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Optometry Case Study

How ClearView Eye Care Freed Their Front Desk from Phone Overload

A busy optometry practice in Portland, OR cut phone time by 55% and increased optical capture rate from 58% to 73%.

7 min readPortland, OR2 ODs, 3 opticians, 7 staff

Staff Phone Time

5.2 hrs/day2.3 hrs/day
-55%

Optical Capture Rate

58%73%
+26%

Contact Lens Reorder Calls

18/day3/day
-83%

Annual Revenue Impact

+$118,000
gained
Portland, OR
2 ODs, 3 opticians, 7 staff
5 months study
Phone time cut 55%, optical revenue up $118K
The Challenge

What ClearView Eye Care Was Facing

Drs. Kevin Park and Jennifer Walsh co-own ClearView Eye Care, a full-scope optometry practice with a bustling optical shop. They see 40 patients per day across two exam lanes and sell an average of 15 pairs of glasses and 8 contact lens supplies daily.

The practice was profitable, but Dr. Park noticed a troubling pattern: their optical capture rate — the percentage of exam patients who purchased eyewear from ClearView rather than going to Costco, Zenni, or Warby Parker — had been declining. It sat at 58%, well below the 70-75% target for a healthy optometry practice.

The root cause was the phone. ClearView received 55-65 calls per day. A detailed analysis revealed the breakdown: - Contact lens reorders: 18 calls/day (33%) - "Is my order ready?" inquiries: 12 calls/day (22%) - Appointment scheduling: 10 calls/day (18%) - Insurance benefit questions: 8 calls/day (15%) - Other (directions, hours, etc.): 7 calls/day (12%)

The two front desk staff and one optician spent a combined 5.2 hours per day on the phone. That was 5.2 hours not helping patients select frames, explaining lens options, troubleshooting adjustments, or doing the in-person work that drives optical revenue.

The optical shop suffered. When a patient finished their exam and went to the optical area to pick glasses, they often waited 5-10 minutes for an optician who was on the phone processing a contact lens reorder. Dr. Walsh observed: "We're losing frame sales because our opticians are stuck on the phone saying 'yes, Acuvue Oasys, right eye -3.25, left eye -2.75' instead of helping the patient standing in front of them try on frames."

Insurance confusion calls were draining. Optometry has the unique challenge of dual insurance (medical + vision). Patients called repeatedly to ask what their plan covered, whether their benefits had renewed, and why they owed more than expected. Each call averaged 7 minutes.

The Solution

How FrontDesk Helped

ClearView deployed FrontDesk in September 2025, targeting the highest-volume call categories first.

Contact lens reorder automation. AI handled all reorder calls — verifying patient identity, confirming prescription validity (checking for expiration), confirming lens brand/parameters, selecting the patient's pharmacy or preferred shipping, and placing the order. AI texted patients a confirmation with estimated delivery date.

Order status updates. The practice connected FrontDesk to their order management system. When a patient called asking "are my glasses ready?", the AI checked the status and responded instantly: "Your glasses arrived yesterday and passed quality inspection. You can pick them up anytime during business hours — we're open until 6 PM today." This eliminated 12 calls per day.

Insurance benefit summaries. For the top 10 vision plans (VSP, EyeMed, Davis Vision, etc.), the AI was trained on standard benefit structures and could answer common questions: "With your VSP plan, you have a $20 exam copay, a $150 frame allowance, and your lenses are covered. Would you like to schedule an appointment?"

Smart scheduling. AI managed appointment booking with appropriate time blocks (comprehensive exams = 40 min, follow-ups = 20 min, contact lens fits = 30 min) and asked relevant pre-visit questions.

Proactive notifications. ClearView set up automatic text notifications: "Your glasses are ready for pickup!" — sent the moment the order was marked complete. This proactively eliminated the "is it ready?" calls before they happened.

The phone was stealing our optical revenue and we didn't even realize it. Every call our optician answered was a patient in the shop not getting help choosing frames. FrontDesk gave us our optical shop back.

Dr. Kevin Park

Co-Owner, ClearView Eye Care

The Results

The Impact After 5 months

Five months post-implementation:

Staff phone time dropped from 5.2 to 2.3 hours per day. The AI handled 55% of all calls completely, with another 15% partially handled (gathered info, then transferred). Only 30% of calls required full human handling — primarily complex insurance discussions and clinical questions.

Optical capture rate jumped from 58% to 73%. This was the headline result and it happened because of time, not sales training. With opticians freed from phone duties, they could spend 15-20 minutes with each patient in the optical shop — helping them try frames, explaining progressive lens options, and recommending coatings. The personal attention converted browsers into buyers.

Contact lens reorder calls dropped from 18 to 3 per day. The 3 remaining calls were unusual situations (prescription changes, insurance issues) that genuinely needed a human. The routine reorders were handled entirely by AI.

Revenue impact: $118,000 annualized. - $82,000 from improved optical capture rate (15 percentage point increase on frame and lens revenue) - $24,000 from increased contact lens capture (annual supply promotions offered by AI at reorder time) - $12,000 from new patients gained through improved call answer rate (64% → 97%)

Patient satisfaction scores increased. Google reviews mentioning "helpful staff" and "great frame selection help" increased 40%. Patients noticed the difference when an optician could spend 20 uninterrupted minutes with them instead of constantly excusing themselves to answer the phone.

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