Maintain one practice price catalog
Assign responsibility for reviewing the catalog when products or prices change. Retire outdated printed sheets from the workflow and have staff check unfamiliar products before quoting. Software is only as useful as the prices your team maintains.
Make benefit review visible
Use the complete source report and identify the allowance and copays applied. Have staff flag uncertain readings instead of filling gaps from memory. Review each enhancement separately so a treatment is not missed simply because another staff member usually remembers it.
Keep the quote and product selection together
If a patient changes frames, materials, or coatings, update the estimate before discussing the final total. Check that the printed patient quote reflects the current selection and that any discounts apply to that selection.
Use a short final check
- Selected products match the patient quote.
- Practice prices are current.
- Benefit inputs match the source document.
- Copays, extras, and applicable discounts have been reviewed.
- Final coverage and pricing have been confirmed through the practice’s established process.
Measure what changes
Track a small, consistent sample of quotes before and after a process change. Record review time, corrections, and the reasons for corrections without exposing patient identifiers in a shared report. Use the same sampling method so the comparison is meaningful.
Do not treat an illustrative savings calculator as evidence of measured results. OptiAlly’s Practice Impact Calculator uses your assumptions; an actual practice result needs its own recorded baseline and follow-up.