Owner OS for independent optometry practices
Alarms for independent optometry practices
“Patients get a great exam, then walk out with their prescription, and the jobs, claims, and frames we already paid for sit untouched.”
An independent eyecare practice makes its money across two places: the exam lane and the optical. The practice software and the optical side rarely tell one story, so the numbers owners care about, like capture and remakes, need hand work every month. Money slips at the handoff from exam to optical, at the lab, and in vision plan claims that nobody chases.
Eight alarms we build for independent optometry practices
- Optical capture dropsTrack optometry capture rate by doctor, day, and location, and see when exam patients leave without an eyewear or contact lens order.
- Recall gapsSpot optometry patients past their recall date with no appointment, by doctor and location, and get a call list your front desk can work.
- Lab remakes and late jobsTrack optical jobs past their promised date and remakes by lab, optician, and reason, so you fix the pattern and call patients before they call you.
- Vision plan claims unpaidFlag VSP, EyeMed, and other vision plan claims that are unpaid, rejected, or paid short, by plan and age, so your billing person can work them.
- Contact lens orders missedFind optometry contact lens patients with a fitted lens and no supply order, and track lens orders lost to online sellers, by doctor and week.
- Aging frame inventoryTrack optical frames by days on the board, brand, and price point, and see slow movers that tie up cash and wall space.
- Exam no-showsTrack optometry no-shows and same-day cancels by doctor, day, and appointment type, and find repeat patients before their next booking.
- Lens and frame cost increasesCompare lab and frame vendor invoice costs to your optical retail prices and flag lenses and frames where your margin has quietly shrunk.
Reads from the tools you already use
- RevolutionEHR
- Crystal PM
- Compulink
- OfficeMate
- My Vision Express
- Eyefinity
- QuickBooks Online
- Weave
Read-only by default. A guardrail layer controls exactly which data the AI can see, and anything that sends, spends, or deletes needs your approval.