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For Eyecare & Vision Groups

AI agents that keep every exam chair full. Across every location.

Aqurio's AI agents don't just book exams — they drive optical revenue. By verifying benefits live, quoting frame and lens allowances, supporting premium lens recommendations, and rebooking missed optical opportunities, the platform ensures eyewear revenue stays in‑house instead of walking out the door.

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HIPAA-safe · SOC 2 Type II · HITRUST CSF · Eyefinity / Revolution EHR / NexTech / Modernizing Medicine
Trusted by eyecare groups and vision practices across
ophthalmology, optometry, and optical retail.
Built for eyecare & vision groups

Three problems every eyecare group fights. One platform that ends them.

Eyecare ops live or die on exam utilization, optical capture rate, and annual recall conversion. Aqurio's AI agents run all three across every location — without disrupting the clinical team.

1

The new-patient call that goes to voicemail while your tech is in the lane.

Most new-patient calls happen when your front desk is with a patient or off the clock. SmartAgent's AI agents answer every call 24/7 across voice, SMS, MMS, and digital — verify vision plan benefits live, book the right exam slot, and never let a shopper slip away.

Every new-patient call answered, 24/7 — voice, SMS, MMS, and digital
2

The annual exam recall list nobody has time to call.

Annual exam recalls, contact lens renewals, and overdue patients are pure margin — if you can reach them. SmartEngage's AI agents run personalized outbound campaigns across voice, SMS, MMS, and digital, segmented by last exam date, Rx expiration, vision plan, and balance, booking straight into open exam slots.

Recall campaigns running in days. ROI measurable in under 90 days.
3

The vision benefits your front desk can't verify fast enough.

Aqurio's AI agents verify VSP, EyeMed, Davis Vision, and 50+ vision plans in real time — eligibility, frame and lens allowances, frequency limits, co-pay structure — so the patient gets a confident quote before they hang up and your optical collects on day one.

Live vision plan verification in real time, 50+ plans

From the first Google click to the next annual exam. One connected platform.

Six stages of the eyecare patient lifecycle — each handled, measured, and grown by Aqurio's AI agents.

1

Shopper

New-patient calls, web chats, form fills, and SMS inquiries — captured 24/7 across voice, SMS, MMS, and digital at every location.

2

Book

SmartAgent verifies VSP/EyeMed vision benefits, picks the right exam lane or optical appointment slot, and books straight into the PMS/EHR.

3

Confirm

Two-way SMS and MMS reminders, pre-visit intake forms, insurance card requests, and reschedule handling — without staff lifting a finger.

4

Treat & Sell

Optical frame and lens estimates, premium lens upsell support, contact lens order confirmations, and same-day rebookings — so eyewear revenue doesn't walk out the door.

5

Recall

12-month annual exam recall, contact lens renewal, and diabetic eye exam campaigns — segmented by last exam date, Rx expiration, vision plan, and provider.

6

Reactivate

Dormant-patient win-backs, lapsed contact lens patients, and unscheduled optical follow-up — all identified and fed by SmartAnalytics patient lifecycle intelligence.

Across these six stages, Aqurio's AI agents handle the work end-to-end — across voice, SMS, MMS, and digital. 42 North Dental recovered $7M+ in patient A/R in 7 months. A 100+ location group collected $19M+ in aged balances in under 8 months. ROI in under 90 days — measurable, auditable, and defensible.

Three workflows that drive eyecare revenue. AI agents running end-to-end.

Use case 01

Never miss another patient call.

Every shopper, every after-hours call, every web-form lead — answered on the first ring across voice, SMS, MMS, and digital. SmartAgent's AI agents verify VSP, EyeMed, or Davis Vision benefits, pick the right exam slot, and book straight into Eyefinity or Revolution EHR before the patient hangs up.

  • Live VSP/EyeMed eligibility, frame allowance, and co-pay quote on the call.
  • Multi-location routing — sends the patient to the closest available exam slot.
  • Same-day appointment confirmation by SMS and MMS — including intake form and insurance card request.
See new-patient intake
Shopper calls — "comprehensive eye exam, new patient", 7:42 pm
↓
SmartAgent verifies VSP — exam covered, $20 co-pay, $200 frame allowance
↓
Books Thu 10:30 am · Eyefinity-confirmed
↓
Intake form + welcome SMS/MMS sent
Use case 02

Annual exam recall without the dialing.

SmartEngage's AI agents segment your recall list by last exam date, contact lens renewal date, Rx expiration, and vision plan — then run personalized outbound campaigns across voice, SMS, MMS, and digital that book directly into open exam slots.

