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Optometrists & eye clinics

Automate annual eye-exam recalls

Patients get a reminder when their eye test is due, with a booking link.

In kit Recalls & reminders Appointments Easy About 2 hours to set up

The problem

Eye-exam recalls are often due 1-2 years out and easy to forget on both sides.

What it could earn or save you

Rough estimate
Time
Roughly 1 to 3 hours a week
Money
Could bring back lapsed patients each month

How we got this: Based on replacing manual phone calls at ~2-3 minutes each. Rough estimate; your results will vary. Your results depend on your business; this is an illustrative estimate, not a guarantee.

How to switch it on

  1. 1

    Export or report on patients due for an exam from your practice system.

  2. 2

    Set automated recalls in Weave or your booking system at due date and +1 month.

  3. 3

    Add an online booking link.

  4. 4

    Call only those who haven't booked after the second reminder.

Tools you can use

Tool links are plain links for now. Some may later become affiliate links, which will always be labelled. Check each tool’s current pricing on its site.

Template and prompt

Privacy & compliance: Never paste patient names, health details or records into general AI tools like ChatGPT or Gemini; use them only to draft generic templates. Send real patient messages through a HIPAA- (US) or GDPR- (EU/UK) compliant system, with a signed BAA or data processing agreement where needed. AI here is for admin and wording only, never for diagnosis or clinical advice. Check your professional body’s rules on consent and marketing.

Template:

Hi {first_name}, your eye examination at {practice} is now due. Book online: {link}

AI prompt (generic text only, no patient data):

Write two friendly eye-exam recall texts under 160 characters for an independent optician. No health claims.

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