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Optometry PM & RCM Software

The Leading Practice Management and RCM Billing Software for Optometry

Bill medical and vision plans correctly, capture materials, and keep refractions and exams straight. See why optometry practices choose Unlimited Systems for practice management and RCM software.

Why Optometry billing is different

Optometry practices bill two kinds of insurance for the same patients: vision plans for routine exams and materials, and medical insurance for eye disease. Choosing the wrong one, or mixing services across them, is the most common source of denials and unhappy patients. Materials sales add a retail layer that most medical billing systems handle poorly.

A patient booked for a routine exam may reveal a medical problem such as dry eye, glaucoma suspicion, or diabetic eye disease. Testing like OCT and visual fields, the refraction, and the frames and lenses each follow different coverage rules, and the patient needs to know what they will pay before leaving.

Cost Savings Calculator
★★★★★4.8/5G2★★★★★5/5Gartner★★★★★5/5
6,500+ specialty providersSOC 2 certified
RCM software for Optometry: optometrist testing a patient's vision with a phoropter
Unlimited Financials analytics & reporting software interface
HOMESPECIALTIESOphthalmologyOptometry RCM Software

Trusted Payer & EHR Integration Partners

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Designed Around How Your Optometry Practice ACTUALLY Works

Our connected workflows are built to make you and your work easier to do and increase your revenue.

Visit-ready

Keep authorization and coverage aligned before the appointment is booked.

Claim-ready

Validate optometry codes, modifiers, and documentation before submission.

Practice-ready

Give teams one view of denials, margin, and A/R priorities.

Hear It From Our Clients

Specialty practices describe, in their own words, what changed after moving to Unlimited Systems.

A specialty practice client of Unlimited Systems
Video testimonial
Dunmore, Pennsylvania
“As I look back at the transition, the support and the collaboration with the folks at Unlimited really helped make us feel at ease. We had a partner that really wanted us to be successful.”

- CEO

  • Days in A/R shrank from 21 to 15, consistently.
  • Charges go out the next day.
  • Less manual work, more clean claims, and stronger cash flow.
Read the full case study

Calculate Your RCM Revenue Leakage

Drag the sliders to estimate how much unrealized cash remains locked in your current specialty billing cycles before optimization.

Model your current claim volume

Adjust both inputs to match your practice.

1,500
200 claims15,000 claims
$250
$80 value$3,500 value

See your recovery estimate

Enter your work email to unlock your estimated annual recovery.

See Your Results ImmediatelyGoogle5/5Gartner5/5G24.8/5

One platform for every optometry workflow

Eight connected capabilities, grouped around the way your practice works.

The Optometry suite

Every part of the optometry revenue cycle, in one system

Each module is configured for the codes, modifiers, and payer rules optometry teams work with, not adapted from generic billing software.

Optometry Patient Intake SoftwareCapture both vision and medical coverage and the reason for visit up front.Optometry Scheduling SoftwareSchedule routine exams, medical visits, and testing in the right templates.Optometry Financial Clearance SoftwareVerify vision plan eligibility and medical coverage, including material allowances.Optometry Charge Validation SoftwareRoute each service to the right plan and check testing against diagnoses and frequency limits.Optometry Payment Posting SoftwarePost vision plan and medical remittances together and reconcile materials.Optometry AR Management SoftwareFollow claims across vision and medical payers with their own filing rules.Optometry Analytics SoftwareSee the growth of medical visits, testing volume, and materials revenue.Optometry Value-Based Care SoftwareTrack diabetic eye exams and share results with primary care for quality programs.
The cost of generic billing

You went into optometry to treat patients, not to chase claims

These are the places optometry practices most often lose revenue when their billing platform wasn’t built for the work. Unlimited Systems closes each one with rules configured for your specialty.

Review your workflow

Common optometry revenue leaks

  • Visits billed to the vision plan when the chief complaint is medical, or to medical insurance when the visit was routine.
  • Refraction billed to Medicare or medical plans that do not cover it, without collecting from the patient or obtaining the proper notice.
  • Diagnostic testing such as OCT billed without supporting diagnoses or above frequency limits.
  • Frames, lenses, and contact lens materials priced or billed inconsistently across vision plans and self-pay.

Challenges we solve for optometry

The work that generic platforms leave to your staff is the work optometry margin actually turns on.

Vision versus medical
Reason for visit and diagnosis drive plan selection, with clear rules staff can follow.
Refraction and non-covered services
Non-covered services are identified in advance and collected with proper patient notice.
Materials
Materials allowances, overages, and self-pay are reconciled in the same billing workflow.
RCM software for Optometry: optometrist testing a patient's vision with a phoropter

Legacy software vs. Unlimited Systems

See why optometry practices move off general-purpose billing platforms.

CRITERIA
LEGACY SYSTEM COMPROMISE
UNLIMITED SYSTEMS VALUE
Vision versus medical
✕Front desk and billing staff decide which plan to bill by guesswork.
✓Reason for visit and diagnosis drive plan selection, with clear rules staff can follow.
Refraction and non-covered services
✕Refractions are written off or billed to payers that do not cover them.
✓Non-covered services are identified in advance and collected with proper patient notice.
Materials
✕Materials are tracked in a separate retail system.
✓Materials allowances, overages, and self-pay are reconciled in the same billing workflow.
Still evaluating

Not Ready to Switch Yet? That's Exactly When to Start the Conversation.

