Patient Intake & Pre-Visit Prep
Your assistant confirms appointments, collects insurance details, sends intake forms, and flags incomplete patient records before the visit. Doctors walk into every exam with a complete chart ready.
The average optometry practice loses 12 billable hours per week to administrative tasks that pull clinical staff away from patients. A remote optometry assistant handles pre-testing coordination, patient intake, and appointment prep so your in-office team stays focused on exams and fittings. Practices that add remote support typically see 15-20% more patients per week without adding chair time.
Your remote assistant plugs directly into your existing workflow. No training overhaul required. They learn your systems, your preferences, and your patient communication style within the first week.
Your assistant confirms appointments, collects insurance details, sends intake forms, and flags incomplete patient records before the visit. Doctors walk into every exam with a complete chart ready.
After the exam, your assistant follows up with patients on frame orders, contacts reorder schedules, and trial lens feedback. They keep the optical sales cycle moving without tying up your dispensary staff.
Missed recall appointments cost the average OD practice $40,000 per year in lost revenue. Your assistant runs recall campaigns, fills cancellation slots, and keeps your schedule at 95%+ capacity.
Our optometry assistants are trained on the platforms your practice runs. No learning curve. No IT headaches. They log in on day one ready to work.
They don't perform clinical pre-tests. They handle everything surrounding the pre-test: confirming the appointment, verifying insurance eligibility, sending digital intake forms, pulling prior exam records into the chart, and flagging patients who need dilation or special testing. Your in-office tech walks into a fully prepped lane.
You set the schedule. Most practices match their office hours, but some extend coverage to handle after-hours calls, Saturday recall outreach, or early-morning appointment confirmations. The assistant works your hours, not a call center's.
Most practices are matched with a trained assistant within 5-7 business days. We assess your practice size, software stack, and workflow before recommending a candidate. You interview them before any commitment.
Every assistant signs a HIPAA Business Associate Agreement and works on encrypted, monitored connections. We conduct background checks and provide ongoing compliance training. Your data stays as protected as it would with any in-office employee.