The 8 Pillars.

Financial health

Revenue is not cash

Optometry practice financial health and cash control

An owner can read a profit and loss statement and still not say what the practice holds, what it owes, or which part of it earns. Profit on paper and cash in the account are different questions, and margin leaks between them.

Facility strategy

Where the floor works against you

Facility strategy: optometry practice site selection, leasehold improvements and space planning

Square footage allocated by commercial logic instead of clinical habit. Traffic flow, sightlines from reception, the 50·25·25 ratio, exam-lane count and dispensary square footage per lane.

IT and EHR

Downtime is lost chair time

Optometry office IT and EHR management, data security

Most practices inherited the system they run on, and the workflow bent around it. We review how it fits the way the practice actually works, who can reach patient data, and what happens when it goes down.

Insurance and RCM

Billed is not collected

Optometry practice insurance strategy, RCM and credentialing

Payer mix sets what the practice earns before anything is billed, and claims stall in places nobody owns. We map the mix, the gap between what is billed and what arrives, and which providers are credentialed with which payers.

Clinical services

Buy the lane, not the device

Optometry practice services and equipment strategy

Which services a practice offers is a business decision as much as a clinical question. Equipment gets bought on enthusiasm and paid for by capacity it may not have. We model the service mix against lane utilisation.

Staffing and HR

Turnover is your most expensive line

Optometry practice staffing, training and HR systems

Roles grow by accident. People are hired into a gap, trained by whoever is free, and paid on a structure nobody has revisited. We review how the team is organised, how people are coached, and what the pay structure rewards.

Marketing and patient experience

Be findable and be recommended

Optometry practice marketing, patient experience, recall and communication, AI visibility

Local demand generation, reactivation of the existing patient file, and visibility in AI assistants — now where a growing share of patients ask for a recommendation.

Optical retail

Own less, sell more

Optical retail strategy, inventory, lab strategy and pricing

Frame count, price-band architecture, brand mix and turn. Most practices carry too many frames across too many brands and can't say which quartile earns the money.