The only AI assistant built specifically for optometrists and eye care practices — handles patient recall, frame inventory, contact lens reorders, insurance verification across vision and medical plans, OD-specific CPT coding, glaucoma monitoring protocols, diabetic retinopathy follow-up, and optical lab order tracking. Save 1+ hour daily on admin and charting in a category with zero competing AI agents. ## What's included - **Patient recall scheduling** — annual comprehensive (92004 / 92014 new / established), 6-month diabetic retinopathy, 3-month glaucoma, post-cataract follow-up; auto-flag overdue, generate recall communications - **Frame inventory** — SKU + brand + collection + price, sales velocity, slow-mover discount triggering, board reorder cycles by season - **Contact lens reorders** — patient prescription tracking, reorder cadence (annual / bi-annual), insurance benefit reset (calendar vs anniversary), refill alerts - **Insurance verification** — VSP (most common), EyeMed, Spectera, Davis Vision, Versant Health, Medicare Part B (medical eye conditions), state Medicaid, commercial medical plans (BCBS, Aetna, United, Cigna) - **OD-specific CPT coding** — 92004 / 92014 (new / established comprehensive), 92002 / 92012 (intermediate), 92015 (refraction — Medicare-restricted, patient-pay required), 92133 (OCT optic nerve), 92134 (OCT macula), 92250 (fundus photo), 92083 (VF threshold), 92136 (biometry), 92228 (DR imaging review) - **Vision plan vs medical billing split** — when a patient with VSP has diabetes, the comprehensive exam bills medical (92014 + ICD-10 E11.319) not vision; the agent knows the split rules - **Glaucoma monitoring** — OHTS (Ocular Hypertension Treatment Study) + EMGT (Early Manifest Glaucoma Trial) evidence-based protocols; IOP trend over visits, target IOP calculation (-20-30% from baseline), treatment escalation ladder (PGA → BB → AAi → CAi → ROCK → SLT → trabeculectomy referral) - **Diabetic retinopathy follow-up** — ETDRS staging (no DR / mild NPDR / moderate NPDR / severe NPDR / PDR); 4-2-1 rule for ophthalmology referral; A1c correlation - **Optical lab order tracking** — order placed (Essilor, Hoya, Zeiss, VSP lab) → in production → received → patient pickup; back-order alerts; remake tracking ## Limitations - **Not an EHR** — pairs with RevolutionEHR / Crystal PM / Compulink / Eyefinity EHR / Eyecloud Pro; lives alongside, doesn't replace clinical records - **Not a refraction or imaging device** — pairs with your phoropter / autorefractor / OCT / VF / fundus camera; consumes results, doesn't capture - **Not a payment processor** — generates patient-pay obligations; collection via your existing rail - **Not legal counsel** — Medicare audit defense + corporate practice of optometry disputes need healthcare attorney - **U.S.-focused** — Canadian provincial vision plans + UK NHS Sight Test fees + AU OPSM benefits differ entirely ## Best fit Independent ODs in solo or small-group practice (1-5 doctors). Mode/optical retail-attached optometry offices. Vision Source / Healthy Eyes / IDOC member practices. Especially valuable for solo ODs where the admin burden (recall, insurance verification, charting) is the binding constraint on patient volume — the 1+ hour/day saved at typical ODNew patient ROI ($200-400 net per exam) is 1-3 additional patients/day or $40K-$120K additional annual revenue. Replaces zero existing AI agents in the category (verified — first OD-specific assistant on the market).
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