Frequently Asked Questions

Optify puts your practice's real frame inventory online so patients can browse before their appointment. It connects to your EHR system, pulls your current inventory, and displays it on a branded digital storefront with virtual try-on. Patients see your actual frames, not a generic catalog. When a patient pre-shops, your opticians see what they browsed and favorited before they sit down. That changes the entire dispensing conversation. Optify also automates pre-appointment messaging, walk-out recovery campaigns, and gives you data on what frames patients are looking at. Practices using Optify see a 10–13% increase in capture rate.

Weave and Solutionreach handle phone systems, appointment reminders, recall, and review requests. They're communication tools. Optify does something different entirely. Optify is an optical merchandising and influence platform. It puts your frame inventory online, drives pre-shop behavior, and recovers walk-out revenue through automated campaigns tied to what patients actually browsed. Most practices use Optify alongside their communication tools. They solve different problems. Think of it this way: Weave gets patients to pick up the phone. Optify gets them browsing your frames at 9pm on a Tuesday before their Thursday appointment.

Pre-shop is when a patient browses your frame inventory online before their appointment. Optify makes this happen automatically by sending a message (SMS or email) ahead of the exam with a link to your digital frame catalog. The patient browses frames, tries them on virtually using their phone camera, and favorites the ones they like. When they arrive for their appointment, your optician already knows their style preferences and price range. Patients who pre-shop spend 15–20% more on average and the dispensing conversation takes 10–15 minutes less.

Most practices are live within a few days. Optify connects to your EHR, pulls your inventory automatically, and builds your digital storefront. You don't need to do anything technical on your end. For the Website tier, we handle the design and build. You review it, request changes, and approve. The whole process typically wraps up within a week or two depending on how quickly you get back to us on revisions.

No. Optify pulls manufacturer images from a catalog of over 550,000 frames. Your inventory syncs automatically from your EHR system every day, so new frames show up on your digital storefront without you lifting a finger. If you want to add custom photos of specific frames (for a trunk show or featured display, for example), you can. But it's entirely optional.

Optify integrates with the EHR and practice management systems used by roughly 75% of independent practices. Currently supported: Eyefinity, RevolutionEHR, EyeCloud Pro, CrystalPM, Compulink, OfficeMate, and Uprise (limited integration). Integration is credential-based, and the system pulls inventory data automatically each day. No IT department needed. If your system isn't listed, reach out. We're adding new integrations regularly.

Website ($89/mo) — A professional, mobile-responsive practice website with SEO optimization and easy content management. Think of it as a modern website built specifically for optical practices, at a fraction of what most web agencies charge. Launch ($149/mo) — Everything in Website, plus your frame inventory goes online. EHR integration, virtual try-on powered by FittingBox, a browsable digital frame catalog, and basic conversion tracking. This is the plan for practices that want to get their frames in front of patients online. Grow ($299/mo, annual service contract) — Everything in Launch, plus automated pre-shop messaging, walk-out recovery campaigns, patient preference insights, advanced analytics with ROI reporting, and dedicated account management. Multi-location add-ons are available.

Setup fees vary by plan. Contact us or book a demo for current pricing.

Yes. Many practices start with a Website, see the results, and add Launch to get their frames online. Or they start with Launch and upgrade to Grow once they're ready for automated messaging and walk-out recovery. Upgrading is straightforward and your existing setup carries over.

Grow tier requires an annual service contract. Website and Launch tiers are month-to-month. Contact us for details on cancellation terms.

Optify uses a credential-based connection to your EHR or practice management system. Optify pulls your frame inventory data automatically at least every day. New frames you add to your system that match our catalog will show up on your site the next day. Frames you sell out of, disappear. You never have to update the catalog manually.

Two ways this works. If you have the Website tier, Optify builds you a new practice website with your frame catalog built right in. If you're on Launch or Grow without the Website tier, your web designer embeds your digital frame catalog and virtual try-on into your existing website using buttons and links. Marketing4ECPs and Roya both have custom embed Optify widgets. Either way, patients browse your frames on your domain, under your brand.

Virtual try-on is included in Launch and Grow plans. It's powered by FittingBox, which uses the patient's phone or laptop camera to show how frames look on their face. Patients can try on frames from your catalog and save their favorites. It works on mobile and desktop. No app download required. Patients use it right from their browser.

Most practices see measurable changes within the first 30–60 days. Pre-shop participation typically picks up within the first two weeks of sending automated messages. Your opticians will notice quickly because patients start arriving with frame preferences already in mind. The revenue impact builds over time as more patients engage with your online catalog and pre-shop messaging.

Optify tracks revenue influenced by comparing patients who browsed your online catalog against those who didn't. You'll see the difference in average ticket, capture rate, and overall optical revenue between the two groups. Every month, connected practices receive an ROI email showing browsing activity, conversion metrics, and revenue attribution.

Practices using Optify's pre-shop workflows typically see a 10–13% increase in capture rate. Browsing patients also spend 15–20% more on average. Your actual results depend on your current capture rate, exam volume, and how aggressively you use the messaging tools. We can walk through your specific numbers on a demo call.

Website and Launch plans include email support plus setup assistance to get you running. Grow includes a dedicated account manager, phone support, and quarterly performance reviews. All plans include onboarding with a specialist who configures your EHR integration, sets up your digital storefront, and trains your team. You're not handed a login and left to figure it out.

Optify's website builder has a visual editor that works like a word processor. You can update text, add pages, swap images, and publish changes without touching any code. No technical skills required. Your frame catalog updates automatically through the EHR sync. You never need to manually add or remove frames from your site.