Voice AI Recall Strategy for Adults 45–64

Since adults 45–64 are the highest revenue driver for optometry (≈50% of revenue), your recall strategy with Voice AI (Careline) should focus on their specific motivations.

Here’s how:

Voice AI Recall Strategy for Adults 45–64

1. Condition-Specific Personalization

• Presbyopia check (reading vision changes).

• Night driving complaints (glare, halos).

• Monitor eye health risks (glaucoma, cataracts, diabetic eye disease).

• Reminder about annual eye exam being standard of care.

2. Incentive Hooks

• “Your insurance benefits cover an exam every 12 months.”

• “Your $200 vision allowance is about to expire.”

• “We’d love to help you update your glasses for easier reading or driving at night.”

3. Campaign Cadence (Best Practice)

• 3–4 call attempts over 3 weeks.

• First call = friendly reminder.

• Second call = benefit/insurance expiring.

• Third call = “last chance” urgency.

• Follow-up SMS/email confirmation if voicemail.

Sample Voice AI Script for 45–64 Recall

“Hi , this is Careline calling from Dr. Lee’s office.It looks like it’s been about a year since your last eye exam.Many of our patients in your age group notice changes in near vision and night driving around this time.You also still have vision benefits that can help cover your exam and glasses.Would you like me to schedule a time for your annual exam?”

The key is Careline’s ability to speak personally to their situation (not generic reminders), which makes 45–64 adults more likely to book.