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Billing & Coding

Stay Organized and Finish Strong: The Optometry Year-End Planner

By
RevolutionEHR Team
Dec 2, 2024
•
3 min read
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Optometrist using year-end planner at desk
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Highlights

  • Tackle your practice’s finances, compliance, and workflows before year-end.
  • Don’t forget to boost team morale and find opportunities to improve staffing in the new year.
  • Strong optometrist-centered EHR technology makes this process much more streamlined.
  • Organized year-end planning for optometrists cuts down on stress so you can start fresh in the new year. 

It’s that time of year—your practice is buzzing with last-minute patient appointments, staff are excited about holiday festivities, and everyone’s thinking about ways to improve in the new year. 

But there’s more to consider as you wind down this year’s tasks, and optometrists face specific challenges if they’re not well-organized.

Glasses and calendar

Why Year-End Planning Matters for Optometrists

At year-end, the unique demands of an optometry practice call for a focused approach. Whether it’s fine-tuning finances, bolstering compliance, or motivating your team, proactive planning helps you start the new year strong.

Enhance Patient Relationships

Keep your patients engaged and loyal by reaching out with thoughtful communications.

From well wishes to reminders about unused insurance benefits, these touchpoints show patients you value their business. It’s also an opportunity to share updates about new services or hours for the new year.

5-star review
“I have used four previous Optometric programs and EHRs. Revolution is the most impressive EHR to date. I also appreciate the ability of Revolution to continually make changes to improve their system.”

Name Surname

Position, Company name

star rating
“I have used four previous Optometric programs and EHRs. Revolution is the most impressive EHR to date. I also appreciate the ability of Revolution to continually make changes to improve their system.”

Name Surname

Position, Company name

5-star review
"RevolutionEHR is an unbelievably customizable product with exceptional “front of office” capabilities combined with an excellent EMR. All of this supported by a very friendly and helpful customer support staff with a genuine personal approach."

Robert MacAlpine

OD

5-star review
"With multiple locations, I can see what is happening from anywhere. I have doctors who were less than stellar on record keeping and this helps them be efficient and thorough."

Torrey Carlson

OD

5-star review
"The ability for us to access it anywhere and not have to run into the office on weekends to access a patient’s chart when they call is awesome."

Lauren Marshall

Office Manager, Downtown Eye Care

5-star review
"RevolutionEHR is very easy to use, dependable, and has great customer service."

Jennie Huber

Biller, Mason Vision Center

5-star review
"I like the ease of customization exams/encounters can be done "on the fly." Also the reporting is amazing!"

Angie Fouts

Office Manager, Vision Care Clinic, PC

5-star review
"RevolutionEHR is easy to use and has a quick learning curve. It contains all the exam information necessary for our operation."

Nickolas Scavo

Optometrist, OD LensCrafters

5-star review
"Best thought out EMR of any I have seen by far."

Ralph Hendrix

Optometrist, dc.rr.com

5-star review
"Very easy to navigate and straight forward."

Casey Smith

Optometrist, The Ohio State University

5-star review
"RevolutionEHR is intuitive, smooth, and works as advertised. I also like that it is a cloud-based system - very nice for multiple locations."

Eric Dale

Optometrist, Indiana University

5-star review
"RevolutionEHR is easy to use and the customer support is great. They are constantly working to improve RevolutionEHR for all users."

Larry Motacek

Optometrist, Lifetime Vision 20/20

5-star review
"I have ALWAYS found RevolutionEHR support to be helpful when I reach out to them. I love that the product is cloud-based as I can access it anywhere in the event of a patient emergency."

Kelly McGahen

Office Manager, Joel H McGahen OD. PC.

5-star review
"I love how the encounters are customizable and thus have enabled us to pass insurance audits with a 100% score."

Linda Abney

Office Manager, Independent Creative Consultants

Improve Financial Accuracy

Year-end is the perfect time to tidy up your books. Review your revenue streams, address discrepancies, and prepare for tax season with confidence. Accurate billing and reconciliation now will set the stage for smoother financial operations in the new year.

Stay on Top of Compliance

Compliance is non-negotiable for optometrists, and year-end offers a chance to review recent updates and prepare for new regulations. Ensure adherence to HIPAA, OSHA, and CMS regulations. Prepare early for deadlines like MIPS submission in March by organizing your documents now.

Boost Team Morale

Acknowledge the progress you and your team have made. Celebrations, recognition, and transparent goal-setting for the new year can re-energize your staff. A motivated team is key to employee satisfaction and patient retention.

person writing on a clipboard

Your Year-End Planner: What’s Inside

Our free, optometry-specific year-end planner is designed to make your planning process easier and more effective. 

Here’s a glimpse at what it includes:

  • Administrative tasks
  • Patient care
  • Compliance and risk management
  • Technology assessment
  • Employee management

RevolutionEHR: The Year-End Planning Ally

Tackling year-end tasks can feel overwhelming, but RevolutionEHR simplifies the process with optometry-centric solutions:

  • Automated reporting and analytics. Generate performance metrics and compliance reviews with ease.
  • Effortless billing and claims management. RevolutionEHR’s integrated tools, including RevClear and RevBilling, ensure accurate and timely reimbursements.
  • Enhanced patient engagement. With RevEngage, connect with patients through appointment reminders, recalls, and feedback collection.
  • Cloud-based accessibility. Manage your practice securely anytime, anywhere, with RevolutionEHR’s robust platform.

Take Control of Your Year-End Planning

Finish the year with clarity and confidence. Download our free Optometry Year-End Planner and get ready to make next year your most successful year yet.

‍

RevolutionEHR Team
RevolutionEHR Team

Backed by deep expertise in optometry and a commitment to the success of eye care practices, RevolutionEHR offers insights and perspectives designed to help providers streamline operations, enhance patient care, and thrive in a changing healthcare landscape.

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