Close-up of a phoropter used in eye examinations, positioned over a chart with letters.

Focus

Designed for practices ready to streamline operations, empower staff, and boost profitability with a proven system.

What’s Included:

  • Comprehensive Optical Workflow Overhaul
    A deep dive into your current systems for patient flow, ordering, insurance submissions, and inventory management. I’ll identify bottlenecks, wasted time, and revenue leaks, then create a streamlined process customized to your office.

  • Frame Board Management & Vendor Strategy
    Evaluation of your current frame mix, board layout, and vendor partnerships. I’ll recommend adjustments to maximize profitability, improve product diversity, and negotiate better terms with reps where possible.

  • Insurance Optimization Training
    Hands-on training for your staff covering billing, write-offs, and collections. This helps reduce errors, increase reimbursements, and ensure your practice captures every dollar owed.

  • Staff Training & Development (2–3 Sessions)
    Live virtual or on-site training sessions with opticians, technicians, and/or front desk staff. These are interactive and role-specific to ensure every team member understands their responsibilities and best practices.

  • Monthly Strategy Call (60 Minutes)
    Ongoing accountability and progress tracking. Each month, we’ll review results, refine processes, and address challenges as they arise.

  • Priority Email Support
    Direct access to me between calls for quick questions, troubleshooting, or guidance as your team puts new systems into place.

Who It’s For:

  • Practices looking for structured systems rather than piecemeal fixes.

  • Owners or managers ready to scale and train staff consistently.

  • Offices struggling with high staff turnover, poor collections, or unprofitable frame boards.

Outcomes You Can Expect:

  • Reduced staff stress through clear, repeatable systems.

  • Higher profitability from frame and lens sales.

  • Improved cash flow with fewer insurance delays and write-offs.

  • Stronger patient experience that keeps people coming back.