  • 12-month annual exam recall campaigns with multi-channel touch across voice, SMS, MMS, and digital.
  • Lapsed contact lens patient reactivation and unscheduled optical reactivation by eyewear value.
  • Dormant-patient win-back with Rx-expiration urgency and personalized vision plan messaging.
See annual exam recall
1,240 patients overdue for annual exam or contact lens renewal
↓
SMS/MMS wave 1 → patients booked
↓
Voice wave 2 → additional patients booked
↓
Exam + optical production recovered
Use case 03

Live vision plan verification, instant optical estimates.

SmartAgent's AI agents verify VSP, EyeMed, and Davis Vision eligibility, frequency limits, frame and lens allowances, and contact lens benefits in real time — then build an optical estimate and send it via SMS and MMS before the patient leaves the optical dispensary.

  • 50+ vision plans integrated (VSP, EyeMed, Davis Vision, Spectera, and more), real-time response.
  • Frame and lens estimates with premium lens upsell options and patient financing.
  • Patient-friendly SMS and MMS confirmation for optical case acceptance.
See vision plan verification
Patient asks: "Does my insurance cover new frames this year?"
↓
SmartAgent → VSP eligibility verified in real time
↓
Estimate built — $200 frame allowance remaining, $15 co-pay for lenses
↓
SMS + MMS optical estimate + frame selection link sent

What eyecare teams say about Aqurio. In their own numbers.

A snapshot of outcomes across eyecare groups and vision practices in their first 12 months.

"SmartEngage's AI agents worked our entire aged A/R queue end-to-end. We recovered $7M+ in patient balances in 7 months, hit 84% patient contact rate, and gave 65 hours a month back to our office managers."

42 North DentalMulti-state healthcare group · Aqurio A/R recovery proof point
$7M+RECOVERED · 7 MO
84%PATIENT CONTACT RATE
65 HRS/MOSTAFF TIME RECOVERED

"Across 100+ locations, Aqurio's AI agents collected over $19M in aged balances in 8 months — without adding a single FTE. The platform remembers every interaction and the agents get sharper every month."

100+ location healthcare groupAnonymous · enterprise healthcare platform
$19M+RECOVERED · 8 MO
100+LOCATIONS LIVE
0 FTEADDED

Frequently asked questions

Common questions from eyecare buyers.

How does Aqurio handle vision plan verification for VSP, EyeMed, and Davis Vision?
SmartAgent's AI agents verify eligibility, frame allowances, lens coverage tiers, frequency limits, and co-pay structure in real time across VSP, EyeMed, Davis Vision, Spectera, and 50+ vision plans — quoting the patient before they hang up, across voice, SMS, MMS, or digital.
Will Aqurio integrate with our eyecare PMS or EHR?
Yes. Aqurio integrates with Eyefinity, Revolution EHR, NexTech, Modernizing Medicine (EMA), and other leading eyecare PMS and EHR systems — writing appointments, recalls, and encounter notes back to the system your team already uses.
How long does a multi-location eyecare group rollout take?
Multi-location eyecare groups typically go live in 60–90 days for the first 25 locations, with subsequent locations turned on in batches. SmartAnalytics deploys read-only with no workflow changes in weeks — the fastest entry point for AI-cautious buyers.
Can the AI handle annual exam recall, contact lens renewal, and patient reactivation campaigns?
Yes. SmartEngage's AI agents run annual exam recalls, contact lens renewal campaigns, lapsed-patient reactivation, and optical follow-up across voice, SMS, MMS, and digital — segmented by last exam date, Rx expiration, vision plan, and balance.
Is the platform HIPAA-compliant for eyecare records?
Yes — HIPAA, HITECH, SOC 2 Type II, and HITRUST CSF compliant — built into the architecture, not bolted on. PHI never leaves the BAA-covered environment. Every patient interaction is logged, transcribed, and audit-ready.
What ROI should an eyecare group expect in year one?
Eyecare groups typically see a 52% reduction in labor costs, measurable improvement in exam utilization and recall conversion, and ROI in under 90 days. SmartEngage Revenue Recovery uses success-based pricing — Aqurio's fee is tied to collected dollars, not hours billed.
More questions? Talk to an eyecare AI expert

Smarter eyecare starts with us, together.

SmartAnalytics shows you what's happening across every patient interaction. SmartAgent's AI agents answer every inbound call, verify vision benefits, and schedule exams 24/7. SmartEngage's AI agents run every recall campaign and recover every aged balance. Book a demo to see all three working together for your eyecare group.

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