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Stephens AI

00 · Eyecare

AI systems built for independent eyecare practices.

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

Inbox · scatteredStephens · handledclaimsfax #14denialauthrecalleligibilityERAstatementcodingno-showintakeorderClaimsAuthFaxes$PostingRecallsBenefitsFrom the inbox you already have — to one quiet center.
HIPAA-eligibleBAA before data accessCompulinkRevolutionEHRCrystal PMNextech
Already in production
This isn't a concept deck. I've already built and shipped a full custom system for a 27-person eyecare practice: time-off and payroll, end to end, with the paper process eliminated. The intelligence layer below is the next build on that same foundation.
01 · The problem
20 hrs/week

Front-desk time burned on calls and portals that don't touch a patient.

Tuesday 9 PM

When most prospective patients are searching for an eye doctor. Your phone is off.

4 weeks late

When most owners notice a problem started. By then it's a month of lost revenue.

Independent eyecare 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.

02 · 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 numbers that actually move an eyecare practice: optical 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

From  Stephens AISubject  Week in reviewMon 20 Apr · 07:03

Last week: 142 patients, up 6% from the 4-week average.

Optical conversion was 64%, down 4 points. Worth investigating.

3 no-shows, in line with trend. Recall compliance at 71%.


Top concern

Tuesday no-show rate trending up 3 weeks running. Now 12% vs. 4% clinic average.

Top opportunity

47 patients currently overdue for recall. Roughly $18,800 in potential revenue.

Recommended focus

Review Tuesday scheduling. Are confirmations going out on schedule?

Open dashboard →Delivered every Monday · 07:00
The Monday briefing, 7 AM, delivered by email

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

03 · The rest of the system

Four more engines that compound.

01

Booking Guardian

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

What we build  ·  Every new booking is checked against provider availability, equipment, insurance, and staffing rules the moment it lands. Conflicts get flagged and re-routed to the patient by SMS in under 60 seconds, before they wreck your day.

  • Checks every booking against 8 clinic rules
  • Re-routes conflicts to the patient by SMS
  • Surfaces waitlist patients for cancellation openings

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

02

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.

03

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

Routing review requests at the right moment typically produces 3 to 5× more Google reviews over six months based on industry benchmarks. Higher ratings follow, local ranking improves, more patients find you.

04

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 checked via clearinghouse — no portal logins or phone calls
  • Vision portal verification available as premium scope
  • Exception alerts to your front desk (writeback where your system supports it)

Reclaims 8 to 12 front-desk hours per week. Day-of insurance surprises disappear. Patients aren't blindsided at check-in, mornings start without portal scrambling, and your team handles experience, not eligibility.

04 · How they fit

Five modules. One system.

Booking Guardian
Recall Engine
Insurance Verify
Reputation & Reviews
Dashboard
Flagship
Monday briefing, 7 AM
Clinic Owner

Weave and Demandforce are point tools that don't talk to each other. Stephens AI is a connected operating layer. Every module reads from your systems and coordinates through one shared layer, so Recall knows who Booking Guardian just flagged and the Dashboard tracks how each one is performing. You aren't buying five tools. You're building one system that compounds every month it runs.

BookingQ2 2026 · 3 slots open

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.