Annual Eye Exam Recall
Automatically recall patients for annual eye exams — the #1 revenue driver for optometry practices
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Annual Eye Exam Recall automates the entire process from trigger to completion. This simple workflow uses SMS, Email, Workflows to deliver measurable results. Expected impact: Increases recall by 30-45%. Each exam = $200-$500 + eyewear sale potential..
How It Works
1
11-Month Recall
Custom field last_exam > 11 months
2
Recall Email
"Time for your annual eye exam! Book: {{link}}"
3
Recall SMS
"Hi {{first_name}}, annual eye exam time! Book: {{link}}"
4
Wait 1 Week
Window
5
Reminder
"Your annual exam is important for your vision: {{link}}"
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.