The Optometrists Fix Kit
Built for optometrists.
An optometry practice gets paid from two directions: vision plans for routine care and medical insurance for medical eye care, plus the optical. The money leaks where those cross: medical visits billed to the vision plan, refractions not collected from Medicare patients, overages left on the order, denials nobody reworks, and rule changes that add paperwork. Your own claims, schedule and optical tickets are the proof. This kit finds where the money leaks in your own work and gives you the steps and the words to close each one.
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The 8 leaks it covers
6 you can close it · 1 the other side owes it · 1 a pro decides
- Medical eye visits billed to the vision planWhere to look first: Pull a month of visits and mark the ones with a medical reason: red eye, diabetes follow-up, glaucoma check, foreign body, floaters.Keep it from coming back: Ask the routine-or-medical question on every call.You can close it
- Refractions not collected from Medicare patientsWhere to look first: Pull Medicare visits from last month where a refraction was done.Keep it from coming back: Explain and collect the refraction fee at check-in, every Medicare visit.You can close it
- Frame and lens overages left uncollected at the orderWhere to look first: Pull optical orders from last month and compare plan allowance to what the patient chose.Keep it from coming back: Collect the patient share at ordering.You can close it
- Denied claims never reworkedWhere to look first: Pull every denied or short-paid claim from the last 90 days.Keep it from coming back: Work denials every week, not at month end.The other side owes it
- Not credentialed with the medical plans your patients carryWhere to look first: List the medical insurers your patients show most often.Keep it from coming back: Review your payer mix each year.You can close it
- Eyeglass prescription confirmations not collected and keptWhere to look first: Check your process for giving every patient their glasses prescription.Keep it from coming back: Collect the signature at every exam where you release a glasses prescription.A pro decides
- Card fees eating into collectionsWhere to look first: Pull last month's processor statement and total the fees.Keep it from coming back: Check your effective rate every quarter.You can close it
- No-shows filling the schedule with empty slotsWhere to look first: Count no-shows and same-day cancellations for the last month.Keep it from coming back: Remind every patient, every visit.You can close it
Free: one full leak from this kit
No sign-up, no email. Here is leak 1 of 8 exactly as it appears in the kit, so you can see what you get before you buy.
Medical eye visits billed to the vision plan
You can close it- Pull a month of visits and mark the ones with a medical reason: red eye, diabetes follow-up, glaucoma check, foreign body, floaters.
- Check which plan each was billed to.
- Set an intake question at scheduling: is this a routine exam or a medical problem?
- Train front desk to collect medical insurance as well as vision plan cards.
- Track medical visits billed to medical insurance each month.
Your part: Set the intake script and billing rule in your office.
Memo to my front desk: Starting [DATE], when a patient calls, ask: 'Is this a routine eye exam, or are you having a problem with your eyes?' If it's a problem, or a diabetes or glaucoma follow-up, collect their medical insurance card as well as any vision plan. Flag the appointment as medical. Thanks, [YOUR NAME]
Ask the routine-or-medical question on every call.
What this kit can't decide for you: Which plan a visit belongs to depends on the patient's coverage and the reason for the visit. Each payer's rules decide; this kit doesn't.
That's 1 of 8. The other 7 come the same way in the kit: steps, words to send, a habit to keep each one closed.
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
What people in this work look up
When optometrists go looking for answers, they search things like “optometry billing”, “vision insurance billing”, “optometrist salary” and “vsp reimbursement”. Those searches turn up forms, averages and other people's numbers. This kit starts from your own records instead: the 8 places money leaks in this work, where to look first and the words to send to close each one.
What you get for each leak
- Numbered steps to close each leak
- Your part, spelled out
- Words you can use: letters and scripts, ready to send (fill in the brackets)
- A habit that keeps each leak from coming back
- An honest line on what the kit can't decide for you
A page from the kit
Questions people ask
Medical eye visits billed to the vision plan: where do I start?
Start here: Pull a month of visits and mark the ones with a medical reason: red eye, diabetes follow-up, glaucoma check, foreign body, floaters. To keep it from coming back: Ask the routine-or-medical question on every call.
Refractions not collected from Medicare patients: where do I start?
Start here: Pull Medicare visits from last month where a refraction was done. To keep it from coming back: Explain and collect the refraction fee at check-in, every Medicare visit.
Frame and lens overages left uncollected at the order: where do I start?
Start here: Pull optical orders from last month and compare plan allowance to what the patient chose. To keep it from coming back: Collect the patient share at ordering.
What it can't decide for you
This kit works from your own records. It doesn't give legal, tax, licensing or financial advice, and it never tells you what to charge. Where a CPA, attorney, insurer or state board makes the call, the kit says so and gets your records ready for them.
14-page PDF · instant download after payment · Code VYR-KIT-OPTOMETRY-01
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
Next step
- Run your free LeakReceipts check — it reads your own receipts and records and shows where money is leaking out, line by line.
- TrueNET — the whole-picture money truth: what you actually keep after every cost, across everything you earn and spend.
Use Jobber or Housecall Pro? Run the free leak check — it reads your job export in your browser and shows the money leaks the software doesn't flag. Nothing is uploaded.