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AI receptionist for optometry and eye-care practices

Your 24/7 optometry answering service books exams without interrupting pretesting.

A patient calls to arrange a contact lens exam while your desk is in pretesting. Penny finds an opening with the right doctor and records the plan name for your team to verify. Glasses pickups, reorder requests, and first-visit questions each get the next step your practice has set.

A fact about the setup

A contact lens exam gets the fitting-length slot, while a glasses pickup goes to the optical calendar.

Try Penny free

14 days of Pro included. No credit card.

Or call her from your phone: (630) 297-4128

The demo line

Try the shared phone demo; your account uses your practice’s intake

The live demo uses Summit Heating, a fictional HVAC business. Listen to her intake here; test your own trade’s rules in your Penny account. The industry transcripts are scripted examples.

(630) 297-4128
  • In your configured practice account, ask to book a contact lens exam and hear which visit type she uses.
  • Ask whether your glasses are ready and hear how the posted order status is used.
  • Ask about an exam for your child and notice the age and plan questions.
  • Describe a new eye concern and hear it follow your doctor-contact rules.
Example calls

Match each exam or optical request to its next step

  1. Everyday call

    A patient wants to arrange an annual contact lens exam.

    The caller hears

    I can check contact lens exam openings. Which doctor did you see last, and which plan should I note for the desk?

    Penny does

    Uses your approved exam length and provider calendar; the desk receives the plan name to verify benefits.

  2. Everyday call

    A patient asks whether their new glasses are ready.

    The caller hears

    I can check the pickup status the optical has posted after our patient check.

    Penny does

    Reads the verified status and offers a pickup opening if available; an unset status becomes a message for optical.

  3. Everyday call

    A parent asks about an eye exam before school starts.

    The caller hears

    Which age group is the exam for, and what plan should I note? I can look for the doctor who sees children.

    Penny does

    Captures the parent’s contact details, child’s age, and plan, then books under your pediatric visit rules.

  4. Needs attention

    A contact lens wearer reports a painful eye and asks whether to wait.

    The caller hears

    That question needs your eye doctor. I’m alerting the practice now.

    Penny does

    Uses the clinician-approved contact route with the caller’s symptoms; emergency warning signs interrupt booking and use the practice’s immediate-care instructions.

Illustrative calls. Your intake questions, booking permissions, and contact rules decide the next step. Read the emergency rules.
With your desk

Your front desk keeps pretesting and the optical while Penny takes the phone

Your desk handles

  • Pretesting, dilation, and walking the patient from the chair to the optical.
  • Benefit verification, authorizations, and the copay conversation at checkout.
  • Frame selection, adjustments, and the pickup where the fit gets checked on the patient’s face.
  • Prescription requests, medical-versus-routine coding, and anything the doctor needs to weigh in on.
  • The recalls you want a familiar voice on, and the patient who always asks for you by name.

Penny handles

  • Every ring during pretesting, dilation, and the lunch hour, with the exam booked on the right doctor’s column.
  • Contact lens reorder calls and “are my glasses in?” calls, answered from the status your optical sets.
  • Hours, location, parking, whether you take a plan, and the intake for a new patient.
  • After-hours exam bookings and optical messages, with clinical concerns sent through your doctor-contact rules.
  • A text and email confirmation to the patient, and a summary in your inbox as the call ends.
Your desk keeps the calls that need someone who knows the account. Penny keeps the ones that ring while that person is busy.
A call, written out

A contact lens exam arranged while the desk is in pretesting

A Tuesday-morning call for an annual contact lens exam taken while the desk is in pretesting, with a Saturday opening and a reorder question recorded for optical.

pennyassistant.com/calls
Inbound call · Quarrystone Family Eyecare
Answered by Penny · transcript
  1. Penny
    Quarrystone Family Eyecare, this is Penny. How can I help?
  2. Xiomara (caller)
    I’m due for my annual contact lens exam. Could I come in on a Saturday?
  3. Penny
    I can check that. Which doctor did you see last?
  4. Xiomara (caller)
    Dr. Lindgren. I’d also like to order another supply of contacts.
  5. Penny
    A contact lens exam includes the fitting time the practice sets. I’ll use that appointment type and note that you would like to discuss a reorder. May I have your full name, date of birth, and the best number to reach you?

    A fact from the knowledge pack, used on the call.

