Stop Referral Backlogs—Delegate Instantly
Automate patient referrals to ophthalmic surgeons and physicians with an AI agent built for orthoptists.
Manually tracking, documenting, and sending referrals eats up your clinic time and focus. Chasing down missing details and double-checking paperwork is exhausting and delays patient care.
The hidden cost
What this is really costing you
Referring patients to ophthalmic surgeons or other physicians involves gathering clinical data, drafting referral letters, and ensuring all information is accurate and sent promptly. Each referral means toggling between vision therapy software, patient records, and emails, which disrupts your workflow. Small errors or delays can impact patient outcomes and your reputation.
Time wasted
1.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,610/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Continuing manually increases your admin burden, risks missed or delayed referrals, and reduces the time you can spend on direct patient care.
Return on investment
The math speaks for itself
Today — without agent
1.8 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,030/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Quick Referral After Assessment
You ask your agent to draft and send a referral letter to a specific ophthalmic surgeon right after a patient evaluation.
Batch Referrals for Multiple Patients
You ask your agent to process several referrals at once, saving you from repetitive data entry.
Double-Check Referral Details
You ask your agent to review a referral draft for completeness and accuracy before sending.
Referral Log Export
You ask your agent to export a list of all referrals made this month for your records.
How to hire your agent
Connect your tools
Link your vision therapy software, patient management system, and document editors to centralize patient and referral information.
Tell your agent what you need
Type: 'Refer John Smith to Dr. Patel for surgical evaluation—attach his last two vision therapy reports and include my summary notes.'
Agent gets it done
Your agent drafts a complete referral letter, attaches the requested documents, and prepares everything for your review and sending.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Referral Letter Drafting
Generates clear, complete referral letters using patient information you provide.
Data Extraction
Pulls relevant clinical details from your notes or summaries for accurate referrals.
Recipient Identification
Finds the correct ophthalmic surgeon or physician based on your criteria.
Referral Tracking
Keeps a log of all referrals made, so you can follow up easily.
Customizable Templates
Lets you apply your preferred referral formats and add personalized notes.
AI Agent FAQ
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