Built for optometry. By an optometrist.

Practice intelligence designed around how independent ODs actually practice — not handed down from ophthalmology software. Voice-AI outreach. Chairside referrals. Scleral-lens PA. Eligibility across VSP, EyeMed, and iMED.

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HIPAA-Aligned OD-First Design For Independent Practices
A friendly female optometrist warmly greeting an elderly female patient in a modern optometry exam room, with a slit lamp and phoropter visible in the background. Soft golden-hour light.
Why OD-first
Optometry deserves better than ophthalmology software with the labels swapped.
ODs run different workflows than surgeons. Dry eye, contact lens fitting, glaucoma monitoring, vision-insurance carriers. OptoFlow is built around your day — not retrofitted.
Patients fall through

Older patients ignore SMS

Annual recall texts go unanswered. Nobody calls. Voice-AI outreach calls them like a human staff member would — and books the visit on the line.

Hours spent typing

Referrals out are paperwork

Speak the referral while you're at the slit lamp. The form auto-fills. The specialist closes the loop back to your chart. No re-keying.

Vision insurance is its own beast

VSP / EyeMed / iMED in one click

Real-time eligibility checks across the carriers ODs actually deal with. Co-pay, frame allowance, next eligibility date — surfaced before the patient sits down.

Inside OptoFlow
Voice. Eligibility. Referrals. Pipeline. PA.
Five OD-first workflows on one platform. Toggle features per practice. Pay for what you use.
01

Voice-AI Patient Outreach

Real outbound phone calls. The AI sounds human, listens, books on the line, and texts the confirmation. Built for the patients your team is tired of chasing.

Real Phone Calls Two-Way Conversation Books on the Line
📞 "Hi, this is Sarah from your eye doctor's office..."
"How have your eyes been since we started the warm compresses?"
→ Patient: "Better, but still dry at night."
Booked: Wed 2:00 PM. SMS sent. Call summary in chart.
02

Chairside Referral Dictation

Dictate the referral while the patient is still at the slit lamp. Structured fields, sent in seconds. The MD closes the loop back into your chart automatically.

Voice Capture OD → MD Workflow Auto Close-the-Loop
🎙 Dictation in progress…
"John Doe, 67, six months progressive blur OD, refer to Cleveland Eye for cataract evaluation, send my exam findings and visual fields."
Form auto-filled. Sent to Cleveland Eye.
03

Vision-Insurance Eligibility

VSP, EyeMed, iMED, Davis — real time. Plan, copay, frames, contacts, next-eligible date. Ready before the patient walks in. Stop calling carrier lines.

VSP EyeMed iMED Davis
✓ Eligibility verified · VSP Choice Plus
Exam copay: $10 · Frames: $200/12mo · Contacts: $150/12mo
Next eligible: 2026-08-15
In-network · Materials benefit not yet used
04

OD-Flavored Patient Pipeline

Built around OD reality: exam → contact lens fitting → recall → referral → co-management. Click any stage to see who's stuck. Act on one — or a hundred.

CL Fitting Tracking Annual Recall Co-Management
Pipeline · today
Comprehensive exam · 3 patients
CL Fitting · 2 patients (1 keratoconus, 1 multifocal trial)
Annual recall · 3 overdue (320d, 380d, 365d)
Co-management · 2 post-op
05

Scleral-Lens PA Audit

The OD-specialty fight ophthos don't have. AI audits your keratoconus chart for documented progression, prior-modality failure, and functional impact. Submit with confidence.

Keratoconus Prior-Failure Documentation Denial Coach
PA Readiness · Scleral lenses (V2531 bilateral)
Approval likelihood: 87% (High)
✓ Documented progression (3.2 D Kmax over 36 months)
✓ Prior-modality failure documented (3 trials)
⚠ Add: night-driving restriction quote
How it works
Live in your practice in 14 days.
No EMR rip-and-replace. Toggle the features your practice needs. Pay only for what you turn on.
1

Schedule a Demo

30-minute walkthrough using your real practice details. We'll show you what voice-AI sounds like calling one of your own patients (a real call).

2

We Customize

Your branding, your locations, your providers. Vision-insurance carrier list. Practice-specific SMS templates. We do the configuration.

3

Go Live

Turn on the features you want. Voice-AI calling alone, or the full stack. Designed to start small and grow as your team adopts it.

Designed with an OD
Built alongside a practicing optometrist.
An optometry-native platform required optometry-native input. Every workflow in OptoFlow — from chairside dictation to scleral-lens PA — was shaped by a practicing OD with both private-practice and hospital experience. No assumptions handed down from ophthalmology software.

The OD-first AI platform isn't on the way. It's here.

30-minute demo. Real voice-AI call to one of your own patients. See OptoFlow before you commit to anything.

Request a Demo →