Optometry
Voice AI for
optometry.
Eye exams, contact-lens fittings, and “are my glasses ready?” answered while your team is fitting frames.
- We sign BAAs
- HIPAA & PHIPA compliance mode
- SOC 2 Type II audit underway
Inbound · Eye exam Booked
- Caller
Hi, I need an eye exam and a contact-lens fitting.
- Callspace
Sure. Dr. Lee has Wednesday at 10:00 or Saturday at 11:30. Which works?
- Caller
Saturday. It’s Robin Ellis.
- Callspace
Thanks, Robin. You’re booked for an exam and fitting Saturday at 11:30.
- ✓ Exam + fitting booked · Sat 11:30 · Dr. Lee
- ✓ Front desk notified · link only, no PHI
The practice and caller are fictional.
Coverage
The calls it takes off your team.
Callspace answers while your team is with patients, books exams into the schedule you already keep, and takes the order and plan questions that keep the line busy.
- 24/7 Nights, weekends, and lunch
- Every line Answered at once, nobody on hold
- 5 min To forward your existing number
- BAA Signed before the first call
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Books eye exams
Routine exams, contact-lens fittings, and diabetic eye exams, booked at the right length.
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Answers the vision-plan questions
Which plans you accept, what an exam costs without coverage, whether a fitting is extra.
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Takes order and pickup calls
“Are my glasses ready?” goes to your team as a message with a callback number.
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Routes urgent eye problems
Sudden vision loss, flashes, or an eye injury goes to the line you name.
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Calls patients due for an exam
Works through the list of patients due for their annual exam and books them in.
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Covers evenings and weekends
Answered after close, with your hours and directions.
Hear it answer your own callers.
Outbound
Calls patients due for their annual exam and books them.
Give it the recall list. It calls each patient during office hours and books them into your calendar.
- 01
Build the list
Tag the patients who are due. Everyone on it is an existing patient of your practice.
- 02
Tell it what the call is for
Book a visit, confirm one, or collect intake details.
- 03
It calls inside your hours
You set the days, hours, and attempts. Anyone who opts out is marked do-not-call.
- 04
Booked into your calendar
Openings come from your calendar and the booking is written back.
Outbound · Annual exam AI placed
- Callspace
Hi, is this Jordan? This is the assistant at Clearview Eye Care. This call is recorded.
- Patient
Yes, this is Jordan.
- Callspace
Thanks. You’re due for your annual eye exam. I can book it now if you have a minute.
- Patient
Sure. Is there anything on a Saturday?
- Callspace
Dr. Lee has Saturday the 18th at 9:30 or 1:00.
- Patient
9:30.
- Callspace
You’re booked with Dr. Lee on Saturday the 18th at 9:30.
- ✓ Called at 2:10, inside office hours
- ✓ Identity confirmed before the visit was mentioned
- ✓ Exam booked · Sat 18 · 9:30 · Dr. Lee
- ✓ Outcome recorded: booked
The practice and patient are fictional. With compliance mode on, the agent says nothing about the visit until the patient confirms who they are, and if someone else answers it leaves no detail behind.
Boundaries
What it will not do
- It does not give clinical advice, interpret symptoms, or adjust a prescription.
- It does not read a prescription, exam results, or an order status back to a caller.
- A caller describing sudden vision change, an injury, or a painful red eye goes to a person with the transcript attached.
Practice systems
Books into the schedule you already keep.
The agent reads live openings and writes the booking back while the patient is on the line.
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Juvonno Books, reschedules, cancels, and registers new patientsDirect - Cliniko Books, reschedules, cancels, and registers new patientsDirect
- Google Calendar Books and reschedulesDirect
- Calendly Books and reschedulesDirect
- Avaros EMR Booking, rescheduling, and cancellingSoon
Running Jane, Oscar Pro, or Dentrix?
Vendors gate their APIs behind partner programs. Tell us which one you run and we will say whether we can connect.
Ask about your systemTrust
Built for regulated calls.
Compliance mode changes what the agent sends, stores, and logs. A SOC 2 Type II audit is underway, and the report goes to every customer before they go live.
Callspace now
New call
Open Callspace to see the details.
Email 9:41
New call summary
View this call in Callspace →
- 01
Compliance mode, one way only
PHIPA/HIPAA compliance mode is set per organization and cannot be turned back off. Behaviour that depends on it cannot be relaxed later, by your team or by ours.
- 02
Notifications carry no PHI
With compliance mode on, email and SMS call summaries carry a link and nothing else, and push notifications drop the preview entirely. Lock screens and inboxes are the two places this data most often leaks, so it never goes there.
- 03
Every access recorded
Reads of PHI-bearing records are written to an access log with actor, action, resource, request id, IP address, and timestamp — built to the content specification in PHIPA s. 10.1(4). Owner and admin only, viewable in the app and exportable as CSV.
- 04
Diagnostics log field names only
Field names carry no caller data, so they are logged everywhere. Values are never written to a log line under compliance mode.
Compared
Against what you have now.
A phone tree is cheap and everyone hates it. An answering service is human and stops at taking a message. Here is where the agent lands.
| Capability | Callspace | Phone tree | Answering service |
|---|---|---|---|
| Caller says what they need in their own words | Yes | Press 1 for… | Yes |
| Answers every line at once during a spike | Yes | Queues | Depends on staffing |
| Books into your calendar on the call | Yes | No | Sometimes, at extra cost |
| Looks up an order or a record mid-call | Shopify, calendar, CRM, webhooks | No | Rarely |
| Transfers with the context already gathered | Warm, with transcript | Cold transfer | Message only |
| Recording and transcript of every call | Yes, searchable | Sometimes | Rarely shared |
| Keeps PHI out of notifications and logs | Compliance mode, one-way | N/A | Your problem |
| Tells the caller what it is when asked | Yes, and transfers on request | Obvious | Human |
Start on one line, then widen it.
Rollout
Live on one line before it is live on all of them.
You hear it handle your own callers on a narrow scope, then decide how far to take it.
- Step 01
Scope the calls
Decide which calls the agent owns and which always go to a person.
- Step 02
Build and connect
Your script, escalation rules, and calendar. Compliance mode goes on before the first real call.
- Step 03
Test on real scenarios
The angry caller, the wrong number, the emergency. We adjust until it holds up.
- Step 04
Go live on one line
Forward one number, listen to a week of real calls, then widen the scope.
FAQ
Questions we get asked.
Can it book into our practice software?
Callspace books directly into Juvonno, Cliniko, Google Calendar, and Calendly today. For RevolutionEHR, Crystal PM, or another system, tell us which one you run and we will say whether we can connect to it before you sign up.
Can it tell a patient whether their glasses are ready?
It takes the call, captures the name and what the caller is asking about, and sends your team a message with the callback number. Your optician returns the call from the lab record.
Will you sign a business associate agreement?
Yes. Talk to us before you sign up so it is in place from the first call. Compliance mode is switched on for your organization at the same time.
Where does patient information go?
With compliance mode on, it stays inside the app. Email and SMS summaries carry a link and nothing else, push notifications drop the preview, and every read of a patient record is written to an access log you can export.
Bring us the calls you were told needed a person.
We will go through your actual call volume, agree what the agent should never touch, and put it live on one line so you hear it on your own callers. A BAA is in place first if you need one.