01
Basics
Name your plan, set term length, choose display options, and pick plan type.
PLAN BUILDING
Build patient plans and business plans the way eye care actually works.
Start from scratch or accelerate with a library of hundreds of pre-written benefits and more than 100 plan templates across every applicable area of eye care. Customize structure, coverage, and limits without forcing your practice into a rigid model.
PATIENT PLANS
Flexible care. Stronger retention.
Patient plans give practices the flexibility to serve individuals, families, or child-only members with predictable pricing and accessible benefits. More than a payment option, they keep patients connected to your practice year-round, strengthening relationships, improving retention, and creating steady engagement that supports long-term growth.
BUSINESS PLANS
Group partnerships. Recurring growth.
Business plans allow practices to partner with local employers and organizations to offer predictable eye care benefits to their teams. Instead of relying on traditional vision plans, practices gain access to larger patient groups, build stronger community relationships, and create consistent recurring revenue that fuels sustainable long-term growth.
YOUR PLANS, YOUR WAY
Build, price, customize, launch — in a clean guided flow.
Five steps. 24-hour review. Applied to your contract. Edit anytime.
02
Pricing
Set adult, child, and employee pricing, then add patient share (co-pays).
03
Benefits
Build benefits from scratch or pull from the benefit library to move faster.
04
Custom terms
Add rules so your plan behaves exactly the way you want.
05
Review & submit
Submit for a 24-hour review. We apply it to your contract. Edit anytime.
100+ expert-built plan templates
Start with a proven plan and make it yours.
Choose a template that matches your practice, duplicate it, and customize benefits and pricing in minutes. Everything stays editable.
Why templates matter
Stop starting from zero.
Every template is a launch-ready structure built around real practice scenarios and the conversations your team has every day. Pick one and you instantly have a clear foundation, then refine it as much as you want.
How practices use them
Launch now, evolve later.
Start with one plan today. Create it for families, contact lens patients, myopia management, dry eye packages, or employer groups. Grow into tiers and add-ons.
Templates rotate continuously above. What you are seeing is a small sample of what is available.