Turn Every Inbound Vision Exam Request Into a Booked Chair Appointment With AI
Pitchit automatically verifies vision insurance coverage (VSP, EyeMed), triages acute medical eye symptoms, and converts online exam forms into instant outbound call-backs 24/7.
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Hear Pitchit Handle an Optometry Exam Booking Call Live
Listen to how Pitchit pre-qualifies vision insurance, collects contact lens evaluation needs, and books a comprehensive exam on the clinic calendar in real time.
Comprehensive Eye Exam & Contact Fitting
Verifies vision provider coverage, collects current prescription preferences, and schedules an appointment with an optometrist.
Calculate Your Practice Net Revenue Increase with Pitchit
Plug revenue leaks from missed calls during pre-testing or optical sales, cut front-office intake overhead, and calculate your exact monthly net profit increase.
How Your Optometry Practice Revenue Is Calculated
Based on optometry industry benchmarks1. Missed Call Recovery:
(Inbound Calls × Missed %) × Patient Value × 25% conversion rate for immediate 24/7 AI exam scheduling.
2. Speed-to-Lead Conversions:
Uncontacted Web Leads × Patient Value × 20% conversion rate achieved by placing 5-second outbound AI calls.
3. Practice Overhead Saved:
((Staff Reps × $3,500/mo avg salary) + Answering Fees) × 70% automated workload reduction.
4. Dynamic Enterprise Bracket:
Standard tiers (Starter $149, Growth $349, Pro $599). Enterprise volume uses a $599 Pro base + $0.15/lead for all volume above 2,000.
Why Optometry Practices Are Switching to Pitchit
See how Pitchit compares to traditional medical answering services and offshore virtual assistants when converting vision care patients.
| Operational Feature | Answering Service | Offshore VA |
✓ Recommended
Pitchit 24/7 AI |
|---|---|---|---|
| Speed to Lead Response | 15–30 Minutes (Queue) | Varies (Shift Dependent) | Under 5 Seconds (Instant) |
| Optometry Practice Logic | Generic Messages | Requires Months Training | Pre-Trained Optometry Workflows |
| EHR Calendar Booking | Takes Call Notes Only | Manual Calendar Entry | Instant Real-Time Sync |
| Insurance & Vision Need Triage | None | Inconsistent Quality | Automated Coverage & Symptom Audit |
| Annual Recare Recall Broadcasts | Not Supported | Low Output | High-Velocity Multi-Channel |
| CRM Data & Dispositions | Basic Email Alerts | Manual Logging | 100% Automated Transcripts & Sync |
Speed to Lead Response
Trade Logic
Calendar Booking
Scope Triage
Outbound Reach
Data & Dispositions
From Initial Patient Inquiry to Scheduled Exam Room
Whether answering inbound vision care calls or launching 5-second TCPA-compliant speed-to-lead sequences, Pitchit connects every patient directly to your optometry team.
Multi-Channel Lead Intake
Pitchit answers inbound call surges 24/7 or instantly initiates 5-second outbound Voice, SMS, Email, and WhatsApp sequences for web form and vision marketing leads.
Insurance & Vision Need Triage
Gathers vision insurance provider details, verifies exam needs (routine vs. medical eye care), contact lens history, and primary ocular symptoms.
Exam Booking & Live Transfers
Live-transfers urgent medical eye care calls to clinical staff, or books vision exam slots directly onto doctor calendars 24/7.
EHR & Practice Management Sync
Pitchit logs full call transcripts, audio recordings, insurance details, and disposition codes straight into RevolutionEHR, Eyefinity, or Crystal PM.
Zero Missed Inquiries Across Inbound Calls & Outbound Recare
From qualifying vision insurance on incoming calls to re-engaging overdue annual exam patients, Pitchit scales your practice revenue without expanding front-desk staff.
Capture Every Inbound Eye Care Call
Eliminate hold times during morning check-in rushes. Pitchit answers instantly and executes precise optometry intake logic in real time.
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Instant Vision Insurance & Medical Need Audit Verifies vision insurance coverage (VSP, EyeMed, etc.), distinguishes routine exams from medical eye conditions, and collects symptoms.
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Direct EHR Exam Chair Booking Schedules comprehensive eye exams, pediatric vision tests, and contact lens consultations directly onto doctor calendars 24/7.
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Live Medical & Emergency Eye Care Transfers Patches acute ocular concerns like foreign body removal, eye infections, or sudden vision changes directly to clinical staff.
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24/7 After-Hours Intake & Emergency Support Answers evening calls, captures insurance/patient information, and triages acute symptoms without manual front-desk intervention.
Automate Annual Recare & Contact Lens Recall
Turn web forms into immediate exam calls and re-engage overdue vision care patients automatically.
