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Stacks AI Studio / Optometry Practices
AI for Optometry Practices
"I feel behind on AI, and there is no chance I can catch up." If that is the sentence in your head, you are exactly who I work with. I am not selling software or theory-based advice. I run my own ten person managed services business on Claude, I know the value it adds every week, and now I help owners do the same inside optometry practices like yours: your team trained, jobs automated, hours saved. Saying yes to starting puts you ahead of many of your competitors.
Experience, Not Theory
That is our first four automations at Stacks, across a ten person team. We took on more clients, and gross margin went from 26% to 56% in twelve months. AI was not the only driver. It was the biggest one. It also set a new standard for what my team sends out: the same bar for research, formatting, and finish on everything that leaves the building, no shortcuts.
Casey Templeton, Founder of Stacks. Nashville.
"In one week I went from a two-hour session with Casey to a brand new marketing site and firing the marketing firm I'd used for two years. If Casey wants to work with you, don't be a dummy. Just do it."
The Week
Your Week. I Know It.
Five jobs nobody wants. This is the work an automation goes after first.
Patients leave the lane still unsure what changed. The optician explains the prescription again at the frame board.
Last year's annuals never get called. Nobody knows who is due until the schedule looks thin.
Vision plan or medical, somebody has to decide. The authorization gets chased while the patient sits in pretesting.
The lab order slips and nobody calls. The patient calls first, asking where the glasses are.
Contact lens renewals expire quietly. The annual supply gets reordered somewhere else.
When the dispensary runs short, the calling and the follow up wait until the day is over.
Source: The Vision Council via Review of Optometric Business, April 2025.
The First Step
Two Sessions. Two Hours Each.
For most optometry practices, this is the first step. Homework first, then two sessions, two hours each. In person if you are near Nashville, or over Zoom. $1,950.
For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it pays for itself with room to spare. And if after our first session you do not see a job worth automating, you pay nothing.
An automation is a repeated piece of work you teach Claude once. Your team runs it every day, you own it and tune it, and it carries the work to 80 percent so your people finish the 20 that needs their judgment.
"Casey taught me how to actually put AI to work. I generate quotes faster, my workflow is smoother, and I'm making more money because of it. One of the best investments I've made in my business."
01
Homework
Before we ever meet, you pull real examples of the work that eats your week: actual documents, actual messages, nothing cleaned up for me.
02
Session One
Two hours. We map how your practice actually runs, get Claude set up for your team, and train you on how to operate it.
03
Session Two
Two hours. We start building your first automations and put together the training your team needs to run Claude every day.
04
What You Leave With
Claude running for your team, your people trained on it, and one job automated and in use.
Five Automations We Could Build In Your Practice.
One page, no obligation. Proof of what we could build together, before we ever talk.
One email with the PDF. No newsletter, no drip campaign.
more profitable than spectacle wearers, in one study.
Source: Contact Lens Institute via Optometry Times, July 2026.
HIPAA applies, so Stacks signs a BAA before any automation touches patient information, and you approve the data path first.
The Stack
Claude Sits In The Middle.
It works with the tools you already run. It reads from your practice management system, your vision plan portals, and your lab orders, and writes back where it can.
Start with one connection, not all of them. The first automation usually needs one export from one system, and that is the whole first step. Once it earns its keep, the next system comes in, then the one after that. Every automation gets sharper as it goes, because Claude can finally see across the whole practice instead of one screen at a time.
The Numbers
The Numbers Optometrists Are Seeing.
That feeling of being behind is not in your head. Optometry practices are adopting fast, and two plan networks still sit between most exams and getting paid.
US small businesses using generative AI
Source: U.S. Chamber of Commerce, August 2025.
Providers report accepting EyeMed and VSP
Source: The Vision Council via Review of Optometric Business, April 2025.
Questions
Questions, Answered.
I feel like I am already behind on AI. Is it too late?
No, and you are not as far behind as you think. The owners who feel furthest behind often move fastest once they start, because they have not spent a year on tools that did not stick. You do not need a strategy, a budget cycle, or a technical person on staff. You need four hours and one job that is costing you time every week. That is the whole first step.
Will this replace my staff?
No, and that is the whole design. An automation carries a job to 80 percent quickly and your employee takes the final 20 percent over the finish line. Efficiency goes up for everyone, the practice grows without the headcount it used to need, margins grow with it, and your team spends its time on patients instead of menial work.
Will it work with the software we already run?
Usually, whether that is RevolutionEHR, OfficeMate, Crystal PM, or Compulink. Some systems give me an API, some give me a nightly export, and a few give me nothing but a screen to copy from. I tell you which one you have before I scope anything.
Does any of this touch the exam?
No. Everything I build is admin. Autonomous screening tools like LumineticsCore, formerly IDx-DR, read retinal images and are regulated as medical devices. That is a different job from mine. Refraction and interpretation stay with you, and no automation decides what to prescribe.
What happens to patient information?
Stacks signs a BAA before any automation touches it. Where a job can be done on de-identified data, I do it that way. Where it cannot, the data path is written down and you approve it before the automation runs on anything real.
We bill both medical and vision. Can it handle that?
It can prepare the work, and your biller still decides. An automation can pull the authorization, gather what the plan asks for, and flag the visits where the two do not line up. It does not pick the benefit or code the claim. That call stays with your biller.
How long before we see something working?
The first automation runs in weeks, not quarters. The two sessions scope it, I build it against your real recall lists, and your team uses it while I refine it. One automation in production beats five in a plan.
Who owns what you build?
You own the automations and the documentation. They live in your account, written in plain language, so your team can read them and change them. If you stop working with me, nothing walks out the door.
What if we get to the end and nothing is worth automating?
Then you pay nothing. If after our first session you do not see a job worth automating, the engagement ends there and there is no charge. The first session either surfaces a job worth the money or it does not, and that risk is mine, not yours.
Why $1,950?
Because the format is small on purpose. Homework, two working sessions of two hours each, and the setup work around them. For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it has paid for itself with room to spare. Every number in that sentence is yours to check.
Who You Will Be Working With
Casey Templeton.
Founder of Stacks, a ten person business in Nashville that runs on Claude. Both sessions are with him directly, and every message from this page lands in his inbox, not a queue.
Start Here
Start With A Conversation Between Two Small Business Owners.
Tell me about your practice. I take on two or three of these engagements a month. Every message comes to me and I answer it myself. The first conversation costs nothing.
Book A 15 Minute Call"A fear of not understanding AI had kept me from diving in. Casey's coaching changed that. It opened my eyes to a sea of possibilities and left me more confident to explore. Come open-minded, and see where your imagination takes you."
I reply to every message. No newsletter, no drip campaign.