00 · Optometry

AI systems built for independent optometry practices.

We build intelligence layers on top of the software you already use. Compulink, RevolutionEHR, Crystal PM. Your clinic stops losing time to paperwork, and revenue to bad workflows. HIPAA-compliant. Deployed in weeks, not months.

Book a 20-minute call See how it works

HIPAA-eligibleSigned BAACompulinkRevolutionEHRCrystal PMEyefinity

01 · The problem

8 min

Average time front desk spends on a routine phone call

95%

After-hours callers who never call back

Actionable KPIs most clinic owners see each week

Independent optometry practices aren't failing because owners don't work hard. They're failing because the software they pay for wasn't built to help them run the business. We fix that.

Flagship

Know what's working. Every Monday, in your inbox.

Your PM system collects everything. Every patient, every exam, every charge. It just doesn't tell you what any of it means.

Stephens AI pulls that data every night and turns it into a weekly briefing that takes 90 seconds to read. You see the 12 KPIs that actually move an optometry practice: capture rate, recall compliance, no-show rate, average revenue per patient, new patient mix, AR days. You see what's trending up, what's slipping, and what's costing you money this week, all in plain language with specific recommendations.

Open it with your Monday morning coffee. Run your week.

Dashboard walkthrough · 16 sec loop

Example Monday briefing email delivered every Monday at 7 AM — The Monday briefing, 7 AM, delivered by email

How it works · Nightly sync from your PM system, warehoused in your dedicated encrypted database, AI-generated narrative briefing, delivered by email and accessible via web dashboard anytime.

02 · The rest of the system

Four more engines that compound.

Booking Guardian

Problem · Online schedulers book appointments that don't fit your schedule. Staff reschedules manually. Patients get annoyed.

What we build · Every booking gets validated against provider availability, equipment, insurance, and staffing rules before it commits. Bad bookings re-route via SMS in under 60 seconds.

Validates every booking against 8 clinic rules
Auto-rebooks conflicts via SMS
Pulls waitlist patients into cancellation openings

Prevents 15 to 20 scheduling errors per month for a 3-doctor practice. Each one costs 20+ minutes of staff recovery.

Recall & Reactivation

Problem · Generic recall blasts from Demandforce and Weave work for maybe 5% of overdue patients. The other 95% is revenue walking out the door.

What we build · Behavioral segmentation and multi-channel outreach that actually gets lapsed patients back through the door. Personalized, not blasted.

Segments every patient by recall status
Sends personalized SMS, email, and voice at the right cadence
Tracks revenue attribution down to the patient

For a 3-doctor practice, recovering 20% of overdue patients returns $30,000 to $40,000 per year in visits already owed.

Reputation & Reviews

Problem · Happy patients don't leave Google reviews. Unhappy ones do. Your Google ranking is your patient acquisition.

What we build · After each visit we route happy patients to Google and unhappy patients to your office manager before they post publicly. AI drafts responses to every incoming review in your voice.

Smart SMS routing after each visit
One-tap review posting for happy patients
Service-recovery alerts with AI-drafted responses for human approval

Practices typically see 5× more reviews and a full-star rating bump within 6 months. More reviews, higher local ranking, more patients.

Insurance Verification

Problem · Front desk burns 10 to 20 minutes per patient verifying benefits through portals and phone trees. Medical and vision eligibility both slow the morning down.

What we build · Pre-appointment verification runs automatically 48 hours ahead. Staff walks in to pre-verified appointments and a flagged exception queue.

Medical eligibility via clearinghouse API
Vision portal verification available as premium scope
Exception alerts with writeback to the patient record

Reclaims 8 to 12 front-desk hours per week. Most day-of insurance surprises disappear.

03 · How they fit

Five modules. One system.

Weave and Demandforce are point tools that don't talk to each other. Stephens AI is a connected operating layer. Every module reads from and writes to the same patient data layer. Recall knows who Booking Guardian just scheduled. The Dashboard tracks how each module is performing. You aren't buying five tools. You're building one system that compounds every month it runs.

● Booking · Q2 2026 · 3 slots

Your front desk.
Their Monday mornings.
Back.

Discovery calls are 20 minutes. We learn your practice, your stack, and your biggest friction points. No pitch, no pressure. You leave with at least one idea you can act on even if you never hire us.

Book a 20-minute call alec@stephensai.co