Patient recall and follow-up for optometrists with AI
To remind patients about eye exams, send a short, friendly message when their exam is due and make the booking link one tap. AI can run this on a schedule, along with contact lens reorder reminders and a check-in after new glasses. You approve the wording, and replies that need a person go to your desk.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your optometry practice to hand to AI first, what we would build, and roughly how long it takes.
Recall by what the patient needs
A contact lens wearer needs a reminder before their supply and prescription run out. A child may be due sooner than an adult. A patient with a medical eye condition may be on a schedule set by the doctor.
The doctor sets the rules. The assistant follows them.
After the sale
A check-in a week after someone picks up new glasses catches problems early. Is the fit okay? Are they adjusting? A small fix then prevents a return later.
Reaching the right person
Many exams are booked by parents for children, or by one spouse for the household. Reminders should go to whoever books, and use the patient’s name.
Patients should be able to opt out of messages with one reply, and you should honor it.
Picture this
Examples of what it can look like. Illustrations, not clients.
A contact lens patient gets a reminder that their prescription is about to expire, with a link to book.
A week after new progressives, a message asks how they are working out and offers a free adjustment visit.
A child due for an annual exam gets a reminder sent to a parent.
The rules that apply, in their own words
“A covered entity or business associate may not use or disclose protected health information, except as permitted or required by this subpart”
“header information that is materially false or materially misleading.”
Sources
- 15 U.S.C. § 7704 (CAN-SPAM Act): Rules for commercial email: honest headers, opt-out, address.
- 45 CFR § 164.502 (HIPAA Privacy Rule): When patient information may be used or shared, including by vendors.
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your optometry practice to hand to AI first, what we would build, and roughly how long it takes.
Questions
Can I text patients?
Often, with their consent. Keep texts free of health detail.
Who decides how often patients come back?
The doctor. The tool follows those rules.
Can the reminder mention a medical condition?
Keep it general. Say that an exam is due, not why.
More jobs AI can take on
What Westward builds for this
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