Book every eye referral and every post-op visit.
Callspace reads referrals from optometrists and family doctors and books the consult in your EMR. For cataract patients it books the measurements, the surgery date and each post-op visit.
- Patient
Hi, my optometrist referred me about cataracts.
- Callspace
I can book your consult. Can I have your name and date of birth?
- Patient
Paul Bernier, August 2nd, 1949.
- Callspace
Thanks, Paul. I have the referral from your optometrist. Dr. Rao has Tuesday the 10th at 1:20 or Thursday the 12th at 9:00.
- Patient
Tuesday.
- Callspace
You’re booked with Dr. Rao on Tuesday the 10th at 1:20. Your eyes will be dilated, so please bring someone to drive you home.
- Referral matched: optometrist
- Consult booked · Tue 10 · 1:20 · Dr. Rao
The calls Callspace takes for you.
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New consults after a referral
Callspace books the consult with the ophthalmologist named on the referral, or the next one available. It notes who referred the patient.
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Cataract scheduling
For cataract patients, Callspace books the measurements, each eye’s surgery and the post-op visits in order. The patient gets your clinic’s instructions for each one.
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Questions about drops and symptoms
If a patient calls about their drops or a symptom, Callspace takes a message for your clinical team.
Callspace books every referral.
Callspace calls each referred patient during your hours and books the consult.
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Load the list
Export the referrals waiting to be booked from your EMR and upload them, or tag patients in the app. Everyone on the list is a referred patient of your practice.
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Set the objective
Book the consult, book the test, or confirm the appointment.
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Set the calling window
Callspace makes up to five attempts per patient, on the days and hours you choose. A voicemail counts as an attempt. A patient who asks to stop is marked do-not-call.
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Read the outcomes
Callspace marks each patient booked, confirmed, callback requested, unreachable or declined, and records the reason. Your team works only the exceptions.
- Callspace
Hi, is this Margaret? This is the assistant at Lakeside Eye Centre. This call is recorded.
- Patient
Yes, that’s me.
- Callspace
Thanks, Margaret. Can you confirm your date of birth for me?
- Patient
October 21st, 1950.
- Callspace
Thank you. Your optometrist referred you to Dr. Rao, and I can book your first visit. There’s Monday the 23rd at 10:40 or Wednesday the 25th at 3:00.
- Patient
Monday is fine.
- Callspace
You’re booked with Dr. Rao on Monday the 23rd at 10:40. Your eyes will be dilated, so please arrange a ride.
- Called at 1:15, inside clinic hours
- Identity confirmed before the visit was mentioned
- Consult booked · Mon 23 · 10:40 · Dr. Rao
- Outcome recorded: booked
The practice and patient are fictional. With compliance mode on, Callspace says nothing about the visit until the patient confirms who they are. If someone else answers, it does not mention the visit.
Then it calls patients who are due for a follow-up.
Callspace calls patients who are due for a glaucoma check or a diabetic eye exam, and patients whose post-op visit never got booked.
- Callspace
Hi, is this Ken? This is the assistant at Lakeside Eye Centre. This call is recorded.
- Patient
Yes.
- Callspace
Thanks, Ken. Can you confirm your date of birth before I go on?
- Patient
June 30th, 1958.
- Callspace
Thank you. You’re due for your glaucoma follow-up with Dr. Rao. There’s Friday at 8:40 or next Tuesday at 2:20.
- Patient
Friday.
- Callspace
You’re booked for Friday at 8:40 with Dr. Rao.
- Identity confirmed before the visit was mentioned
- Follow-up booked · Fri 8:40 · Dr. Rao
Clinical judgment stays with your team.
- It does not give medical advice or say whether a symptom is serious.
- It does not tell a patient how or when to use their drops.
- It does not discuss lens choices or surgery costs beyond what your clinic provides in writing.
- If a caller reports sudden vision loss, new flashes or floaters, or pain or redness after surgery, Callspace sends the call to the line your clinic names and attaches the transcript.
Patient privacy is built in.
Callspace acts as your clinic’s agent under PHIPA, and the BAA is signed before any patient data moves. A SOC 2 Type II audit is underway.
- Compliance mode, one way only
- Notifications carry no PHI
- Every access recorded
- Diagnostics log field names only
- Retention you set, disposal you can prove
- Recordings behind expiring links
- Fails closed
- BAA before your first call
Questions we get asked
Can it book both eyes and every post-op visit?
Yes. Callspace books the measurements, each surgery date and the post-op visits your surgeons set. It follows the order your clinic uses.
Does it work with our EMR?
Yes. Callspace reads referrals and patient records from the EMR you run, books appointments into it, and files intake and follow-up notes to the chart. The EMR page lists the systems Callspace connects to.
Does it replace our front desk?
It takes the calls that reach voicemail today and makes the referral calls nobody has time for. When it cannot settle something, it sends the call to your team with the transcript.
Will patients know they are talking to an AI?
It introduces itself the way you tell it to and says the call is recorded. If a patient asks for a person, Callspace transfers them to the line you name or leaves a callback task in your inbox with the transcript.
How do we see what it booked?
Every call and every referral-list attempt has a recording, a transcript, and an outcome: booked, rescheduled, callback requested, or the reason it did not happen.
Will you sign a business associate agreement?
Yes, before 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 only a link, and push notifications drop the preview. Every read of a patient record goes into an access log you can export.
See Callspace run your workflow.
Bring us the workflow that costs your team the most hours. In a 30-minute demo, we show you how Callspace runs it from start to finish.