Reduce errors.
Recover time.
Drive performance.

CoApp prevents mistakes, guides staff in real time, and automates work inside the browser-based systems your business already uses — with no system replacement required.

Book a Demo
What CoApp does for your team
Works with what you use
Runs on top of your POS, EHR, and billing — no migrations, no downtime.
Stops errors at the source
Rules catch mistakes at data entry — before they hit claims, orders, or the patient.
Guidance, not dashboards
Staff get the right nudge in the moment — no reports to chase, no tickets to file.
How it works

Your team's tools, upgraded by a single browser extension

Patient Intake — New Registration
Torres, Maria · DOB 04/22/1987
First Name
Last Name
Insurance Relationship
Subscriber Name
AUTO-FILLED
Fields auto-locked
Subscriber = patient when Self is selected
1

Install the browser extension

Deploy CoApp to your team in minutes — one lightweight extension that layers on top of the browser-based tools they already use. No new software, no rip-and-replace.

2

Detect workflow context

It reads the page in real time, recognizing what screen the user is on and what data matters in that moment.

3

Evaluate conditions instantly

Rules fire in milliseconds — checking data against your defined conditions before the user can move on.

4

Act before the mistake moves downstream

Block the action, surface guidance, route to approval, or auto-complete the step — your choice, per rule.

Supported systems

Layers on top. No migrations required.

CoApp is built for browser-based operational environments. It supports key optical systems and can also sit on top of other browser-based software and web portals your practice already uses.

Patient Records
Billing Center
Appointments
Insurance Mgmt
Lab Portal
Rx Orders
Patient Portal
Claims Dashboard
Patient Records
Billing Center
Appointments
Insurance Mgmt
Lab Portal
Rx Orders
Patient Portal
Claims Dashboard
Practice Mgmt
Optical POS
Inventory
Analytics Suite
Optical EHR
Frame Orders
Eligibility
Reports
Practice Mgmt
Optical POS
Inventory
Analytics Suite
Optical EHR
Frame Orders
Eligibility
Reports
Already running at scale

Live across 130+ locations

CoApp is already in use across multi-location optical organizations that need tighter control over workflow quality, staff execution, and operational efficiency.

Heard from the field

Don't take our word for it.

“We were able to achieve a full return on investment with just four rules in place, which gave us confidence to continue expanding usage — we now have 80+ rules today.”

Michael Dunn
Michael Dunn
Vice President of Operations
Henry Ford OptimEyes
21 locations

“We've seen OC capture go from roughly 20% missing to under 2% across all locations over the past year.”

Sarah Brown
Sarah Brown
SVP of Operations
Elevate Eyecare
85 locations

“The real-time rules and alerts help staff do things right the first time,”

Ciara Minner
Ciara Minner
VP of Operations
Dr. Tavel Family Eye Care
29 locations
Examples of what CoApp can stop

Stop the errors that quietly kill margin

Four categories of rules working together to stop the errors that cost practices money every day. Toggle a category to see the specific issues it prevents.

Prevent. Guide. Automate. Enforce.

Claim Entry — Billing
CPT Code
92|
Exam Type
Routine
Diagnosis
Routine CPT code requires a routine diagnosis. Update before submitting.
Ready to submit

Prevent mistakes

Catch billing, coding, measurement, insurance, and order-entry mistakes before they move downstream.

Line Items
Frame — Ray-Ban RX5228$220.00
Lens — Progressive HD$295.00
AR Coating — Premium$95.00
Photochromic (Gen 8)$145.00
Case & Cloth$15.00
Subtotal$770.00
Sales Discount
0%
CoApp
Manager approval required
Discount of 0% exceeds 20% policy
Select Manager
Cassandra Gardner
Cancel
Request Approval
Sent to Cassandra Gardner

Require approvals

Route high-risk situations through manager approval before bad decisions become expensive cleanup.

Lens Type
Progressive — No-line
OC Required
Progressive lens selected — no optical center height captured. Required before order can be processed.
OC Height (mm)
Enter measurement…

Guide staff in real time

Surface the right prompts, reminders, and instructions exactly when users need them.

Coming Soon
Auto-completing…
Verify insurance eligibility
Check duplicate order
Apply discount ORG15
Schedule follow-up

Automate repetitive work

Reduce clicks, streamline steps, and make the right workflow easier to follow every time.