You don't have to be actively replacing your current system to have a useful conversation with Unlimited Systems. Many specialty practices talk with us months before a contract renewal, system evaluation, or operational change so they can understand where revenue leakage, denial risk, prior authorization delays, and reporting gaps may already be showing up.

Get a DemoBenchmark Your Current Workflow

You don't have to wait until your contract is up to start evaluating your options. The best time to assess your revenue cycle technology is before renewal pressure begins. Unlimited Systems can help you understand where your current workflows may be creating avoidable denials, manual work, charge capture gaps, or reporting limitations, so you're better prepared for renewal, replacement, or future planning.

Less billing work between the visit and payment

Specialty rules and connected data keep your team focused on the exceptions that need judgment.

Verify before the visit

Coverage and authorization stay tied to the order.

Validate specialty charges

Code, unit, and modifier checks happen before filing.

Work the right accounts

Denials and A/R are ranked by value and filing risk.

Care team in scrubs walking through a clinic corridor
35%less manual workflow time
One platform

The rest of the platform your optometry practice runs on

The same connected system handles the operational work that sits either side of billing.

Patient Intake

Digital intake, eligibility, and demographic capture before the visit.

Explore Patient Intake

Patient Scheduling

Smart calendars and resource scheduling across providers and locations.

Explore Patient Scheduling

Financial Clearance

Automated eligibility checks and prior authorization management.

Explore Financial Clearance

Charge Validation

Pre-claim scrubbing for coding, modifiers, and compliance accuracy.

Explore Charge Validation
Built for optometry

Follow one optometry patient from intake to payment

Eight stages, one record. Nothing is rekeyed between systems, so a detail captured at the front desk is still there when the claim goes out, and when the remittance comes back.

Walk the workflow with us
  1. 1Patient Intake for optometryDigital intake and demographic capture built around optometry visit types.
  2. 2Patient Scheduling for optometryCalendars and resources that reflect how optometry appointments actually run.
  3. 3Financial Clearance for optometryEligibility and prior authorization resolved before the patient arrives.
  4. 4Charge Validation for optometrySpecialty scrubbing on codes and modifiers before the claim leaves the building.
  5. 5Payment Posting for optometryERA and EOB posting reconciled automatically against what was billed.
  6. 6AR Management for optometryWorklists ranked by dollar value, aging, and timely-filing deadline.
  7. 7Healthcare Analytics for optometryLive visibility into denials, yield, and performance by provider and procedure.
  8. 8Value-Based Care for optometryQuality measures and episode costs tracked under alternative payment models.

Part of Ophthalmology

Optometry within Ophthalmology

Explore Ophthalmology RCM software

Frequently asked questions

It uses the reason for visit and diagnoses. Routine exams without a medical complaint go to the vision plan, while visits for eye disease or symptoms go to medical insurance, following each plan's rules.

New to revenue cycle terminology? Browse our healthcare RCM & billing glossary.

We Love Hearing From Our Users

Practices like yours, on what changed after moving to Unlimited Financials.

EXPLORE PRODUCTSGET A DEMO
★★★★★4.8/5G2
★★★★★5/5Gartner
“

The system continues to grow with features as it should, with how healthcare changes. So, if you are looking for a company that is innovative and truly cares, I would recommend Unlimited Financials.

Ernelita Dacumos
Billing Manager, SHOM
“

Unlimited Financials has been the easiest and best practice management system I have used. It is easy to navigate and do what I need to do.

Melissa Shook
Medical Biller, SHOM
“

We have been on Unlimited Financials for over three years and love it. Our claims are being processed faster and more efficiently, which means we are receiving payment more quickly.

Renee Bernacchi
Accounts Receivable Coordinator, COAS
“

Unlimited Financials has allowed us to extend our workforce in some areas due to the workflow efficiencies and given a better patient experience.

Mel Davies
CFO, Oregon Oncology Specialists
“

Knowledge of the patient's coverage has been a game changer. The ability to verify benefits before the patient comes in has saved us on time and denials, so there is no delay in treatment.

Alisha Haslem
Patient Advocate Manager, Utah Cancer Specialists
“

Using Unlimited Systems has allowed us to get a much better handle on our AR and claim management.

Erin Wilcher
Executive Director, Commonwealth Cancer Center

Don't Love Your Current RCM Software Provider?

That's putting it nicely based on what we hear every day.

A support line that never picks up. An overseas call center that's never heard of your account. Errors nobody catches until the denial shows up. We're Midwest-based, not offshore, and the team that answers already knows your account. Practices that switch tend to wish they'd done it sooner.

  • Located in Cincinnati, Ohio — no offshore call centers
  • Founded by healthcare leaders, not tech-bros
  • Industry leaders in innovation, technology, and automation
See Why Practices SwitchMeet Our Support Team
Unlimited Systems team members laughing together while reviewing work on a laptop at the EMERGE Employee Summit

GET STARTED

Optimize Your Specialty Revenue Cycle

Connect with a specialized Optometry RCM expert for a personal workflow walkthrough, and see where your current setup is creating avoidable revenue risk.

Request Demo
★★★★★4.8/5G2★★★★★5/5Gartner★★★★★5/5
6,500+ specialty providersSOC 2 certified