Option
Plan Growth
Structure offers, scripts, and touchpoints around real optometry workflows to drive steady enrollment month over month.
Membership platform for independent eye care practices
Build predictable recurring revenue with membership plans that patients actually use automate billing & renewals reduce admin overhead increase retention
Launch your own in-office plans, keep control of pricing, and simplify operations—without relying on insurance.
Custom plans Automated billing Practice-first platform
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IN-OFFICE PLANS
What is an in-office plan? A practice-owned membership.
An in-office plan is a membership your practice offers directly. Patients pay a recurring fee in exchange for structured savings and benefits on exams, eyewear, and other services without relying on third-party vision plans.
When it’s designed around optometry workflows, it improves recall compliance, increases optical capture, and creates predictable recurring revenue without adding operational friction for staff.
Option
Recurring Revenue
Predictable membership billing and renewals that stay clean as you scale with no spreadsheet drift and no guesswork.
Option
Ownership
A practice-owned membership means your rules, your pricing, your patient relationship without third-party constraints.
Option
Implementation
Launch with a clean setup that fits your exam flow, optical offers, and staff training so adoption sticks from day one.
Option
Multi Practice
Standardize plans across locations with consistent billing, shared reporting, and guardrails that prevent location drift.
IN-OFFICE PLANS SYSTEM
The DirectOD In-Office Plans System Built for independent eye care.
Plan design that fits real patient behavior, automation that removes staff drag, and insights that improve utilization and renewals.
Plan
Plan Building
Build plans that match how patients actually return: clear benefit structure, configurable bundles, and guardrails that reduce front-desk friction.
Plan Building overview
Management
Plan Management
Membership status, benefits, and patient details in one place so staff can move faster without becoming the system.
Management overview
Enrollment
Plan Enrollment
A practice-branded enrollment experience that helps patients understand benefits instantly and enroll with confidence.
Enrollment overview
Recurring Billing
Recurring Billing
Automated billing with visibility into adoption, utilization, and renewals so you can improve plan performance with confidence.
Recurring Billing overview Designed to work together as one connected system — so your practice can launch, manage, and grow in-office plans without adding operational drag.
ABOUT DIRECTOD
Learn the story behind the system. Built for independent eye care.
DirectOD was created inside independent eye care practices, not adapted from another industry. We built the in-office membership model because practices needed a better way to grow recurring revenue, protect patient relationships, and stop handing control to third parties.
These pages explain what we prioritize, how we make decisions, and why we only work in eye care. If you are choosing a long-term partner for your plan, this is the clearest place to start.
PRIORITY Ownership
Independent First
Keep control in the practice and build loyalty that lasts.
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PRINCIPLES Standards
Core Values
The principles that guide what we build and how we support you.
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BACKGROUND Eye care only
Why DirectOD
Built by people who know the exam lane, optical, and operations.
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PURPOSE The why
Our Mission
Restore sustainability and control through practice-owned plans.
Read more
Trusted by eye care practices
The most trusted membership platform in eye care
Practices use our membership plans to replace unpredictable revenue with recurring monthly income, increase retention, and deliver a better patient experience without the friction of insurance-heavy workflows.
From independent optometry to multi-location groups, teams launch in days, automate billing, and track plan performance in one place.
“Aesthetics appointments have increased due to the generous discounts offered under the Elite plan, and second-pair sales have grown from 9% to 24%. Dan Beatty is now working with local businesses to replace third party vision insurance offerings with the practice’s plan to help keep the business local and our patients happy.”
Momentum
Launch a membership patients actually understand.
The difference between “we should do this” and a membership that drives real enrollment is a clear plan: what you include, how you price it, and how your team explains it in under 30 seconds.
Book a short working session and we’ll map the structure, positioning, and rollout steps to your practice. You’ll leave with a concrete plan you can execute.
Typical call: 15–30 minutes • No prep needed
FAQs
Answers practices ask before launch
How quickly can we launch?
Many practices launch in days once plan details are approved. We help finalize pricing, benefits, and messaging so your team can start enrolling confidently.
Do memberships replace insurance?
Not necessarily. Some practices run memberships alongside insurance, while others position membership as a simple alternative for patients who want predictable pricing.
What does your team help with?
Plan structure, pricing guidance, enrollment setup, billing configuration, and staff enablement (scripts + workflows) so adoption starts strong.
How do billing and renewals work?
Billing is automated on a recurring schedule with clear member status tracking. Renewals and plan changes are handled without spreadsheets, and your team gets visibility into what’s happening.
Can this work for multi-location groups?
Yes. Many groups standardize plan rules across locations while keeping reporting clear and consistent, so you can scale without “location drift.”