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PractoPal

PractoPal AI tools

Less searching. Less typing. More time for what matters.

AI for the work around patient care. Turn supplier invoices into inventory workflows, help customers take the next step, and bring a patient’s history into one clear briefing.

Built around optical retail. Connected to the work you already do.

AI, where the work happens.
For your operations
From invoice to inventory.
For your customers
From enquiry to next step.
For your practitioners
From scattered records to context.
Meet your AI toolkit

Practical tools. Specific jobs.

Each tool starts with a task optical teams know well. Explore what you can use today and what we’re building next.

Available

AutoSKU-er

Help turn supplier invoice details into product SKUs and the Receive Orders process.

Explore AutoSKU-er ↗

Available · expanding

AIDA AI Agent

Guide customers to the right store, support contact lens reorders and help with order status enquiries.

Meet the agents ↗

Available

Patient Brief AI Assistant

Bring prescriptions, history, purchases and follow-ups into one patient snapshot.

Explore Patient Brief ↗

Coming soon

Clinical Referral AI Assistant

Help consolidate relevant information into a referral letter for a clinic or doctor.

See what’s planned ↗

01 / AutoSKU-er
Available

Start with the invoice. Cut down the retyping.

Supplier invoices contain information your team needs to create products and receive stock. AutoSKU-er helps bring that information into PractoPal’s SKU creation and Receive Orders workflows.

  • Extract product details from supplier invoices.
  • Use the extracted information to help prepare product SKUs.
  • Support the Receive Orders process with less manual re-entry.
  • Review product details, quantities and costs before confirming.

Extraction depends on the quality and format of the invoice. Your team checks the details before using them.

Workflow overview

  1. Upload a supplier invoice

    Start with the document your supplier already provides.

  2. Extract the details

    AI helps read the product information from the invoice.

  3. Prepare SKUs and receiving

    Use the information in product creation and Receive Orders.

  4. Review and confirm

    Your team checks the results before completing the workflow.

Illustrative workflow. See a demo using a sample of your supplier invoices.

02 / AIDA AI Agent

Help the customer move forward.

From finding the right store to reordering contact lenses, AIDA supports specific customer enquiries. Explore the agents available today and the capabilities coming next.

01
Available

The right store. The right WhatsApp.

Help customers find their intended outlet and direct them to that store’s individual WhatsApp number, so the conversation reaches the relevant team.

02
Available

A simpler contact lens reorder.

Guide customers through reordering contact lenses, helping them take the next step towards their next supply.

03
Available

An answer to “Where’s my order?”

Help customers check their order status through the Order Status Agent.

04
Coming soon

From enquiry to appointment.

The Appointments Agent is being developed to help customers arrange a visit with their store.

05
Coming soon

Make the better unit price clear.

The Bundle Advisor Agent is being developed to highlight eligible bundle opportunities with a better price per unit, helping customers compare their options.

Available agents depend on the store’s AIDA setup. Appointments and Bundle Advisor are planned capabilities; no release date is announced on this page.

03 / Patient Brief AI Assistant
Available

Know the patient. Before the conversation begins.

Open Customers. Find the patient. Check prescriptions. Open transaction history. Piece together the story.

Patient Brief brings the relevant information into one snapshot. Find the patient in Patient Briefing and review their history without opening each record just to get oriented.

  • An at-a-glance summary of the patient’s recorded history.
  • Previous prescriptions, findings, symptoms and relevant history.
  • Purchases and outstanding follow-ups in the same view.
  • Source references to check the information behind the summary.
Patient history, brought together.
Illustrative preview · no patient data
✦ At a glance

A concise briefing of the patient’s recorded history, relevant care context and outstanding follow-ups.

Previous prescriptions
Recorded values and dates in one place.
Source records
Findings & relevant history
Symptoms, examinations and recorded background.
Source records
Purchases
Products, orders and transaction history.
Source records
Outstanding follow-ups
Recorded tasks, statuses and dates.
Source records

The product provides source references. These labels are illustrative and are not interactive controls.

Check the source.

Use the briefing to get oriented, then open the original records when you need the full detail.

See the gaps.

Missing information and unclear records are surfaced for review rather than treated as a complete patient history.

Work within your access.

The briefing includes records the user is permitted to access, with coverage shown alongside the summary.

AI-generated summaries support preparation. Review the original records and confirm current history with the patient before making clinical decisions.

04 / Clinical Referral AI Assistant
Coming soon

Bring the relevant details into a referral draft.

We’re developing an assistant to help consolidate relevant patient information into a referral letter for a clinic or doctor.

The aim is to reduce the work of gathering and organising the background, so practitioners can focus on reviewing the clinical message before the letter is sent.

  • Bring relevant patient information together.
  • Help organise the details into a referral draft.
  • Keep practitioner review central to the process.

Planned capability. The final workflow and delivery options will be confirmed at launch.

Planned workflow illustration

Clinical referral
Draft
Reason for referral

The concern and purpose of the referral.

Relevant history

Patient background and information relevant to the receiving clinician.

Findings and supporting details

Relevant recorded information, organised for practitioner review.

Before you get started

Clear expectations. Practical next steps.

Which tools are available today?

AutoSKU-er, Patient Brief AI Assistant and AIDA’s store redirection, contact lens reorder and order status capabilities are available. AIDA Appointments, Bundle Advisor and Clinical Referral AI Assistant are coming soon. Ask us about availability for your store’s setup.

Does Patient Brief replace checking patient records?

It reduces the need to open multiple records just to get an overview. It does not replace the original records or professional judgement. Check the linked sources and confirm current history with the patient.

Can I see the tools using my store’s workflows?

Yes. Tell us which tasks you want to improve and request a personalised demo. For AutoSKU-er, a representative supplier invoice is a useful starting point.

Are AI tools included in my subscription?

Ask us to confirm the tools, usage allowances, AI credit requirements and any additional charges applicable to your plan before activation.

See the workflow, not just the promise

Where could your team use a little less admin?

Start with the task that takes too much time. We’ll show you how PractoPal’s AI tools could fit into your working day.


Book an AI tools demo

Tell us about your store and which tools you’d like to explore.