CodingPixel Proposal for The Dry Eye Shop · prepared for Rebecca Petris See the options
Doctor Protocols · Build proposal · September 2026

The doctor recommends it. The patient buys it from you.

A "My Protocols" tool inside your ECP account area. Practices build product routines from your catalog, hand them to patients by print, link or QR code, and patients check out on dryeyeshop.com in one step. Everything lives in your Shopify store. No patient data, ever.

From $4,800Fixed price, two options
3 milestonesReleased only after you test
4 to 5 weeksKickoff to live
45 daysFree support after launch
In the practice's account · My Protocols

Scleral lens starter routine

Lakeside Eye Care · 4 products
Saline
Preservative-free saline, 100 ct
Fill the lens bowl fresh each morning.
Cleaning
Daily lens cleaner
Rub each side 20 seconds after removal.
Insertion
Insertion plunger, 2-pack
Keep a spare in your bag.
Lubricant
Lubricating drops, single-use vials
As needed through the day.
dryeyeshop.com · no login needed

Recommended by Lakeside Eye Care

Everything is selected. Untick anything you already have.

Example protocol with made-up products and practice name. Try unticking an item on the right. This is the loop we are building: the practice's name on the page, the doctor's note on every line, out-of-stock items shown but skipped, and every order tagged to the practice that sent it.

What we heard on our call

Patients leave with a scribbled note. You lose the sale.

Here is how we understood it on Monday. If anything is off, tell us and we will correct it before a single screen is built.

Protocols belong to the practice.

Your practices already exist as B2B companies. Any account in a practice can create and edit its protocols. No extra roles or approval steps, and one practice never sees another's lists.

Patients buy as guests.

The link works for anyone, no login. They see the doctor's notes, everything pre-ticked, and can untick before adding to cart. No patient discounts and no practice commissions.

Built for the middle of an appointment.

It sits under your existing ECP menu as "My Protocols". The doctor pulls one up, then prints it, copies the link or shows the QR on screen, in seconds.

Doctors should learn your catalog.

With around 300 products, doctors don't know everything you carry. Browsing by category, starting from your templates, and a step-by-step builder all help them discover options they would otherwise miss.

Scope, included in both options

Everything a practice needs, inside your store.

Built with Shopify's own customer account tools, so it looks and feels like the rest of dryeyeshop.com and keeps working through theme updates.

Practice account

My Protocols

  • New page under your ECP menu
  • Create, edit, copy and delete protocols
  • Pick products, not sizes or variants
  • A note on every product line
  • Drag to reorder
Practice account

Finding products

  • Search on product name only, no description noise
  • Filter by category, with a "search all" switch
  • Start from one of your starter protocols
Practice account

Handing it over

  • A unique link per protocol
  • QR code to show on screen
  • Clean printable handout with the practice name
Storefront

Patient page

  • Opens without login
  • Practice name and doctor's notes shown
  • All items pre-ticked, patient can untick
  • Out-of-stock items shown and skipped
  • One button adds everything to cart
Shopify admin

Starter protocols

  • Your team creates and edits templates in Shopify admin
  • Practices copy one and adjust it
  • Written guide plus a short video walkthrough
Orders

Know who sent the sale

  • Every protocol order tagged with the practice
  • Filter your orders by practice in Shopify
  • Checkout left exactly as it is today
The rules, in writing

How it behaves in the cases that matter.

These become the acceptance tests. Each one is checked on a test copy of your store before anything goes live.

When this happensWhat the system does
A doctor at Practice A opens My ProtocolsSees Practice A's protocols only. Practice B's lists are never sent to their browser, not just hidden.
A second doctor joins Practice ASees and can edit all of Practice A's protocols straight away.
A patient opens the link or QRProtocol page loads as a guest. Nothing about the patient is asked for or stored.
A product goes out of stockStill listed, marked unavailable, skipped by "Add to cart". Back in stock, it is ticked again.
A product is removed from your storeHidden from the patient page and flagged to the practice to swap.
A patient checks outOrder tagged with the practice. Your normal checkout, prices and shipping apply.
Investment

Two ways to build it. You choose.

On the call you described a guided, step-by-step builder. It is a great idea and it adds real work, so here it is as a clear choice. Pick one to see its milestones and timeline below.

Estimate CP-DES-001-B · Valid 14 days

Doctor Protocols, Option B

Fixed price
M1

Confirm on a test store, then the patient page

Week 1

We prove the practice-level privacy works on a copy of your store and send you a short written report. You test it before anything else is funded. Then the guest patient page with notes, pre-ticked items and "Add to cart".

