Services · Operational Consulting for Ophthalmology Practices

Seven Areas Where I Have Documented Results

I keep my scope narrow deliberately. Every service below is built around work I have personally done inside ophthalmology practices — not frameworks adapted from general healthcare consulting. If your problem does not fit any of these seven areas, I will tell you that on the discovery call.

25+Years In-Practice
8Practices Worked
7Service Areas
A.S. CS + QACredentials
Active clinical practice · W-2 employee, limited outside engagements
A.S. Computer Science · A.S. Quality Assurance
8 ophthalmology practices · 1998–present · Southern California
No marketing, SEO, or hospital-system work — ophthalmology operations only

Current Service Architecture

Seven Consulting Services

Each service below links to a full page with scope, documented outcomes, honest caveats, and a complete FAQ. Click any card to see what the work actually involves.

Patient Flow Optimization

SCHEDULING · BOTTLENECK AUDIT · WAIT-TIME REDUCTION

Door-to-checkout audit of your actual patient flow. Scheduling template redesign calibrated to your specific physician pace and subspecialty mix. I have worked inside eight practices — I know what ophthalmology flow actually looks like versus what it should look like.

Documented outcome: 15–25 min wait-time reduction in template-constrained practices. Staffing ratio recalibration across up to 18 providers simultaneously.

Full service details

Staff Accountability & Excellence

PERFORMANCE SYSTEMS · ROLE CLARITY · ACCOUNTABILITY

Performance management systems, role definition, and accountability structures built for ophthalmology staff — not generic HR frameworks. Covers technicians, front desk, optical, and patient counselors. Managed teams of up to 10 techs supporting 18 physicians.

Documented outcome: 65% staff productivity increase (prior multi-physician group) · 50% pre-surgical error reduction via structured verification protocol.

Full service details

Practice Operations

REVENUE CYCLE · PRIOR AUTH · RECALL · COMPLIANCE

Revenue cycle workflow audit, prior authorization restructuring (CoverMyMeds, ParX, EyeRX), recall system rebuild, billing transparency, and HIPAA/OSHA compliance documentation. Not RCM billing vendor work — operational workflow that your in-house staff owns and executes.

Documented outcome: 97% PA acceleration · 100% HIPAA/OSHA compliance · 15–25 ppt recall rate improvement.

Full service details

Technology Infrastructure & Systems

EMR AUDIT · SOP DOCUMENTATION · KPI DASHBOARD

EMR configuration audit, SOP documentation, KPI dashboard build, and integration gap analysis across your existing technology stack. Tribal knowledge — the undocumented “how things actually work here” that lives in one person’s head — is treated as an operational risk category, not a feature.

Credential basis: A.S. Computer Science · A.S. Quality Assurance · EMR workflow across Athena, Eagle, and similar platforms.

Full service details

Patient Acquisition & Growth

REFERRAL NETWORKS · RECALL-REACTIVATION · CONVERSION

Referral network development, recall-reactivation system rebuild, and conversion rate optimization — through the two patient sources you already own. Not marketing, not SEO, not paid advertising. This is the operational infrastructure that turns existing relationships into consistent patient volume.

Documented outcome: ~$500K revenue (prior Southern California referral network) · 85% retention · 90% recall adherence (prior group practice).

Full service details

Right-Hire Interview Consulting

CANDIDATE SCREENING · ROLE DEFINITION · STRUCTURED INTERVIEWS

Ophthalmology-specific interview frameworks, role definition documents, and candidate evaluation tools. Most hiring mistakes in small practices are not judgment failures — they are process failures. Structured screening built around the specific competencies your role actually requires.

Scope: Technicians, front desk, optical, patient counselors, and practice administrator roles. Not executive search or recruiting agency work.

Full service details

Standalone Operational Audit

ANY SERVICE AREA · WRITTEN REPORT · NO IMPLEMENTATION REQUIRED

Available for any of the six service areas above. Produces a written report identifying your top three operational issues, prioritized recommendations, and realistic opportunity sizing. Useful as a second opinion before committing to internal changes, or to define scope before hiring anyone — including me — to implement anything.

Discuss an audit-only engagement

Documented Results

What the Numbers Actually Are

These are real outcomes from named employers — not consulting projections. Quoted as reference, not guarantee. Your practice will produce different numbers based on its own team, patient population, and starting baseline.

Active Clinical Practice · Current W-2

Premium Procedure Conversion

  • 78% cash conversion on elective procedures vs. 65% practice target
  • 89% premium add-on conversion on advanced cataract vs. 72% target
  • 89% ocular plastic conversion vs. 55% target

Conversion frameworks integrated into Patient Flow and Practice Operations services.

Prior Southern California Group · Prior Employer · 2013–2019

Staff, Recall & Workflow

  • 65% staff productivity increase via standardized training & metrics
  • 50% pre-surgical error reduction via structured verification protocol
  • 85% patient retention rate · 90% recall adherence

This group was a prior employer, not a consulting client.

Prior Southern California Practices

Referral Networks & Technician Teams

  • ~$500K revenue from structured referral network at a prior group practice
  • 25% workflow efficiency gains at a prior practice after retraining 8 technicians
  • Up to 18 physicians supported simultaneously across prior roles

All outcomes from W-2 employment history. Specific teams and practice conditions apply.

Engagement Structure

How an Engagement Actually Works

Engagements are structured but flexible. Most run 60–90 days. Some are standalone audits, single-service-line interventions, or remote-only training programs. Here is the standard flow.

Phase 1 — Discovery Call

30 minutes, no charge

We talk through the problem you are trying to solve. I will identify whether it is something my seven service areas can address. If it is not, I will tell you and where possible point you to a better-fit specialist. No pitch, no pressure.

Phase 2 — Operational Audit

1–2 weeks

On-site or remote walkthrough of your patient flow, counseling process, EMR workflow, and one full week of scheduling data. I read every patient review the practice has received in the last 12 months. You receive a written audit identifying the top three operational issues and the realistic revenue or efficiency opportunity tied to each. This phase can stand alone if you only want the diagnostic without the implementation work.

Phase 3 — Implementation

4–10 weeks, scope-dependent

Hands-on work with your staff. Counseling script development, technician training, workflow redesign, or program build-out — whichever service lines we agreed to in Phase 2. I work alongside your team, not from a hotel conference room with a slide deck.

Phase 4 — Documentation & Handoff

A written summary of what changed, the metrics tracked before and after, and the standard operating procedures your staff now owns. No ongoing retainer required unless you want one.

Smaller-Scope Engagements

Not Every Practice Needs a Full Engagement

Three standalone options are available for narrower needs. Fixed scope, defined deliverable, no multi-phase commitment required.

Operational Audit Only

A structured two-week audit producing a written report with the top three operational issues, prioritized recommendations, and realistic opportunity sizing. No implementation work included. Useful for practices that want a second opinion before committing to internal changes, or that prefer to implement recommendations with their own team.

Best for: Practices that want a clear diagnosis before deciding how to proceed.

Discuss this option →

Single-Service Engagement

Any one of the seven service areas, scoped and priced individually. Most common single-service requests are patient flow audits, prior authorization restructuring, and staff accountability system builds.

Best for: Practices with one specific, well-defined problem rather than broad operational issues.

Discuss this option →

Remote Training Day

A one-day virtual training session for your staff on a defined topic: counseling scripts, technician protocols, prior auth workflow, scheduling templates, or compliance prep. Limited interactivity compared to on-site work, but cost-effective for practices that need a targeted intervention rather than a full engagement.

Best for: Practices outside Southern California, or practices with a single training gap rather than a systemic problem.