  6. Xiomara (caller)
    Xiomara Bellweather, March 3rd, 1981. This number is fine.
  7. Penny
    Thank you. Which vision plan should I note for the desk, or will you be paying directly?
  8. Xiomara (caller)
    EyeMed, through my husband’s work.
  9. Penny
    I’ll note EyeMed so the desk can verify benefits. Dr. Lindgren has a contact lens exam open this Saturday at 11. The practice asks you to bring your current lenses and their box.
  10. Xiomara (caller)
    Saturday at 11 works.
  11. Penny
    You’re booked Saturday at 11 with Dr. Lindgren. The desk has your EyeMed plan and the reorder question. Optical will verify the prescription and handle any order after the exam. Your confirmation is on its way.
In the log
Name
Xiomara Bellweather · patient identifiers collected
Reason for visit
Annual contact lens exam · reorder question for optical
Coverage
EyeMed · desk to verify benefits
Appointment
Saturday · 11:00 AM · Dr. Lindgren · contact lens exam
Written to your calendar
Every line she said is in your log with the fields she captured beside it.
Before her first call

A contact lens exam uses the fitting slot your practice sets

From the optometry knowledge pack

  • Comprehensive exams, contact lens exams and fittings, pediatric exams, and diabetic eye exams, and what separates a routine visit from a medical one on the schedule.
  • Vision plans (VSP, EyeMed, Davis Vision, Spectera) versus medical insurance, why a red eye bills to medical, and why the desk verifies before the visit rather than at the counter.
  • Refraction, the eyeglass prescription, PD, and why a prescription carries an expiration date the patient hears about at reorder time.
  • The Contact Lens Rule and the Eyeglass Rule: the spectacle prescription is released after the exam, the contact lens prescription after the fitting is finalized, and a reorder needs a valid one.
  • Symptom mapping in the caller’s words: blurry up close after forty, a curtain or shadow, flashes and floaters, halos with pain, a gritty red eye, a lens that hurts.
  • The practice’s clinician-approved symptom and contact rules, with immediate-care instructions kept separate from routine exam booking.
  • Dilation, why the patient may want a driver and sunglasses, and how pretesting changes the length of the visit.
  • Frames, lens options (single vision, progressive, anti-reflective, photochromic), warranties, and where the optical answers and where Penny only takes the pickup call.
  • Recalls, annual reminders, and the contact lens reorder call, including the boxes-per-year question.
  • Lens brands a caller may name, including Acuvue, Biofinity and Dailies, captured in the appointment note; your desk handles its own practice-management system.
Penny, on a call
A contact lens exam includes the fitting time the practice sets. I’ll use that appointment type and note that you would like to discuss a reorder. May I have your full name, date of birth, and the best number to reach you?
The topics in the list are why she can say this.
What is kept

Review the patient fields retained under your practice’s settings

Stored

  • The caller’s name, callback number, and date of birth if you require it for booking.
  • The reason for the visit in the caller’s words, and which eye.
  • The vision plan or medical carrier name so the desk can verify benefits; the member ID only if you turn that field on.
  • The appointment written to the calendar, and the transcript in your call log.

Not stored

  • Card numbers or any payment. Penny never takes one.
  • Prescription details read over the phone. She notes that the patient asked and routes the request to the desk.
  • Anything that reads like a diagnosis, because she never offers one.
  • Patient details in the email summary, once you turn on PHI-minimized summaries on the Business plan.

Compliance mode on the Business plan keeps patient details out of the email summary, redacts them from the transcript on request, lets you set retention, and comes with a BAA on request. Penny gives no clinical advice on any plan.

You set what she keeps and what she leaves out of the record.
On your website

The website can answer an exam question after optical closes

quarrystonefamilyeyecare.com
Quarrystone Family Eyecare
  • Services
  • Hours
  • About
  • Contact
Penny
Chat with Quarrystone Family Eyecare
Visitor
do you take davis vision? my daughter needs an exam before school starts
What Penny does
Answers from your insurance page whether Davis Vision is accepted, asks the daughter’s age and whether the school screening flagged anything, and books a pediatric exam with the doctor who sees children, with the plan on the appointment. Any symptoms the visitor reports follow your clinician-approved contact rules.
Write a message
The chat follows the same rules as the phone line, so a visitor gets the answer a caller would.
Where it lands

The exam and intake details follow the practice’s connected calendar

  • Google Calendar
  • Outlook
  • Calendly
  • HubSpot
  • Slack

Connect Zapier or signed webhooks to send the captured details to the tools your office uses.

Questions

What your practice needs to know about call coverage

Send setup or plan questions to support@pennyassistant.com.

Google Calendar or Outlook, because that is where the doctors’ columns live in most practices, plus Calendly if you already book through it. Penny writes the appointment with the exam type, the plan, and the reason for the visit during the call, so the desk sees “contact lens exam, EyeMed, near blur” instead of a callback slip. HubSpot holds the new-patient lead if you market, Slack gets the after-hours alert, and your practice can connect Zapier or a signed webhook to receive the appointment record. Your team configures the receiving system; Penny has no native EHR connection. A text confirmation to the patient sits on Pro.

Give Penny a call before you forward yours.

Try the HVAC demo, then set up Penny for your business. Your account includes 14 days of Pro; Free keeps your website chat after the trial.

14 days of Pro included. No credit card.