Conversation Capture

Record LASIK, cataract, and other premium consults with Plaud hardware and the EyeAdvisor mobile app. Surgeons and counselors keep moving while the conversation becomes reviewable data inside EyeAdvisor.

Live Consult Coaching

Give counselors a last pass of guidance before the patient stands up, so hesitation and unanswered questions get handled in the room.

Human coaching

Every practice works with a dedicated human coach, including Cindy Koehler, Director of Conversion Enablement. Coaching is based on your real consults, not a generic workshop.

AI coaching at scale

AI listens across consults to surface patterns: where patients stall, why they leave without booking, and which moments need a better response next time.

FollowUp

Follow up from what the patient actually said, not a script, so unconverted patients get a relevant next step.

LASIK Sales Coach and Cataract Sales Coach

Specialized coaching tracks for refractive and cataract journeys, built from how those consults actually run in ophthalmology.

Counselor Training

New refractive and cataract counselors practice consults out loud with AI Role Play, then work through the Counselor Academy: nine scored simulations on the Road to Certified. Both are part of EyeAdvisor, and you can try a consult free with the 15-minute AI Roleplay Consult Challenge.

Explore Counselor Training

Multi-location and integrations

One playbook across locations for PE and multi-site groups, with Keragon-based connections into EHR, CRM, and practice tools.

AI plus a human coach, not software alone

Standalone recording tools give you files. EyeAdvisor pairs conversation intelligence with a dedicated coach who works your counselors until the process improves.

Built for the consult, not the scan

Most ophthalmology AI reads diagnostic images. EyeAdvisor is built for the counseling conversation where premium decisions are made or deferred.

Continuous coaching, not a one-time workshop

Industry consultants often run training and leave. EyeAdvisor stays in the loop with live coaching, recorded consults, and reporting so habits do not fade after week two.

Real practice proof

Public results include a practice moving from 29% to 43% conversion in 90 days, Milwaukee Eye (+8% and +$350k), Loden Vision refractive conversion from 70% to 91%, and a West Coast group with 13 locations under one counseling view.

Plaud design partner for capture in motion

EyeAdvisor is a Plaud design partner, so capture works with NotePin S and Note Pro while counselors and surgeons stay mobile.

How you start

Book a strategy call. We look at your current conversion, process, and volume, then map where consult conversations break down.

Who you work with

A dedicated success path plus human coaching (including conversion enablement coaching with your counselors). You are not left with a login and a help center.

How communication runs

Practice leaders and counselors work with EyeAdvisor coaches on a defined cadence. Feedback is tied to real consult recordings and reports, not generic talk tracks.

First 90 days (summary)

Days 1–30: activate and adopt, start recording. Days 30–60: observe and coach until guided consults are normal. Month 3: lift and set an operational baseline. Month 3+: the system compounds as every consult adds to the practice playbook.

Turnaround

Coaching and insights are ongoing. Most practices that engage the system look for meaningful movement inside about 90 days. Results vary by adoption.

What is EyeAdvisor?

EyeAdvisor is an AI counseling system for refractive and cataract practices. It captures consult conversations, surfaces why patients defer or choose a basic option, and pairs that data with human coaching so the next conversation is stronger.

How is EyeAdvisor different from a recording tool?

Recording tools store audio. EyeAdvisor turns the consult into coaching and reporting, then puts a human coach with your counselors so the insight becomes a changed process.

Will counselors feel watched?

Practices usually hear the opposite after launch. Counselors get specific, supportive coaching from their own consults, which builds confidence instead of pressure training.

How fast do practices see results?

Many engaged practices look for improvement within about 90 days. One published example moved from 29% to 43% in that window. Outcomes depend on adoption.

Is EyeAdvisor HIPAA compliant?

Yes. Consultation recordings and transcripts are handled under EyeAdvisor’s HIPAA-compliant process.

What procedures does it support?

Cataract, refractive, interventional glaucoma, retina, cornea, and oculoplastics, with the deepest playbooks today on LASIK and cataract premium decisions.

How do we get started?

Book a strategy call at https://calendly.com/nick-eyeadvisor or use Request information on the site.