Audiology, optometry & sleep services
Turn tests into fittings and fittings into patients who come back—without your front desk working the tested-not-sold, recall, and resupply lists between pickups.
Deptly helps audiology, optometry, and sleep practices turn more tests, quotes, and studies into fitted, supplied, returning patients — and carries the tested-not-sold and recall outreach, the pickup, trial, and adjustment-visit coordination, and the reorder and resupply follow-up in between — while audiogram results, prescriptions, and every clinical decision stay with your providers.
What does Deptly do for audiology, optometry & sleep services?
Deptly is a managed service for audiology, optometry, and sleep practices. It follows tested-not-sold patients and quoted hearing aids to a decision, gets every sleep study a scheduled results review, works your annual-exam and clean-and-check recall lists, runs contact-lens reorder and CPAP resupply outreach on the replacement schedules you set, sends ready-for-pickup notices, and fills cancelled slots from your waitlist — inside the practice systems you already run. Audiogram interpretation, prescriptions, and every clinical call stay with your providers.
Sound familiar?
Five moments from the way this work actually runs — not because anyone is careless, but because the loop depends on whoever is busiest.
Mr. Alvarez tested in April with a moderate loss, took the hearing aid quote home 'to talk with his daughter' — and nobody has called since. The tested-not-sold report has forty names exactly like his.
It's day 12 of a 45-day hearing aid trial and no one has checked how it's going. The first your team will hear of a problem is the return.
The glasses arrived from the lab Tuesday. The ready-for-pickup call happens Thursday, between a contact lens teach and a line at the dispensing desk — and the patient has already called twice to ask.
A year's worth of contact-lens patients are due for their annual exam, and half of them are quietly reordering lenses online because a recall postcard is the only touch they get.
The home sleep test came back three weeks ago. The results-review visit never got scheduled, the patient stopped answering, and following up is nobody's actual job.
Why this happens
Audiology, optometry, and sleep practices share a shape the rest of health care doesn't quite have: the appointment produces a device, and the device produces a calendar. A hearing aid fitting schedules trial check-ins, adjustment visits, clean-and-checks, and an eventual upgrade. An eye exam produces a prescription with an expiration date, an optical order, and a lens supply that runs out on schedule. A sleep study starts a chain — results review, equipment setup, early-use window, resupply cycle. Your practice system knows every one of those dates. But a date in the software is not a message to a patient, and the distance between the two is where this branch leaks.
The work that closes that distance is small messages at high volume — the pickup call, the recall text, the reorder reminder, the trial check-in — and it falls to a front desk that is also the dispensary, the fitting bench, and the checkout line. List work needs steady, repeated attention over months; a dispensing desk gets interrupted every four minutes. So the tested-not-sold list gets worked in bursts when the book looks thin, the returned study waits weeks for a review that takes minutes to book, and the patient a year past their exam quietly reorders lenses online. None of that is a staffing problem. The practice simply has more waiting states than quiet hours.
The clinical boundary compounds it. Your staff rightly won't improvise about what an audiogram means, whether a prescription changed, or what a study found — so those conversations wait for a provider between patients, and everything routine queues behind them. Deptly is built around that exact line: it carries the administrative layer — scheduling, recall, reorders, pickups, follow-up — in language you approve, and routes anything clinical to your providers with the full thread attached.
What Deptly handles here
Three complete responsibilities — each with a trigger, the actions carried, the escalation point, and what done actually means.
Responsibility 1
Follow every test, quote, and study to a decision
- Starts when
- A patient tests with an aidable loss and leaves without scheduling, a hearing aid quote goes quiet, or a completed sleep study sits in the chart with no results review on the books.
- What Deptly does
- Sends a same-day recap in your voice: the recommendation as your provider presented it, the quote as given, the trial and payment terms you publish, and an easy way to schedule
- Works the tested-not-sold list case by case on a cadence you approve — referencing the test date and recommendation, never re-interpreting results
- Gets every returned sleep study a scheduled results-review visit, chasing the scheduling while saying nothing about the findings
- Answers the routine questions that stall device decisions — trial length, return policy, which visits are included, payment options — from your approved answers
- Books the fitting or consult the moment they say yes, notes the chart, and sends what to expect
- Comes to you when
- Questions about test results, candidacy, degree of loss, or what a study means go to the provider who saw the patient, flagged with the thread attached. Discounts and payment arrangements beyond your published options come to you.
Every tested-not-sold patient, quiet quote, and unreviewed study ends as a booked visit, a recorded no with the reason, or a scheduled future touch — and the weekly brief shows the pipeline moving instead of aging.
Responsibility 2
Work the recall, reorder, and resupply calendar
- Starts when
- A patient drifts past their annual-exam or clean-and-check date, a contact-lens supply is about to run out, CPAP supplies come due on the replacement schedule, or a device warranty approaches expiration.
