, and other products. By analyzing historical data, you can accurately forecast demand, avoid stockouts, and reduce wastage. For example, the dashboard might reveal that a particular brand of eyewear consistently sells well, prompting you to negotiate better pricing terms with suppliers or consider expanding the product range.


Financial Performance Analysis

Accurate financial analysis is essential for any successful business. A BI dashboard can provide comprehensive financial insights. You can monitor revenue trends, identify profitable services, and track expenses.


The Consequences of Operating Without a BI Dashboard

Without a BI dashboard, your optometry practice may be operating in the dark, missing out on crucial insights that could transform your business. You may struggle with inefficient resource allocation, ineffective marketing strategies, and missed revenue opportunities. Lacking real-time data and analysis, you risk making decisions based on guesswork, leading to costly mistakes and suboptimal outcomes.



In today’s data-driven world, a Business Intelligence dashboard is no longer a luxury but a necessity for optometry business managers. It empowers you with real-time data, actionable insights, and evidence-based decision-making. By leveraging a BI dashboard, you can drive revenue growth, reduce costs, improve operational efficiency, and stay ahead of the competition. Embrace the power of data, and unlock the full potential of your optometry practice with a Business Intelligence dashboard.

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EyePegasus' Modular Solutions

Online Scheduler

Patients can easily find their doctors and schedule appointments online. Patients benefit by having access to their doctor’s live schedule and staff members benefit by being able to prioritize other important tasks in the office.

Electronic Billing

Reduce costs and errors, streamline billing operations and speed up reimbursement. EyePegasus is certified by Trizetto to electronically generate and submit medical, and most vision insurance claims.

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Two Ways SMS

Stay in touch with your patients, improve communication and increase overall patient satisfaction. With two-ways text messages you can keep context of your conversations and reach your patients efficiently.


Want to prescribe medications electronic? Are you mandated to do so? EyePegasus partnered with Rcopia® by DrFirst, the #1 electronic prescriptions provider in the industry, to make e-Prescribing easy, secure and compliant.

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Advanced Scanning

EyePegasus features an effective scanning solution aimed at doctors who are currently looking to efficiently and securely digitize their existing paper charts. In addition, day-to-day scanning flows are also supported.

Auto Patient Charge

EyePegasus allows you to configure patient's eligibility and contracted amounts before the appointment day and automatically calculate patients charges eliminating costly mistakes and speeding up the check-out process.

Patient Portal

EyePegasus portal allows patients to provide information such as histories, demographics and insurance changes ahead of time and access important information in order to maximize efficiencies while in the office.

Patient Communication

EyePegasus sends out automated text messages, emails and voice calls regarding appointment reminders and recalls in order to reduce no-shows and free staff members from this important, but time consuming task.

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Patient Marketing

EyePegasus provides a fully featured email marketing solution allowing you to create and manage campaigns aimed a particular segments of your patients regarding specific products and/or services promotions.

Business Intelligence

EyePegasus makes use of advanced algorithms and artificial intelligence to calculate and project important business metrics providing mangers and owners valuable information to help in key decision making processes.

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Electronic Check-in

Patients are able to use a tablet in order to provide check-in information such as histories, insurance and demographics changes, sign HIPAA and other applicable forms; reducing errors and streamlining patient flow.

Internal Chat

Improve internal communication between staff and doctors using instant chat. Conversations can be private or public, in a group or one-on-one. Access your chats even while out-of-office by using your mobile devices.

Phone Support

EyePegasus is very intuitive; therefore most of your questions can be answered via our built-in support ticket system in an effective and timely manner. However, phone support is also available if needed.

Auth. & Eligibility

EyePegasus eliminates the time consuming task of manually pulling authorizations and checking for eligibility by automating and streamlining this process; giving you more time to focus on other important tasks.


EyePegasus is integrated with FramesData allowing you to use their database of frames in order to streamline inventory management and patient's glasses order. You can transfer your existing subscription or activate a new one.

Optical Sales Tool

EyePegasus' iPad app uses insightful visuals to educates patients on the differences between their choices of lenses and add-ons. With a better understanding patients will be more inclined to invest on their health and looks.