Explore the demo01
Check the vision plan
Ask which vision plan the patient has and answer from the plans you accept. Benefit and eligibility checks are left for your front desk.
Optometry
An AI receptionist for optometrists that books exams while you’re in the lane.
Callers want to know whether you take their vision plan, how soon they can get an exam before their contacts run out, and whether their glasses are ready. Your assistant answers from your plan list and policies, books exams and fittings, logs eyewear questions for your opticians, and sends sudden vision changes to your doctors at once.
An AI receptionist for optometry practices answers calls and texts while your doctors are examining patients and your opticians are fitting frames. InsertChat’s assistant answers vision plan and exam questions from your information, books comprehensive exams and contact lens fittings, logs eyewear order questions for your optical staff, and flags sudden vision changes for a doctor.
EXAMPLE WORKFLOW · Text message
Turn a last-box-of-contacts text into a booked exam
A patient texts your InsertChat number on Sunday evening.
“I’m down to my last box of contacts and my prescription expired. Can I get an exam and a fitting this week? I have vision insurance through work.”
02
Book the exam and fitting
Offer this week’s openings for a comprehensive exam with a contact lens fitting, and book the one the patient picks.
03
Prepare the visit
Remind the patient to bring their current lenses or the box, and save the plan and lens brand on their contact for your staff.
Your team sets the boundaries
Sudden vision loss, new flashes or floaters, eye injuries, and chemical splashes are flagged for your doctors at once, and the patient hears the urgent-care or 911 instructions you wrote.
Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions.
What it handles for optometry practices
Answers come from the knowledge you add. Anything on the urgent list follows the handoff rules you set.
Handled by your assistant
Handled by your assistant- Comprehensive eye exams and contact lens fittings booked into open times
- Vision and medical plans you accept, answered from your list
- Eyewear order and pickup questions, logged for your optical staff
- Frame brands, lens options, and the prices you choose to share
- Office hours, directions, and what to bring to an exam
Sent straight to your team
- Sudden vision loss or a curtain over part of the vision
- New flashes of light or a burst of new floaters
- Eye injuries and chemical splashes
- A red, painful eye in a contact lens wearer
- Questions about a prescription, a diagnosis, or eye drops
What it asks and what it needs to know
Details it collects
Details it collects- Patient name and mobile number
- New or existing patient, and the date of their last eye exam
- Glasses, contacts, or both, with the current lens brand
- Vision plan or medical insurance, or self-pay
- Reason for the visit, such as a routine exam, a fitting, or an eye problem
- Other family members who need exams
- Preferred days and times
What to add to its knowledge
- Vision plans and medical insurance you accept
- Exam types, contact lens fitting fees, and what each visit includes
- Frame brands, lens options, and eyewear prices you share
- How long eyewear orders usually take and how pickup works
- Dilation notes, such as bringing sunglasses or a driver
- Hours, holiday closures, and your urgent eye care instructions
Can it tell patients whether you take their vision plan?
Yes, once you list the vision and medical plans you accept. The assistant asks which plan the patient has and answers from that list. If routine exams and medical eye visits bill differently at your office, add that note and it explains the difference. Remaining benefits, frame allowances, and eligibility stay with your front desk, which gets the plan details with the request.
What does it do with an urgent eye problem?
It flags it for your doctors and gives the caller your instructions. The assistant asks what happened, which eye, and when it started, then marks the conversation urgent and emails the teammates you chose. Someone describing a chemical splash, an injury, or sudden vision loss hears the urgent-care or 911 instructions you wrote. The assistant doesn’t judge symptoms or suggest eye drops.
Does InsertChat sign a BAA with optometry practices?
Yes, on Enterprise. Prescriptions, eye conditions, and insurance details can be protected health information, so choose Enterprise and sign a Business Associate Agreement (BAA) before the assistant handles them. Practices on other plans should keep protected health information out of the assistant and use it for general questions, office hours, and eyewear pickup times.
How much does an AI receptionist for optometry practices cost?
Optometry practices that handle protected health information with the assistant need Enterprise, which starts at $998 a month and can sign a BAA. On other plans, from $98 a month with three seats for your front desk and opticians, keep protected health information out of the assistant. Calls are billed from monthly credits in whole minutes, so a quick question about Saturday hours counts as one minute.
Explore the shared workspace
Explore the InsertChat demo ↗
InsertChat / KnowledgeOpen full demo Explore InsertChat’s shared workspace with Northstar Home Services, our fictional demo business.
Features for optometry practices
AI receptionist
InsertChat answers your business calls from your own services, hours, and prices. It books appointments on your calendar and brings in your team, full transcript attached, when a person should follow up.
Explore AI receptionist
Scheduling
Your front desk offers open times, books the one the customer picks, and moves or cancels it later, on calls, website chat, and texts. Every booking stays linked to the customer and the conversation.
Explore SchedulingKnowledge & answers
Bring your website, documents, FAQs, and product details into one knowledge base. Your assistant answers every channel from it and shows you which questions need a better answer.
Explore Knowledge & answersConnect the calendar and tools you use
All integrations ↗
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- PodiatryBook foot and ankle visits, answer referral and insurance questions, and flag wounds and infections fast.
- Home health careAnswer families looking for care, log caregiver call-outs for schedulers, and flag client emergencies for on-call staff.
- Therapy practicesAnswer new-client inquiries and book consultations while your therapists are in session.
It takes the question for your optical staff. InsertChat doesn’t connect to optical lab or practice management software, so it can’t see order status. The assistant records the patient’s name, what they ordered, and how they want to hear back, then marks the conversation for a person. A patient who asks for a callback gets a text or email confirming the request.
Yes. Add the chat widget to your site with the WordPress plugin or the install code, and it answers from the same knowledge as your phone line. A patient browsing frames at 11 p.m. can ask whether you carry a brand and book an exam in the same chat.
Yes. Your office number can ring your staff for 5 to 60 seconds before the assistant picks up, or the assistant can answer only after hours. In the US and Canada, keep the number printed on your cases and website and forward it to InsertChat. Elsewhere, use a local or toll-free InsertChat number where one is available.
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