Discuss this option →
Practice manager reviewing engagement documentation
Flat Fee

Fees

Pricing Is Discussed on the Discovery Call

Engagement fees vary based on practice size (number of physicians and exam rooms), scope of services (standalone audit, single service line, or full four-phase engagement), engagement duration, and travel requirements. I discuss fees transparently during the discovery call after I understand what your practice actually needs. Quoting blind on a website would be guessing, and I am not interested in posting a number that turns out to be wrong for your situation.

  • Fees are flat or milestone-based, not hourly. You will know the engagement total before signing.
  • No automatic renewal language. Engagement ends when the scoped work ends.
  • No “guaranteed results” clauses, because no honest consultant can guarantee outcomes that depend on physician and staff adoption.
  • Travel expenses for on-site work outside Ventura, Los Angeles, Orange, San Diego, or Riverside Counties are billed separately at cost, disclosed in advance.

Fit Check

Who This Is and Is Not For

Knowing who to turn away is as important as knowing who to take on.

Good Fit

Practices I Can Help

  • Solo ophthalmologists and small group practices (2–6 physicians)
  • Refractive, premium cataract, comprehensive ophthalmology, oculoplastics, and dry-eye-focused practices
  • Southern California for on-site work (Ventura, Los Angeles, Orange, San Diego, Riverside Counties)
  • Anywhere in the U.S. for remote audits, training, and documentation work
  • Physicians who want hands-on work, not 200-page strategic decks
  • Practices willing to actually implement recommendations, not just receive them
Not a Fit

Practices I Will Decline

  • Large hospital systems or academic medical centers
  • Multi-state corporate practice groups
  • Pure optometry-only practices (my surgical and refractive expertise has limited relevance)
  • Practices looking for marketing, SEO, web design, or branding work
  • Engagements requiring full-time on-site presence — I have an active clinical role
  • Practices wanting “guaranteed results” language in a contract
  • Active regulatory or legal compliance crises — you need an attorney, not a consultant

From the Blog

Practice Insights by Service Area

Articles organized by the seven consulting service areas.

Common Questions

Questions About Working With Diana

What are your seven consulting service areas?

Patient Flow Optimization (scheduling templates, bottleneck audits, wait-time reduction); Staff Accountability & Excellence (performance systems, role clarity, accountability structures); Practice Operations (revenue cycle, prior auth, recall, billing transparency, compliance); Technology Infrastructure & Systems Documentation (EMR configuration, SOP documentation, KPI dashboards); Patient Acquisition & Growth (referral network development, recall-reactivation, conversion optimization — not marketing or SEO); Right-Hire Interview Consulting (candidate screening, role definition, structured interview frameworks); and standalone Operational Audits available for any service area.

Are you currently employed somewhere else?

Yes. Ophtha-Consulting maintains an active full-time clinical role while taking a limited number of outside consulting engagements that do not conflict with that position. This is disclosed to every prospective client before any work begins — not buried in a contract, but in the first conversation.

How is the engagement fee determined?

Fees vary based on practice size, scope of services, engagement duration, and travel requirements. I discuss fees transparently during the discovery call after I understand what your practice actually needs. Fees are flat or milestone-based, not hourly — you will know the total before signing. There is no automatic renewal language and no guaranteed results clause.

Can I just get the audit without the full engagement?

Yes. The operational audit is available as a standalone deliverable. It produces a written report identifying your top three operational issues with realistic opportunity sizing for each. No implementation work is included. Some practices use it as a second opinion before deciding whether to make internal changes, or to define the scope before hiring anyone (including me) to implement anything.

Do you guarantee results?

No. All quoted numbers reflect documented outcomes from prior clinical employment — specific teams, physicians, and patient populations. Your practice will produce different numbers. What I guarantee is that the deliverables will be specific, documented, and usable after the engagement ends — not a presentation you look at once and file away.

Start With a Discovery Call

A 30-minute discovery call is free and has no commitment attached. I will ask about your top operational concern, walk through whether my seven service areas match your problem, and give you an honest answer about whether I can help. If I cannot, I will say so.

Schedule a Discovery Call → No commitment · Diana Andre · Simi Valley, CA · (917) 837-8545