Plan Marketing
MARKETING

Turn your plan into demand— not another campaign.

Get patient-ready marketing without starting from scratch. Use pre-built handouts, a complete material editor, growth widgets, and QR tools that fit directly into your existing layout—so you can get the word out locally, fast.

MARKETING SUITE

Build, launch, and route patients to plans without leaving your system.

Create plan-specific campaigns, embed conversion-ready widgets on your website, use prebuilt handouts for every plan, and generate QR codes that send patients directly to enrollment.

01
Start with proven material
Choose pre-built handouts and layouts for plan awareness, referrals, and local outreach.
02
Customize once, stay on-brand
Update services, pricing, and disclaimers while keeping your layout and brand consistent.
03
Publish anywhere patients are
Print, email, post, embed widgets, or share by QR—using the same asset everywhere.
04
Route interest into next steps
Use links and QR routing to send patients to enrollment, booking, or a targeted offer.
ADVANCED MARKETING EDITOR

Create custom marketing for every plan

Design plan-specific messaging and materials directly inside your platform—no external tools, no copy/paste.

Plan-based templates you can fully customize
Consistent branding across every output
Ready-to-share assets in a few clicks
GROWTH WIDGETS

Embed widgets that drive plan access

Add integratable marketing widgets directly to your website to improve the patient path to plan discovery and enrollment.

Drop-in embeds for key pages (homepage, scheduling, checkout)
Plan highlights, pricing, and CTAs designed for conversion
Keep the experience consistent from web → enrollment
PREBUILT MATERIALS

Handouts and assets for every plan

Use ready-made materials tailored to each plan in your system—perfect for front desk, checkout, and patient follow-ups.

Plan-specific handouts, one-pagers, and talking points
Print-ready and digital-ready formats
Always aligned to your current plan details
QR CODE GENERATOR

Route patients to plans in seconds

Generate QR codes for any plan—or for custom materials you create—so patients can scan and enroll instantly.

Link QR codes to plan pages, promos, or landing flows
Use on posters, handouts, receipts, and email signatures
Make every touchpoint an enrollment opportunity
IN-OFFICE PLAN MARKETING

Turn your plan into a repeatable enrollment engine

Instead of relying on staff to explain the plan every time, patients experience a consistent, plan-specific message across web, signage, and follow-ups. The value becomes obvious earlier—so questions drop and enrollment feels like the natural next step.

Where it shows up

Put the plan in the places patients already look

Familiarity drives trust. The more consistently patients see your plan, the easier the decision becomes.

DIGITAL
Website widget, booking flow, confirmation pages
IN-OFFICE
Waiting room signage, chairside handouts, checkout QR
FOLLOW-UP
Post-visit email, recall texts, reactivation outreach
  1. Create plan-specific messaging once

    Define what’s included, the price, and the savings story so every channel communicates the same value.

  2. Route interest to one focused plan page

    Widgets and QR codes guide patients into a single, clear plan experience instead of relying on staff explanation.

  3. Make pricing and savings obvious

    Show the comparison between plan cost and pay-per-visit so patients instantly understand the financial benefit.

  4. Enroll instantly on mobile

    Keep enrollment short and mobile-first so patients can join in minutes without staff involvement.

  5. Sync enrollment back to your system

    Enrollment updates automatically inside your platform so teams stay aligned and nothing falls through the cracks.

The result is a consistent marketing system that increases plan adoption while reducing staff load and patient confusion.

2026 DirectOD™. All rights reserved. #1010 2321 Sir Barton Way Suite 140, Lexington, KY 40509 US
DirectOD Vision Membership Plans are NOT insurance. Members pay a monthly or annual fee directly to participating eye care providers in exchange for access to discounted services, benefits, and product savings as outlined in the provider’s custom membership plan. Members are responsible for paying their provider directly for any services or products received beyond the plan’s benefits. Plan features, pricing, and savings may vary by provider and location — please refer to your provider’s specific plan terms for full details. Vision membership plans offered through DirectOD do not qualify as insurance under the Affordable Care Act and do not satisfy minimum essential coverage requirements. DirectOD is not an insurance company, and does not pay or reimburse providers for services rendered. DirectOD exclusively supports eye care and does not operate in any other medical field or acknowledge outside industry technologies attempting to operate in the eye care industry. For questions regarding your plan, please contact your participating provider.
[bot_catcher]