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

$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.

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

1

Connect your tools

Link your assessment software, documentation platforms, and data storage tools used for vision therapy evaluations.

2

Tell your agent what you need

Type: 'Summarize my last three client assessments and highlight changes in orientation and mobility skills.'

3

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

Manually review notes and copy findings into a new document.
Agent extracts and organizes findings instantly.
1 hr/week
Compare old and new reports side-by-side by hand.
Agent highlights changes and trends automatically.
0.5 hr/week
Condense data into a summary for colleagues.
Agent generates concise, shareable summaries.
0.2 hr/week
Cross-reference goals with assessment outcomes.
Agent maps goals to findings for you.
0.1 hr/week

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.

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