Optometry CRM Built for Exams and Optical Revenue
Optometry practices have two revenue engines: annual eye exams and optical sales. Both depend on consistent recall and new-patient acquisition. Velant captures new patients in seconds and drives annual exam recall with AI-driven campaigns that bring patients back on time.
Drive annual exam volume and optical revenue with AI recall
Book a walkthrough — see the optometry workflow from new-patient inquiry through annual recall cycle.
Capture every new-patient exam inquiry
Most new optometry patients search 'eye doctor near me' or 'eye exam near me' and call the first practice that answers. Velant's AI Voice Agent answers every call in under 5 seconds, verifies vision and medical insurance, books the comprehensive exam, and captures the source that produced the patient.
- AI Voice Agent: every inbound exam inquiry answered in under 5 seconds
- Real-time vision insurance verification (VSP, EyeMed, Davis)
- Real-time medical insurance verification (270/271) for medical-billed exams
- AI Booking Agent: patients self-schedule annual exams via SMS
- Closed-loop attribution from Google search to booked exam
Annual exam recall campaigns that actually work
Optometry practice growth lives or dies on annual exam recall. Most practices use generic batch reminders that get ignored. Velant runs personalized AI-driven recall: anniversary timing, preferred-contact-method messaging, escalation if no response, and warm handoff to a coordinator if the patient wants to book.
- Annual exam anniversary detection
- Personalized SMS reminders with the patient's name and last exam date
- Multi-channel escalation: SMS → email → AI call if no response
- Auto-rebooking with available slots in the message
- Contact lens renewal reminders tied to prescription expiration
Optical revenue + frame board capture workflows
Velant tracks every exam patient through optical conversion: did they buy frames? Lenses? Contacts? Which insurance covered what? Optical conversion rate is the single most important practice KPI — Velant surfaces it daily by patient, by doctor, by day.
- Exam-to-optical conversion rate tracking
- Frame, lens, and contact lens revenue per patient
- Insurance-covered vs. cash-pay optical breakdown
- Recall for contact lens renewals tied to Rx expiration
- Sunglass + secondary pair recall in summer / winter
Multi-location optometry groups + DSO support
Velant's unlimited-user pricing fits independent optometry, multi-location groups, and OD-owned DSO operations. Each location runs its own pipeline, recall queue, and revenue dashboard with rollup at the group level.
FAQs
What is optometry CRM software?
Optometry CRM software handles new-patient acquisition (lead capture, AI follow-up, exam scheduling), annual exam recall, optical conversion tracking, and contact lens renewal reminders. Velant is the all-in-one optometry CRM with AI Voice Agent, AI Booking Agent, integrated telephony, and built-in EHR.
Can Velant integrate with optometry EHRs like Crystal PM, RevolutionEHR, or My Vision Express?
Velant handles the entire pre-exam and recall workflow: lead capture, AI follow-up, benefit verification, scheduling, recall campaigns, optical conversion tracking. Once the patient is in the exam chair, the record can push into your clinical EHR for refraction and exam documentation. Many practices consolidate onto Velant's built-in EHR.
Does Velant verify vision insurance (VSP, EyeMed, Davis)?
Yes. Velant's real-time eligibility verification covers major vision plans (VSP, EyeMed, Davis Vision, Spectera) plus medical insurance (270/271) for medically-billed exams. Coverage, copay, and authorization status come back within seconds.
How does Velant handle contact lens renewal recall?
Velant tracks contact lens prescription expiration dates and runs automatic recall campaigns 30 days, 14 days, and 7 days before expiration. AI follow-up across SMS, email, and AI voice call if no response.
How much does Velant cost for an optometry practice?
Velant Core is $99/mo unlimited users. AI Advanced ($499/mo) adds AI Voice Agent + AI Booking Agent. Plus usage. A typical optometry practice runs $200–$500/month total, paid back by the additional annual exam volume from improved recall.
Is Velant HIPAA-compliant for optometry?
Yes. Velant is built for HIPAA-aligned workflows with BAA available, role-based access, audit logs, encrypted communications, and TCPA-aware messaging.