The Optometry Revenue Leak Audit
A step-by-step revenue cycle checkup you run yourself, using real reports from your own practice management system. In about an hour, you'll see where revenue may be stuck, where you can't see what's happening, and what deserves a closer look first.
One-time purchase. Includes the PDF workbook and the companion Excel scorecard.
Can you follow the money from the patient encounter all the way to payment?
Most practice owners sign off on billing they can't fully verify. Not because they aren't paying attention, but because nobody ever showed them where to look.
This audit tests that one question against your own data, one report at a time. You don't need to understand every CPT code, denial code, or payer rule, and you don't need to know what your numbers should be before you start.
You're looking for money that is stuck, missing, or unexplained.
You're auditing the system, not your biller
This isn't a performance review. Whether billing runs through an employee, an office manager, an outside biller, or an RCM company, the question is the same: does your practice have a system that lets someone other than that person see what's happening?
When something looks off, treat it as a system gap until proven otherwise. The audit is built to point you toward questions worth asking, not people to blame.
- RejectedThe claim never successfully entered the payer's process.
- DeniedThe payer processed the claim and said no, or paid differently than expected.
- StalledThe claim exists, but nobody can show you it's actively moving toward resolution.
Those three look alike on a report and mean very different things. Knowing the difference changes what you ask next.
What the audit helps uncover
It starts with where your money is sitting right now, then follows each dollar through the revenue cycle, one question at a time.
- Charge captureDid we bill it?GYR?
- RejectionsDid it reach the payer?GYR?
- DenialsDid they pay it?GYR?
- Stalled claimsIf not, did anyone work it?GYR?
- Payment postingDid we record what we received correctly?GYR?
- Adjustments and write-offsDid we give away what we shouldn't have?GYR?
- Patient balancesDid we collect from the patient?GYR?
- Vision plansDid vision plans create a separate leak?GYR?
Sample layout, shown blank. Every section is scored Green, Yellow, Red, or Can't tell. A section you can't complete isn't a failure; it's a visibility gap, and often the most useful finding in the audit.
What's included
The Optometry Revenue Leak Audit Workbook
A step-by-step workbook that tells you exactly which report to pull, what to write down, and what to watch for in each section.
A printable scorecard is built in, so you can complete the entire audit without leaving the workbook.
The Optometry Revenue Leak Scorecard
A companion Excel scorecard for recording your numbers, section scores, and dollars in question in one place.
Use it alongside the workbook if you'd rather keep your findings on screen.
How the 60 minutes works
- Open your practice management systemHave it open before you start. You'll be pulling real reports, not answering from memory.
- Start with the A/R aging snapshotOne report shows where your money is sitting right now. It orients everything that follows.
- Work through the eight sections in orderEach one follows the same pattern: look at the report, record the number, check it against the red flags, score it, flag what looks off, and move on.
- Fill in your scorecardCount your Reds and Can't-tells, note the dollars in question, and choose the three areas to investigate first.
Don't fix anything yet.
If something looks concerning, flag it on your scorecard and keep moving. Your job for the next 60 minutes is visibility, not cleanup.
Who this is for
A good fit if
- You own an independent optometry practice
- Someone else handles your billing and you want to see it for yourself
- You're not a billing expert and don't want to become one
- Collections feel off, or you simply can't tell whether they are
- You want to know where to look first before hiring anyone
Not the right fit if
- You want someone to fix your billing for you
- You're looking for a way to evaluate or discipline an employee
- You expect a guaranteed dollar amount recovered
- You can't access reports in your practice management system
What to expect from an hour
The audit won't tell you exactly how much revenue you've lost, and it isn't meant to. Dollar figures across sections overlap, so the scorecard never adds them into a single total. They're a map of where to look first.
What you'll have at the end is a clear picture of which parts of your revenue cycle you can see, which parts you can't, and a short, prioritized list of what deserves a closer look.
Built by an optometrist who runs a practice, too
I'm Dr. Kamri Best, a practicing optometrist and independent practice owner. I built this audit from the same revenue cycle work I do inside my own practice and with client practices: billing workflows, payer processes, posting, denials, and the systems behind actually getting paid.
20/20 Revenue Solutions isn't a billing company. I help independent optometry practices understand and strengthen the systems they already own.
Get the Revenue Leak Audit
- The Optometry Revenue Leak Audit Workbook, a step-by-step PDF
- The Optometry Revenue Leak Scorecard, a companion Excel file
- A 60-minute, do-it-yourself checkup using your own reports
- No subscription, and no one outside your practice needs access to your system
Secure checkout through Stripe.
If your audit turns up more than you want to chase down on your own, the Revenue Cycle Review is the done-with-you version: I review your revenue cycle directly and leave you with a prioritized action plan and billing playbook.