AI voice intake for optometry, LASIK, and surgical eye care

Every patient call becomes a clean, review-ready intake.

ClearSight uses an AI voice agent to answer routine exam requests, LASIK shoppers, post-op concerns, contact lens questions, and after-hours triage, then sends the patient a confirmation text while the right team gets the handoff.

A missed eye-care call is not just voicemail. It can be a family booking elsewhere, a LASIK shopper choosing the fastest responder, or a post-op patient waiting too long for the right clinical instructions.

24/7coverage for urgent and after-hours calls
65 secaverage structured intake before routing
4 lanesscheduling, optical, LASIK, clinical triage
1 tapstaff review before confirmation or callback

Three calls your team cannot afford to fumble.

Use the tabs to preview how the voice agent answers, qualifies, confirms, and prepares the handoff while your staff stays in control.

Routine eye exam: new patient scheduling

A new patient calls during lunch to book a comprehensive eye exam. The voice agent captures visit reason, insurance, location preference, and contact lens needs before sending it to scheduling.

Hear how the AI handles this call.

The AI prepares the work. Your clinic decides.

The voice agent does not diagnose, promise a surgical outcome, or replace clinical judgment. It gathers the right context, flags urgency, sends a patient confirmation, and places the next decision in front of the right human.

1. Answer and classify

Detects routine exam, optical, LASIK, surgery, medical concern, billing, or general office routing.

2. Ask the key questions

Collects insurance, symptoms, surgery date, prescription stability, contact lens status, and preferred location.

3. Send SMS confirmation

The patient receives a concise text that the practice has the request and will confirm the next step.

4. Update the record

Creates or enriches the patient lead with source, transcript, urgency flags, and routing notes.

5. Route for review

Scheduling, refractive, optical, or clinical staff sees a compact summary with suggested next action.

6. Staff approves

The team confirms appointment options, calls back, escalates clinically, or sends a booking link.

Clinic queue: ClearSight

Exam
Maya Chen
New patient, VSP check, contacts, downtown preference
Scheduling
LASIK
Trevor Miles
Stable Rx, soft contacts, wants financing info
Refractive
Clinical
Elaine Foster
Post-cataract concern, no red-flag denial documented
Urgent review

Human-in-control routing

Staff sees the AI summary, reads or listens if needed, then approves the next step. For an exam, that means confirming a slot. For LASIK, it means coordinator follow-up. For post-op concerns, it means clinical review with practice-approved protocols.

Confirm appointment Call patient back Escalate to provider Send consult link

The messy middle is where practices lose revenue.

Most answering services stop at taking a name and number. This demo shows the deeper eye-care value: every call becomes a structured record with visit intent, eligibility signals, risk flags, preferred next step, and a clean handoff for the front desk or clinical team.

Captured reasonExam, LASIK, surgery, optical, medical concern
Urgency signalRoutine, coordinator review, urgent clinical review
Staff ownerScheduling, refractive coordinator, clinical team
Patient touchSMS confirmation and callback expectation

Missed calls quietly drain high-value visits.

Adjust the assumptions to estimate how much monthly opportunity leaks out when calls go unanswered, rushed, or poorly routed.

Potential monthly opportunity $10,752

This is directional, not a promise. It gives an owner a concrete way to price the cost of missed intake, poor routing, and slow follow-up.

Give the practice a front desk that never misses the first question.

ClearSight is fictional, but the workflow is concrete: answer, qualify, confirm by text, update the patient record, and put the right next decision in front of staff.

Patient SMS preview

Short, branded, and human-approved for the next step.

Hi Maya, this is ClearSight Vision Center. We received your eye exam request with your insurance and contact lens note. Our scheduling team will follow up shortly to confirm the best appointment time.