Optometry marketing that brings patients back for their annual exam
Recall reminders patients can book from, eyewear and contact lens messages that close the loop, and new patient enquiries answered while you are in the exam room.
Done for you. Live in about 2 weeks after we receive access to your systems.
Why annual exams quietly slide
Recall cards and postcards go out on time. Some patients book, others pin the card to the fridge, and a year becomes two before they think about their eyes again.
Meanwhile the optical has glasses waiting in the pickup drawer and contact lens orders nobody has confirmed, each one a call your team has not had a moment to make.
New patients, often searching after a broken pair or a sudden prescription worry, phone during exams and reach voicemail. They rarely wait for a callback when the next practice on the map picks up.
What does AgentBlue do for optometry practices?
AgentBlue takes recall off your team's plate: annual exam reminders patients can book from, follow-up on eyewear and contact lens pickups, and answers for new patient calls and chats, all set up and run by us. Prescription and eye health questions go to your staff, and you can check each booking and message we sent.
Book your free demo
Free, 30 minutes, no obligation
What we run for your optometry practice
Recall first, because returning patients are the base of a steady exam schedule. New patient answering comes second.
Annual exam recall that books
Recall reminders arrive by text with open exam times, so patients book without calling. They can run alongside the recall cards you already send.
Overdue patients invited back
Patients who skipped last year get a friendly second invitation, starting with those furthest past due.
Eyewear and lens pickups
When glasses or contacts are ready, patients get a pickup message and a gentle follow-up if they have not come in, so the drawer empties.
New patient calls and chats
The AI answers 24/7, offers exam times and handles routine questions about hours, plans you accept and frame brands on display.
Reviews after an exam
Patients who had a good visit get a short review request, which helps nearby families pick your practice.
The recall comes due
Your records show a patient is due for an annual exam.
A reminder arrives with times
They get a short message from your practice offering two or three exam slots that suit their past visits.
Questions get answered or passed on
Coverage and frame questions are answered from information you approve. Anything about their prescription or eye health goes to your staff.
The exam lands in your schedule
The chosen slot is booked, and the patient gets the usual confirmation from your practice.
What you and your optical team can check
Recall should be measurable. These are the records you can open yourself.
Recall results you can see
Reminders sent, exams booked and patients still overdue, gone through with you by a person from our team on a regular schedule.
Exams in your schedule
Each exam it books appears in your schedule, with the messages that led to it.
Patient details you can fix
Preferred doctor, best time of day and family members on one account stay with the patient, and your staff can correct them.
Clinical and billing questions passed on
Prescription, eye health and billing questions reach your staff with the conversation attached.
Activity log
- Info09:14:02[Chat] new enquiry from the website0.4s
- Info09:14:03[Assistant] intent: book appointment0.2s
- Info09:14:21[Calendar] slot held, Thu 10:000.3s
- Debug09:14:22[Records] patient history updated0.1s
- Output09:14:22"You are all set for Thursday at 10."
An optometry year, before and after
Twelve months of recall, pickups and new patient calls, as many independent practices know them.
| The usual year | With recalls patients can book |
|---|---|
| Recall cards go out and many end up on the fridge | Recall reminders carry exam times patients can book straight away |
| Glasses wait in the pickup drawer for weeks | Patients get a pickup message and a follow-up if they do not come in |
| New patient calls during exams reach voicemail | New patients get an answer and an exam time while you see patients |
| Nobody knows how many overdue patients came back | The results report shows who returned after a reminder |
Works with your optometry practice management software
We connect to your optometry practice management software, so recall dates and pickup status come from your records and exams land on your schedule. On the demo we confirm what connects for your practice.
- Your optometry practice management software and exam schedule
- Your practice phone number, calls and texts
- Website chat and appointment requests
- Your Google Business Profile
Getting started between exams
Your doctors and opticians keep their days as they are while we set it up.
Free 30-minute demo, no obligation
We look at your recall rhythm, overdue list and pickup backlog, and show where exams and orders stall.
Done for you: we set up, connect and run it
We write the recall and pickup messages for your practice, connect your software and keep them going.
Live in about 2 weeks after we receive access to your systems
It begins once we can reach your practice software and phone line.
Frequently asked questions
Will it answer prescription or eye health questions?
No. It handles scheduling, pickups and routine questions. Anything about a prescription, symptoms or eye health goes to your staff with the conversation so far.
Do we have to stop sending recall cards?
No. Keep them if they work for you. We add reminders patients can book from, and the results report shows which ones brought people back.
Can it help sell glasses or contacts?
It sends pickup and reorder reminders in words you approve. It does not recommend products or make claims about them.
Will patients know it is an AI?
Yes. Patients are told up front that it is an AI, and anyone who asks for a person reaches your team.
Does it work with our practice software?
Recall dates and pickup status come from your optometry practice management software, and exams are booked straight into it. We verify the connection for your practice on the demo.
Can it handle vision insurance questions?
It can say which plans you accept, from information you approve. Questions about a patient's own benefits or claims go to your staff.
How long does setup take?
About 2 weeks after we receive access to your systems, and we do the setup for you.
Curious what a recall reminder could say?
Ask Sophia, our AI assistant, how an overdue annual exam reminder would read for your practice.
See how your overdue patients could come back
Book a free 30-minute demo. We walk through an annual exam reminder and a pickup follow-up for a practice like yours.
What to expect
- Free, 30 minutes, no obligation
- Pricing tailored to your clinic
- A person replies within one business day, Monday to Friday
- Limited onboarding slots each month