AI agents for optometry
AI agents alongside RevolutionEHR and Compulink. Annual-exam recall, benefit checks, and optical-order follow-up keep the exam lane and the optical full.
Systems of record this works alongside
Starter workflows
Annual-exam recall
Track annual-exam due dates, draft the recall outreach in the practice's voice, and fill the exam lane, so patients come back on schedule and the doctor's chair stays productive.
Vision and medical benefit verification
Verify both vision-plan and medical benefits ahead of the visit, since optometry bills across both, and flag coverage changes so the front desk is not untangling benefits at check-in.
Optical order follow-up
Track eyewear and contact-lens orders from lab to pickup, notify patients when the order is ready, and follow up on unclaimed orders, so the optical revenue converts and the shelf clears.
Contact-lens reorder outreach
Surface patients due to reorder contacts, draft the reorder outreach with the annual-supply option, and route to the optical team, capturing recurring revenue that otherwise walks to an online retailer.
Two revenue lines, one small front desk
An optometry practice runs an exam lane and an optical dispensary at once, billing across vision plans and medical insurance, and the front desk holds all of it together with recall, verification, and order follow-up. Ceven runs that operational layer against RevolutionEHR, Compulink, or Eyefinity, so the staff serves patients in the optical instead of working the phones. The practice management system stays the record; Ceven drives the outreach around it, all logged and HIPAA-aligned.
Recall is the whole engine
Optometry is a recall business: the practice grows when patients return for their annual exam on schedule, and it stalls when recall depends on someone remembering to run the list. Ceven tracks the due dates, drafts the personal recall outreach, and fills the exam lane, so the return visits keep coming without the coordinator running reports. The clinical care is always the doctor's; Ceven handles the reminder that gets the patient back in the chair.
Optical revenue that stops walking out the door
Eyewear and contact-lens revenue leaks in two places: unclaimed optical orders sitting on a shelf and contact patients who reorder from an online retailer because nobody reminded them. Ceven tracks orders to pickup, follows up on the unclaimed ones, and runs the contact reorder outreach with the annual-supply option, so both revenue lines convert. The optical team approves the outreach; Ceven keeps the follow-up from falling through.
Frequently asked
Does the agent handle both vision and medical billing?
It verifies benefits across both vision plans and medical insurance and preps claims for staff to submit. Coding and clinical decisions stay with the practice.
Does this work with RevolutionEHR?
Yes, along with Compulink, Eyefinity, and Crystal PM on the standard adapter. Ceven reads the schedule and order data and drafts outreach on the practice's authorization.
Can it contact patients about reorders?
Yes for routine recall, order-ready, and contact-reorder outreach, drafted in the practice's voice. Anything clinical routes to the doctor.
Related industries
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AI agents alongside Epic and athenahealth. Prior authorizations, referral loops, and recall outreach run around the EHR the practice already trusts.
Dental Practices
AI agents alongside Dentrix and Open Dental. Benefit verification, unscheduled treatment follow-up, and recall outreach keep the chairs full and the claims clean.
Chiropractic
AI agents alongside ChiroTouch and Jane. Care-plan adherence, benefit checks, and reactivation outreach keep patients on plan and the schedule full.