AI agent for optometrists
Contact Lens Prescription Renewal Agent
Every contact lens patient renews their exam before expiry and leaves with a supply that matches a final prescription
What it does
Contact lens patients often wait until their supply runs out, then find their prescription has expired and buy online elsewhere. This agent works through upcoming expirations weekly. It lists patients whose prescription expires in the next 45 days, checks their last supply order and the date it should run out, and checks insurance for a contact lens exam and allowance. It drafts a reminder offering a fit check with the right visit type. Once the patient is seen, it reads the final prescription and builds an annual supply order with the allowance applied. Before sending the order, it checks that the prescription is finalized and the lens is in stock. If not, it holds and asks the doctor. Prescription verification requests from outside sellers go to the doctor for approval within the legal window. Edge case: a patient with a recent eye infection is not offered a reorder until seen.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Monday expiry review
- List prescriptions expiring in 45 days with last order dates
- Check insurance exam eligibility and lens allowance
- Any recent eye infection or medical visit that blocks a reorder?If not: move the patient to a doctor review list instead. Back to step 2.
- Staff approve reminder messagesThe agent waits here for your OK.
- Read the finalized prescription after the fit check
- Build an annual supply order with the allowance applied
- Is the prescription final and the lens in stock?If not: hold the order and ask the doctor or supplier. Back to step 6.
- Patient confirms the order and priceThe agent waits here for your OK.
- Order placed and next expiry date set
How it decides
It ranks patients by days to expiry and supply run-out, and only builds an order from a prescription the doctor has finalized.
- Patients with under 30 days of lenses left are contacted first
- Recent infection or ulcer visits block reorders until seen
- Orders use only finalized prescriptions
- Outside seller verification requests are answered within the legal window
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Expiry lookahead (default 45 days)
- Reminder channel and count (default 3 by text)
- Supply length offered (default annual)
- Which brands are stocked
What keeps you in control
It always asks you first
- Staff approve outreach messages
- Doctor finalizes prescriptions
- Patient approves order and price
Hard limits
- Never changes a prescription
- Never places an order without patient approval
- Never ignores an outside seller verification request
It stops when
- Done: patient renewed and ordered, or declined
- Stop: no reply after 3 reminders
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
