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.
AI voice intake for optometry, LASIK, and surgical eye care
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.
Use the tabs to preview how the voice agent answers, qualifies, confirms, and prepares the handoff while your staff stays in control.
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.
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.
Detects routine exam, optical, LASIK, surgery, medical concern, billing, or general office routing.
Collects insurance, symptoms, surgery date, prescription stability, contact lens status, and preferred location.
The patient receives a concise text that the practice has the request and will confirm the next step.
Creates or enriches the patient lead with source, transcript, urgency flags, and routing notes.
Scheduling, refractive, optical, or clinical staff sees a compact summary with suggested next action.
The team confirms appointment options, calls back, escalates clinically, or sends a booking link.
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.
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.
Adjust the assumptions to estimate how much monthly opportunity leaks out when calls go unanswered, rushed, or poorly routed.
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.
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.
Short, branded, and human-approved for the next step.