For independent OD practices, multi-location groups, and optical retail

AI receptionist for optometry — annual recall, vision plan verification, frame follow-up.

Optometry lives on annual exam recall. Miss recall → lose revenue → lose patients. Claire runs the recall queue every week, verifies vision plans in-call, handles frame and contact lens follow-up — and routes the 3am red-eye emergency to your on-call OD without missing it.

  • Runs annual exam recall queue — weekly, multilingual
  • Vision plan verification: VSP, EyeMed, Davis, Spectera, Superior
  • Frame + contact lens follow-up calls automated
  • Pediatric exam scheduling (back-to-school surge handled)
  • After-hours red-eye triage with OD escalation
  • Integrates with RevolutionEHR, Crystal PM, Eyefinity, OfficeMate
RevolutionEHR / Crystal PM Vision plan native Recall automation HIPAA BAA available

See Claire on your optometry workflow.

30 minutes. Real recall, vision plan, and frame follow-up flows.

We respond within one business day. No sales pressure.

Optometry economics turn on recall and vision plan verification

You make money on the annual exam. You lose it to skipped recalls and rejected vision claims.

60-70%
Of OD revenue from annual exam recall

Recall is THE growth lever. Most practices run it once a month or never. Claire runs it weekly, automatically.

8 min
Avg vision plan verification call time, manual

VSP, EyeMed, Davis each have different verification flows. Claire knows them all, in-call.

$240
Avg revenue lost per skipped recall patient

Skip 300 recall patients in a year = $72K. Claire reaches every one.

How Claire works in an optometry practice

Recall-driven. Vision-plan-aware. Frame-follow-up-trained.

1

Runs recall on autopilot

Pulls the recall queue weekly from your PMS. Calls patients due for annual exams. Books in-call. Multilingual. Updates the record.

2

Verifies vision plans in-call

Patient calls to book → Claire pulls VSP/EyeMed/Davis benefits in real-time → confirms exam + materials coverage → books at correct copay.

3

Follows up on materials

Frames arrived → call patient. Contacts trial complete → schedule follow-up. Annual supply re-order → outreach call. Nothing falls through.

What Claire handles for OD practices

Annual exam recall

Weekly recall queue runs automatically. Multilingual. Books on the call. Drives the most predictable revenue you have.

Vision plan verification

VSP, EyeMed, Davis, Spectera, Superior, MetLife, Cigna Vision — benefits verified in-call with correct copay.

Frame + contact follow-up

Order-arrival calls, fitting appointments, contact trials, annual supply reorders.

Pediatric scheduling

Back-to-school surge handled. Parent-facing scheduling. School-vision-form delivery automated.

Red-eye / emergency triage

After-hours emergencies (red eye, flash + floater, sudden vision change) routed to on-call OD with full history.

Insurance + medical eye care

Diabetic eye exams, glaucoma follow-up, dry-eye treatments — medical-billing workflow handled separately from vision-plan.

HIPAA-ready. Vision-plan-native. Audit-trailed.

Built for the dual vision-plan + medical billing model OD practices run.

HIPAA BAA available
PCI-DSS for retail payment
SOC 2 Type II controls
AES-256 / TLS 1.3
7-year audit trail
No PHI used for model training
AI medical receptionist (overview) → No-show reduction → HIPAA compliance → AI for medical practices →

Frequently asked questions

Does it integrate with RevolutionEHR / Crystal PM?
Yes. Native to RevolutionEHR, Crystal PM, Eyefinity (OfficeMate / ExamWriter), Compulink, MaximEyes, My Vision Express, OD On-Demand.
Which vision plans does it verify?
VSP, EyeMed, Davis Vision, Spectera, Superior Vision, MetLife Vision, Cigna Vision, Humana Vision, plus medical-side payers (Medicare, Anthem, BCBS, UnitedHealthcare, Aetna).
Can it run the back-to-school pediatric surge?
Yes. Claire scales call volume seasonally without staff. Multilingual parent communication. School-vision-form delivery automated.
How does it handle after-hours red eye / emergencies?
Triage protocol: sudden vision change, severe red eye with photophobia, flash + floater with curtain → on-call OD immediately. Routine concerns → next-day booking.
Does it work for OD/MD combined practices?
Yes. Handles both OD and ophthalmology workflows including surgery scheduling, anti-VEGF injections, post-op follow-up.
What does it cost?
Per provider seat + call volume tier. Most independent OD practices replace 1 front-desk + 1 recall FTE. Quote within 24h.

See Claire run recall + vision plan verification.

30-minute demo on your real OD workflow.

Book a demo AI for medical practices (overview)