Book a Demo AI RECEPTIONIST · OPTOMETRY
The AI receptionist for optometry practices that books the eye exam, verifies the vision plan, and takes the glasses and contact reorder — booking, screening, and working recall on top of Compulink and RevolutionEHR, while urgent symptoms route to your optometrist.
One demo line · every dental & vision workflow
Try: “Do you have any openings this week?”
No signup, no sales rep — just call it.
Book the correct appointment while completing required intake steps, identifying clinical concerns, updating the patient record, and keeping the patient moving toward completion.
Thank you for calling Bright Smile Dental — this is Camila. How can I help you today?
In progress
Queued
Queued
Queued
Queued
Workflow completed successfully
Book the correct appointment while completing required intake steps, identifying clinical concerns, updating the patient record, and keeping the patient moving toward completion.
+270 moreResolution rate
Always available
Languages
Avg. handle time
Platform integrations
Keep your stack. Lumi works on top of it.
No rip-and-replace — Lumi layers onto your optometry EHR, booking, and vision-plan software; PHI-system integration ships via a scoped API integration. 270+ integrations.
CalendlyThe front-desk loop
Different patients, one pattern: a caller checking whether you’re in their VSP network, a recall patient due for an annual exam, and a contact-lens reorder — arriving over lunch, at night, and on weekends, exactly when your desk is buried and your optometrist is mid-exam.
The plan-and-price question that decides whether a caller books with you or the practice down the street — answered live it becomes an exam, sent to voicemail it walks.
The recall-driven comprehensive exam that keeps the schedule full — booked when someone answers, forgotten when the call rolls over after 5.
A routine dispensary reorder that ties up the desk mid-clinic — and quietly lapses if the patient can't get through and buys online instead.
Not a booking question — a symptom that is captured, never assessed, and routed to your clinical team immediately so a real emergency never sits in a queue.
The optical-dispensary status call that repeats all day — answered on the spot it frees the desk, unanswered it becomes another hold and another walk-in wait.
The patient who can’t get through is booking with the next optometrist on the list — or buying their contacts online. A system should book the exam, verify the plan, and keep the reorder before yours ever rings out.
What is an AI receptionist for optometry practices?
An AI receptionist for optometry practices answers every call, chat, and text the moment it arrives — 24/7, in 70+ languages — books the comprehensive or contact-lens eye exam, verifies your vision-plan network and eligibility on the call, and takes the frames or contact-lens reorder that keeps optical revenue in the practice. It works the annual-exam recall and delivers it all to Compulink, RevolutionEHR, or Crystal PM via your scoped integration. It is HIPAA-compliant and signs a BAA. Crucially it is reception only — it never diagnoses, never interprets a symptom, and never gives medical eye advice, and any urgent symptom routes to the optometrist immediately.
The difference a patient feels
A voicemail or answering service
Lumi
A message in the morning is an exam booked elsewhere and a contact order shipped by a retailer. A booked exam with the plan verified is the patient you keep — intake clean, symptoms routed, and the reorder captured, with the annual recall held warm.
Answering the call is just the front door
Whatever comes through your phones, Lumi handles the front-desk work — booking the exam, verifying the vision plan, taking the optical reorder, keeping the recall warm — and hands anything clinical to the right person.
Voice, SMS, web chat, WhatsApp, email — every exam request, reorder, and reschedule answered in one place, so no patient reaches a voicemail box after your optical closes for the night.
Reads your calendar, books the comprehensive or contact-lens exam, and confirms your vision-plan eligibility on the call — then delivers the visit and intake to Compulink, RevolutionEHR, or Crystal PM via your scoped integration so your team opens a clean record.
Built to be HIPAA-compliant and signs a Business Associate Agreement — baseline for handling patient information, with an audit trail on every interaction.
Lumi answers logistics and books exams. It never diagnoses, never interprets a symptom, never offers medical eye advice — anything clinical routes to your optometrist, and an urgent symptom escalates immediately.
Calls and texts patients due for their yearly comprehensive exam, recovers no-shows, and fills the gaps — so the most predictable revenue in the practice never sits on a list no one has time to work.
Compulink, RevolutionEHR, Crystal PM, Eyefinity — Lumi works on top of the systems your team already runs, from the exam schedule to the optical order; direct read-write ships via a scoped API integration. No rip-and-replace.
Two jobs, one front desk
An optometry practice lives on two motions at once: turning a plan-and-price call into a booked exam, and closing the loop from prescription to optical order to next year’s recall. Lumi does both — the exam and the follow-through — without pulling your optometrist out of the lane.
The exam starts on the phone
A caller checking whether you’re in their VSP or EyeMed network is a booked comprehensive exam if someone answers before the next practice does. Lumi picks up calm, verifies the vision-plan benefit and states the copay, and books the exam — capturing the intake and delivering it to Compulink or RevolutionEHR through your scoped integration so your team opens a clean record, not a message slip.
