Optical quoting tools. Support for the whole conversation.
Read vision benefits, apply your practice’s pricing, and explain the estimated patient cost. Then support the rest of the conversation with quoting, education, and troubleshooting tools.
FROM BENEFIT SHEET TO PATIENT PRICE
Read the benefits. Review the details. Explain the price.
Photograph the benefit sheet.Use the iPad camera or upload photos or a PDF. Include every page of the report.
Review the information.Check the benefit details against the source before relying on the quote. Your staff stay in control.
Price the recommendation.Apply the benefits and your configured pricing to the selected lens options, then explain the estimated patient responsibility.
Benefit-document reading is not live eligibility verification or claim submission. Confirm coverage and final pricing before completing the sale.
VSP BENEFIT SHEET → PATIENT QUOTE
1. The VSP benefit sheet · personal details removed2. The complete VSP quote · every line item, one $211 estimated total.What’s included in this example?
A fictional single-vision prescription and a de-identified VSP Choice report. The $250 non-Altair/Marchon frame uses a $180 allowance and 20% off the overage. The selected lens options, $25 material copay, and $10 UV backside charge make up the rest. Exam fees are not included.
This is one plan and one selection—not a standard VSP price. Staff must review the report and applicable plan rules before completing a sale.
VISION BENEFITS → A CLEAR PATIENT PRICE
One photo of the benefits. Let OptiAlly do the math.
Take a photo of the vision insurance benefit sheet right from the iPad. OptiAlly reads the benefits and automatically calculates the estimated patient price using your practice’s prices—so staff can focus on the sale, not the arithmetic.
Turn confusing allowances, copays, and upgrades into a price staff can explain and patients can understand.
Less training.
Give new staff guidance during the conversation, without expecting them to memorize every plan’s benefit math.
Fewer calculation errors.
Automatic calculations help reduce manual-math mistakes, missed charges, and inconsistent quotes.
Your preferred products.
Guide staff toward the lens brands, treatments, and packages you want to emphasize—matched to the patient’s needs, with your pricing.
Quotes are estimates. Review extracted details and confirm benefits and final pricing before completing the sale.
QUOTE ALLY · QUICK PRICE
Your price sheet. Ready for the conversation.
Tap the lens type, material, coating, and extras. Your practice’s prices stay beside the conversation in a clear, itemized total.
Glasses and contact-lens pricing in one workspace
Second-pair offers and practice promotions
Patient-facing quotes and separate staff versions
Quote Ally · real app screen
THE DIGITAL FEE SLIP
Confidence looks better than scribbled math.
Give the patient a price they can follow. The clean fee slip shows the selected lenses, treatments, and estimated total—without a page of crossed-out numbers.
Print a patient copy or a staff version. Customize the printed layout with your logo, contact details, and footer note.
A clear patient estimate · sample prices
YOUR PRACTICE. YOUR APP.
Your logo. Your colors. Your way of selling.
Upload your logo and set your brand colors. Add your products, prices, insurance plans, and promotions. The patient sees a polished experience that belongs to your practice.
Your branding carries into the app header and printed quotes. Settings keep it all editable as your practice changes.
Practice & Branding · real settings
CONTACT LENSES, TOO
Make the annual-supply conversation easier.
Choose the brand, wear type, product, and quantity. Compare supply options with your configured prices and rebates for new or current wearers.
Add fitting and evaluation fees, then present a clear estimate. Rebate eligibility and final prices still need to be confirmed.
Contact-lens pricing · sample practice setup
GUIDE ALLY · TRAIN IN THE FLOW
Show the patient. Support the optician.
Walk through first progressives, contact-lens insertion and removal, or the nightly Ortho-K routine. Give staff a consistent way to explain what happens next.
Illustrated, step-by-step patient guides
Progressive guidance with language choices
Printable take-home handouts
Your own linked videos for contacts and Ortho-K
Guide Ally · progressive lens zones
FIX ALLY · TROUBLESHOOTING
“I can’t read in these.” Start with a process.
Choose progressive or single-vision troubleshooting. Work through the prescription, measurements, complaint, lens, and history instead of jumping straight to a remake.
Fix Ally provides ranked possible causes, a guided pass/fail checklist starting with lensometry, and an optometrist hand-off note. It supports your team’s judgment; it doesn’t replace it.
Fix Ally · choose the troubleshooting path
MORE HELP AT THE TABLE
Start with the task in front of you.
LENS ALLY
From prescription to recommendation.
Take a photo, upload the Rx, or enter it manually. Add payment and patient needs, then work toward lens options and an estimated quote.
