Every patient recalled for their annual exam — without manual calls.
Optometry practices that automate annual recall see 30% more repeat visits. Stop relying on patients to remember their own eye health.
The problem
Most patients genuinely intend to come back for their annual eye exam. They just forget. Optometry practices that wait for patients to self-schedule see 40–50% of their active patients drift away each year. A recall system converts that drift into booked appointments.
How it works
We connect to your EHR (RevolutionEHR, Eyefinity, Crystal PM) and track each patient's last exam date. At 11 months, an automated recall sequence begins: a personal-sounding email, then an SMS, then a final call-to-action with a direct booking link. Contact lens wearers get a separate track reminding them to reorder and book their annual contact lens exam simultaneously.
What you get
Annual exam recall automation
Sequence fires at 11 months: email, SMS, final nudge — all automated and personalized.
Contact lens renewal track
Separate reminder flow for CL wearers: reorder link + exam booking combined.
Family account grouping
One family can receive a single "time for your family's annual exams" reminder instead of four separate messages.
Insurance benefit reminder
Message highlights when vision benefits reset — a powerful motivator to book before year-end.
Online booking integration
Patients book directly from the recall message; slot holds in your scheduler instantly.
Recall performance dashboard
Track recall message open rate, booking rate, and revenue by recall cohort.
Common questions
Does the recall work for pediatric patients?
Yes — recalls for pediatric patients are sent to the parent's contact, not the child's.
Can we suppress recalls for patients who already scheduled?
Yes — as soon as a patient books, the recall sequence stops automatically.
Does it remind about glasses and contact lens prescriptions expiring?
Yes — expiring Rx reminders can trigger separately from the annual exam recall.
Recall every lapsed patient before their benefits reset
Tell us about your business and we\'ll scope this for you — no commitment required.
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