Sub-industry · Optometry & Eye Care
One register catches every overdue exam, reorder, and pickup before it's forgotten.
We build the reception and recall agent that keeps the exam and recall register current: chasing two-year eye exams and contact-lens renewals, and prompting patients when their glasses are ready for pickup.
Exam & recall register · this week
4 flagged
Recall matched · S. Whitcombe's pickup reminder → replied → confirmed for pickup Thu
An illustrative register. Every patient name shown here is fictional.
The register, measured
worked against the real two-year interval
replenishment prompted before a patient runs out
pickups and re-orders don't go quiet
real open exam slots, booked on the spot
Where it falls behind
Where an optical practice's register quietly falls behind
Missed calls
Between exams and dispensing, an unanswered phone is an eye exam booked at the practice down the street.
Recalls lapse quietly
Two-year eye exam and lens recalls are steady, predictable demand, until no one has a spare hour to work the list.
Empty test-room slots
An unconfirmed booking that turns into a no-show is clinical time the practice doesn't get back.
Paper pre-screening
History, current prescription, and consent on a clipboard slow every arrival and pull staff off the floor.
Dispensing goes quiet
Glasses ready for pickup and contact-lens re-orders slip without someone prompting the patient.
Multi-branch drift
Running several practices without one register of calendars and recalls turns oversight into guesswork.
What we build
What runs the front desk
Reception & booking agent
Answers calls and messages when the practice is busy or after close, and books the visit straight into the exam calendar.
Live answer · Booking · Routine Q&A · Handoff notes
Recall & renewal engine
Works the two-year eye exam list and contact-lens renewal dates every week and offers a real slot the moment a patient falls due.
Recall chase · CL renewals · Slot offers · PMS sync
Digital pre-screening intake
History, current prescription, and consent are captured before the visit, so the record is ready when the patient sits down.
Digital forms · History capture · Consent capture
Runs quietly in the background, with nothing extra for the desk to check.
Dispensing & collection follow-up
Glasses ready for pickup, contact-lens re-orders, and warranty check-ins get prompted automatically, so nothing waits on the patient to remember.
Collection prompts · CL re-orders · Warranty check-ins
Flagship · the recall register
One lapsed interval, followed until the exam is booked
A due date on its own doesn't fill a chair. The register tracks the interval, sends a first reminder, follows up when nothing comes back, and hands reception a booked slot (or flags it for a call).
- 01Recall due dates tracked against the real two-year interval
- 02Reminders sent by text and email until a patient replies or books
- 03Open exam slots offered directly, with no back-and-forth call needed
- 04Every booked reply writes straight into the register, with nothing retyped
Recall progression · J. Keane
The dispensing ledger
What's moving through dispensing this week
S. Whitcombe — New progressives ready 3 days. A pickup reminder already went out.
R. Osei — 30-day supply runs out in 4 days. A reorder prompt went out automatically.
A. Reyes — Sunglasses quote sent after the last pickup; no reply yet.
L. Fontaine — 60-day frame-adjustment check prompted without a call from the desk.
Patient names shown here are fictional.
Getting live
From first call to a self-chasing register
Map the register
We walk the recall intervals, dispensing follow-ups, and branch rules the practice already runs on.
Connect the PMS
Reception and recalls get wired to your optical practice-management system for live calendar access and records.
Go live, supervised
Booking and recall reminders launch with a person reviewing real calls and replies.
Tune the chase
We refine reminder timing and slot offers every month against what's actually filling the calendar.
We build on top of the practice-management system you already run. Nothing gets ripped out.
Multi-branch
One register, every branch
Running more than one practice doesn't mean running more than one view. Every location reads from the same register.
What changes
What changes on the register
Recalls stop slipping past due
Two-year eye exam and contact-lens intervals get chased on schedule, before anyone has to notice.
Dispensing follow-up doesn't go quiet
Pickups, re-orders, and warranty check-ins get prompted automatically, so retail follow-up keeps moving.
Fewer empty exam slots
Confirmations and reminders mean a booked calendar actually shows up for the exam.
Less paper at pre-screening
History and consent land in the record before the visit, with nothing copied by hand afterward.
Point the register at a real week of your recalls
Share this month's overdue list and your calendar rules, and follow which patients get reached, which exam slots fill, and where the register still needs a call from the desk.
Questions
Common questions about the register
Can it really chase eye exam recalls on its own?
Yes. Two-year eye exam and contact-lens recalls are tracked against the real interval, reminded by text and email, and booked straight into your practice-management calendar.
Does it help with dispensing revenue?
It prompts pickups, re-orders, and warranty check-ins automatically, so the follow-up that would otherwise slip actually gets done.
Does it replace our reception team?
No. It takes the repetitive load of routine calls, recall chasing, and forms off the desk so your team can focus on the patient already in the chair.
Does it integrate with our practice-management system?
We connect to the optical PMS you already run, so bookings, recalls, and records stay in sync with nothing retyped.
Can it run across multiple branches?
Yes. Per-branch hours, shared recall rules, and one consolidated register across locations are part of how we build for optical groups.
The wider family
Built the same way for other practices
Related services
Let's talk
Running a large platform, shaping a first MVP, or getting a product ready for a funding round? Tell us where you are. We'll shape the process around it, and stay with you after launch.
