20/20 Call Handling, Day and Night

We connect via API or secure screen-scrape to VSP, EyeMed, Spectera, Davis, Superior, and most regional plans. The AI collects the patient’s DOB/last 4 of SSN, submits an eligibility query, and returns exam frequency, frame/lens allowances, and copays while the caller is still on the line.

Yes. Symptom keywords (“flashes,” “foreign body,” “diabetes”) trigger medical slots; routine vision goes to standard exams; LASIK consults, myopia-control, or ortho-k are funneled to dedicated visit templates you define. Each maps to a specific chair time and provider in your PMS/EHR.

Native read/write for RevolutionEHR, Compulink, Eyefinity/OfficeMate, Crystal, and Nextech Ophthalmology. We push patient demographics, eligibility PDF, reason-for-visit, and preferred frame style directly into the appointment record. If you use another system, we fall back to iCal feed + nightly CSV.

Provide a simple CSV of your premium SKUs (brand, style cues, price tiers). When a caller mentions “designer,” “blue-light,” or “sunwear,” the AI recommends two high-margin lines and notes the interest in the appointment memo for your optician.

For existing patients, we confirm brand/Rx, take payment via secure PCI tokenization, and place the order through ABB or CLX portals. New-brand requests are flagged for staff approval.

Urgency rules escalate to on-call doctor voice-to-cell or SMS within 10 seconds. The AI stays on the line until the hand-off completes and logs the incident as “MED EMERG” in your EHR.

All recordings and transcripts are AES-256 encrypted at rest, TLS 1.3 in transit. Access is role-based (Audit trail + MFA). Card data is tokenized; we never store PANs. BAA included.

No. You approve a single decision tree during onboarding; future benefit tables, frame SKUs, and holiday hours are uploaded via a drag-and-drop portal—no code.

Day 1: kickoff & call-flow workshop. Day 3: EHR API keys + benefit lookup credentials. Day 5: go-live in test mode; Day 7: full cut-over. No phone-number porting required—just forward your existing line.