- What Deptly does
- Works the annual-exam and clean-and-check recall lists in your practice's voice, on a steady cadence — offering real openings, not 'call us back'
- Runs reorder and resupply outreach on the schedules you set, so lens supplies and CPAP cushions, filters, and masks get replaced through your practice instead of a website
- Reaches patients whose warranties are ending, so the clean-and-check happens while coverage still applies
- Times upgrade-cycle outreach from the lists you approve, so patients with aging devices hear from you before they hear from a big-box flyer
- Records every response, so the lists shrink instead of resetting each time someone finds a spare hour
- Comes to you when
- A patient who mentions a hearing or vision change, device trouble, or a new symptom is routed to your clinical team under your protocol. Complaints and disputed charges come to you rather than being handled by script.
Every due date ends as a booked visit, a completed order, a recorded response, or a scheduled future touch — and the recall report stops being a number that only grows.
Responsibility 3
Protect the schedule and the follow-through after the fitting
- Starts when
- Glasses or devices arrive from the lab, a new fitting starts a trial or early-use window, a cancellation opens a hole in an exam column, or an upcoming visit is missing paperwork.
- What Deptly does
- Sends ready-for-pickup notices the day an order arrives and follows up until it's collected — no frames aging on the counter, no aids sitting in a drawer at the office
- Runs trial and early-use check-ins on the protocol you approve, in approved wording, so small problems surface while there's still time for an adjustment visit
- Books, confirms, and reschedules adjustment and follow-up visits under your rules, keeping the chart and the schedule matching reality
- Fills cancelled exam and test slots from your waitlist, matched by provider and visit type
- Chases intake forms, sleep questionnaires, and insurance details before the visit, so appointments start on time
- Comes to you when
- Anything that reads like pain, a sudden hearing or vision change, flashes or floaters, or a device problem affecting safety follows your clinical protocol immediately — routed to your team, flagged urgent, with only an approved acknowledgment sent to the patient. Remake, refund, and fee exceptions come to you.
Orders picked up, trials checked on schedule, holes backfilled or accounted for, paperwork done before arrival — the day runs the way the schedule says it will.
One job, before and with Deptly
The same signal, followed all the way to a verified outcome instead of waiting on whoever is busiest.
Today
- Thursday, 11:00 AM: Mr. Alvarez's audiogram shows a moderate loss in both ears. Your audiologist recommends a pair of aids and walks him through the quote. He wants to talk it over with his daughter.
- He goes on the tested-not-sold list. The front desk is mid-fitting with a walk-in repair, and the phone is ringing.
- The list gets worked in a burst every couple of months, usually when the schedule looks thin. His name doesn't come up before the burst runs out of afternoon.
- Ten months later, a big-box flyer catches his daughter's eye. He gets fitted there — and his trial check-ins, clean-and-checks, annual tests, and eventual upgrade all follow the fitting.
- Your tested-not-sold report still holds dozens of names like his, each one aging toward someone else's chair.
With Deptly
- Thursday, 11:00 AM: the same audiogram, the same recommendation, the same 'let me talk to my daughter.'
- That evening he has a recap in his inbox: the recommendation as your audiologist presented it, the quote as given, the trial terms you publish, and a link to schedule the fitting.
- Tuesday his daughter replies with the questions families actually ask — rechargeable or batteries, what the trial includes, which visits come with the purchase. Deptly answers each from your approved language within minutes.
- Friday he books. Deptly schedules the fitting on your audiologist's column, notes the chart, and sends what to expect at the visit.
- The trial check-ins run on your protocol from day one — and the weekly brief shows the tested-not-sold list shrinking name by name, each with its next touch on the calendar.Closed loop
Start from the outcome you want
The same responsibilities, prioritized differently depending on what you are trying to change first.
Start the care you've already recommended
The growth in this branch sits in lists you already own: the tested-not-sold report, the sleep studies with no results review on the books, the patients a year past their exam. Deptly answers the inquiry that used to reach voicemail during a fitting, follows every quote and study to a decision in your tone, works recall so the exam chair keeps producing recommendations, and asks happy patients for the review while the new device is still exciting. Same providers, same chairs — more of the care you've already recommended actually starting.
Take the small messages off the dispensing desk
Pickup calls, recall outreach, reorder reminders, confirmations, forms, order-status questions — this branch runs on small messages at high volume, and your front desk sends them between check-ins, fittings, and the frame board. Deptly carries that layer: ready-for-pickup notices the day orders arrive, recall and resupply outreach on a steady cadence, appointments confirmed, intake forms and sleep questionnaires chased before the visit, balances followed politely within your policy. What reaches your team is the patient in front of them and a short weekly brief.
