Consults · Command Center
Pipeline intelligence for every conversation
Funnel, procedure mix, objections, win/loss reasons, bulk actions and advanced search — the ophthalmology sales cockpit.
Issue 26 · The Ophthalmology Operating System
Q2 · 2026HIPAA · SOC 2 aligned
NEWAI Consult Co-Pilot · live closing intelligence
The operating
system ophthalmology
deserves.
Replace your EHR, CRM, marketing, billing, and scheduling tools with one AI platform. OpticClose closes more consults, recovers lost revenue, and automates the busywork — so your team can focus on patients, not software. Live in 14 days. HIPAA-grade. Built only for eye care.
HIPAA · SOC 2 · HITRUST alignedNextech · ModMed · Epic readyDICOM · HL7 · FHIR
opticclose · product previewDemo data
Consult co-pilot · sample encounter
live scoring
Sentiment
Confident
Objection
Cost
Recommend
Premium IOL
↳ Whisper: Surface financing options and premium-lens comparison card when the coordinator hears a lifestyle objection.
Revenue dashboard
illustrative
JanJunDec
Workflow events
Consult recording · auto-scribe completeChart ready
Premium IOL quote · sent to patientQuote
Reactivation cadence · reply capturedReply
Financing pre-approval · AlphaeonApproved
Google review request · queuedQueued
Plays nice with
The systems your practice already runs.
Nextech
ModMed
Epic
Cerner
Athenahealth
Eyefinity
RevolutionEHR
Compulink
DICOM
HL7 FHIR
Stripe
Twilio
Meta Ads
Google Business
Alphaeon
CareCredit
Nextech
ModMed
Epic
Cerner
Athenahealth
Eyefinity
RevolutionEHR
Compulink
DICOM
HL7 FHIR
Stripe
Twilio
Meta Ads
Google Business
Alphaeon
CareCredit
How OpticClose works
One platform.
Three simple steps to a smarter practice.
We replace the duct-taped stack — EHR + CRM + marketing + billing + scheduling — with one intelligent operating system built for ophthalmology. Connect once. Automate everything. Grow predictably.
01
Connect in 14 days
We import patients, schedules, and history from Nextech, ModMed, or Epic. No migration project, no IT lift.
White-glove onboarding · zero downtime
02
Run every workflow in one OS
EHR, scheduling, consults, marketing, billing, post-op reports — one screen, one login, one source of truth.
Replaces 7+ tools your team logs into today
03
Watch revenue compound
AI closes consults, recovers no-shows, reactivates lapsed patients, and routes leads to coordinators — automatically.
Avg practice adds $312K in net new revenue / yr
Built for eyecare
One platform for the whole practice.
Capability snapshot — every item below is live in the product today.
1
Operating system
EHR, sales, marketing, events, DICOM and compliance under one roof
HIPAA
Grade infrastructure
AES-256 at rest, TLS 1.3, WORM audit log, MFA gates on PHI
FHIR R4
+ DICOM bridge
On-prem MWL agent, chart-side worklists, third-party EHR adapters
24/7
AI co-pilots
Sales, encounter, marketing and compliance copilots always on
What OpticClose actually does
Six systems your practice runs on — in one operating system.
Every capability below is live in the product today. No mockups, no roadmap promises.
Revenue engine
Consult pipeline, procedure catalog, deposits, quotes, ASC block and forecast — all in one workspace.
AI co-pilots
Sales, encounter, scribe, marketing and compliance copilots that sit inside the workflow, not on top of it.
Clinical flow
Checked-in → work-up → ready for MD → roomed → exam started. A live board every role can see.
Patient lifecycle
Booking, reminders, intake, exam, post-op, reactivation and reviews — one record, one thread.
Owner analytics
MRR/ARR, churn, expansion, marketing spend and outcomes at the owner level and per location.
HIPAA-grade
AES-256 at rest, TLS 1.3, MFA gates on PHI, WORM audit log, anomaly detection and BAA workflow.
The platform
Twelve products. One operating system.
Built ground-up for high-volume cataract, refractive and retina practices that refuse to compromise.
