Optometry phones are a constant mix of exam bookings, contact-lens refill requests, frame-pickup confirmations, and clinical questions that your AI receptionist should never try to answer. It books the appointments, captures the routine asks, and routes every clinical question to office staff — while your team finishes the checkout in front of them.
It knows the difference between a routine annual-exam booking, a contact-lens fitting (different appointment type, different prep), a glasses-only refraction, and a same-day issue (eye pain, sudden vision change, foreign body). It books the first three. It does not book the fourth — that's a clinical triage call that routes to your office staff immediately.
It captures the routine asks — “are my glasses ready,” “can I order another box of contacts,” “what's my next due date” — that absolutely don't need a clinician but do clog your front desk all day. For everything clinical, it captures the patient's question and routes to a human callback, on the same day, by your staff — not the AI.
You control your portal: your exam types and durations, your doctor schedules, your insurance acceptance, your contact-lens brands and refill rules, your frame-pickup process. The AI fills in the defaults a typical optometry practice runs, you adjust, and it goes live.
You don't change phone numbers or update the line on your insurance directory listings, your eye-care referral network, your Google Business profile, or every patient's contact card. Your existing line forwards to the AI when your front desk is with a patient or after hours — established patients dial the same number they always have.
This is not a clinical tool. The AI does not give medical advice, does not interpret symptoms, does not discuss eye-health specifics, does not diagnose, and is not a HIPAA Business Associate. It books appointments, captures routine non-clinical asks (frame pickup, refill requests), and routes every symptom or clinical question to your office staff for same-day callback. BookedSmarter does not sign BAAs and is not intended for HIPAA-covered use cases — if your compliance counsel requires a Business Associate Agreement, this product is not a fit.
Give us a try. Our promise: If you don't like our service, you can cancel any time from your dedicated portal.
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Plans start at the Answer tier at $149/mo for 250 calls per month, with monthly billing, no per-call fees, and no hidden setup minimums. Every plan includes your AI receptionist, your business hours coverage, your call summaries, and your portal.
No. This is the most important boundary in the configuration. If a caller mentions any symptom — eye pain, redness, sudden vision change, headaches, light sensitivity, anything — the AI captures the description verbatim and routes to a same-day callback from your office staff. It does not triage, suggest urgency, recommend an ER visit, or comment on the symptom in any way.
It does not quote coverage and does not capture insurance details. It takes the caller's name and callback number, notes that the question is about coverage, and routes to your billing person for a real answer. Phone-quoted coverage is wrong often enough that even your staff shouldn't do it.
Yes — as a distinct appointment type, with the patient's current lens brand and any reported fit issues captured for the doctor's pre-visit review. New contact-lens wearers are routed to your specific intake if you have one configured.
For established patients with a current Rx on file, it captures brand and quantity and routes to your optical team for processing against your refill rules. It does not commit to a ship date or charge a card — your team confirms.
Not today. We are not a HIPAA Business Associate. Optometry practices generally operate under HIPAA, so before going live we expect you to talk with your own compliance counsel about which calls you route to the AI and which you keep on a human-only line — for example, calls where a caller volunteers protected health information. BookedSmarter does not sign BAAs and is not intended for HIPAA-covered use cases; if your compliance team requires a Business Associate Agreement, this product is not a fit.
Yes. Your greeting, your exam types, your doctor schedules, your refill rules, your clinical-callback policy — all edited from your portal. Changes go live without a rebuild. The one boundary you cannot disable: the AI will not discuss medical or eye-health specifics with callers.