Membership Engine for Optometry // Live Practice Data
Active Members
0
across 1 location
+14% this quarter
Monthly Recurring Revenue
$0
direct-pay, no claims
+$4,200 vs last month
Retention Rate
0.0%
12-month rolling average
Industry avg: 71%

Your Practice,

Membered.

One platform replaces the filing cabinets, spreadsheet chaos, and forgotten recall cards of independent optometry. Track exams, manage benefits, and automate patient retention — without touching your insurance workflow.

Spoke 01 / Enrollment
58s

Average enrollment time,
front desk to confirmed member.

Most practices lose 30–40% of direct-pay patients because the sign-up friction is too high. Optic cuts enrollment to a single interaction — faster than filling out a new-patient intake form.

01

Patient walks in — or clicks in.

Staff triggers enrollment from the front-desk tablet or the patient self-enrolls via a practice-branded link. No paper. No separate portal login.

02

Plan selected in 12 seconds.

Optic surfaces the correct membership tier based on patient age, exam history, and your configured plan rules. One tap confirms.

03

Payment captured. Record created.

Card-on-file stored via PCI-compliant vault. Member record syncs to your EHR note automatically. No duplicate data entry.

Optic — New Enrollment
Patient
Margaret ChenDOB 04/12/1978
Recommended Plan
Essential Care
$29/mo
Complete Vision
$49/mo
Premium Family
$89/mo
Step 2 of 2
Confirm Enrollment →
Spoke 02 / Benefits Engine
0×

Benefit overrides handled
manually. Every limit tracked automatically.

Optic's Benefits Engine enforces your plan rules at point of service — flagging when a patient has used their frame allowance, when a contact lens fitting is included, and when an upgrade discount applies. No spreadsheet. No guessing. No staff apologizing at checkout.

Optic — Benefits Matrix
BenefitEssentialCompletePremium
Comprehensive Exam1× / year1× / year2× / year
Contact Lens FitIncludedIncluded
Frame Allowance$100$200$350
Lens Upgrade20% off30% off40% off
Dry Eye Treatment1× / yearUnlimited
Emergency VisitIncludedIncluded
Real-time

Benefit status at point of sale — no end-of-day reconciliation

100%

Plan rule enforcement — no staff discretion, no overrides without audit log

Auto-reset

Annual benefit counters reset on member anniversary, not calendar year

Spoke 03 / Recall Automation
0 calls

Tuesday morning
phone shifts. Automated.

The average independent practice spends 6.4 hours per week on manual recall outreach. Optic replaces every one of those calls with a precision sequence triggered by exam date, benefit expiry, and member plan — not a calendar reminder someone forgot to set.

94.2%
Recall response rate
6.4h
Staff hours recovered/week
Automated Recall Sequence — Margaret Chen / Complete Vision Plan
Day 0
SystemExam completed
Day 330
AutoSMS: "Your annual exam is coming up — book now"
Day 345
AutoEmail: Personalized recall with last Rx on file
Day 360
AutoSMS: "Last chance to use your frame allowance"
Day 365
SystemMembership renews automatically
Day 380
AlertLapse alert to front desk if not rebooked
Spoke 04 / Revenue Dashboard
$612

Average annual revenue
per member. Up from $180.

Insurance reimbursements decline every year. The practices growing revenue aren't fighting payers — they're building a direct relationship with a predictable monthly payment. Optic's Revenue Dashboard shows you exactly where every dollar comes from, and where the next one will.

Practice Transformation — Before Optic vs. After Optic
MRR
$8,200$38,420
Churn Rate
28.4%5.8%
Avg Revenue / Patient
$180$612

"We went from chasing insurance EOBs every week to watching a number go up on a screen. Optic made our direct-pay membership the most predictable part of our revenue by month three."

DK
Dr. David Kim, OD — Westside Vision, Portland OR
Calculate Your Practice Revenue

See what your practice numbers look like with Optic — based on your current patient volume.

See Your Practice Numbers
Spoke 05 / Multi-Location Sync
1 source

Of truth for every location.
Standardized without losing the personal touch.

Multi-location groups can set global plan tiers while allowing location-level pricing variance. One login, one report, one renewal workflow — but patients at each location still see your practice name, not a corporate membership platform.

Optic — Group Dashboard / 3 Locations
All Synced
Total Members
1,247
Combined MRR
$38,420
Avg Retention
94.2%
Active Locations
3 / 3
Westside Vision — Portland, OR487$14,210Complete
Synced
Pearl District Eye Care — Portland, OR391$12,890Premium
Synced
Lake Oswego Optometry — Lake Oswego, OR369$11,320Complete
Synced
Global plan templates

Define once at group level. Each location inherits or overrides pricing within your set parameters.

Cross-location patient lookup

A patient who visits your second location is recognized instantly — no re-enrollment, no lost benefit history.

Consolidated reporting

One export covers all locations: MRR, churn, exam utilization, and renewal forecasts across your entire group.

Location-level staff access

Front desk at each clinic sees only their patients. Owners and managers see the full picture.

Lead Generation / See Your Numbers

See Your
Practice
Numbers.

Enter your practice details and we'll build a projection showing your potential MRR, estimated churn reduction, and staff hours recovered — specific to your patient volume and location count.

Projected MRR based on your patient volume
Estimated recall automation hours recovered
Break-even timeline for your practice size
Recommended membership tier structure

No demo call required. No access to your systems. Just your numbers.

Secondary Conversion / Download

The Membership
Playbook.

Not ready to talk? Download the 24-page guide used by 340+ independent practices to launch, price, and scale a direct-pay membership program — without a consultant.

How to price your first 3 tiers
The recall sequence that hits 94% response
Multi-location rollout checklist

Free. No demo call. Unsubscribe anytime.