Dry Eye CRM
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Patient pipeline
Dry eye treatment candidates
Active proposals
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Patient info
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Patient information
History & symptoms
Clinical findings
Grade 2 — Moderate
6 seconds
5–10s — borderline
Auto-recommendation
Based on findings, these treatments are suggested:
Confirm and customize in proposal builder →
Proposal builder
Select a patient to begin
Start with a package
Custom — individual treatments
Pick exactly what this patient needs
Essential Dry Eye Bundle
IPL Optilight + LLLT · Save $200
$1,400
Complete Renewal ProgramMost popular
IPL + Forma-I RF + LLLT · Save $450
$2,750
Premium Total Care
All 5 treatments · Save $700
$3,800
Treatments included
IPL Optilight
4-session series
Forma-I RF
4-session series
LLLT Photobiomod.
Full series
TriLift Dynamic
Muscle stimulation
Demodex / ZEST
In-office
Rx eye drops
Add-on
Pricing
Personalized message to patient
653 W. Skippack Pike, Suite 132 · Blue Bell, PA 19422
(215) 628-2020 · provisioneyeassociates.com
Personalized Dry Eye Treatment Proposal
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Your dry eye profile
Load a patient to see their clinical findings.
Recommended treatments
Select treatments above.
Subtotal—
Total investment—
All treatments performed in-office at ProVision Eye Associates
Questions? Call or text (215) 628-2020 · provisioneyeassociates.com
Conversion guidance — staff only
Lead with their imaging
Show the MG dropout image first. "This is what we're seeing in your glands — this is why you feel what you feel every day."
Bundle naturally
"IPL and Forma-I work as a team — heat loosens the blockage, RF clears it. One without the other gives partial results."
Honor their pace
"Take the proposal home — there's no rush at all. Call or text us with any questions." Removing pressure builds trust.
If they ask about cost
"Many patients think of it as investing in daily comfort for years — compared to endless drops and visits." Mention financing if available.
Treatment packages
Pre-built bundles — click Use to load into the proposal builder
Essential Dry Eye Bundle
IPL Optilight (4 sessions) + LLLT Photobiomodulation
IPL OptilightLLLT
$1,400
Save $200
Complete Renewal Program
Most popular
IPL Optilight + Forma-I RF + LLLT — all 4-session series
IPL OptilightForma-I RFLLLT
$2,750
Save $450
Premium Total Care
IPL + Forma-I RF + LLLT + TriLift + Demodex/ZEST treatment
IPLForma-I RFLLLTTriLiftDemodex
$3,800
Save $700
+ Create custom package
Set your own treatments, sessions, and pricing
Follow-up queue
Warm, timed outreach — never pushy, always personal
Today
No follow-ups due today.
This week
No follow-ups due this week.
Upcoming
No upcoming follow-ups.
ProVision follow-up playbook
Day 0 — Send proposal same day
Strike while understanding is highest. Include the personalized message and their findings.
Day 3 — Warm check-in
"Just wanted to make sure the proposal arrived — any questions at all?" No selling. Just caring.
Day 7 — Value touchpoint
Share something useful: a short explainer on IPL, a patient story, or the science behind meibomian gland treatment.
Day 14 — Thoughtful re-engage
One final reach-out. If no response, note it for their next visit. Your reputation for never being pushy is a conversion tool in itself.