Step 1: Upload Clinic Patient Report
Upload your practice's patient list or contact lens recall report in CSV or Excel (.xlsx) format.
EMR Source Format
Select your system or upload directly to auto-detect
⚡ Auto-detected: Otto EMR
Drag & Drop your CSV or Excel (.xlsx) report here
or click to browse files from your computer
Test with sample datasets:
Loaded
filename.csv •
0 patient records detected.
Step 2: Confirm Column Mapping
We automatically detected standard EMR column headers. Review and adjust if necessary.
Unique identifier / Chart #
Filters 18–40 year olds
For supply renewal timing (Category 1A)
Patient recall history
Used for deduplicating repeat orders
Current contact lens brand right eye
Current contact lens brand left eye
Direct Contact Lens sphere
Direct Contact Lens sphere
CL astigmatism power
CL astigmatism power
Primary: Used to select latest Rx
Fallback date if Refill Reminder is blank
Rx Expiration
Step 3: Cascading Considerations & Target Quota
Select your target criteria across 1st & 2nd considerations and set your desired list size.
If 1st consideration yields fewer than this quota, the engine automatically tops up from the 2nd consideration.
Guarantees no duplicate patient records across 1st and 2nd considerations.
1st Consideration: Prescription Targets (Multi-Select)
Primary prescription focus. The engine pulls matching patients from these selected target groups first.
💡 Select both checkboxes to include all Toric and SVS candidates, or select only one to isolate that prescription focus.
2nd Consideration: Wearer Categories (Top-Up / Multi-Select)
If 1st Consideration does not reach your target quota (e.g. 200), the engine pulls from these selected categories.
Otto Order History Deduplication Active
Otto contains multiple historical orders per patient. We automatically group records by Patient ID and isolate only the latest date from Column AC (Refill Reminder) or Exam Date.
1st Consideration: Direct CL Parameters (Multi-Select)
Direct contact lens powers from Otto. No vertex distance conversion needed.
2nd Consideration: Competitor Brand Switchers (Multi-Select)
Target non-B&L wearers to convert with the $100 patient savings rebate.
Step 4: Final Segmented List & Export Hub
Review filtered candidates, check consideration distribution, and export with section headings.
Total Selected
0
Target Quota: Met
From 1st Consideration
0
Prescription Targets
From 2nd Consideration
0
Cascading Top-Up
Toric Candidates
0
Cyl -0.75 to -2.25
SVS Candidates
0
Cyl ≤ -0.50
Showing 0 of 0 selected candidates
| Consideration Source | First Name | Age | Contact Info | Spectacle Rx OD (R) | Spectacle Rx OS (L) | Current CL Brand | Target Lens | Action |
|---|