Your OcuPlan Dashboard

Your OcuPlan account is the key to a successful OcuPlan practice. Once your account is set up, you will find that the system is quick and easy to use. The key features of your OcuPlan account include the dashboard, your practice page, your statements, uploading patient scans and scanning a membership card.

Practice Page

The Practice page show the details of your practice. There is a separate practice page for each of your individual practices. The practice details show contact information for patient, with a public contact name, email address and phone number. You can edit this secure information and save the changes whenever necessary.


We send you a link to your statement page on a monthly basis. Your statements are presented monthly. Click on the appropriate month and you will find the fees paid to you that month, the fees outstanding and the fees earned (i.e. scanned) that month. The statement can be printed, by clicking the print button. An interactive graph, labelled payment outlook shows the above figures, at the end of each month.

Contact details

You will find the secure email address of the optometrist or ophthalmologist of each patient on the statement page, alongside the scans. You will also find the secure email address of the optometrist or ophthalmologist, alongside the patient’s name when you access ‘recent scans’ in the kiosk.

Team Access

You may wish to give a team member access to your OcuPlan account. To do this, you need to invite them to join. In the 'members' tab in the left hand navigation, it details everyone who has access to your practice, to invite someone else, click on 'invite members' and complete the fields.

Scan a membership card

All patients have a membership card. It must be scanned at every visit to ensure that patient's subscriptions are tracked, and that the visit is logged. You can scan a membership card by clicking on the 'visits' tab and clicking 'scan a card'. Click on 'camera' and hold the qr code up to your camera on you device. It will scan automatically and register the visit. Alternatively, you can click on 'create' and choose 'New Visit'.

Upload patient scans

Patient OCT scans and visual field test results are uploaded to the OcuPlan Dashboard quickly and easily. They are stored securely, reviewed and made available to the chosen consultant in time for the patient's consultation meeting. You upload patient scans by clicking on their visit and choosing 'upload documents'. We also encourage optometrists to include any notes that the consultant may find useful.

In this guide: