Streamline Client Function Assessments
Instantly assess vision, mobility, cognition, and more with AI assistance.
Evaluating every aspect of a client’s functioning is time-consuming and mentally draining. Sifting through notes, organizing data, and ensuring nothing is missed means late nights and constant second-guessing.
The hidden cost
What this is really costing you
Assessing clients’ vision, orientation, mobility, social-emotional state, cognition, physical abilities, and personal goals requires juggling multiple data sources and documentation. Manual evaluation is tedious, error-prone, and eats into your time with clients. It’s easy to overlook details or spend hours compiling comprehensive reports.
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 means less time for therapy, more burnout, and increased risk of missed insights that impact client outcomes.
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.
Initial Client Intake
You ask your agent to compile all intake notes and assessment results into a structured functional overview.
Quarterly Progress Review
You ask your agent to compare this quarter’s assessments to previous ones and highlight significant changes.
Care Plan Updates
You ask your agent to suggest new goals or intervention areas based on the latest assessment data.
Team Meeting Prep
You ask your agent to generate a concise summary of a client’s functioning for sharing with colleagues.
How to hire your agent
Connect your tools
Link your assessment software, documentation platforms, and data storage tools used for vision therapy evaluations.
Tell your agent what you need
Type: 'Summarize my last three client assessments and highlight changes in orientation and mobility skills.'
Agent gets it done
The agent returns a structured summary with tracked changes, ready for your review or sharing.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Comprehensive Data Summarization
Gathers and consolidates client data from your notes, assessments, and reports into a single, organized summary.
Customizable Assessment Templates
Generates tailored checklists and forms for vision, mobility, cognition, and emotional evaluation based on your requirements.
Progress Tracking & Comparison
Creates side-by-side comparisons of client progress over time, highlighting key changes across all functional areas.
Insightful Recommendations
Suggests potential next steps or areas for further evaluation based on identified strengths and challenges.
Personal Goal Mapping
Aligns client goals with assessment findings, making it easy to track progress toward individualized outcomes.
AI Agent FAQ
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