Calls and scheduling
Every call lands on the right next step.
Answer new and returning patients, understand what they need, and book the right visit or route the request to staff.
Answer→
Understand→
Offer visit→
Book→
Send next
Now partnering with independent eye-care practices·Join the design partner program
AI operations for independent eye-care practices
Your team runs the clinicOpero runs the gruntwork
From the first appointment to eyewear pickup—and back again through follow-up and recall.
Opero completes the routine work across the systems your practice already uses.
1
Answer the call
Recognize a new patient, returning patient, parent or caregiver, or someone checking on a glasses or contact-lens order.
2
Understand the reason
Identify whether they need a routine eye exam, contact-lens fitting, optical pickup, follow-up, or staff escalation.
3
Offer the right visit
Use the practice’s approved visit types, provider rules, and available openings.
4
Book the appointment
Confirm the slot and save the conversation with the appointment.
5
Send next steps
Automatically send intake forms, insurance requests, preparation instructions, or arrival details.
live call
0:42Patient
“Hi, I need to book an eye exam.”
Opero
“Of course — is this a routine exam, or are you having a new eye problem?”
Patient
“Just my annual exam.”
Visit typeComprehensive eye exam
LocationMain clinic
Next stepIntake and insurance link sent
The operational treadmill
Most software gives your staff more buttons to click.Opero does the clicking.
Every system holds one part of the answer. Opero carries patient, insurance, optical-order, referral, and communication work between them so the team only steps in when the next decision needs a person.
Tools an eye-care team may move between
The stack stays. The handoffs disappear.
Practice management + EHR
RevolutionEHR Compulink Advantage Eyefinity EHR Crystal PM
Clinical + imaging
ZEISS FORUM Topcon Harmony OptosAdvance HEYEX 2
Billing + eligibility
VSP / Eyefinity EyeMed inFocus Availity Waystar
Communication + intake
Weave NexHealth Solutionreach RingCentral
Optical + suppliers
VisionWeb ABB Optical / Abby Optical lab portals Contact-lens supplier portals
Records + handoffs
Phone SMS inbox Email Fax Referral queue Order pickup list
Same tools. Fewer handoffs.
A different category
Software adds. Opero subtracts.
Most tools give the team another surface to operate. Opero is the installed workforce that operates the surfaces already there.
They add
+
A messaging dashboard
Another inbox to clear before lunch
+
A recall campaign
A batch to remember to send
+
A lab or supplier portal
Another tab for order and delivery status
+
More front-desk coverage
More payroll, same backlog
We subtract
The calls, answered day and night
The vision and medical benefit checks, done before the clinic opens
The recall, moving until someone books
The optical-order chase, closed at pickup or delivery
You only hear from Opero when it is stuck.
What's included
One workforce. Six jobs. Everything included.
Opero is one installed operating layer for the whole practice. Start with the workflow creating the most administrative drag, then add the remaining jobs and practice-specific edge cases over time.
Benefits verification
Vision and medical benefits checked before the front door opens.
Check routine vision-plan eligibility and medical coverage before the appointment.
Appointment→
Plan type→
Eligibility→
Benefits→
Summary
Patient intake
Paperwork and referrals arrive ready to work.
Collect patient information, insurance cards, medical history, consent forms, and referral documents before arrival.
Send form→
Collect→
Check→
Follow up→
Chart
Recall and reactivation
The due list keeps moving without a due-list ritual.
Bring patients due for exams, contact-lens renewals, and follow-ups back into the schedule.
Find due→
Reason→
Outreach→
Openings→
Booked
Optical orders
Every glasses order, contact-lens order, remake, and pickup gets followed through.
Track eyewear and contact-lens orders from prescription and submission through lab delays, arrival, patient notification, delivery, and pickup.
Prescription→
Submit→
Track→
Notify→
Close
Inbox and referrals
The inbox becomes a queue with an owner.
Turn incoming emails, faxes, referrals, records, and attachments into identified and tracked work.
Read→
Identify→
Match→
Extract→
Route
Installed around your practice
We learn the operation before we automate it.
Opero is configured around your appointment types, communication style, vision and medical insurance processes, optical-order workflows, referral rules, and escalation paths. The practice approves each operation before it runs.
01
Map
Appointment types, providers, vision-plan rules, medical-payer rules, order states, referral types, and escalation paths.
02
Connect
EHR and practice-management systems, phone, messaging, fax, forms, payer portals, optical labs, suppliers, and order-status sources.
03
Run
Launch one measurable operation and watch the queue, not another dashboard.
04
Tune
Add practice-specific alerts, languages, follow-ups, payer rules, supplier exceptions, and new workflows each sprint.
Join as design partners
Setup fee waived. Join now to reduce your grunt work.
Opero is installed around your eye-care practice and shaped with the team using it. Design partners start with one measurable workflow, without a setup fee, then expand once the routine work is running cleanly.
Optimize your operations
One installed workforce.
All six operating jobs
Voice, SMS, and workflow runs
Practice-specific SOP and tuning
Daily monitoring and refinements
Commercial terms are set after a short workflow map. Begin with one measurable workflow before expanding across the practice.
Book a 20-minute demo