Healthcare
STRATA for optometry practices. The five operating gaps that cost practices recoverable annual-exam revenue every month.
Platforms at v1: RevolutionEHR, Crystal Practice Management, OD Link, Eyefinity, Compulink
The operating gaps
Named in operator language. One paragraph each.
- 01
Annual-exam recall sequencing
Twelve-month recall and twenty-four-month dilation are the production foundation. Inconsistent recall execution costs annual exams and downstream optical sales. Follow-Up Automation installs the cadence.
- 02
Insurance verification at intake
Pre-visit vision and medical insurance verification is keystroke-intensive. Document Processing pre-stages.
- 03
Optical-sale follow-up after the eye exam
The eyewear handoff sequence converts a percentage that depends entirely on cadence. Follow-Up Automation captures the conversion.
- 04
Inbound inquiry response for new patients
New-patient calls and online appointment requests route through the front desk during business hours and abandon after hours. Speed-to-Lead routing closes the gap.
- 05
Reporting on production, recall conversion, and optical attach
Doctor production, recall conversion, and optical attach rate stitch from the EHR and the optical POS.
The Revenue Audit
Know your specific number before you commit to anything.
The Revenue Audit for optometry practices is a fifteen-minute working session against an EHR export and a recent month of recall data. We calculate recoverable revenue across annual-exam recall reactivation, insurance-verification time reclaimed, and optical-sale conversion. The retainer is sized against the figure. Honest no on the call.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A vertical-specific gap diagnosis named in operator language, not marketing language.
- 03A reference conversation with an operator in your vertical or an adjacent one.
- 04A retainer sized against the figure, or an honest no on the call.
Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in optometry and run them against the same diagnostic; the engagement timeline is set during the call.
Stack recommendation for Optometry
Layered in the order that produces the visible ROI event first.
Layer 1
Revenue Recovery
Annual-exam recall reactivation against the patient book is the largest recoverable production.
Layer 1
Follow-Up Automation
Recall cadence and optical-sale handoff sequences pair with Revenue Recovery.
Layer 2
Document Processing
Insurance verification, intake forms, and lab orders create depth.
Layer 3
Speed-to-Lead
New-patient inbound capture installs on top.
Layer 3
Internal Reporting
Production, recall conversion, and optical attach in one weekly view.
Proof
Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.
STRATA is quiet about engagements in flight.
References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.
Operational questions
What operators ask before the audit call.
RevolutionEHR, Crystal PM, OD Link, Eyefinity, and Compulink are supported at v1.
Engagement under DPA and BAA; audit exports PHI-minimized; production processing follows your EHR security posture.
Layer 1 is meaningful for single-doctor practices above $900K in annual revenue and across multi-location groups.
No. The integration sits between the inbound channels and your EHR.
A patient-database export, a recent month of recall and inquiry data, and the optical attach report. Fifteen minutes is enough.
How the engagement is governed
Three structural promises. All on the record.
The Pause Clause
If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.
The Honest No
If the Revenue Audit shows that the recoverable revenue does not justify the retainer, STRATA says so on the audit call. The firm is not the right fit for every business in this vertical, and we will name that directly.
Month-to-month
The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance.
STRATA for Optometry
Your recoverable revenue is a specific number.
The Revenue Audit calculates it from your optometry data in fifteen minutes.
The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.