Generation IrisFree Checkup

Less Than One Missed Appointment.

Start with a free checkup. Then choose the part of your practice you want to improve, or get all three with The Generation Iris Package. Cancel anytime.

Free Checkup

$0

Eight quick questions. See where your practice stands, what each gap is worth, and which plan fits you best.

Run The Numbers

Iris Collect

Every dollar matters.

For your biller and whoever owns collections

$49per month
Start Iris Collect
  • Collections and lost revenue
  • Denied and stuck claims, sorted by reason
  • Claims past 90 days
  • Where billing breaks down
  • Where your team needs training

Iris Flow

From first call to checkout.

For receptionists and the office manager

$49per month
Start Iris Flow
  • New patient calls and bookings
  • Check-in and intake
  • No-shows and open slots
  • Insurance checked before the visit
  • Copays collected at checkout

Iris Exam

Chart less. Care more.

For the doctors

$49per month
Start Iris Exam
  • After-hours charting
  • Charts still open at the end of the day
  • Time with each patient
  • Coding errors that turn into denials
  • The handoff to optical

The Generation Iris Package

Your whole practice, all in one. All three plans, Iris Follow-Up for your team, and a monthly view of how billing, the front desk, and the exam affect each other.

$119per month
Less than the three plans on their own, with Follow-Up included
  • Iris Collect, Iris Flow, and Iris Exam
  • Iris Follow-Up, included
  • Goals for the whole practice, tracked monthly
  • How a miss in one area shows up in another
Get The Package

Iris Follow-Up +$19 a month on any plan

A short weekly reminder for each person who owns a step in your plan, plus a mid-month check-in on what got done and what's stuck. Included with The Generation Iris Package.

Everyone Has A Plan. Iris Helps You Follow It.

Every practice can write a plan to fix collections or cut no-shows. The hard part is week three, when the schedule is full and the plan is buried in an inbox. Iris looks at your practice from the outside, then checks in every week so your team keeps moving.

An outside view
No one inside your office tied to the outcome. No department to defend and no one to blame, just where the process is breaking down.
Your goals, not averages
You decide what you're aiming for. Iris tracks progress toward your goals every month and shows what moved.
Check before you buy more tech
Before adding another tool, see where you're actually losing money. Sometimes the fix is software. Often it's a simple change in how your team works.
Fix one leak and the year is paid for. In our sample practice, the top fix alone was worth over $11,000 a month.
See a sample plan

See Exactly What You Get

This is a sample monthly plan for a fictional practice. Yours arrives every month with your own numbers and goals.

Scroll to see all four pages
Generation Iris
Practice Plan, September 2026
Lakeview Family Eye Care, prepared for Dr. Chen

Your September Practice Plan

A note from Iris

Hi Dr. Chen. Your practice collects well and gets paid quickly. The opportunity is in what happens after the exam: patients are leaving with prescriptions and filling them elsewhere, and older claims are piling up. Fix those two and you're looking at roughly $20,000 more a month. Here's the plan.

$20,100 to $21,700
Recoverable each month
$9,000
Stuck in claims over 90 days
$304
Collected per exam
21 days
Average time to get paid

Your three fixes, in order

1
Walk patients from the exam to the optician
Low effort, start this week
$11,800 to $13,400 a month
2
Work every claim older than 90 days
A few focused hours
$9,000 to collect, one time
3
Add a day-before reminder and a short waitlist
Low effort, set up once
About $8,300 a month
Sample plan for a fictional practice. Estimates are a guide, not financial advice.Page 1 of 4
Page 1. Your summary and note from Iris
Generation Iris
Practice Plan, September 2026

Your Scorecard

Six areas, each compared to published eye care benchmarks. The bar shows where you sit; the shaded band is the healthy range.

