Optometry practices: more customers, new revenue, less unnecessary cost.
Optometry practices earn on the exam and on the optical, and lose patients between annual visits. These are the systems we would typically build and operate for an optometry practice, using the tools it already has.
These are examples, not a package. We start with the opportunity worth the most to your business, record a baseline, and build what it needs using the tools you already have.
What we usually see
Patients due for their annual exam get one reminder and then nothing. Vision plan eligibility is checked by hand the morning of the visit. Glasses arrive from the lab and sit in a drawer while staff call patients one by one. Contact lens patients reorder online somewhere else, and the prescription that walked out without buying frames is never followed up.
Tools you probably already use
- Practice software such as RevolutionEHR, Compulink, Crystal PM or OfficeMate
- Vision plan portals such as VSP and EyeMed
- Your optical lab and ordering tools
- Patient communication tools such as Weave or Solutionreach
- Your website, online booking and Google Business Profile
Where we would start
- 01
Exam recall that follows through
Patients due for their annual or medical follow-up exam get reminders on your cadence, and the ones who do not book go to a short call list.
What changesThe exam schedule fills from patients who already know you.
- 02
Eligibility checked before the visit
Vision plan eligibility and benefits are checked ahead of each exam, and anything that needs a person goes to the front desk the day before.
What changesPatients know what is covered before they choose frames.
- 03
Eyewear tracked from order to pickup
Every lab order is tracked, patients get a text when their glasses are ready, and orders not picked up are followed up.
What changesThe drawer of finished glasses empties itself.
- 04
Contact lens reorders that happen here
Patients hear when their supply is likely running low or their benefits reset, with an easy way to reorder through your practice.
What changesReorders stay with the practice that wrote the prescription.
- 05
Optical follow-up for open prescriptions
Patients who left with a new prescription and no eyewear get a timely note about their benefits and your optical, in your voice.
What changesMore prescriptions are filled in your own optical.
- 06
A weekly practice report
Exams, optical capture, orders waiting for pickup, patients overdue for recall and unused benefits, in one message.
What changesYou see both sides of the practice at a glance.
Scout, Forge and Sift for optometry practices
Scout
Find the demand you are not capturing, from missed inquiries and dormant leads to nearby customers who have never heard of you, then build the path that turns it into paying customers.
Explore Scout ExpandForge
Turn what the business already knows and does into revenue that repeats: plans, memberships, add-ons or new services your customers would pay for.
Explore Forge SaveSift
Find the software, vendors and manual work you pay for every month without needing all of it, and replace them without losing what they do.
Explore SiftWhat stays with you
Exams, prescriptions, diagnoses and anything clinical stay with your doctors. AI never diagnoses or gives medical advice; it books, reminds and tracks orders. Patient information stays in your own systems, and we confirm what each system holds, and what agreements that requires, before anything connects. Review invitations go to every patient the same way and never mention their care. Connecting your tools does not authorize us to send messages or change records; every automatic action is one you agreed to, and you decide what needs review first.
Questions
- Do we have to switch practice software?
- No. We work with RevolutionEHR, Compulink, Crystal PM or whatever you use, and connect it to your lab, vision plans and messaging. We confirm what can connect before any work begins.
- Does this replace our reminder tool?
- Not necessarily. If you use Weave or Solutionreach, we build on it and connect it to the rest of the practice rather than asking you to switch.
- Will AI recommend lenses or frames?
- No. Recommendations come from your doctors and opticians. The systems remind, track and follow up.
Also in health and wellness
Your business, not a template.
Tell us where the business feels constrained. We will tell you which opportunity we would start with, what it would take, and what we would leave alone.
