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Optometry software — exams, customers and stock in one system

An optometry practice lives in two worlds at once: a calendar of short exams running all day, and next to it a store — frames, lenses and contact lenses to receive, sell and count. Levion is a general clinic management system that connects both worlds: exam types with a duration and price on the calendar, and full inventory management with a supplier catalogue — without forcing a new workflow on you.

Last updated: 2026-08-13

Levion · Exam calendar

How Levion fits an optometry practice's day

• Short exams — at full pace

  The practice defines its own exam types — a vision exam or a contact-lens fitting are just examples — each with a duration, price and calendar color. The database physically blocks two overlapping appointments, and availability search finds the next free slot.

• Frames and lenses — real stock

  Add the practice's own products — frames, lenses and contact lenses — and every receiving from a supplier, every usage and every stock count is written in a clean movement ledger. What is on the shelf matches what is in the system.

• Kits and a supplier catalogue

  Products that go together are grouped into kits, and every product is linked to a supplier in an organized catalogue — when something runs out, you know immediately who to order from.

• An annual recall for every customer

  Per-customer reminders with priority, assignee and done-status — a yearly exam or a contact-lens follow-up are examples of the recalls you define. The customer comes back to you, not to the chain across the street.

• Exam summaries and prescriptions in the record

  The summaries and prescriptions the optometrist writes are stored as files in organized categories in the customer's record, with drag-drop upload — and when the customer returns a year later, the whole history is right there.

• Walk-ins become leads

  Someone who walks in to ask about an exam or a frame is captured as a lead in the system — with a reminder for whoever is responsible to follow up, until they become a customer with an appointment.

A customer record that adapts to optometry work

Levion has no separate "optometry module" — it has a flexible record you assemble to fit: an intake questionnaire before the first exam, custom fields the practice defines (say, current lens type or fitting notes), notes with staff visibility levels, and categorized files — exam summaries and prescriptions stored in order, in one place. Invoices are issued through the iCount integration, with a payment status per appointment, and every action lands in an append-only audit trail, in line with Israel's Amendment 13.

Customer communication — consent first

Email, SMS and WhatsApp channels are built in and operate on documented customer consent, activated for your practice during onboarding. A reminder before an exam reduces no-shows — a missed short appointment is a hole in the calendar that is hard to fill — and the annual-exam invitation is sent from the record and stays documented in it.