Optometrists

An eye exam fills the room and the line rings. Your receptionist books the exam at the right length for the patient’s age, gives an order status to the right person, records the prescription request and reads your instruction when an eye is a worry.

$69 CAD / month · 50 Standard calls · 1 local number · no setup fee · no contract. Free trial: 7 days, 20 answered calls, no card.

During an eye exam the door is closed and the line rings: a parent calling for a child, glasses to pick up, a red eye. Zenvox is an AI receptionist for optometry clinics across Canada. She answers in English or French, following the caller, books the exam at the length you set for each age group, gives the status of an order once identity is verified, records a request for a copy of a prescription without reading it, and confirms no coverage. The Health & care base is $69 CAD a month with 50 Standard calls and one local number, no setup fee and no contract. Free trial: 7 days, up to 20 answered calls, no card.

For the requests you receive

A red eye on a Saturday morning

With no serious sign, she flags the call as a priority and offers the urgent slot you keep open in the day. She suggests no drops, no compress and no waiting to see. If the person describes sudden vision loss, flashes, a curtain, a chemical in the eye or a blow, she reads your instruction, emergency room or the provincial health line, and alerts you.

“Are my glasses ready?”

She verifies identity, then gives the status the clinic recorded: arrived, on order, to be fitted. She books a short pickup. Fitting a frame belongs to the optometrist or the optician, and she does not promise it for the same day.

A copy of the prescription

“I would like my prescription so I can order my contacts somewhere else.” She records the request and passes it on: the clinic hands over the prescription. She does not read it over the phone. When an optician or a pharmacist calls for a prescription, she passes the call or the message to the optometrist, who gives it to the person allowed to fill it.

Other requests you can delegate

An exam for a child

A parent calls for a child. She records the child’s name and age, confirms that a parent or guardian will attend, and books the child exam at the length you set. Coverage by age, she leaves to the clinic.

“Is it covered?”

She explains that coverage for an exam depends on the person’s age and situation, and that the clinic confirms it on site. She records the insurer mentioned. She quotes no amount you have not posted yourself.

The yearly exam and its reminder

A patient comes back year after year. She verifies identity, records the rough date of the last exam and books. With the Openings and reminders option, the reminder goes out on the cadence you set, and a cancellation frees a slot for your waiting list.

The red eye seen the same day, with no advice and no coverage promised

The optometrist steps out at 10: the boy’s appointment is in the schedule, and the record carries the eye concerned, since when, the absence of any serious sign and his age, with a note that no coverage was confirmed. The pink-eye question waits for the exam.

Read the full conversation

Saturday, 9:40 a.m. The optometrist is with a patient. A woman calls about her ten-year-old son, whose eye has been red since the evening before.

ReceptionistGood morning, optometry clinic. Let me start with your name and a number where I can reach you.

CallerNathalie Bouchard, 613 555-0128. My boy’s eye has been red since last night. Is it pink eye?

ReceptionistI cannot assess that, and I would rather say so right away: the optometrist will. Has his vision dropped suddenly, is he seeing flashes, or did he get hit or get a product in the eye?

CallerNo, nothing like that. It itches and it is red, that is all.

ReceptionistThank you. I am writing down: red eye since last night, no change in vision. How old is he, and is he already a patient here?

CallerTen. Yes, he had his exam last year.

ReceptionistI am booking this morning’s urgent slot, 11:20, and texting you the confirmation. As for coverage, the clinic will confirm it on site.

What she does while you are examining

An exam to book, an order to check, an eye that worries someone: she sorts, books at the right length and leaves coverage, the prescription and fitting to the clinic.

When someone calls for an exam

  • She takes the full name and a callback number, then asks whether the person is already a patient and who the exam is for.

    A parent calling for a child and an adult calling for themselves are not booked the same way.

  • She books the exam at the length you set for each age group, with a parent or guardian present for a child.

    Adult, child, 65 and over and contact lenses each have their own slot in your schedule.

  • She records the age and the insurer mentioned, and says coverage is confirmed at the clinic.

    The order of optometrists does not decide what the RAMQ covers: the receptionist has no business guessing.

When an eye hurts or turns red

  • She reads your instruction word for word for sudden vision loss, flashes, a curtain, a chemical or a blow to the eye.

    For a chemical, the preset instruction says to rinse with water right away and go to the emergency room; no ordinary exam is booked.

