Practice Management Software for Optometrists: How to Turn Admin Tools Into a Revenue Machine

September 10, 2025
Topics: Vision
Written by: Lisa Rasmussen

Let’s be honest — most “practice management software for optometrists” is about as exciting as watching your EHR load on dial-up internet.

They promise you “better scheduling,” “cleaner billing,” and “patient charts you can actually read.” Cool. But if your software isn’t making you more money, then all it’s really doing is helping you go broke more efficiently.

Today, I’m going to show you how to take your practice management software from a glorified filing cabinet… to a revenue-generating beast by pairing it with the most underrated business model in optometry: a membership program.


Story: Dr. Laura’s Admin Nightmare → Profit Dream

Dr. Laura had the “good” software.

  • Smooth appointment booking.

  • Insurance claims processed like clockwork.

  • Inventory tracking for frames and lenses.

Her problem?
None of that solved the real business challenge — unpredictable cash flow and patients ghosting after their annual exam.

Her revenue chart looked like the Rocky Mountains: peaks in busy months, valleys that made her accountant sweat.


The Switch

Instead of just using her software to manage patients, she used it to monetize patient loyalty.

How? By integrating BoomCloud™ into her practice management system and launching a Vision Membership Program.

This wasn’t just a “join our club” gimmick — it was a structured, automated program:

  • Monthly or annual subscription fees

  • Exclusive perks for members (discounts, free cleanings, VIP events)

  • Recall reminders tied to membership benefits

  • In-software tracking of member spending vs. non-members


The Results in 12 Months

  • 42% of active patients enrolled in membership

  • Monthly Recurring Revenue (MRR): $31,500

  • Annual Recurring Revenue (ARR): $378,000

  • Membership patients spent 3.7x more than non-members

  • Retention rate jumped from 61% → 91%


Practice Management Software Should Be a Profit Tool

Most optometrists use their practice management software like a digital filing cabinet. That’s fine… but boring.

The real money comes when you use it to:

  • Track Revenue Per Patient (RPP)

  • Automate recall and rebooking

  • Sell and manage membership plans

  • Identify upsell opportunities (premium lenses, specialty care, frame upgrades)

Fact: Membership patients spend 2–4x more annually than non-members.
Fact: Retaining a patient costs a fraction of acquiring a new one — and they’re far more profitable over time.


How to Use Practice Management Software to Boost Revenue

1️⃣ Integrate Membership Directly into Your PMS

With BoomCloud™, you can:

  • Set up auto-billing

  • Send member-exclusive recall messages

  • Track membership-driven revenue automatically


2️⃣ Use Data to Sell Smarter

  • Run reports comparing members vs. non-members

  • Identify which services/products drive the most revenue

  • Train staff to promote high-margin upgrades during every visit


3️⃣ Automate Follow-Up & Recall

  • No more “hope they come back” strategy

  • Send recall messages with membership perk reminders

  • Offer booking bonuses (free lens cleaner, frame tune-ups) for quick responses


4️⃣ Reward Loyalty in Real Time

  • Your PMS can alert staff when a member walks in → greet them by name, thank them for being part of the program, and offer an exclusive in-office perk


Case Study: The PMS That Paid for Itself

Metric Before BoomCloud™ Integration After Integration
Active Patients 1,400 1,750
MRR $0 $31,500
ARR $0 $378,000
Avg. Spend per Patient $355 $1,310
Retention Rate 61% 91%

Why It Worked:

  • The PMS wasn’t just for admin — it became a sales and loyalty platform

  • Membership created predictable revenue and reduced churn

  • Real-time data let Dr. Laura’s team focus on high-value opportunities


Fun & Edgy PMS + Membership Ideas

  • Frame VIP Drops → Members get 48-hour early access to new frame lines.

  • Anniversary Gifts → PMS tracks membership sign-up date → send a thank-you gift each year.

  • Member-Only Events → Host wine-and-vision nights where members preview new tech.

  • Loyalty Leaderboard → Display in-office (or online) to gamify referrals.


Why This Works in Any Economy

When your practice management software is connected to a membership program:

  • Patients pre-pay for care → consistent revenue

  • Visits become “use it or lose it” → higher attendance

  • Spending increases because members feel invested

Even during economic slowdowns, recurring memberships create financial stability your practice can rely on.


Stop Letting Your PMS Collect Digital Dust

If you want:

  • A practice management software setup that actually drives revenue

  • A membership program that boosts RPP by 2–4x

  • Automation that handles the busywork so you can focus on patients

…then BoomCloud™ can make your software work as hard as you do.


The Bottom Line

Practice management software for optometrists should be more than admin automation. It should be the backbone of your revenue strategy.

With a vision membership program built right into your software, you’ll:

  • Boost retention

  • Increase patient spend

  • Create predictable, stable monthly income


Your Resources to Get Started:

My Top Podcasts

How Smart Practice Owners Attract, Retain & Create Recurring Revenue

Get the book that’s helping over 65,000  practices ditch insurance, boost cash flow, and create financial freedom with a patient membership program.

Membership Plans For Optometrists

vision-membership-plan-ebook Creating a patient membership plan is the smartest strategy to implement in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & increase sales!

Fire The PPOs!

Say goodbye to PPOs and hello to a thriving, independent dental practice. Don’t miss out – your journey to financial freedom starts here!

Subscribe to Our Podcasts!

Jordon Comstock

Author Bio

Jordon Comstock is the Founder & CEO of BoomCloud™, a software that allows practice, clinic & spa owners to build, manage and scale a membership program. This helps practice & clinic owners to create recurring revenue & improve loyalty via membership programs. Jordon is passionate about Music, Hawaii, Healthcare businesses like: dentistry, optometry, med spas and massage spas. Schedule a demo of BoomCloud™ and learn how membership programs can improve your business. Here are more dental books to improve your practice

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