Healthcare & Wellness
If the Rx walks out, the exam was a loss leader.
Annual exams are not the whole business. Glasses, contacts, and medical follow-up are. Steimel Solutions helps optometry practices connect recall, the exam, and the optical decision so capture is not a hope at the frame board.
Steimel Solutions helps eye-care practices connect the exam to what happens at optical
Steimel Solutions helps optometry and eye-care practices improve exam-book demand, insurance-year recall, optical and contact-lens capture, and the split between routine vision and medical eye care. We serve optometry and eye-care practices nationwide, with offices in New York City and New Jersey.
Two clocks run the office: the vision-plan year and the medical follow-up the doctor just ordered. Growth gets sloppy when those clocks share one phone script and the optician learns about the Rx when the patient is already putting on their coat.
Serving businesses nationwide.
The exam booked. The pair did not.
- Patients “want to think about frames” and buy online before anyone follows up
- Recall starts when January insurance resets, not when the file says the patient is due
- Routine vision and medical eye (glaucoma, dry eye, red eye) get the same first questions on the phone
- Contact-lens annual supply is reactive—the patient calls when they are already out
- Back-to-school weeks swamp the book with no staffing or optical coverage plan
Due, examine, decide, return
Recall is only half the job. The other half is a capture conversation the optical team can finish.
- Due or discovery
Insurance-year outreach, search, and pediatric season should book the right exam type. A medical eye complaint is not a “regular checkup” slot.
- Exam
The doctor’s recommendation—new Rx, medical follow-up, or both—has to reach optical without the patient translating it at the frame board.
- Optical decision
Frames, contacts, and “I’ll order later” get a dated next step. Online competition wins the silent checkout, not the informed one.
- Recall & medical return
The next comprehensive exam and any medical follow-up are scheduled or listed with an owner. Two different reminders. One patient file.
Where an eye-care practice usually needs us
Exam-book demand and seasonal waves
Local search and campaigns timed to insurance-year, contacts, or back-to-school—with booking paths that distinguish routine vision from urgent or medical eye.
Recall that is a working list
Due and overdue patients are outreach with an owner, not a once-a-year blast when the book looks light.
Optical and contact-lens capture
Give “I’ll think about it” a follow-up date. Annual-supply and reorder reminders should not depend on the patient running out.
Doctor-to-optician handoff
The Rx conversation and any medical next step should arrive with the patient. Capture dies when optical is guessing.
Associate and multi-location consistency
When a second doctor or office is added, recall rules and optical follow-up have to be the same enough to train.
How eye-care offices feel the leak
The book is full of exams. Optical is quiet by 4 p.m.
That is usually a handoff and follow-up problem, not a frame-inventory problem. If the only capture attempt is a tired question at checkout, online retail already won.
Medical follow-ups live on a sticky note on the doctor’s slit-lamp.
Glaucoma checks and dry-eye returns are not the same as a vision-plan recall. Mixing them is how medical eye care gets lost and routine patients get the wrong reminder.
Two clocks, one front desk
Steimel Solutions is operator-led. Optometry grows when recall, the exam, and optical share one picture. Medical-eye notes stay in the clinical record; confirmation messages do not need to carry them.
The firm has spent 10+ years inside growing operations where retail and service collide. Implementation has to survive a dilation-heavy Saturday and a vision-plan rush in January. We do not provide HIPAA certification.
Recall fills the exam chair. Capture pays for the exam.
Read more about the operator-led approach or the Steimel perspective.
FAQ
Yes. Recall is usually a list-and-ownership problem sitting next to insurance-year timing. We help make due and overdue outreach finishable by the team, not a project the doctor starts in December.
Yes. We look at the handoff from the exam, what happens when someone leaves without buying, and how contact-lens reorder is supposed to work. We do not pretend a slogan beats a silent checkout.
It should. Those visit types need different phone questions, reminder language, and follow-up. Running them as one script is a common stall.
When it is part of the engagement: timing, booking capacity, and optical coverage so August is a planned wave instead of a surprise.
Messages should move the appointment or the pickup, not circulate clinical detail. We help reduce unnecessary handling of sensitive information. We do not offer HIPAA certification.
Let’s fill the exam book and keep more of the Rx in the optical.
If the chair is busy and capture is inconsistent—or recall is a once-a-year panic—we should look at both clocks.
Recall, optical capture, medical follow-up, or a second doctor—tell us where the Rx leaves the building.