$1,200
M2

My Protocols and the guided builder

Weeks 2 to 4

The practice's My Protocols page: create, edit, notes, reorder, name-only search by category, starter protocols, link, QR code and printable handout. Plus the step-by-step builder, recently used suggestions and one-tap swap.

$3,800
M3

Order tagging, testing and launch

Week 5

Practice tagging on orders, every rule in the table above tested, go-live, a written guide for your team and a video walkthrough of managing starter protocols.

$1,600
Total, fixed
Each milestone is released only after you have tested it. Includes 45 days of free support after launch. After that, choose a monthly care plan or pay as you go at $50/hour.
$6,600
About 5 weeks, kickoff to launchYou test at the end of every milestone
M1 Test store, patient page
M2 My Protocols
M3 Tag, test, launch
After launch

Priced when you want them: a sales-by-practice report screen, page view tracking, a phone "share" button, and a custom admin screen for starter protocols if Shopify's editor ever feels clunky. Leaving these out is what keeps the launch fast.

After launch

Doctors will ask for changes. We'll be there for them.

You said you expect practices to come back with ideas once they start using it. Here is how we look after the tool once it is live, starting with 45 days on us.

45days free
Try the Care plan free for your first 45 days live.

Bug fixes, small tweaks from doctor feedback and help for your team, all included. Near the end, you choose a plan below, switch to pay-as-you-go, or stop. No commitment.

Essential

Keep it working

$225 /month
5 hours a month
  • Bug fixes
  • Updates when Shopify changes its account tools
  • Monitoring of the practice security check
  • Help with starter protocols
  • Changes requested by doctors
  • Monthly check-in call
Urgent issues: same business day
Other requests: 2 business days
Recommended

Care

Keep it improving

$400 /month
10 hours a month
  • Everything in Essential
  • Small changes requested by doctors
  • New categories and protocol types
  • Priority support
  • 30-minute monthly check-in
Urgent issues: within 4 business hours
Other requests: next business day

Growth

Keep adding features

$750 /month
20 hours a month
  • Everything in Care
  • New features from a shared list, like reporting or the guided builder
  • Improvements to the patient page to lift sales
  • Fastest response times
Urgent issues: within 2 business hours
Other requests: same business day
Pay as you go: $50/hourNo plan needed. Tell us what you want, we estimate it, you approve before we start.
Extra hours: $50/hourAnything beyond your plan's hours, always approved by you first. Bigger features are quoted on their own.
No lock-inMonth to month. Change plans or cancel any time. Unused hours do not roll over.
Running costs and what we need

Your store, your accounts, no surprise bills.

What it costs to run

  • Protocols are stored in your Shopify store, not in a separate database. If you ever stop using the tool, the data is still yours.
  • One small security check runs outside Shopify. It confirms which practice a doctor belongs to before showing any protocols. It holds no data of its own.
  • It runs on a free hosting tier at your volume, set up in your name. If use ever outgrew it, the paid tier is about $5 a month, and we would tell you first.
  • No new Shopify apps to subscribe to and no change to your plan. It is a private app built only for your store.

What we need from you

  • 1Collaborator access to your Shopify store, so we can set up the test copy.
  • 2Your store on the new customer accounts. The My Protocols page needs them. We will check this with you in week 1 and switch it over on the test store first.
  • 3Your category list and, if you choose Option B, a short note on the builder flow for Dry eye and Scleral lens.
  • 4Two or three starter protocols from your team, so we test with real routines.
  • 5One practice account to test with, and a quick sign-off after each milestone.
Who builds it

One person, accountable from start to launch.

You deal with Abu directly, the same person you spoke with on Monday. Every update, demo and sign-off comes through him, backed by our Shopify team.

AB
AbuClient Success Manager, CodingPixel · your single point of contact
$2M+
Delivered on Upwork, Top Rated agency
15 yrs
Building ecommerce and products for US businesses
References
Contacts at two Shopify clients follow separately, as promised on our call
Next steps

Let's get the first protocol into a patient's hands.

You mentioned travel coming up. Here is the shortest path from this page to a working build, and none of it needs you at a desk for long.

TomorrowPick A or B

Reply with your choice. We send the Upwork offer the same day.

Day 1Store access

Add us as a collaborator. We build on a test copy, never your live store.

End of week 1Your first check

Written report plus the patient page to try before M2 is funded.

Abu
Client Success Manager, CodingPixel

Prices assume the scope on this page and a catalog of around 300 products. If week 1 on the test store shows something we did not expect, we tell you in writing before M2 starts and you decide how to proceed. Anything outside this page is quoted as a change request before any work begins.