Live Rule Example

CoApp catches policy violations before they leave the building

Watch CoApp evaluate a glasses order in progress — flagging a discount that exceeds company policy and routing it for manager approval before the optician can finalize it.

pms.meridian/orders/OR-2026-0892
Eyewear Order · DRAFT · Torres, Maria
Line Items
Frame — Ray-Ban RX5228
Black · 54□17-140
$220.00
Lens — Progressive HD
Polycarbonate
$295.00
Anti-Reflective Coating
Premium
$95.00
Photochromic (Transitions)
Gen 8 Gray
$145.00
Case & Cloth
Complimentary set
$15.00
Subtotal
$770.00
Sales Discount Over policy
%
CoApp
Manager approval required
Discount of 26% exceeds the 20% policy limit
Select Manager
Cassandra Gardner
Cancel
Request Approval
How CoApp works

Rules run right inside your browser

CoApp wraps around any browser-based workflow. When conditions match, the rule fires — surfacing the right guidance at exactly the right moment. Drag the nodes around — the connections follow.

Trigger
Staff opens patient record
CoApp activates the moment a supported page loads inside your PMS or EHR.
Query
Rule engine reads the screen
It identifies the workflow context, reads key fields, and checks conditions in real time.
Reaction
OC missing — alert triggered
A warning surfaces right inside the staff's workflow before the record can be saved.
Stop
Rule complete
The issue is flagged and logged. Execution ends — waiting for the staff to correct the field.
Measurable returns from day one

Preventing errors pays for itself fast

In one real multi-location optical environment, before-and-after analysis showed ~85% reductions in preventable errors, thousands of avoided corrections per month, and meaningful recovery of staff time.

Error reduction
Error reduction
Avoided corrections / month
Avoided corrections / month
Monthly savings from 5 rules
Monthly savings from 5 rules
Real-world savings by rule

Exam / diagnosis mismatch prevention

Prevented routine and medical exam coding mismatches that create claim risk and downstream correction work.

Exam Type
Routine
Exam Code Mismatch
Medical ICD-10 paired with routine exam type. This claim will likely reject at the clearinghouse.
Primary Diagnosis (ICD-10)
H52.4 — Presbyopia
220165110550Before CoAppAfter CoAppJanAprJulOctJan '26
~125 exams per month avoided rebilling
Estimated Monthly Savings
$1,040–$1,480

Missing OC prevention

Reduced missing measurement issues that drive callbacks, troubleshooting, remakes, and wasted staff time.

Lens Type
Progressive — No-line
OC Required
Progressive lens selected — no optical center height captured. Required before order can be processed.
OC Height (mm)
Enter measurement…
60%45%30%15%0%Before CoAppAfter CoAppJanAprJulOctJan '26
~90 return visits per month avoided for missing measurements
Estimated Monthly Savings
$1,500–$2,200+

Monocular Pupil Distance rule

Reduced out-of-range Pupil Distance issues that often require remeasurement, rework, and wasted lens cost.

OD (Right) Mono PD
mm
OS (Left) Mono PD
mm
Monocular PD Out of Range
OD (—mm) and OS (—mm) differ by —mm. Any eye-to-eye difference greater than 3mm requires remeasurement before the lenses are cut.
Eye-to-eye Difference
auto-calculated
18013590450Before CoAppAfter CoAppJanAprJulOctJan '26
~100 lens remakes avoided per month
Estimated Monthly Savings
$2,500–$4,000+

Frame-only transmission rule

Prevented orders from transmitting incorrectly and eliminated large volumes of manual cleanup and rekeying.

Order Type
Frame Only
Transmission Blocked
Frame-only orders cannot include lens extras. Uncheck the add-on or change the order type before saving.
Lens Add-ons
Anti-Reflective Coating
UV Protection
Photochromic Lens
12009006003000Before CoAppAfter CoAppJanAprJulOctJan '26
~900 manual re-entries avoided per month
Estimated Monthly Savings
$1,000–$2,400
The CoApp Effect

Just one rule can create meaningful recurring value. As the number of rules grows, the operational returns grow with it.

These are conservative modeled savings based on real-world before-and-after analysis from an anonymized multi-location optical organization.
Book a Demo

See what CoApp would catch in your environment

Pick a 30-minute slot that works for you. We'll walk your actual workflows and show exactly where CoApp would fire.

30-minute live walkthrough
No install required
Mapped to your workflows
Book My Demo

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