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

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

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

1

Connect your tools

Link your vision therapy software, patient management system, and document editors to centralize patient and referral information.

2

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.'

3

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

Manually type or copy-paste patient details into a letter template.
Agent generates referral letters from your instructions and patient data.
30 min/week
Search through vision therapy records and notes for relevant information.
Agent extracts key data from your summaries and files.
20 min/week
Maintain a separate spreadsheet or handwritten list to track sent referrals.
Agent logs every referral automatically for easy follow-up.
10 min/week
Double-check each letter for missing info or attachments.
Agent reviews drafts for completeness and flags missing items.
10 min/week

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

Hire your AI agent

Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.

Free to join. No credit card required.