Currently built specifically for private optometry practices and their secondary insurance claims workflow. If that's not your specialty, we're likely not the right fit yet — happy to point you elsewhere if you're not sure.
Ongoing Claims Management, Not a One-Time Audit
This is the core service: your manual secondary COB queue, worked daily by a dedicated specialist. Choose the pricing structure that fits your claim volume.
Flat Retainer
Backlog Recovery
Custom / High-Volume
A small overage just past a tier boundary is billed per-claim rather than jumping to the next tier in full — exact pricing is calculated at quote time based on your actual volume.
Implementation, Training, and a Defined End Date
Managed Recovery is us handling your claims for you, ongoing. Partnership is the opposite: we train your team to handle it themselves, then leave. Each tier is one engagement, priced as a single total — an audit to establish your baseline, hands-on training and implementation, and a structured 90-day window to confirm it actually stuck. Not three separate purchases; the audit is what makes it possible to measure whether the training worked, so the two aren't sold apart.
Comprehensive Partnership
Solo & Small-Group Practices
Audit
A focused review of your current secondary COB claims process — denial patterns and structural gaps, compiled into the findings report that everything else is measured against.
Training & Implementation
Root-cause analysis on your denial patterns, plus our full COB Mastery curriculum delivered across multiple sessions — grounded in what your Phase 1 audit actually found, not generic material — and documented SOPs your team follows going forward.
90-Day Enablement Window
Structured follow-up — a mid-point review to catch drift early, and a graduation review comparing your team's performance against the Phase 1 baseline.
Partnership concludes once your team no longer needs us — that's the goal, not a subscription that runs indefinitely. Want support again later? Quarterly Compliance Check-In (à la carte) picks up from there, purchased only when you want it.
Start a PartnershipEnterprise Partnership
Multi-Location Optical Groups
Audit
A full-scale COB audit across every provider and location, consolidated into one prioritized action plan — not a separate report per location.
Training & Implementation
Our full COB Mastery curriculum, grounded in what your Phase 1 audit found — delivered as one shared session for lean location staffing, or separately per location for larger teams — plus SOP documentation and hands-on implementation support across every location in scope.
90-Day Enablement Window
Structured follow-up with priority response, a mid-point review, and a graduation review comparing every location against the Phase 1 baseline.
Partnership concludes once your team no longer needs us — that's the goal, not a subscription that runs indefinitely. Want support again later? Quarterly Compliance Check-In (à la carte) picks up from there, purchased only when you want it.
Start a PartnershipIndividual Services
For practices that want one specific thing handled, without the full Partnership commitment — including for anyone whose Partnership concluded and wants a check-in later, rather than an ongoing retainer.