Two insurances. One exam. Zero paperwork double-work.
Optometry is one of the only specialties where the same patient generates two completely separate insurance authorizations on every visit — vision and medical. Sorta captures both at intake, in one flow, and pre-fills the right form for the right visit type.
Vision benefit or medical insurance? Both. On the same patient.
Most optometry visits start as one and end as the other. Your front desk shouldn't have to predict which form gets filled.
Routine eye care · contact lens · glasses
The annual exam, refraction, frame allowance, contact lens fit — billed through a vision-specific benefit plan with its own form, authorization, and copay structure.
Medical eye care · pathology · follow-up
A dry-eye complaint, a flagged retinal finding, diabetic retinopathy screening, glaucoma management — billed through medical insurance with its own auth and ICD-10 documentation.
The optometry packet we map on day one.
Every optometry practice ships some version of these. Send us yours — we map every field by hand in under 12 hours.
Comprehensive Eye Exam Intake
Refractive Hx, current symptoms, family ocular Hx, medications — pre-filled per patient.
Contact Lens Fitting Consent
Fit consent, lens brand, wear schedule — auto-populated for CL evaluations.
Dilation Authorization
Demographics + visit-type pre-filled. Patient consents digitally; result attached to visit.
Vision & Medical Insurance Auth
Both captured at intake; auth form per payer pre-filled based on service type.
Release of Information (PCP)
For diabetic retinopathy, hypertensive findings, neuro referral — pre-filled, single tap to send.
Refractive Surgery Consult Intake
LASIK / PRK / refractive surgery consult Hx — pre-populated for the eval visit.
We map any PDF your practice already uses. No template redesign.
What changes in an optometry clinic running Sorta.
Vision + medical, in one flow.
Patients enter both insurance types at intake. Sorta pre-fills the right auth for the right service — vision for routine, medical when something gets flagged.
Annual returners don't restart.
Most optometry visits are annual returns. Patients confirm what changed; demographics and refractive Hx carry forward automatically.
Pre-test rooms stop waiting on paperwork.
The intake is done before the patient is called back. Techs walk into pre-test with the chart already populated — no more "we're waiting on her clipboard."
Works on top of whatever optometry EHR your practice already runs.
Sorta doesn't integrate with your EHR — it sits completely outside it. Your EHR keeps doing what it does. Sorta handles the patient-facing PDF layer.
Don't see yours? If it runs on a computer, Sorta works on top of it.
Different practice models. Same broken intake.
Optometry takes a few different operational shapes. The retyping problem looks identical in all of them.
One OD, two staff, a clipboard, a binder.
Intake is hand-typed into the EHR after the patient leaves. The front desk loses the morning to re-keying yesterday's exams while today's patients wait.
Four ODs sharing pre-test rooms.
Bottleneck is the pre-test tech, not the chair. Patients sit in the lobby because their packet isn't in the chart yet. Sorta moves that completion upstream of arrival.
Independent OD inside a vision retailer.
You're handling intake on your own iPad while the retailer handles glasses sales. Sorta gives your practice its own digital intake without changing the retailer's checkout flow.
What optometry patient intake typically includes
Optometry intake is uniquely complex because most visits involve two completely different insurance authorizations on the same patient. The routine portion of the visit — annual exam, refraction, contact lens fit, frame allowance — bills through a vision-specific benefit plan like VSP, EyeMed, Davis Vision, or Spectera. The medical portion — dry-eye treatment, glaucoma management, diabetic retinopathy screening, retinal evaluation, foreign body removal — bills through medical insurance with its own authorization and ICD-10 documentation. The same patient often touches both during the same visit, and the staff has to know which form gets filled when.
On top of that, every optometry visit produces a comprehensive eye exam intake (refractive history, current symptoms, family ocular history, medications), a contact lens fitting consent for CL evaluations, a dilation authorization, and a release of information when a finding warrants a referral back to the primary care provider — diabetic retinopathy, hypertensive retinopathy, or a flagged neurologic sign. Without automation, all of those forms inherit the same demographic block that gets typed onto every one separately.
Sorta captures both insurance types and the full refractive and ocular history at intake on the patient's phone before the visit. The right authorization form populates automatically per service. Pre-test techs walk into the room with the chart already filled. The clinical decisions belong to the OD or MD; the paperwork repetition goes away.
Common questions from optometry & ophthalmology practices
What practice owners, opticians, and front-desk leads actually ask us.
How do I automate patient intake for an optometry or ophthalmology clinic?
Send Sorta the intake packet your practice already uses — comprehensive eye exam intake, contact lens fitting consent, dilation consent, vision and medical insurance authorizations, refractive history. Patients complete intake on a phone link before the visit. Demographic, insurance, and vision Hx fields populate across every form on a single sync. Both vision benefit and medical insurance information are captured in one flow.
Does Sorta work with RevolutionEHR, Crystal PM, Compulink, Officemate, or other optometry EHRs?
Yes. Sorta runs completely outside your EHR — no integration, no replacement. RevolutionEHR, Crystal PM, Compulink, Officemate, EyeFinity, Eyecare Advantage, and any other system keep doing clinical documentation, scheduling, and billing. Sorta handles the patient-facing PDF layer that sits on top.
Can Sorta handle vision and medical insurance authorizations separately?
Yes. This is one of the most-asked questions. Optometry is one of the only outpatient specialties that bills two completely different insurance types — vision (VSP, EyeMed, Davis, Spectera) for routine eye care and medical insurance for medical eye conditions. Sorta captures both at intake on the patient's phone, then pre-fills the vision auth on routine visits and the medical auth on medical visits — automatically, without your front desk picking the right form.
Does Sorta handle contact lens fitting consent and dilation authorization?
Yes. Contact lens fitting consent, dilation authorization, contact lens evaluation forms, and refractive surgery consult intake — Sorta works with any PDF your practice uses. Patients complete them once during intake; the demographic and Hx fields populate across every form automatically.
How long does Sorta take to set up for an optometry practice?
Under 12 hours from when you send us your forms. We map every field by hand — comprehensive eye exam intake, contact lens consent, dilation auth, dual-insurance verification. Your staff and opticians learn the workflow in about 10 minutes. Most optometry practices are running it within the week they sign up.
See it with your actual optometry forms.
We don't do generic demos. Send us your real eye exam intake, dual-insurance auth, contact lens consent, and dilation forms — we'll show you Sorta filling all of them on your first call.
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