Healthcare
EPIC Optometrist Snapshot
A comprehensive solution for independent optometrists and eye care practices, offering patient acquisition systems, appointment workflows, optical retail optimization, and insurance processing automation.
What's included
01 / IncludedMarketing Materials
- Patient communication email sequences
- Social media content calendar for 12 months
- Ad templates optimized for optometry keywords
- Seasonal promotion campaign frameworks
- Recall and rebooking message templates
- Educational content on eye health and vision correction
Operational Systems
- Exam room efficiency protocols
- Optical dispensary sales process
- Insurance verification and submission checklists
- Inventory management systems
- Staff training and performance tracking
- Patient satisfaction measurement tools
Automations
- Patient nurturing and education sequence
- Appointment confirmation and preparation workflow
- Eyewear order status updates
- Insurance claim tracking notifications
- Patient review generation system
- Recall activation and incentives
Sample workflows
02 / WorkflowsPatient Acquisition & Scheduling
- New patient inquiry management and qualification
- Insurance verification and benefits explanation
- Appointment scheduling and confirmation
- Pre-appointment documentation collection
- Patient history and questionnaire digitization
Exam & Optical Dispensing
- Exam room preparation and equipment verification
- Patient handoff between staff members
- Prescription explanation and education
- Frame selection assistance process
- Lens option presentation and upsell
- Eyewear measurements and order processing
- Contact lens training and follow-up scheduling
Insurance & Billing Management
- Insurance claim submission and tracking
- Reimbursement reconciliation
- Patient billing and payment collection
- Vision plan versus medical insurance coordination
- Denial management and resubmission
- Patient financial counseling and education
Practice Growth & Management
- Patient recall and rebooking system
- Optical inventory management and turnover optimization
- Staff performance metrics and incentive programs
- Specialty service development and marketing
- Patient referral program management
- Community outreach and event coordination
Pricing & bundles
03 / PricingMost Popular
Snapshot + Vision Control™ | Ignite (Annual)
Bundle with annual subscription to Vision Control™ | Ignite
$3997 + $1470/year
Snapshot + Vision Control™ | Ignite (Monthly)
Bundle with monthly subscription to Vision Control™ | Ignite
$3997 + $147/month
“
This system transformed my struggling practice into a thriving business with a 42% revenue increase in just under a year. The insurance workflows alone saved us countless hours of administrative headaches, and the optical sales process helped us dramatically increase our capture rate and average sale value.
Dr. James Wilson
Family Eye Care Center · Charlotte, NC
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