AI Sales Co-Pilot
Live consult scoring, objection handling and closing prompts whispered to your patient coordinators in real time.
Auto Consult Recording
Every consult auto-logged, transcribed and analyzed. Sentiment, intent and conversion drivers, surfaced.
Real-time Translator
60+ languages, sub-second latency. Doctors hear and document in English while patients speak naturally.
EHR Native Sync
Bi-directional Nextech & ModMed integration. Charts, demographics, billing and orders — one source of truth.
DICOM Auto-Insert
OCT, topography, biometry and fundus imaging routed to the right encounter for instant doctor review.
Marketing Engine
Native Meta & Google Business automation. Campaigns, lead scoring and ROAS tied directly to closed revenue.
Revenue Intelligence
Forecasts, leakage detection and recovery workflows. Every dollar tracked from first click to claim paid.
Branded Commerce
Sell nutraceuticals, drops and clinical kits with your branding. Subscriptions, upsells and chair-side recs.
Multi-tenant
One platform, infinite locations. Per-practice branding, role-based access, isolated data — at scale.
HIPAA-grade Vault
End-to-end encryption, BAA, audit trail and PHI minimization built into every byte.
Automation Studio
Visual workflows for recall, no-show recovery, financing approval, post-op follow-up and beyond.
Total Customization
White-label themes, modules, fields and dashboards — branded to each practice in minutes.
Inside the OS
Every pillar your practice runs on,
choreographed into one OS.
Click any pillar to preview the actual experience. No two practices use OpticClose the same way — and every workflow snaps to your brand, your roles, and your rhythm.
EHR Co-Pilot
Clinical intelligence beside every encounter.
A sticky side-dock surfaces drug-interaction warnings, IOP deltas, workup suggestions and CPT/ICD-10 coding hints in real time — without leaving the encounter.
Real-time decision support
Heuristic + AI alerts
Auto-suggested coding
Available on every OpticClose tenant
IOP 24 → 31 mmHg — escalate workup
DDI: timolol + verapamil → bradycardia risk
Coding suggested: 92014 + 92250
The Closing Engine
Every click
becomes surgery revenue.
Six intelligent stages, one operating system. Watch a prospect compound into lifetime revenue without a single dropped handoff.
Stage 1 · Land
Anonymous click → identified lead
94%
valid-lead rate
AI lead-scoring filters spam, enriches contact, attributes the source and pings the right coordinator within 90 seconds.
Live now in every OpticClose workspace
Stage 2 · Engage
Live consult co-pilot
+38%
conversion lift
Real-time scribe, objection cards, IOL & financing math — every word turns into structured close intelligence.
Live now in every OpticClose workspace
Stage 3 · Book
Self-serve surgery booking
3.1 min
quote → booked
Quote → deposit → calendar in one flow. No staff back-and-forth. Pre-op packet auto-sent.
Live now in every OpticClose workspace
Stage 4 · Operate
EHR & DICOM in the room
-46%
chart-time per visit
Vitals pulse, IOL calc, eRx, scribed encounter notes — co-pilot lives next to the surgeon, not in the way.
Live now in every OpticClose workspace
Stage 5 · Bill
Claim-clean revenue
$184K
avg. recovered / yr
Automatic coding, claim scrubbing & AR follow-up. Denials surfaced before they hit your AR aging.
Live now in every OpticClose workspace
Stage 6 · Advocate
Reviews & referrals on autopilot
4.9★
avg. rating
Post-op moment-of-magic triggers branded review requests + referral cards. Every patient compounds the next.
Live now in every OpticClose workspace
The compound effect
One platform. Six closes per day. Compounding monthly.
Practices switching to OpticClose recover 11–22 hours per provider per week — and grow surgery revenue 18–34% in their first two quarters.
Inside the platform
A product surface that looks like it was built by a team that ships, not a deck.
opticclose / consult
Whispers the next sentence. Closes the next case.
Real-time sentiment, objection detection, and the exact phrase that moves a hesitant patient from 'thinking about it' to scheduled — without scripting your team.
Whisper coachingAuto-scribeClose scoreFinancing trigger
AI Sales Portal
A coordinator that closes like your top rep — every time.
