Optometry annual recall pack

Full pack text (also in PACK.md if you downloaded a zip from Bob):

# Optometry / eye-clinic annual recall pack

**Status:** explore toe-dip · not listed · not a client case study  
**ICP:** independent optometry / multi-OD eye clinics · small optical front desks  
**Format:** copy-paste logs + text shells — **not** another day board · **not** an EHR/PMS

## Honest limits
- Not practice-management software, not insurance billing, not clinical/Rx advice  
- Not a HIPAA product claim; keep PHI out of this pack (first name + last initial + phone last-4 max if anything)  
- Do **not** invent scare copy about “you’ll go blind / permanent damage” or fake waitlist urgency  
- No SSN, full DOB, card/PAN, chart notes, diagnoses, refraction numbers, or Rx data in these sheets  
- Distinct from **dental recall pack** (hygiene/chair dental MD) — this is **annual eye exam + contact-lens renewal chase MD**  
- Distinct from **PT episode pack** (rehab episode/re-eval) — this is **calendar annual vision recall**, not episode-of-care  
- Distinct from **chiro care-plan pack** — no plan-of-care adjustment language  
- Distinct from **med-spa multi-provider HTML** — recall chase, not same-day multi-room board

## 10-minute setup
1. Print or copy the same-day no-show / late-cancel log  
2. Keep a short annual-exam / CL-renewal chase list (this week only)  
3. Use matching text shells; edit names; no scare lines; no Rx details in SMS  
4. Day-end: count open no-shows still unfilled + recall rows still due  
5. Wipe demo rows before real use

---

## Same-day no-show / late-cancel log
| Field | Example |
|-------|---------|
| Date | 2026-08-29 |
| Appt time | 11:00 |
| OD / room | Dr Min / Rm 1 |
| Patient label | “Riley T.” (or chart # only if already in EHR) |
| Type | annual exam / CL eval / medical office visit / training |
| Contacted? | Y/N time |
| Outcome | rebooked / left VM / text sent / no answer / filled from waitlist |
| Next slot offered | |
| Flag | OPEN / CLOSED / WAITLIST |
| Front desk | |

### Fake demo day (wipe before real use)
| Time | Label | Type | Outcome | Flag |
|------|-------|------|---------|------|
| 09:30 | Avery S. | annual exam | left VM | OPEN |
| 11:00 | Morgan K. | CL eval | rebooked Sat 10a | CLOSED |
| 14:00 | Quinn D. | annual + CL | waitlist fill | CLOSED |

---

## Short annual-exam / CL-renewal chase list (this week)
| # | Label | Last visit ~ | Due reason | Last touch | Next action | Owner | Status |
|---|-------|--------------|------------|------------|-------------|-------|--------|
| 1 | Demo A | 12 mo | annual exam window | 8/25 text | call Wed AM | FD | DUE |
| 2 | Demo B | 11 mo CL | contact lens Rx renewal | 8/22 VM | text Thu | FD | DUE |
| 3 | Demo C | new CL fit 5d | training / first follow-up not booked | — | first text | FD | NEW |

**Rules of thumb (ops only, not clinical):**
- Keep the active chase list short (≤15) — dump the rest back to EHR/recall report  
- One next action per row; no multi-channel spam same day  
- Stop after clinic policy max attempts; mark PARKED  
- Do **not** put Rx numbers, “you must renew contacts by law” scare lines, or diagnosis language in outbound texts

---

## Patient text shells (edit names; no scare copy)
**No-show / late-cancel same day**  
> Hi — we held your [time] eye appointment today and didn’t see you. Want a new time this week? Reply with mornings or afternoons that work.

**Annual exam due**  
> Hi — you’re about due for your annual eye exam. We have openings [day options]. Reply here or call the office and we’ll book what fits.

**Contact lens renewal window**  
> Hi — your contact lens prescription is coming up for renewal. Want to book an eval [day options]? Reply here or call the office.

**Confirm tomorrow**  
> Reminder: you’re down for [day time] with [doctor]. Reply C to confirm or text if you need to move it.

**Do not send**
- “You’ll go blind / permanent damage / illegal to wear expired contacts” scare lines  
- Clinical diagnoses, Rx powers, or treatment pressure over text  
- Full DOB, SSN, card, or chart details in SMS  
- Fake insurance-deadline pressure

---

## Front-desk day-end tally (ops only)
| Metric | Count |
|--------|-------|
| No-shows still OPEN | |
| Waitlist fills used | |
| Annual/CL chase still DUE | |
| PARKED (max attempts) | |

## What this is not
- Not an EHR, insurance eligibility tool, or optical POS  
- Not Costco Optical inventory/membership advice  
- Not medical or refractive advice  
- Not a listed Gumroad SKU

## Kill clock
**2026-09-12** — kill if unused for E8 attach / dogfood / magnet lift.