Visual prototype. Every name, rate, and result is fictional sample data. No button saves anything.
DJ
De Jesus Platform Works Vision Examination Portal
JP
Prepared for J. Perez
Vision Examination Portal · Review copy

Start here

A walkthrough of the annual vision examination, in the order the work actually happens — from the employer authorizing an examination through to invoicing the client. Nine screens, about ten minutes. Each step says whose seat you are sitting in.

This is a mockup, not the working system. The screens show layout, wording, and the sequence of decisions. Nothing you type is saved and no email is ever sent — buttons pop a small note instead. The database and permission rules behind these screens are built separately and are not wired into this copy.

The walkthrough

  1. Clinic site administrator

    The site and its client companies

    Every company registered to Demo Vision Clinic, how many people each has on file, and which of them were examined before an authorization arrived.

    Open Companies
  2. Company administrator · the employer

    The employer authorizes the examination

    The employer signs and prints an authorization carrying a scannable code. Only the employer can issue one — the clinic site can never sign on their behalf.

    Open Authorization Their roster
  3. Clinic site

    A walk-in with no authorization

    Someone arrives without paperwork. The site can still examine them, but the record is flagged Authorization pending and stays flagged, visible to both sides, until the employer issues the signed form.

    Open Add Employee
  4. Examiner

    The examination is performed

    Near-vision and color-vision results recorded per eye with correction status, then the inspector and the examiner sign at the time of the examination. The pass rule follows the standard each company certifies to — NAS 410, EN 4179, or SNT-TC-1A. The examiner records; the examiner never decides.

    Open New Examination
  5. You · Level III Examiner

    You review and decide

    The determining authority. One determination — approved, further evaluation required, or not approved — with a mandatory reason for anything other than approved, and you set when a re-examination is permitted.

    Open Level III Review
  6. Automatic

    The approved record reaches the employer

    Release happens the moment you commit the determination — there is no manual send step to forget. For further evaluation or not approved, the employer sees the status only — not cleared to inspect — never the results or notes.

    Open Records
  7. You · Level III Examiner

    A re-examination

    Always a new, linked record — never an edit of the original. Identity and job function carry over; every clinical field starts empty and must be measured again.

    Open Re-examination
  8. You · Account Owner

    You bill the client companies

    A client is charged when you commit the determination, at the rate agreed with them on the day of the examination. Per examination, per inspector, or a monthly retainer. The rates shown are invented samples — they are there to show the mechanics, not to suggest what you should charge.

    Open Billing
  9. Reference

    Who can do what

    Seven roles, what each can and cannot do, and a matrix of every action. Worth reading if you want to know exactly where your authority begins and ends.

    Open Roles PDF

Also worth a look: the sign-in screen and the invitation a new user receives, and the site dashboard staff see each morning.

Where you sit

You appear in this copy as J. Perez, holding three roles at once: you run the clinic, you decide, and you bill. Each is kept apart from the others.

As Clinic Site Administrator
You run the clinic: invite client companies and staff, and manage the site. You cannot enter results or sign for anyone.
As Level III Examiner
You review records and commit determinations. You cannot enter or change the measured results — a data error goes back to the examiner.
As Account Owner
You set rates, issue invoices, and record payments. This adds no clinical or administrative power to the roles above it.

The separation is on purpose. The audit value of the system rests on the person who signs a determination being unable to control the evidence around it — including by being the one who pays for the software.

Rules that hold everywhere

  • Nothing is deleted
    Records are voided or superseded with a reason. The audit trail only ever grows.
  • Locked on determination
    A record freezes when you sign it. Corrections become new, linked records.
  • No self-review
    You cannot determine an examination you performed while another Level III is available. If you are the only one, it takes a signed attestation and a permanent disclosure stamp.
  • Barcodes carry identifiers only
    A scannable code holds an authorization or badge number — never a name, date of birth, result, or determination.
  • Everything is attributed
    Every stage change records a named user and a timestamp.

Questions worth answering

What would be most useful to hear back from you after the walkthrough.

  • Do the near-vision and color-vision fields match how you actually record a result today?
  • Is one determination per record right, or do you need an intermediate state?
  • How do you bill today — per examination, per person, or monthly?
  • Which of your client companies would go first?
  • Anything on the Roles page that does not match how your work is actually supervised?