# Optometry AI Receptionist: Book Eye Exams 24/7

Source: https://insertchat.com/industries/optometry

> Book eye exams and contact lens fittings, answer vision plan questions, and flag sudden vision changes.

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.

## Turn a last-box-of-contacts text into a booked exam

Example workflow: Text message. Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions. This is not a customer testimonial or measured result.

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.

## 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.

## 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.

## 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.

## What it handles for optometry practices

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:

- 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.

## Can it answer “Are my glasses ready?”

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.

## Can patients book from our website at night?

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.

## Can calls ring our optical desk before the assistant answers?

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.

## Related features

- [AI receptionist](https://insertchat.com/product/phone)
- [Scheduling](https://insertchat.com/product/scheduling)
- [Knowledge & answers](https://insertchat.com/product/knowledge)

## Broader industry

- [Healthcare](https://insertchat.com/industries/healthcare): Answer the phone while your team is with patients.