Fill the book without burying the desk
A fuller exam book creates more of everything downstream — more orders to track, more pickups, more trials to check on, more recalls due next year. Deptly keeps both loops running together: tested-not-sold and recall outreach feed the schedule, cancellations get backfilled from your waitlist, pickups and trial check-ins keep the new volume calm, and the weekly brief shows what was handled and the few decisions that need you. The practice gets busier; the desk gets quieter.
What Deptly handles, asks about, and never decides
Every responsibility above runs inside this boundary. You set the rules; anything outside them waits for you.
Deptly handles
Routine work done within the rules you approve.
- Answers routine scheduling, order-status, pricing, and paperwork questions in your practice's voice — including after hours
- Works the tested-not-sold list and follows quoted devices and returned studies to a decision, in approved wording
- Runs annual-exam, clean-and-check, and recall outreach on a cadence you approve
- Sends reorder and resupply reminders on the replacement schedules you set
- Sends ready-for-pickup notices and follows up until orders are collected
- Chases intake forms, sleep questionnaires, and insurance details before the visit
Deptly asks first
Anything judgment-shaped waits for your okay.
- Exceptions to your trial, return, remake, or refund policy
- Discounts or payment arrangements beyond your published options
- Any message that reads as a complaint or a concern about care or a device
- Rescheduling that bumps another patient or changes a provider's day
- Anything without an approved template that touches clinical territory
Always human
The decisions that stay yours, always.
- Interpreting audiograms, refractions, and sleep studies — results conversations stay with your providers
- Prescriptions, device programming, and therapy settings — clinical work, never Deptly's
- Symptom triage: sudden hearing or vision changes, eye pain, flashes or floaters, or trouble tolerating therapy follow your clinical protocol immediately
- Setting quotes, fees, and treatment recommendations — Deptly communicates them, never creates them
The full rulebook — approvals, escalation, and audit history — lives on trust and control.
Who this covers
Each one gets the same execution engine — these notes call out what actually changes.
Audiology & hearing care
Hearing aids are one of the largest private-pay health purchases a family makes — considered for years, decided with a spouse or adult child in the conversation, and protected by a trial window that decides whether the sale sticks. The tested-not-sold list is the pipeline, trial check-ins are the return-prevention, and clean-and-checks and annual tests carry the relationship to the next upgrade. Deptly works all three calendars in your tone; candidacy, programming, and everything the audiogram means stay with your audiologist.
Optometry
An annual-recall practice where the exam drives everything downstream — the prescription, the optical sale, the lens supply. The leaks are quiet: patients drifting to online reorders, pickup calls made two days late, a recall list worked only when the book looks thin. Deptly keeps the small messages moving at volume — recall outreach, reorders coming due, glasses-ready notices, exam confirmations — so the same two people don't have to be the phone line and the dispensary at once.
Sleep medicine & CPAP services
Study-to-treatment has more exits than any path in this branch: questionnaire, study, results review, setup, early-use window, resupply — and patients ambivalent about treatment will take any unowned step as permission to stop. Deptly owns the administrative path: every returned study gets a review scheduled, every setup gets its check-ins, every resupply date gets worked. Results, titration, and therapy changes stay entirely with your clinical team.
Systems we commonly work in
- Phone calls & SMS on your existing business lineConfirmed
- Email & calendarConfirmed
- Blueprint OMSPossible
- SyclePossible
- RevolutionEHRPossible
- Crystal PM & EyefinityPossible
- Brightree & sleep resupply platformsScoped in discovery
Confirmed means standard channels every business already has — phone, text, email, and calendar. Possible means the platform supports what the workflow needs. Anything marked scoped in discovery gets verified during discovery before we commit to it — Deptly works within the tools you already have, as described on how it works.
See the loop close
Every proof item on this site is labeled for exactly what it is.
A returned sleep study gets its results review scheduled before the patient goes quiet
Lab → Practice
Results for Marcus W.'s home sleep test are back from the interpreting physician. Chart status: results review not yet scheduled.
Monday 9:05 AM
Deptly
Texts Marcus in the practice's voice: his results are in, Dr. Rhee would like to walk him through them, and two open times are offered. Nothing about the findings — that conversation belongs to the provider.
9:12 AM
Marcus
Honestly I've been putting this off. Work is slammed — does this have to be in person?
12:38 PM
Deptly
Answers from the practice's approved options — the review can be a telehealth visit — books Thursday's 4:15 slot on Dr. Rhee's schedule, sends the visit link plus the intake form he never finished, and notes the chart.
12:41 PM
Deptly → Marcus
Your results review with Dr. Rhee starts in an hour — here's your link. Reply here if anything's come up and we'll find you a new time.