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5-Second Speed-to-Lead Callbacks Triggers an outbound call, email, WhatsApp, or SMS within seconds of a patient submitting an online eye exam booking form.
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Annual Exam & Contact Lens Recare Re-Engagement Follows up with past-due annual exam recall lists and expiring contact lens prescriptions to fill open doctor schedules.
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TCPA-Compliant 10-Touch Cadences Executes up to 10 automated touches across Voice, SMS, Email, and WhatsApp—strictly restricted to compliant calling hours and allowed days.
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Multi-Touch Sequences (Voice, SMS, WhatsApp & Email) Engages patients across their preferred channel to support flex spending (FSA/HSA) year-end drives and designer frame trunk shows.
Plugs Directly into Your Optometry Software Stack
No manual data entry. Pitchit checks doctor availability, qualifies insurance parameters, and dispatches appointments straight into your optometry EHR/PMS.
| Platform / Software | Category | Integration Type | Pitchit AI Action |
|---|---|---|---|
| RevolutionEHR / Eyefinity / Crystal PM / Compulink | Optometry EHR & Practice Management | Zapier, ViaSocket & Webhooks | Pushes patient records, vision insurance details, visit reason notes, and booked exam slots directly to your schedule. |
| Salesforce / HubSpot / GoHighLevel | CRM & Patient Pipeline | Zapier, ViaSocket & Webhooks | Creates lead records, logs full call audio transcripts, vision preference notes, and advances pipeline stages. |
| Google Calendar / Outlook / Local EHR Calendars | Doctor & Pre-Test Schedules | Native Integration | Checks real-time doctor availability and places comprehensive eye exam and contact fitting appointments directly on clinic schedules. |
| Gmail / Outlook Email | Email Communications | Native Integration | Engages patients, sends exam confirmations, annual recare recall follow-ups, and qualifies leads directly via email. |
| WhatsApp Business & SMS Gateways | Omnichannel Patient Outreach | Native Integration | Executes TCPA-compliant 10-touch follow-up cadences and sends automated appointment reminder alerts. |
| Twilio / Infobip / SIP Trunks | Telephony & Voice Infrastructure | Native SIP / API | Powers ultra-low-latency voice calls, two-way SMS, and handles live transfers directly to front-desk staff or technicians. |
| REST API / Webhook Endpoints | Proprietary Developer Stack | Direct REST API | Connects with custom-built in-house vision intake widgets, online optical stores, or custom practice portal software. |
Frequently Asked Questions.
How does Pitchit qualify routine vision exams vs. medical eye care inquiries? +
Pitchit classifies patient requests using conditional logic; separating routine eye exams and contact lens fittings from specialized medical eye care such as dry eye syndrome treatment, glaucoma screenings, or red eye emergencies, and routes the lead with full qualification context directly to your front-desk staff or optometrists.
Can Pitchit capture vision insurance details, current prescription needs, and primary symptoms before booking? +
Yes. Pitchit can be configured to ask callers about their vision insurance provider (e.g., VSP, Eyemed), primary reason for visit (glasses, contacts, or medical eye issues), and current symptoms so your clinic staff has complete intake context prior to the appointment.
How does Pitchit handle urgent ocular emergencies after hours? +
Pitchit can be configured to triage acute ocular emergencies such as sudden vision loss, chemical exposure, or flashes and floaters, capturing critical details and either providing immediate emergency directions or alerting your on-call eye care specialist.
How fast does Pitchit respond to online eye exam appointment form fills? +
Pitchit executes automated speed-to-lead voice or SMS outreach in under 5 seconds, securing patient preferences and booking an exam slot before the prospect reaches out to competing local optometry practices.
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Scale Your Optometry Practice, Not Your Desk Backlog
Choose the right capacity for your clinic. Month-to-month billing, cancel anytime.
Starter
- ✓ Up to 400 patient conversations per month
- ✓ All channels (voice, sms, email, whatsapp)
- ✓ VSP and EyeMed insurance screening
- ✓ Under 5 second speed to lead response
- ✓ RevolutionEHR software booking
- ✓ HIPAA compliant encryption
- ✓ 100% AI-powered conversations
Growth
- ✓ Everything in Starter
- ✓ Up to 1,000 patient conversations per month
- ✓ Volume discount
- ✓ Acute red-eye medical case live transfer
Pro
- ✓ Everything in Growth
- ✓ Up to 2,000 patient conversations per month
- ✓ Multi-doctor lane scheduling
Enterprise
- ✓ Custom SLAs
- ✓ Unlimited patient conversations
- ✓ HIPAA BAA agreement
- ✓ Dedicated account manager
Ready to Fill Your Exam Chairs and Streamline Vision Patient Intake?
See how Pitchit qualifies VSP and EyeMed insurance plans in under 5 seconds, scheduling annual vision exams directly into RevolutionEHR.