STRATA inside Optometry
STRATA inside optometry practices. The five things costing you that cost practices recoverable annual-exam revenue every month.
Tools we work with: RevolutionEHR, Crystal Practice Management, OD Link, Eyefinity, Compulink
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 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 number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your optometry operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
RevolutionEHR, Crystal PM, OD Link, Eyefinity, and Compulink are supported right now.
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 we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside Optometry
Your recoverable revenue is a specific number.
We calculate it from your optometry data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.