Thursday 3:15 PM
- Dinbox
Owner brief
Friday 5:00 PM
Four studies came back this week; all four have results reviews scheduled or done. Marcus attended Thursday, his equipment setup is booked for Tuesday, and early-use check-ins are on your protocol — a path that used to lose patients at every step.
More demonstrations live on proof and examples.
Questions owners ask
Yes — that line is the design. Scheduling, order status, pricing you publish, trial and return terms, visit prep, and paperwork get answered from wording your team approves. Anything clinical — what an audiogram means, whether a prescription changed, what a sleep study found, whether a symptom matters — routes to your providers, flagged, with the conversation attached. Deptly schedules the results conversation; it never has it.
Those are exactly the platforms this branch tends to run on, and working inside your existing system is the model — Deptly reads real openings, writes real appointments, and notes charts where your team already looks. What each platform exposes varies, so your specific setup is confirmed during discovery rather than promised up front. Sleep resupply platforms and compliance portals usually start with that discovery conversation, since some carry clinical data.
The cadence, tone, and stopping rules are yours, and you approve the wording before a single patient hears it. Hearing aid decisions are family decisions with long timelines — good follow-up answers the questions actually holding things up, usually cost, the trial terms, or a spouse who wasn't in the room, and then waits patiently. Deptly checks in on your schedule, answers from your language, records every response, and stops when your rules say stop.
Yes — and the trial window is where the sale is kept or lost. Deptly runs the check-in protocol you approve: a touch a few days in, another before the window closes, each in your voice, each asking the questions your audiologist wants asked. A patient who mentions discomfort, feedback, or 'I'm just not wearing them' gets routed to your team while there's still time for an adjustment visit — instead of surfacing for the first time as a return.
This is a recall problem wearing a retail costume, and it's workable. Deptly reminds lens patients when their supply is running low and their exam is coming due, offers real openings, and makes reordering through the practice the easy path — in your voice, on your cadence. When a prescription has expired, the message is simple and honest: the exam comes first, and here are two times that work. Steady, personal outreach is the advantage a website can't match.
Yes — resupply runs on replacement schedules, which makes it a defined workflow: who is due for cushions, filters, masks, and tubing, on what cycle, contacted in what order. Deptly runs that outreach on your rules, handles the routine reorders your policy allows, and flags patients who have gone quiet since setup. Where a payer imposes documentation or compliance requirements, those rules are mapped during discovery. Mask-fit trouble and anything about pressure or therapy goes to your clinical team, always.
It depends which it is, and the protocol you set decides. A routine device issue — a dead receiver, a lost dome, a scratched lens — gets a repair or service visit booked under your rules. Anything that reads clinical — a sudden hearing or vision change, eye pain, flashes or floaters, dizziness, trouble tolerating therapy — follows your escalation path immediately: routed to your team, flagged urgent, with only an approved acknowledgment sent to the patient. Sorting one from the other conservatively is part of the setup.
Seriously and narrowly. Access is least-privilege — Deptly touches only the systems and fields a workflow needs — routine messages avoid clinical detail by design, and every action is logged. Test results and study findings never appear in outreach; messages say results are ready to discuss, not what they show. Your privacy and compliance requirements, including business associate expectations, are mapped with you during setup before anything goes live.
Yes — order status is some of the highest-volume, lowest-judgment traffic in an optical practice, which makes it exactly the layer to hand off. Deptly notifies patients the day an order arrives, answers 'are my glasses in yet' from real order status, follows up until pickups happen, and keeps patients informed when a lab remake pushes a date. Your dispensing desk stops relaying status and stays with the patient at the frame board.
Reminder software sends messages; nobody owns what happens next. Deptly is a managed service that works the outcome: it answers the replies, reschedules the reschedules, follows the quote that went quiet, chases the study with no review booked, and keeps working a list until it shrinks. Where your current tools send a useful reminder, Deptly can work alongside them or take the workflow over entirely — what changes is that someone is accountable for the loop closing.
No — it carries what they never get a quiet hour for. In this branch the front desk is also the dispensary, the fitting bench, and the checkout line, which is why the tested-not-sold list gets worked in bursts and the pickup call happens two days late. Deptly takes the list work and the small messages; your team keeps the patients in the chair, the judgment calls, and the moments that actually build the practice.
Pricing follows scope — which workflows Deptly carries, how much volume moves through them, and which systems are involved — rather than a per-seat software tier. A single high-value workflow, like tested-not-sold follow-up or the recall list, is a common starting point, and a straightforward first workflow can often launch in days; practice-system integrations and the privacy review health workflows deserve may require more time. A short conversation about your practice produces a scoped recommendation.
No pitch, just a straight read
Talk through how this would work in your business
Walk through how the work actually moves in your business and hear exactly what Deptly would carry first — including an honest no if the fit is not there.
