Every Exam Booked and Every Benefit Verified Before They Hang Up.
Iris answers every scheduling call on the first ring, verifies VSP and EyeMed eligibility live, quotes the exact copay before the patient arrives, re-orders contacts against the prescription on file, and writes it all into Eyefinity, RevolutionEHR, CrystalPM, and Weave.
Iris is standing by. Start the call to watch a real intake play out, field by field.
Same Call. Two Very Different Outcomes.
Every optometry operator is one unanswered ring away from handing a job to a competitor. Here is the same emergency, run both ways.
- Front desk is chairside with a patient — the phone rings out and the booking is lost
- Staff spend afternoons on hold with VSP and EyeMed to verify a single benefit
- Patients arrive expecting full coverage and argue about a copay nobody quoted
- Contact lens re-orders tie up a licensed optician who should be fitting
- Same-day cancellations leave chair time empty because nobody works the waitlist
- Every call answered on the first ring, even mid-exam
- VSP and EyeMed eligibility verified live, during the call
- Exact copay and covered services quoted before the patient hangs up
- Re-orders pulled against the prescription on file and its expiry date
- Cancellations backfilled from the waitlist automatically
This Is Iris
Your dedicated Optometry & Vision Care intake specialist — not a general-purpose bot with your logo on it.
- Specialty
- Optometry & Vision Care
- Writes into
- Eyefinity · RevolutionEHR · CrystalPM · Weave
- Availability
- 24 / 7 / 365 · unlimited concurrent calls
Verifies benefits on the call
Checks VSP, EyeMed, Davis, and Spectera eligibility live and quotes the exact copay, frame allowance, and covered services — no callback, no hold music, no surprise at checkout.
Knows an exam from a fitting
Distinguishes a comprehensive exam from a contact lens fitting, a routine refraction from a medical visit, and books the right chair time with the right doctor.
HIPAA-minded by construction
Collects only the identifiers needed to verify and book. Never discusses clinical findings, never reads back a diagnosis, and logs every disclosure against the patient record.
Escalates sudden vision loss
A curtain across the vision, a shower of new floaters, chemical splash, or an acute painful red eye routes straight to your on-call doctor instead of the booking queue.
Live in Four Steps
From signed contract to Iris answering your optometry line — typically inside 48 hours.
Select playbook
Start from a Optometry & Vision Care playbook that already knows the vocabulary, the intake fields, and the questions that decide whether a job is worth a truck roll.
engineos packs enable optometry \ --agent iris \ --intake emergency
Train guardrails
Define exactly what Iris may quote, promise, and schedule — and the conditions that force a warm transfer to a human instead.
guardrails: quote_ceiling: authorized_only escalate_on: [injury, hazmat]
Connect stack
Native writes into Eyefinity, RevolutionEHR, CrystalPM, Weave, plus bring your own carrier — Twilio, SignalWire, Telnyx, Plivo, or any SIP trunk you already pay for.
engineos connect eyefinity \ --sync jobs,contacts \ --carrier byoc
Automate & scale
Every call lands as structured JSON with a recording, a transcript, and a deterministic log line. No sampling, no silent failures, no guesswork.
POST /webhook/intake
{ status: "dispatched",
crew_eta_min: 38 }Six Calls Iris Handles Without You.
Real optometry scenarios, each one fully scripted, guardrailed, and logged.
Annual exam booking
Answers on the first ring while your front desk is chairside, matches the request to the right doctor and chair, and confirms by text through Weave.
VSP and EyeMed verification
Pulls eligibility live, confirms the copay, frame allowance, and whether retinal imaging is covered, so nobody argues about the bill at checkout.
Contact lens re-orders
Checks the prescription on file and its expiry, re-orders the exact brand and parameters, and flags patients who need an exam before lenses can ship.
Urgent eye triage
Screens for sudden vision loss, flashes and floaters, chemical exposure, and foreign bodies, routing true emergencies to your on-call doctor within seconds.
Recall and no-show recovery
Works the annual recall list and backfills same-day cancellations from the waitlist, so chair time never sits empty for want of a phone call.
Frame and lens upgrade quoting
Explains the out-of-pocket difference on progressives, anti-reflective coatings, and premium frames against the patient's verified allowance.
You Own the Carrier. We Own the Intelligence.
Most AI answering services lock you into their phone numbers and mark up every minute. EngineOS runs on the carrier you already have.
- Keep your existing telephony contracts — no port required
- Your recordings, your storage, your data residency
- No per-minute markup on carrier traffic
- Sub-second failover between providers
- Full call-detail records exported to your warehouse
- Leave whenever you like — the numbers were always yours
Encrypted end to end
Calls are encrypted in transit and at rest. Recordings land in your bucket under your retention policy — EngineOS never becomes the system of record for your customers' data.
Every ring answered while your front desk is chairside with a patient.
No hold queue and no voicemail, at any call volume.
Recovered by backfilling cancellations and working the recall list.
Ready to Put Iris to Work for Your Optometry & Vision Care Business?
Tell us where your calls go today. We'll run Iris against your real intake script, on your own carrier, and show you the structured records it produces — no rip-and-replace required.
- 20-minute call, no slide deck
- Keep your existing phone numbers and contracts
- Live in 48 hours after you say go