  • She alerts you as soon as the redirect is applied.

    Nobody finds out at the end of the day that a serious eye sign was described on the phone.

  • For a red eye with no serious sign, she flags the call as a priority and offers the urgent slot of the day.

    She suggests no drops, no compress and no waiting to see.

When someone calls about glasses or a prescription

  • She verifies identity before giving the status of an order of glasses or contact lenses.

    The status is the one the clinic recorded: arrived, on order or to be fitted.

  • She books a short pickup, or time with the optician to choose a frame.

    Fitting belongs to the optometrist or the optician; she does not promise it for the same day.

  • She records a request for a copy of a prescription and passes it to the clinic.

    According to the order, the prescription is handed over at no charge; she does not read it over the phone.

  • She puts an optician or a pharmacist asking for a prescription through to the optometrist.

    Giving a prescription orally belongs to the optometrist, and only to the person allowed to fill it.

What she protects

  • She confirms to nobody else that a person is a patient, and gives nothing from an adult’s file to a relative without authorisation.

    Quebec’s code of ethics of optometrists forbids revealing that a person has used their services.

  • She sends the exam confirmation and reminder on the channel the person allowed.

    The message gives the date, the time and the address; it says nothing about the reason or the eye.

Between exams

Each of these options is added separately, when it is useful to you.

  • Add-on

    She sends the yearly exam reminder on the cadence you set, and offers a cancellation to your waiting list.

    A freed slot becomes an exam again, without the team calling down the list by hand. Availability and recalls

  • Channel

    She carries on by text the conversation about an order that is ready and the pickup time.

    Optional channel: the person answers when they can, and the request lands in the same place as the calls. Text and website chat

What she does not do, in optometry

  • She gives no optometric or medical opinion and interprets no visual symptom.
  • She confirms no RAMQ or insurance coverage.
  • She recommends no drops, no compress and no removing anything from an eye.
  • She reads no prescription and no exam result over the phone.
  • She quotes no price for glasses or contact lenses that you have not posted.
  • She does not imply the optometrist has reviewed the case.

What you can ask her yourself

She answers from the calls, requests and clinic information you are allowed to access. A question about an option only applies once you have switched it on.

  • The questionWhich orders of glasses did people call about this week?

    She retrieves the calls about an order status and the pickups booked. She knows only the statuses the clinic recorded.

  • Which calls triggered the eye emergency instruction?

    She reads back the alerts sent and the time of the call. She says nothing about the state of the eye.

  • Which patients are due for their yearly exam?

    Add-onWith Openings and reminders: the date of the last exam and the reminder sent. Without the option, she sends no reminder.

What happens to the request

  1. You describe your clinic once

    Your exam types and their length by age group, the urgent slot of the day, what the clinic says about an order that is ready, the safety instruction you want read out word for word, and the person to alert when a serious sign is described. You can change all of it at any time from the app.

  2. She makes it safe, then sorts, then books

    A serious sign comes first and leaves the schedule. Otherwise: name and callback number, patient or not and for whom, reason, age, insurer mentioned, the hours that work. She records the caller’s own words instead of translating them into clinical vocabulary.

  3. You step out of the exam room and the request is written

    The exam sits in the schedule at the right length, the confirmation and reminder go to the patient, and the summary waits in the app. A red eye or an optician asking for a prescription reaches you as an alert, not at the end of the day.

What the Health and care base covers

A receptionist who answers in both languages while you are examining, books at the right length, gives an order status to the right person and leaves you a written summary. No setup fee, and you keep your number.

  • Calls answered in French and in English, following the caller
  • The safety instruction read out as soon as a serious eye sign is described, ahead of anything else
  • The exam booked at the length you set: adult, child with a parent present, 65 and over, contact lenses, urgent
  • The status of an order of glasses or contact lenses, given after identity is verified
  • A request for a copy of a prescription recorded and passed to the clinic
  • Confirmation and reminder sent to the patient before the exam
  • A written summary after every call, readable in the app, and the option to ask her what happened

She confirms no RAMQ or insurance coverage: the clinic confirms it, based on the person’s age and situation.

