PT / Who we treat / PANEL 07 · EYE CARE GROUPS
PANEL 07 — EYE CARE GROUPS
Eye care marketing for multi-office optometry and ophthalmology groups
The exam fills the chair. The attach rate and the cataract pipeline fill the P&L.
CC — PRESENTING COMPLAINT
The exams happen. The purchase happens somewhere else.
Optometry presents priced like retail and margined like healthcare — discount-exam acquisition fills chairs with patients who were always going to buy frames online, while the surgical pipeline runs unmanaged.
HX — SCOPE OF THIS PAGE
One page for OD and MD, because the group is one business
Most groups in this market are integrated. Optometrists see the panel, ophthalmologists operate, and the referral between them happens inside the same organisation, on the same schedule, against the same income statement. Splitting that into an optometry page and an ophthalmology page would force you to read one that describes half your business.
The constraints differ by side and the diagnosis does not. Optometry is a retail attach problem sitting on top of a clinical one. The surgical side is a pipeline problem — the cataract cohort inside an ageing panel is a compounding asset that most groups do not track as one. Both are decided by the same things: whether the recall file is worked, whether the handoff between OD and MD is instrumented, and whether anyone is reading revenue per exam rather than exam count.
If your group is purely one or the other, this page still applies. It is written for the organisation, not for the credential.
SUBJECTIVE
What we hear from eye care group owners
"Online retailers took our contacts revenue." · "Patients take the Rx and buy frames somewhere else." · "We refer cataracts out and never see what happens next."
DX — RECALL
Exam volume is flat and the recall file is full
These two findings arrive together often enough to be treated as one. Exam count has not moved for a year or more; meanwhile the practice management system holds thousands of patients past due for a recall, and nobody can say when any of them was last contacted.
The temptation is to buy new patients. It is almost always the more expensive answer. A lapsed patient has already chosen you once, has a record on file, and converts at a rate no cold acquisition channel reaches — and the reason they have not returned is usually that nothing asked them to, or that the reminder went to an address collected in 2018.
So we read the recall file before the ad account: how many are due, how many are reachable, what a reactivation actually costs, and how recall discipline differs office to office. In a group with real panel depth, the gap between the best and worst office on that single measure is often larger than any campaign we could run.
DX — OPTICAL CAPTURE
Optical capture, and revenue per exam
Frame attach is falling, and the discount exam is a filter that keeps the wrong patients. Premium and medical intent can be targeted; attach can be instrumented per location; and the cataract pipeline — the compounding asset in an ageing panel — can be managed like one.
OBJECTIVE — what we find on intake
What we find on intake across offices
Frame attach falling · a large share of the panel is cataract-age with the pipeline untracked · exam demand bought on discount terms that select for the wrong patient · recall discipline inconsistent by location
PLAN
What we do: recall reactivation, capture instrumentation, surgical-line acquisition
Recall reactivation worked before new acquisition · acquisition re-targeted to premium + medical intent · attach-rate instrumentation per location · cataract co-management pipeline with recall discipline · pre-exit readout built for consolidators
WHAT WE MEASURE
What we measure: exams, revenue per exam, capture rate, cost per exam
- Exams per office per month, split new and returning
- Revenue per exam
- Optical capture rate — prescriptions written against filled in-house
- Surgical pipeline — identified, referred, consulted, treated
- Recall performance: due, contacted, returned, per office
- Cost per exam, and the share acquired on a discount offer
- Months to system
REFERENCE RANGES
Reference ranges for eye care groups
REFERENCE RANGES FOR THIS SPECIALTY →RELATED CASE FILES