The Leading Ophthalmology Patient Engagement Software


Create an easy, intuitive patient experience with custom scheduling, digital check-in, and automated patient communications—all in one platform.

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Still juggling scheduling, check-in, and patient payments manually?


Your ophthalmology practice deserves more than clunky systems and constant follow-ups. With customizable scheduling, digital check-in, targeted patient communications, and text-to-pay solutions, Promptly helps streamline your practice so you can focus on patient care—not paperwork!

Your new favorite ophthalmology patient engagement software

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Scheduling and digital check-in

Let eligible patients self-schedule appointments and offer a seamless contactless or digital check-in experience.

Did you know? Between March and August 2025, one Promptly client scheduled 2,429 future appointments via our automated recall and reactivation system.

Doodle drawing of checking of to-do lists

Targeted patient communications

Send the right message, to the right patient, at the right time—and through their preferred channel.

No, really: Promptly clients have seen a 97% patient retention rate when using a single platform for patient reminders, reactivations, recalls, and all other forms of patient engagement tools.

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Text-to-pay solutions

Speed up patient collections and let patients pay their own way with easy options like text-to-pay.

Our stats don’t lie: In just 8 months, one Promptly client collected $620,000 via automated texts sent with a payment link.

What Promptly can do for your ophthalmology practice

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  • Faster onboarding and fewer intake bottlenecks
  • Simplified scheduling—from patient self-scheduling to waitlist updates
  • One-stop referral support
  • Happier staff with less manual work‍
  • A single source of truth across scheduling, billing, and communications
How many software platforms are you currently using that can be consolidated?
How many openings in your provider schedules do you need to fill?
How many workflows and processes can we help automate to save you time and money?

“I don’t think we could get to where we want to be without Promptly. I couldn’t be more grateful for their ability to figure out systems, be patient with us, and give us the opportunity to become a better clinic.”

Jessica Kissinger
Practice Administrator, Eastern Oklahoma ENT

“As a large management services organization serving 100+ providers across different states, we need solutions that can adapt to meet our needs. The Promptly team has been a true partner to us, working to ensure their solutions work well for us.”

Jonathan Lujan, M.S., M.B.A.
CEO of Sight Growth Partners

“Promptly has significantly enhanced our efficiency and patient satisfaction—the streamlined workflows and real-time eligibility checks have saved my team countless hours.”

Carrie Jacobs, COE, CPSS, OCS

“Using Promptly to automate processes to meet patient demand has been a game-changer for our business—we’ve accelerated payment collections while reducing costs from redundant tasks.”

James Smith, CPA JD
CEO, Utah Eye Center

How our ophthalmology patient engagement software wins

Learn more about Promptly’s capabilities, then request a demo to see how we can create a custom plan to help your specialty practice.

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Engage patients

Connect directly with your patients before, during, and after their visit—in the way they prefer. By automating communication sequences, you save time and money on communications while your patients appreciate a cohesive experience in all interactions.

Custom reminders
Cohesive messaging across channels
Two-way texting
Contactless check-in
Recall and reactivation tools
Online intake forms

Fill schedules

Streamline scheduling for both staff and patients with automatic, online scheduling—even for first-time patients—and ensure that canceled appointments are filled quickly without straining your team.

Automated waitlist
Card-on-file booking
Smart appointment links
Instant rescheduling
Staff decision tree
Online referral portal

Simplify payments

Significantly speed up patient collections, reduce the unnecessary cost of mailing statements, and provide your patients with a convenient way to pay their balance.

Text-to-pay alerts
Patient cost estimates
Online payments
POS system
Real time insurance eligibility checks
Multi-entity collections

Access real-time analytics

Integrate vital data sources in one easy platform to access business insights, revenue sources, and growth opportunities to see what's actually working (and what's not) in your practice.

Automated reports filtered by provider and location
Dynamic visual dashboards
KPIs, trends, and opportunities tracking
Integrated operational and financial data sources
Full picture of practice performance
Live revenue generation tracking

Real-time integrations with leading healthcare practice management and electronic health record systems

(and many more)

Two professional women

Full-service onboarding + support that never leaves you hanging

We get it—switching to a new system and learning different ways of doing things can be daunting. But we’re your partner—not just a vendor—and our dedicated team will help you every step of the way. We’ve hit that sweet spot of being big enough to scale and act quickly, but still small enough to maintain one-on-one relationships.

The bottom line? You’re not just a number to us, and we won’t be just a faceless service to you.

Meet our team

Ophthalmology patient engagement software FAQ

What is ophthalmology patient engagement software?

It’s the digital engine that runs your practice outside the exam room. Instead of relying on manual recall lists, paper instructions for exam prep, and endless phone tag, this solution automates the entire patient journey. From self-scheduling and digital intake forms to post-op instructions and vision-specific recall, it keeps your patients connected and compliant with less effort from your team.

What are the benefits of ophthalmology patient engagement software?

Ophthalmology patient engagement software streamlines practice operations by automating the patient journey, resulting in higher revenue and clinical adherence. Key benefits include:

  • Reduced no-shows: By automating appointment reminders and confirmation loops, practices can reduce no-show rates by up to 90%, keeping surgical schedules full.
  • Accelerated revenue: Modern billing tools (like text-to-pay) remove friction, allowing practices to collect balances faster (e.g., 94.2% collection rates via text).
  • Operational efficiency: Automating manual tasks like recall lists and intake forms saves the average practice over 1,700 staff hours per year.
  • Improved patient prep: Automated educational messages ensure cataract and LASIK patients understand pre-op and post-op instructions, reducing cancellations and improving outcomes.

Why is Promptly the best ophthalmology patient engagement software?

Unlike other PM/EHR software, Promptly was built to handle the complexities of specialty practices like ophthalmology. We handle specific workflows that other platforms miss, like AI-powered vision insurance verification and automated recall for specific diagnosis codes. 

This difference pays off, big time: by consolidating your intake, payments, and engagement into one suite, we save the average practice $88,000 a year while delivering the seamless, premium experience your patients expect.

How can we get started with Promptly?

We’re excited to hear more about your ophthalmology practice! Whether you need to fix a leaky surgical schedule or automate your vision plan verifications, we'll take a look at your current workflow and build a custom plan for you. Once you're ready to launch, our dedicated onboarding team handles the heavy lifting to get you integrated and running fast. Just request a demo to get started!

See how ophthalmology practices are transforming operations with Promptly

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We automate the tedious stuff so people can do the people stuff

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