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AI Recall · Optometrist

AI Recall for Optometry practices

Optometry recall is annual — which means one missed reminder costs a full year of revenue per patient, plus the glasses or contact lens fitting that comes with the exam.

Why optometry practices need this specifically

Annual exam recall is the single biggest revenue lever in optometry. AI Recall runs the 11-month, 12-month, and 13-month reminder sequence automatically and personalizes by Rx and contact lens type.

What Recall actually does

PatientCopilot Recall finds every lapsed patient (60, 90, 180+ days since last visit), segments by visit history, and runs personalized multi-touch SMS + email sequences to reactivate them.

The optometrist context

Independent optometry practices typically manage 2,000-5,000 active patient charts with annual exam recall and frame/lens revenue per visit.

How it plugs in

PatientCopilot Recall runs on top of your existing scheduling and patient records. It does not replace your EHR or PM system — it works with ChiroTouch, Jane App, Cliniko, DrChrono, Genesis, Acuity, Google Calendar, and more. See all integrations.

FAQ

How is Recall different for optometry practices than a generic version?

Annual exam recall is the single biggest revenue lever in optometry. AI Recall runs the 11-month, 12-month, and 13-month reminder sequence automatically and personalizes by Rx and contact lens type. The AI is configured with optometry practices-specific terminology, appointment types, and recall cadences out of the box.

Does it integrate with my EHR?

Likely yes. See /integrations for the current list, or ask in your free trial.

Is there a free trial?

Yes — 14 days, no credit card. Most practices have Recall live within the first 1-2 days.

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