OpticClose listens to every consult, identifies hesitation, and surfaces the right financing option, clinical explainer or comparison — telling your team what to say next.
- Auto-recording with on-device noise suppression and speaker diarization
- Real-time intent, sentiment & objection detection on every utterance
- Closing prompts, financing offers and IOL recommendations whispered to staff
- Per-coordinator close-rate dashboards with coachable moment timestamps
Recording · Consult #C-4421
Close probability 87%
Patient
I'm worried about driving at night after surgery.
Coordinator
Totally understandable — many of our patients say the same.
AI Co-Pilot
Surface premium-lens night-vision explainer. Recommend financing card next.
Coordinator
We have a lens specifically engineered for night driving — would you like to see it?
Sentiment
+0.62
Objections
1 resolved
Avg ticket
$11.4k
Integrations
Plugs into everything. Replaces almost all of it.
Bi-directional, near real-time syncs. Field-level mapping, audit trails and conflict resolution handled for you.
EHR / PM
- Nextech
- ModMed EMA
- Epic
- Athenahealth
- RevolutionEHR
- Compulink
Imaging & DICOM
- Zeiss IOLMaster
- Heidelberg OCT
- Topcon Triton
- Pentacam
- Optos
- Centurion Vision
Marketing & Ads
- Meta Ads
- Google Business
- Google Ads
- TikTok
- YouTube
- GA4
Operations
- Stripe
- Twilio
- DocuSign
- QuickBooks
- Slack
- HubSpot
Revenue intelligence
Closed revenue · last 7 cycles
YoY
+248%
Marketing engine
Every ad dollar, tracked to the chair.
Native Meta and Google Business connectors push offline conversions back to the source. Optimize spend on closed surgeries — not form fills.
Avg CAC reduction
−41%
Lead → consult
68%
Consult → surgery
47%
ROAS lift
3.8×
Inside the product
Real screens. Shipped software.
Every image below is a live screen from OpticClose today — not a mockup, not a concept. Explore what your team actually gets on day one.
Owner HUD
What needs you, right now
AI-ranked next-best-actions across pipeline, no-shows, referral loops and premium IOL mix — with dollar value on every card.
Marketing Studio
AI creative → one-click multichannel publish
One brief becomes headlines, taglines, body copy, image and a push to Meta, Google Business, TikTok and LinkedIn.
Event Studio
Invite-only live events and webinars
Branded landing pages, seat reservations, live rooms and post-event outreach — from one place.
Imaging Devices · DICOM MWL
Pair every modality in your office
A tiny on-prem agent polls a per-tenant bridge for worklist items and pushes completed studies into the patient's chart.
Live Translator
Doctor ↔ patient, zero friction
Real-time multilingual translation tuned for ophthalmology vocabulary. Spanglish, code-switching and medical terms preserved.
OpticClose Academy
Train like a master. Practice like an artist.
Interactive ophthalmology, surgical, IOL, compliance and platform mastery — guided by an AI tutor that adapts to you.
The honest comparison
Why teams switch — and never look back.
Apples-to-apples against the practice management + marketing + sales stack most groups duct-tape together today.
Capability
OpticClose
One platform
Legacy stack
EHR + CRM + ads + sheets
AI consult co-pilot (live whisper)
Purpose-built for eye-care encounters
Native EHR + DICOM + IOL master
Zero swivel-chair
Multi-touch attribution tied to claims
Ads → bookings → cash
Reactivation, reviews, no-show recovery
Owner sleeps. Pipeline doesn't.
Per-tenant white-label & branding
Looks like your brand, not ours
Forecasting & leakage radar
Surface where revenue is leaking
HIPAA · SOC 2 · HITRUST aligned
Audit-ready by default
Deploy time to first live consult
Pilot fast, scale faster
Compliance & infrastructure
Secure by design.
Audit-ready by default.
Every byte of PHI tokenized, every access logged, every webhook signed. Built for the way real auditors actually look.
All systems operational · 99.99% 30-day uptime
HIPAA & HITRUST
BAA included. PHI segmentation, role-scoped access and audit-ready logging by default.
