For optometry clinics
Keep your patients in focus. Leave scheduling on autopilot.
Automated annual eye-exam recalls, patient intake paperwork synced to your EMR, and overnight insurance eligibility prep. PIPEDA-compliant.
The week we keep hearing about from practices
Annual exam recalls are missed or ignored
Patients are due for their annual eye exam, but calling them manually from lists is slow, and generic emails get lost in spam.
Paper intake bottlenecks the reception desk
New patients fill out medical histories, contacts, and consent sheets on arrival, delaying eye diagnostic testing.
Insurance eligibility checks delay billing
Verifying patient insurance limits at check-in causes lobby queues and billing disputes when coverage is denied.
What we automate for you
Automated exam recall sequences
Patients receive friendly annual recall alerts by text and email with direct self-booking links into open exam slots.
30-40% higher recall rebooking rate
Digital pre-visit EMR intake
Patients fill out medical histories and upload insurance card photos at home, feeding directly into clinical charts.
Save 15 minutes per check-in
Overnight insurance verification prep
Tomorrow's scheduled patients are cross-referenced against insurance records overnight, creating a billing checklist for staff.
45 minutes/day saved at reception
A recent build like yours
Optometry clinic, Richmond Hill - anonymized for client privacy
The problem: Staff spent 5 hours a week calling overdue exam lists; reception desk was constantly backed up with intake clipboard scans.
The build: Automated annual SMS/email recall sequences and digital pre-visit intake connected to ClinicSource.
Exam bookings increased by 32%
What it costs
No hourly billing, no open-ended retainers. You always know the number before we build.
Custom build
Typical engagements run $7,500 - $25,000
Scoped and quoted after your audit, with monitoring and support from $1,500/month. You approve the scope before anything is built.
PIPEDA/PHIPA-aware data handling. No patient or client records touch our systems without a signed agreement, and we work inside your existing tools wherever possible.
Questions optometry clinics ask us
Does this work with ClinicMaster, Jane, or other optometry systems?
Yes. We integrate with major Canadian practice management systems to sync appointments, eye exam recalls, and patient files securely.
Is patient eye data secure and PHIPA-compliant?
Yes. All data processing is PIPEDA/PHIPA-compliant. We process patient intake forms securely and do not store medical records on our servers.
What does a custom optometry clinic build cost?
Typical engagements run $7,500 to $25,000 depending on scope, with support from $1,500/month. The initial practice audit is completely free.
Can the recall system promote frame sales?
Yes. We can configure follow-ups to invite patients who completed exams to browse your frame gallery or optical shop with a booking link.
Find out what optometry clinics get back from automation.
A free 30-minute audit. You leave with three automation ideas sized to your business - whether you hire us or not.
Not ready to talk? Grab the free Automation Opportunities Checklist - 25 tasks your business can stop doing by hand.
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