Project UP (Untapped Potential)

Performance Intelligence

That Turns Data Into Growth

Don't Just Monitor Metrics. Change Your Team's Behavior with Them.

Most practices track KPIs. High-performing practices use data to change behavior.

Project UP reveals where performance breaks down across locations, doctors, and teams — and shows you exactly what to fix to unlock growth.

The average practice leaves hundreds of thousands in unrealized revenue

on the table — not from lack of demand, but from hidden inefficiencies.

What Is Project UP?

Project UP is an EHR-connected performance intelligence system built specifically for eye care practices.

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It gathers your practice data and turns it into clear, actionable insights — so you can stop guessing and start improving what actually drives revenue.

This isn't reporting for reporting's sake.

It's visibility with a purpose.

The Real Problem Isn't Data — It's Direction

Most practices already have reports.

What they don't have is clarity on:

  • Which metrics actually matter

  • Where opportunity exists right now

  • Who the top performers are inside the practice

  • How to replicate success consistently

  • What behaviors are driving results

Project UP connects the dots and helps you measure and track the behaviors that drive change.

Why Project UP Is Different

Most Tools Report Data. Project UP Changes Outcomes.

Comparison Table
Typical Reporting Tools Project UP
✓Static reports ✓Revenue & efficiency opportunities
✓Practice-wide averages ✓Split by location, doctor, and team
✓Generic benchmarks ✓Optometry-specific industry standards
✓Manual exports ✓EHR-connected, automated data
✓"What happened?" ✓"What should we change next?"
✓Metrics for awareness ✓Metrics for behavior change
Typical Reporting Tools ✓Static reports
Project UP ✓Revenue & efficiency opportunities
Typical Reporting Tools ✓Practice-wide averages
Project UP ✓Split by location, doctor, and team
Typical Reporting Tools ✓Generic benchmarks
Project UP ✓Optometry-specific industry standards
Typical Reporting Tools ✓Manual exports
Project UP ✓EHR-connected, automated data
Typical Reporting Tools ✓"What happened?"
Project UP ✓"What should we change next?"
Typical Reporting Tools ✓Metrics for awareness
Project UP ✓Metrics for behavior change

Why Not Just Use My EHR Reports?

Your EHR is excellent at recording what happened.

Project UP is designed to use your data to show what to change next.

EHR reports list numbers, but Project UP connects those numbers to behavior, compares them against real optometric peers, and highlights where operational changes will actually move revenue.

Reporting shows activity. Performance intelligence drives growth.

Transform Your Practice Data into Growth

Join optometry practices already using Project UP to uncover hidden revenue opportunities and drive measurable improvements.

How Project UP Powers Practice Growth

From raw data to clear decisions—see how Project UP helps practices grow with confidence.

Connect & Identify Opportunities

Securely connect your EHR to pull data automatically.

Or, upload your data as needed.

Project UP analyzes your data and surfaces revenue and efficiency opportunities hiding in your Practice.

You don't have to hunt for problems — they're clearly highlighted for you.

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See Performance by Location and Provider

Project UP breaks performance down the way optometrists actually think about their practice.

Instead of one blended average, you can instantly see:

  • How each location is performing

  • How individual doctors compare

  • Where results are consistent — and where they're not

Compare Against Industry & Peers

Understand how your practice stacks up — not against generic healthcare data, but real optometric benchmarks.

Know:

  • Where you're ahead

  • Where you're behind

  • What "good" actually looks like

Make Operational Changes

This is where growth happens.

Use insights to:

  • Improve staff workflows

  • Reduce exam-only leakage

  • Optimize doctor handoffs

  • Fix scheduling inefficiencies

  • Replicate top-performer behaviors

Data stops being informational —

and starts being actionable.

Watch the Practice Grow

Track trends over time to confirm changes are working using your practice data to find when things are working and where you need to optimize.

Know:

  • Not assumptions.

  • Not one-time reports.

  • Measured improvement.

Key Capabilities

  • Built to drive real behavior change

  • Trend tracking over time

  • EHR-connected data, gathered automatically

  • Performance split by location and doctor

  • Opportunity-focused insights

Know Which Metrics Matter

  • Schedule utilization

  • Exam Only rates

  • Staffing efficiency

  • Production vs. collections

  • Revenue per doctor

Focus on what matters. Project UP helps you cut through the noise and

track the behaviors that actually drive practice growth.

Ready to Turn Data Into Better Decisions?

See how Project UP can reveal hidden opportunities in your practice and help you drive measurable growth.