Optical capture
55%
Fix first
Patients filling prescriptions elsewhere. Worth up to $13,400 a month.
Healthy: 60 to 70%
Old unpaid claims
25%
Fix first
About $9,000 sits beyond the healthy share and gets harder to collect each week.
Healthy: Under 10%
Claim denials
12%
Fix first
Roughly $5,950 a month has to be reworked before it pays.
Healthy: Under 5%
No-shows
18%
Worth watching
Closing the gap fills about 27 more appointments a month.
Healthy: Under 10%
Collected per exam
$304
Healthy
Above the published average. Billing per visit is in good shape.
Healthy: $285 or more
Days to get paid
21 days
Healthy
Claims are going out and coming back quickly.
Healthy: Under 35 days
Fix first needs action nowWorth watching keep an eye on itHealthy on track
Sample plan for a fictional practice. Estimates are a guide, not financial advice.Page 2 of 4
Page 2. Your scorecard, all six areas
Generation Iris
Practice Plan, September 2026
Biggest opportunity

Optical Capture

55%
Your capture rate
60 to 70%
Typical independent practice
78%+
Top performing practices

The math

Exams last month280
Gap to a 70% capture rate15 points
Your average eyewear sale$320
Upper estimate, if every exam has a new Rx$13,440
Realistic estimate, at 88% with a new Rx$11,800

Why it's likely happening

Your other numbers are healthy, so this points to the step between the exam room and optical, not to pricing across the board.

No handoff after the exam
Patients are told where optical is instead of being walked there. The moment passes.
The doctor doesn't name a recommendation
"You might want new glasses" loses to "these lenses will fix the glare you mentioned."
Price shock with no options
Patients who see one price and no payment or package option often leave to compare online.
What good looks like

The doctor recommends a specific lens in the chair, then walks the patient to the optician and hands off the prescription in person. Practices that do this consistently see capture climb within a month.

Sample plan for a fictional practice. Estimates are a guide, not financial advice.Page 3 of 4
Page 3. A deep dive on your biggest gap
Generation Iris
Practice Plan, September 2026

Your 30-Day Plan

Two tracks, one small step each per week. Print this page and hand it to your office manager.

Week 1
Doctor names a specific eyewear recommendation in every exam where the Rx changes.
Pull a list of every claim over 90 days, sorted by largest balance.
Week 2
Start the in-person handoff: doctor or tech walks each patient to optical.
Work the ten largest old claims and check each plan's filing deadline.
Week 3
Add a package or payment option the optician can offer at the desk.
Turn on a day-before text reminder and start a short waitlist for open slots.
Week 4
Count capture for the month and compare to 55%.
Review denials from the month by reason and fix the top one at the front desk.

How you'll know it's working

Optical capture
55% now, 65% goal
Claims over 90 days
25% now, 15% goal
No-shows
18% now, 14% goal
See what moved next month
Members get a new plan like this every month, with progress toward their goals. Cancel anytime.
generationiris.com
Sample plan for a fictional practice. Estimates are a guide, not financial advice.Page 4 of 4
Page 4. Your 30-day plan

Compare

FreeEach planPackage
Score across six areas
Your biggest gap, in dollars
A monthly plan with your goals–One areaAll three
Where the process breaks down–
Week-by-week action steps–
Progress toward your goals each month–
How each area affects the others––
Iris Follow-Up weekly reminders–+$19Included

Questions

Which plan should I start with?

Start with the free checkup. It shows which part of your practice has the biggest gap, and that is usually the right first plan. If more than one area needs work, the package costs less than the plans on their own.

Can I cancel anytime?

Yes. There's no contract. Cancel by email and you won't be charged again.

Do you need patient data?

No. Iris only asks for practice totals, like monthly collections or your no-show rate. Nothing tied to a patient.

Does it work with my EHR?

Yes. The numbers come from standard reports every practice management system can run.

How does the monthly plan work?

Each month you answer a few questions for each plan you have. Your plan arrives by email within one business day, with progress toward your goals and the steps for the month ahead.

Do you compare us to other practices?

Only as a starting point. You set your own goals, and Iris tracks your progress toward them. If you are not sure what to aim for, Iris suggests a starting goal you can change.

What is Iris Follow-Up?

A short weekly reminder for each person who owns a step in your plan, plus a mid-month check-in. It is $19 a month on any plan, and included with The Generation Iris Package.

See Your Numbers In Two Minutes

Start with the free checkup. Iris will show you where you stand and which plan fits your practice.

Generation IrisPractice intelligence for independent eye care.
iris.checkup@gmail.comEstimates are a guide, not financial advice.