End-to-end encryption
AES-256 at rest, TLS 1.3 in transit. Per-tenant KMS envelopes and key rotation.
SOC 2 Type II
Continuous controls monitoring, access reviews, vulnerability scans and quarterly pen-tests.
Sovereign infra
US-region multi-AZ Postgres with PITR, immutable backups and a <15 min RPO.
Live audit log · last 30 seconds
streaming- ● PHI access · token resolveddr.parkPlano, TX
- ● Role audit · super-admin reviewsystemus-east-1
- ● Webhook signature verifiedstripeedge
- ● RLS policy hit · tenant scopedcoord.millerTampa, FL
- ● MFA challenge · successdr.whitleyAustin, TX
Pricing
Enterprise software, founder-tier pricing.
Ten founding practices lock in permanent preferred pricing. Everyone after pays the standard tier.
Founding Practice Program · 8 of 10 seats left
$2,000/month.
Forever.
The first ten practices partner with us as founding design partners. In exchange for your feedback, you keep a permanent preferred rate — one that will never be offered publicly again after the standard plans go live.
- $2,000/mo — grandfathered for life
- Limited to the first 10 practices
- White-glove onboarding & migration
- Direct access to the founder
- Early access to every new feature
- Roadmap influence & co-design sessions
$2,000/mo
vs. $4,995/mo standard Practice tier
Apply for a founding seatBy invitation & application · limited availability
Standard plans · post-beta
Pricing for practices joining after the founding cohort.
Annual contracts · quarterly reviews
Practice
$4,995/ month · per location
For single-location practices modernizing their EHR, sales and marketing stack.
- Practice management & scheduling
- EHR sync (Nextech / ModMed / Epic)
- AI consult recording & scribe
- Marketing automation
- HIPAA-grade vault & audit log
- Branded patient portal
Most requested
Multi-Location
Starting at $7,995/ month · scales per location
For multi-location groups, MSOs and ASCs running a unified operating system.
- Everything in Practice
- AI Sales Co-Pilot
- Real-time multilingual translator
- DICOM routing across sites
- Per-location branding & RBAC
- Dedicated revenue strategist
Enterprise
Customfor networks & partners
For health systems, PE-backed platforms and white-label partners.
- Custom deployment & SLAs
- White-label theming & domains
- Tenant provisioning API
- SSO / SCIM / advanced RBAC
- Custom BAA & compliance program
- Executive partnership program
All plans include HIPAA-grade infrastructure, BAA, MFA, encrypted PHI storage, WORM audit logging and role-based access. Implementation and migration scoped per practice.
Questions, answered
No fine print. No surprises.
Bi-directional sync with Nextech, ModMed, Epic, and others via HL7/FHIR. Charts, demographics, encounters, billing and orders stay in lockstep — no double-entry, no swivel-chair work.
Yes. End-to-end encryption, executed BAAs, PHI tokenization, full audit trail and minimum-necessary access controls baked into every module. SOC 2 Type II and HITRUST aligned.
Pilot live in 14 days. Full migration of a 4-location group typically completes in 6 weeks with a dedicated launch architect — including data import, branding, team training and EHR bridge.
Completely. Colors, typography, logos, favicons, sending domains, patient portals and patient-facing landings are all per-tenant. Owners and super-admins control branding centrally.
It's your data. Full export, structured and PHI-clean, available on demand. No lock-in, no surrender clauses, no penalty fees.
Yes. Frames, contact lens fits, optical reactivation, ASC OR scheduling, anesthesia notes and ASC billing are first-class. Built by operators who've run both sides.
Private founder-led demo
Run the smartest
practice in ophthalmology.
In 30 minutes we'll model your revenue lift, audit your funnel leaks, and give you a 90-day deployment plan — whether you sign or not.
- Custom revenue forecast for your practice volume
- Live demo of consult co-pilot on your specialty
- Migration plan from your current EHR + CRM
No card · No deck · 14-day pilotAvg. response in <2 hrs
412
Practices live
4.97
Customer rating
$2.8B
Rev. managed