Custom AI — OPTOMETRY
AI Receptionist for Optometry Practices
Custom AI — engineered for optometry. Not a generic bot that treats a contact-lens fitting like a standard eye exam.
Vision-plan year-end rush drowns every optometry front desk in the country. Velzyx books exams, verifies VSP and EyeMed benefits, and works contact-lens recall around the clock — on Compulink, Revolution EHR, or Crystal PM.
Get scoped for optometry →See how it works ↓Talk to engineering →
Where optometry practices leak
Annual exam cadence, Q4 vision-plan use-it-or-lose-it, and contact-lens supply recurrence are three leaky buckets. Every dropped call in Q4 is real money.
Annual exam recall untouched
Patients due for their annual exam sit on a list nobody works. Q1 books hollow because Q4 recall was skipped.
VSP / EyeMed verification friction
Vision-plan benefits vary by employer plan. Verification takes 8-12 minutes on the phone. Front desk skips it.
Contact-lens reorder leakage
Patients need a new supply and either forget or buy from an online seller. Every reorder your practice does not do is margin walked away.
Frames + lenses upsell
The optical dispensary revenue depends on the patient staying for the fitting. If nothing is scheduled tight, they leave.
How Velzyx handles it
Velzyx is configured to your OD roster, exam templates, accepted vision plans, and optical inventory workflow. She runs the loops your best optician runs, on every call.
The math on missed exam bookings
An optometric exam plus eyewear averages $450 in revenue. 35% of after-hours booking requests go unanswered — and every one is a chart the competing OD scoops up.
Rough math: 8 missed/wk × $450 avg ticket × 52 weeks ≈ $187,000/yr in unbooked exams.
Illustrative ranges based on operator-typical volumes. Your exact leakage depends on staffing pattern, hours of operation, and current callback discipline.
Velzyx vs. the alternatives
Four ways to answer the phone. Same seven dimensions. Velzyx is the only column that answers every one with a check mark.
| Capability | Velzyx | Generic AI receptionist | Hire a receptionist | Do nothing |
|---|---|---|---|---|
| Available 24/7 | ✓ | ✓ | ✗ | ✗ |
| Speaks 4 languages | ✓ | ✗ | rarely | ✗ |
| Writes to your PMS/CRM | ✓ | ✗ | manually | ✗ |
| Configurable to your practice | ✓ | ✗ | training | ✗ |
| Never quits, never sick | ✓ | ✓ | ✗ | ✗ |
| Instant deploy | ✓ | ✗ | 30-60 days | ✗ |
| Cost | Custom | $500-800/mo | $45k-70k/yr | ~$187k/yr lost |
Built to integrate with the tools you already run
Velzyx is engineered to sit on top of your existing optometry EHR and vision-plan verification workflow. The systems your team logs into every morning stay in place — Velzyx writes to them.
Velzyx connects to your existing operator layer — no rip-and-replace.
What operators are saying
“Velzyx is in early access for optometry practices — talk to us about a pilot deployment against your Q4 recall and vision-plan verification workflow.”— Velzyx engineering · Optometry pilot program
Frequently asked questions
Does Velzyx work with Compulink, Revolution EHR, or Crystal PM?
Yes — plus Uprise, Officemate, MaximEyes. Exam scheduling and recall triggers land in your live EHR.
Can Velzyx verify VSP, EyeMed, and Davis Vision?
Yes. Vision-plan info collected at booking, verified through your workflow, benefits and copay written to the chart before the exam.
Does Velzyx work the annual exam recall list?
Yes. Your recall list runs outbound on the cadence you set, booking directly into the right OD's column.
Can Velzyx handle contact-lens reorders?
Yes. She calls patients due for reorder, confirms Rx status, offers annual supply pricing, processes the order into your workflow.
How does Velzyx handle new-patient exam intake?
Full intake including chief complaint, glasses/contact wearer status, vision-plan info, medical insurance. Books into the appropriate new-patient template.
What about optical fitting appointments?
After exam booking, Velzyx offers the immediate fitting appointment and books both together to keep dispensary attach rates up.
What about HIPAA?
Velzyx is deployed under a BAA. Standard healthcare data controls.
What does it cost?
Custom-built per practice. Solo OD vs multi-doctor group are different scopes. Talk to engineering.
Real call types Velzyx handles for optometry operators
These are the specific inbound patterns Velzyx handles today. Each has its own script, its own routing logic, and its own write path into your operator layer.