Decisions that stay with you
  • She gives no optometric or medical opinion and interprets no visual symptom.
  • She recommends no drops, no compress, no removing anything from an eye and no waiting to see.
  • She reads no prescription and no exam result over the phone, and gives no prescription to an optician or a pharmacist: the optometrist does.
  • She promises neither a same-day fitting nor a price for glasses or contact lenses that you have not posted.
  • She confirms nobody is a patient of the clinic without verifying identity, and gives nothing from an adult’s file to a relative.
  • She lets nobody believe the optometrist has reviewed the case.
  • She records only what you authorise, and confirms nothing from a patient's file to a third party: health information stays sensitive information. She is built for Quebec's Law 25, with a database in Canada; live voice processing runs through a US-based subprocessor, as the Security and data handling page explains.

Ask your receptionist, too

This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.

Talk to your receptionist

A question you can ask

Which requests for a copy of a prescription are waiting for the clinic?

She retrieves the requests recorded, with the person’s name and the date of the call. She does not read the prescription itself.

What else you can hand to her

Beyond the base plan. Each one is added on purpose, separately from the base. None switches on unless you choose it.

Openings and reminders

The yearly exam comes back on the cadence you set. The option sends the reminder, offers a cancellation to the people on your waiting list, and updates the file once they answer.

Web and SMS conversations

An order that is ready is often settled in writing. The option carries the conversation on by text or on your website: the person replies, picks a pickup time, and the request lands in the same place as the calls.

When your customers prefer to write

You can add a channel so she can continue the conversation with your customers. Any action she takes follows the same rules and the options you have chosen.

Optional customer channel

Customer text conversations

Carry on by text the exchange about an order that is ready and the pickup time, rather than one more phone call back.

The transactional messages provided by your base plan and your own questions to the receptionist remain included.

An exam, a pair of glasses, an eye: three calls that are not handled alike

An optometry clinic gets three kinds of calls: an eye exam to book, for the caller or for a child; an order of glasses or contact lenses someone wants to know about; and a problem with an eye that cannot wait until next week. During an exam the optometrist does not pick up, and the person at the front counter may be helping someone choose a frame.

The rules of the profession weigh on each of those calls. Quebec’s code of ethics of optometrists requires them to keep confidential what they learn, not to reveal that a person has used their services, and to take reasonable steps so that secrecy is kept by the people who work with them and by the technology they use. The order of optometrists states that it does not decide what the RAMQ covers. The prescription itself is offered to the patient at the end of the visit, at no charge, and is given orally only to the person legally allowed to fill it, a dispensing optician or a pharmacist.

Your receptionist takes those calls for you. She answers in French or in English, stays formal, verifies identity before discussing a file, books the exam at the length you set for each age group, gives the status of an order the clinic has updated, and leaves to the clinic what belongs to it: coverage, the prescription, fitting and anything that sounds like advice.

Optometrists — your questions

Can she tell a patient whether the exam is covered?

No. She explains that coverage for an exam depends on the person’s age and situation, records the insurer mentioned and leaves confirmation to the clinic. The order of optometrists states that it does not decide what the RAMQ covers, and the optometry preset forbids confirming coverage over the phone.

What does she do when someone asks for a copy of a prescription?

She records the request and passes it to the clinic, which hands over the prescription. According to the order of optometrists, the optometrist offers the prescription at the end of the visit, cannot charge for handing it over, and gives it orally only to the person legally allowed to fill it, a dispensing optician or a pharmacist. Your receptionist reads it to nobody.

What about a red eye or a worrying sign?

You write the instruction, she reads it word for word. For sudden vision loss, flashes, a curtain across the field of vision, a chemical or a blow, she directs the person to the emergency room or the provincial health line and alerts you, assessing nothing. For a red eye with no serious sign, she offers the urgent slot you kept open.

Can she tell someone their glasses are ready?

Yes, once identity is verified, and according to the status the clinic recorded. She confirms to nobody else that a person is a patient: Quebec’s code of ethics of optometrists forbids revealing that a person has used their services.

Our clinic already uses practice software. Is that a problem?

No. With software such as Optosys or Acuitas, which does not connect to Zenvox, she works in native mode: the request, the appointment and the summary are written in the app, and your team carries them over. No connection to that software is announced here; it is checked with you, one product at a time.

Do I keep my number?

Yes. You forward your line to Zenvox during exams, after hours or on the schedule you write. The base also includes a local number, if you would rather publish a new one.

Your rules, before the first call

Start your free trial with your email. Your website can help prepare your business information, but it is optional. Confirm the facts, choose a first task and test your receptionist. You can try options too, starting with the ones you need.

Optometrists

An answer for your customers.

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