Then Lumi closes the loop and comes back next year
A plan-and-price call becomes a booked comprehensive exam — Lumi verifies the vision-plan benefit and captures the intake; the optometrist owns the eye health.
The patient is seen and the optometrist writes the prescription — Lumi confirms the appointment and answers the copay, timing, and what-to-bring logistics around it.
Glasses or a contact-lens supply gets ordered — Lumi answers dispensary status and takes the reorder, so the sale doesn't leak to an online retailer.
The yearly comprehensive exam comes due — Lumi works the recall, rebooks the patient, and re-verifies the plan year so the chair fills again on schedule.
Every missed recall is a chair that stays empty and an optical sale that ships from a website. Lumi books, verifies, and recovers the annual comprehensive exam and takes the reorder — so the cycle stays full and revenue stays in the practice, while everything clinical stays with the optometrist. Build a custom recall play →
Built for a practice bound by HIPAA
A patient-intake line for an eye-care practice needs walls, not improvisation. These four are wired in before the first call — so the front desk books and verifies, but never crosses into diagnosis or medical eye advice.
Lumi is built to be HIPAA-compliant and signs a Business Associate Agreement with your practice — baseline for handling patient information, not an add-on. It handles the minimum necessary and logs every interaction.
Lumi is a patient-intake receptionist, not clinical staff. It books exams, verifies vision plans, takes optical reorders, and answers logistics like pricing and hours. It never diagnoses, never interprets a symptom or a reading, and never offers medical eye advice — every clinical question routes to your optometrist.
Sudden vision loss, eye pain, or new flashes and floaters are captured and routed to your clinical team immediately, per your protocol — never assessed, never queued behind a booking. Nothing clinical is ever managed by the AI alone.
Lumi works on top of Compulink, RevolutionEHR, Crystal PM, or your existing PMS — direct read-write rides your integration path, a scoped API integration. You keep the systems you run; there's no rip-and-replace and nothing to migrate.
Questions, answered
Yes — it's one of the main reasons optometry practices switch it on. Lumi confirms VSP, EyeMed, and other vision-plan eligibility on the call and states the copay you've authorized it to quote, so the "do you take my plan?" question becomes a booked comprehensive exam instead of a caller who hangs up and dials the next practice. What it can confirm and quote is scoped to what your practice approves.
No. Lumi is a patient-intake receptionist, not clinical staff. It books exams, verifies plans, takes optical reorders, and answers logistics, and it routes every clinical question to your optometrist. It never diagnoses, never interprets a symptom or a prescription, and never gives medical eye advice. Clinical judgment always stays with your team.
Lumi captures the concern and routes on your protocol. Sudden vision loss, eye pain, or new flashes and floaters route to your clinical team immediately, with the details captured — never assessed, never queued behind a booking. The point isn't for AI to judge an eye emergency; it's to make sure a patient with an urgent symptom reaches your defined pathway instead of a voicemail greeting.
Yes. Lumi works alongside the software you already run — Compulink, RevolutionEHR, Crystal PM, and Eyefinity, among others. Standard deployments carry bookings, reorders, and call outcomes by scheduling links and task handoffs, keeping PHI out of CRM integrations; direct EHR/PMS read-write is available through Redox or a custom API connection as a separate engagement. No migration, nothing new to learn. Running a different system? Ask us.
Keeping the exam chair and the optical sale is the whole point. Lumi works your annual-exam recall on a steady cadence, follows up no-shows, and takes contact-lens and frames reorders before they leak to an online retailer — all logged and handed to your team as it goes. Inbound answering keeps you from losing exams; the recall and reorder workflows are what put revenue back on the schedule.
Yes. Lumi is built to be HIPAA-compliant and signs a Business Associate Agreement with your practice as baseline. It handles the minimum necessary and logs every interaction for an audit trail.
Guides & comparisons
Give her your optometry line.
Open the demo and treat it the way your patients do — ask if you take VSP, ask to book your annual exam, then describe an urgent symptom. Then bring your call volume and your PMS to a walkthrough.
(520) 464-4425
AI ReceptionistWhat Is an AI Receptionist? A Plain-English Guide7 min read 
Real EstateSpeed to Lead: Why the First 5 Minutes Decide the Deal8 min read 
SubscriptionAI Customer Service for Subscription Ecommerce8 min read 
Property ManagementAI Assistant for Property Managers: A Buyer’s Guide8 min read 
Med SpaHow to Reduce Med Spa No-Shows Without Nagging Clients8 min read 
Estate PlanningAnswering Service for Estate Planning Attorneys8 min read 