Annual exam recall loop
Velzyx works your recall list outbound on the schedule you set, offering two openings on the right OD's column and confirming by text.
Vision-plan verification loop
Velzyx collects vision-plan info at booking, verifies benefits via your workflow, and writes eligibility and copay to the chart before the exam.
Contact-lens reorder loop
Velzyx calls patients due for reorder, confirms Rx status, offers annual supply pricing, and processes the order into your workflow.
New-patient exam loop
Full intake: chief complaint, glasses/contacts wearer, vision-plan info, medical insurance. Books into the appropriate new-patient template.
Optical fitting loop
After exam booking, Velzyx offers the immediate fitting appointment and books both together to keep the dispensary attach rate up.
How a Velzyx optometry deployment actually goes
Velzyx is not a signup-and-go SaaS product. She is engineered per operator, which means the deployment has a clear shape. Here is the standard rollout for optometry practices.
Week 1 — Scoping
Engineering sits with your operator team and maps the exact loops we are automating: call volumes by hour, current miss rate, the specific intake and dispatch scripts you run today, and the integration surface into your operator layer.
Week 2 — Configuration
Velzyx is configured to your voice, your policies, your provider or crew roster, your fee schedule, and your integration write path. Voice is chosen from the Velzyx voice library; script drafts are reviewed by your team.
Week 3 — Staged rollout
Velzyx goes live on a subset of your inbound — typically after-hours only, or a specific line — while your team monitors transcripts. Adjustments happen daily.
Week 4+ — Full production
Velzyx takes the full inbound volume. Ongoing tuning happens through the operator dashboard where you review transcripts, adjust scripts, and add new intents. Velzyx engineering stays on retainer for the operator's lifetime with the deployment.
What optometry operators worry about
Every operator we talk to has a version of the same three questions. Here is how we answer them.
Will callers know it is AI?
They can tell within a sentence or two if they listen closely, and Velzyx is honest about it if asked directly. In practice, callers vastly prefer her to voicemail, long holds, or an answering-service handoff — especially when they have a real problem to solve.
What happens when Velzyx does not know?
Every deployment has an escalation rule. Anything outside her configured scope routes to a human on your team — text, warm transfer, or callback per your workflow. Velzyx does not guess.
Can we change the script mid-flight?
Yes. The operator dashboard is where your team lives day-to-day: review transcripts, adjust prompts, add new intents, tune tone. You own the configuration; Velzyx engineering supports the changes.
How you measure Velzyx in production
Every deployment ships with the operator dashboard, where your team lives after go-live. This is not a black box — you see every call, every transcript, every booked appointment, every escalation. The dashboard shows the metrics that matter for a optometry operator: call volume by hour, capture rate versus voicemail, appointment-write success, dispatch or routing accuracy, and revenue attributable to Velzyx on a rolling basis.
The observability layer means adjustments happen fast. If Velzyx is misrouting a specific inbound pattern, you flag it in the dashboard and the script updates the same day. If she is booking into the wrong service duration, you correct it. The system is designed for the operator to own the configuration — the dashboard is where that ownership lives.
Beyond dashboards, every Velzyx deployment includes structured weekly reports: what she handled, what she escalated, what patterns are worth attention, and where the next configuration change should land. Velzyx engineering stays on retainer for the life of the deployment, but the operator holds the pen on the day-to-day.
What Velzyx does not do
A concrete list. Velzyx is honest about her scope so your team knows what still needs a human touch and so callers get routed correctly when they need it.
- She does not diagnose, prescribe, or give clinical advice. Any call that crosses into clinical judgment routes to a human on your team, per your escalation rule.
- She does not negotiate outside your policy. If the caller is asking for a fee waiver, a policy exception, or a custom quote outside her configured range, she routes to a decision-maker on your team.
- She does not pretend to be human. When a caller asks directly whether they are talking to an AI, she answers truthfully and continues the call. Callers respect the honesty; the conversation usually keeps going.
- She does not handle complaints or escalations. Any inbound flagged as a complaint or escalation routes immediately to your ops lead or manager per your workflow.
- She does not make things up. If she does not know an answer, she says so, collects the caller's info, and books a callback with the right person on your team.
Get scoped for optometry in 90 seconds
Pick your voice, wire the calendar, tune the intake script. We ship the deployment — you own the configuration and the calls.
More industries Velzyx serves: Medical · Dental · Chiropractic · Veterinary. See the full industry list or read what we build.