Normal path
Show the request, required context, configured action, system result, confirmation, and completed state.
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
Healthcare contracting reviewed
See Claire on your optometry workflow.
30 minutes. Real recall, vision plan, and frame follow-up flows.
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.
Visit-type matching
Operational pressure
Routine exams, medical eye problems, contact-lens visits, and optical orders use different resources.
Product follow-up
Operational pressure
Glasses and contact-lens orders require accurate status from the responsible system or staff member.
Urgent vision change
Operational pressure
The practice defines language that must reach a clinician instead of ordinary scheduling.
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.
Healthcare data boundaries, human escalation, and operational review.
Built for the dual vision-plan + medical billing model OD practices run.
Healthcare contracting reviewed
PCI-DSS for retail payment
security controls reviewed during deployment
Encryption requirements reviewed
Logging and retention configured
Data-use terms confirmed in deployment
Frequently asked questions
Does it integrate with RevolutionEHR / Crystal PM?
Connection feasibility depends on the customer system, edition, API access, permissions, and implementation scope.
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.
Built around the people doing the work
What optometry practice administrators and access teams should verify.
Patients rarely use routing categories. They describe eye-exam scheduling, contact-lens orders, insurance questions, prescription pickup, or urgent vision changes. Claire can collect the administrative facts, identify the correct patient where authorized, follow configured scheduling or information rules, and prepare the request for the optometrist, optician, technician, and front-desk team.
The workflow must distinguish administrative coordination from clinical judgment. Diagnosis, treatment, clinical triage, prescribing, interpretation of results, and emergency guidance remain with qualified people and approved clinical systems.
A optometry deployment should test sudden vision changes, product orders, exam types, pediatric patients, and benefit eligibility. It should also test duplicate records, unavailable appointments, failed messages, inaccessible systems, and the point where a staff member takes over with the conversation and attempted actions already visible.
Exception path
Show missing information, conflicting records, unavailable systems, policy boundaries, failed actions, and the named owner.
Human path
Keep approval, judgment, safety, relationship risk, and unresolved ambiguity with the accountable person.
Optometry workflows should distinguish a routine exam, contact-lens evaluation, medical eye problem, optical order, and urgent vision complaint. Each may involve different schedules, benefits, records, and people. The practice defines emergency language and the point where an optometrist or technician takes over.