For Optometry practice · 9 Grok Bots

An optometry back office that finishes prescriptions, quotes the dispensary, files claims

9 Grok Bots for an optometry practice: capture new-patient calls, ready the pretest workup, finish prescriptions, quote the dispensary, and draft claims — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
9 bots·4 domain specialists·Success metric: Same-day prescription and dispensary capture rate·Category: Healthcare
The problem it targets

Doing the practice's paperwork between exams — capturing new-patient calls and which vision plan they carry while in the lane, turning autorefractor, tonometry, and retinal-image pretest data into a chairside workup, writing spectacle and contact-lens prescriptions from the refraction, quoting frames and lens options against a plan's benefit, and coding claims split between vision and medical benefits that get denied — so prescriptions sit unfinished, dispensary quotes go unwritten, and reimbursements stay unclaimed because there is no time to sit down and finish the charts.

What you get

From day one

1

Every new-patient call, text, and web form logged with the chief visual complaint and the vision plan, flagged routine-vision or medical, so no exam is lost and the visit is booked and billed right.

2

A tidy chairside pretest workup — autorefractor, tonometry, and retinal-imaging readings organized and flagged for you — plus a finished spectacle or contact-lens prescription record ready for you to sign.

3

An itemized dispensary quote with the frame, lens options, and the vision-plan allowance applied, split vision-and-medical claim drafts, and a one-page weekly digest with every number linked to its source.

Meet the team

9 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Patient Intake

intake
read-only
Watches & prepares — never sends
Capturing every call/text/form with chief complaint, vision plan, and routine-vs-medical triage
Approves: duplicate flag; medical-vs-vision escalation
3

Pretest Workup Analyst

specialist
specialist
Drafts for your review — you approve before anything leaves
Chairside workup from autorefractor, tonometry, and imaging readings, out-of-range values flagged
Approves: none (nothing leaves the practice)
4

Rx & Lens Plan Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Finished spectacle/contact-lens prescription record transcribed from the signed refraction
Approves: every prescription before it is signed and released
5

Dispensary Quote Drafter

specialist
specialist
Drafts for your review — you approve before anything leaves
Itemized frame-and-lens quotes with the vision-plan allowance applied
Approves: every quote before it is presented
6

Exam Schedule Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed lane schedule; drafted confirmations and pretest-prep notes
Approves: every message; every booking
7

Vision & Medical Claims Specialist

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted claims split vision-vs-medical; staged denial follow-ups
Approves: every submission; any money movement
8

Practice Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: exams, prescriptions finished, dispensary capture, claims, open recall
Approves: none (nothing leaves the practice)
9

Outreach & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Analyst→Drafter→Drafter→Coordinator→Specialist→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every message, prescription record, quote, and claim waits for your approval.
  • ×It never decides care: refraction, diagnosis, and prescribing stay yours — the bots transcribe and summarize the pretest, they never interpret an image or set a prescription.
  • ×It uses only your own patient records, fee schedule, and opted-in patients. It does not buy lists, reach contacts you do not have, or message anyone you have not chosen.
  • ×It never moves money, submits a claim, or places a dispensary order without your decision.
Same-day
prescription and dispensary capture rate
How you'll know it's working

One number, measured over time

Share of exams that get a finished prescription record and a drafted dispensary quote the same day, and share of exams whose eyewear or contact-lens order is captured at the practice

Before day one

What you fill in — the bots never guess these

patient-log
the header contract for the patient log every bot reads and writes.
fee-schedule
your exam fees, frame and lens prices, add-ons, and plan allowances. Prices come only from here.
prescription
the layout of a prescription record you sign.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

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