StretchLearn Course

Grow an optometry practice that is full, profitable, and well-run

Optical capture and second-pair sales, vision-plan and medical-billing math, recall systems, and local marketing — with the benchmarks, scripts, and dashboards owners use every day.

Preview Curriculum Back to Catalog

Beginner10 hr 10 minSelf PacedRegistered

Course Overview

What this course is designed to develop

This course teaches the business side of running an optometry practice: how to turn exams into eyewear sales through capture rate and second-pair strategy, how to read VSP and EyeMed reimbursements and decide which plans to take, how to bill medical eye care to a patient's health insurance instead of leaving it on the table, how to build recall and reactivation systems that keep patients cycling back every year, and how to market locally so new patients find you. Every module uses real terminology (capture rate, second-pair rate, managed-care write-offs, 92002 versus 99203), real software (RevolutionEHR, Crystal PM, Eyefinity, Weave, Solutionreach), and real benchmarks (optical capture above 60 percent, gross margin on frames near 65 percent, recall reappointment above 85 percent) applied through a recurring case practice. You leave with the systems, scripts, and dashboards an owner-optometrist or office manager runs every day to grow optical revenue, protect margin on managed care, fill the schedule, and bring in new patients.

Learning Outcomes

What the learner should be able to understand, build, or execute.

Drive optical revenue by raising capture rate above 60 percent and selling second pairs, premium lenses, and AR coatings with a structured handoff and dispensary flow

Read VSP and EyeMed reimbursement math, model the real margin on a managed-care job, and decide which vision plans to participate in or drop

Bill medical eye care to health insurance correctly — choosing 92xxx versus 99xxx codes and coding diagnoses like dry eye and glaucoma suspect — to capture revenue most practices leave behind

Install recall, pre-appointment, and reactivation systems that lift annual reappointment above 85 percent and refill the schedule from the existing patient base

Run local marketing that brings in new patients — Google Business Profile, reviews, local SEO, and referral relationships — and track cost per new patient

Manage the practice on a weekly KPI dashboard (revenue per exam, capture rate, optical gross margin, recall rate, new patients) and lead a small team to the numbers

Curriculum Preview

Inside the curriculum: a structured path from fundamentals to execution.

Preview the course structure, see how the modules build on one another, and understand the path this program is designed to take you through.

Module 1

Module 1: The Optical Dispensary: Capture Rate and Eyewear Revenue

Turn exams into eyewear sales, the engine of practice revenue: raise capture rate above 60 percent, sell second pairs and premium lens upgrades, manage the frame board for margin, and run a dispensing handoff that converts.

3 lessons

Capture Rate: The Number That Decides Optical RevenueContent · 50 min

Preview Enabled

Second Pairs, Premium Lenses, and Average SaleContent · 55 min

LMS Access

Frame Board Management and Optical MarginContent · 50 min

LMS Access

Module 2

Module 2: Vision Plans and Medical Billing

Control what you actually keep: understand VSP and EyeMed reimbursement math, decide which plans to participate in, and bill medical eye care to health insurance — the revenue most optometry practices leave on the table.

3 lessons

How Vision Plans Pay and What They Cost YouContent · 55 min

LMS Access

Choosing Which Plans to Take and Negotiating MixContent · 50 min

LMS Access

Billing Medical Eye Care to Health InsuranceContent · 55 min

LMS Access

Module 3

Module 3: Patient Recall and Retention

Refill the schedule from your own base: pre-appoint annual exams, run a recall safety net that recovers the patients who slip, reactivate lapsed patients, and harvest reviews and referrals from the people who already trust you.

3 lessons

Pre-Appointing and the Annual Recall SystemContent · 50 min

LMS Access

Reactivating Lapsed Patients and Contact-Lens Annual SupplyContent · 50 min

LMS Access

Reviews, Referrals, and the Patient ExperienceContent · 45 min

LMS Access

Module 4

Module 4: Marketing, Growth, and Practice Metrics

Bring in new patients and lead the practice by the numbers: run local marketing that fills the schedule, manage your online presence and Google Business Profile, track cost per new patient, and run the whole practice on a weekly KPI dashboard.

3 lessons

Local Marketing and Google Business ProfileContent · 50 min

LMS Access

New-Patient Funnel and Cost Per AcquisitionContent · 50 min

LMS Access

The Weekly KPI Dashboard and Leading the TeamContent · 50 min

LMS Access

Built for Application

A complete learning path, not a one-off inspiration hit.

This program is designed around progression: focused lessons, structured modules, applied resources, assessments, and a course rhythm that turns information into usable capability.

optometry practice managementoptical dispensary salesvision plan billingmedical optometry billingpatient recalloptometry marketingcapture ratepractice KPIs