
Efficiency isn’t just about cutting costs — it’s about finding new growth opportunities, and two major innovations are leading the way forward. In this final installment of our Power Hour Innovator Series, Eugene Shatsman sits down with...
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Eugene Shotsman
Welcome to the Power Hour, Optometry's biggest and longest running show, now in its 13th season. I'm your host, Eugene Shotsman. And today's episode is a little bit different, but in the best way possible. So I recorded two conversations live from New York at Vision Expo east in February, both centered around innovations designed to make your practice more efficient. It is no secret that staffing is one of the biggest problems practices face today. And it's also no secret that we have to find ways to run an efficient operation as economic uncertainty continues to plague the industry. So first we dive into an intensive interview with Barty. They're an upand cominging company that's taking a completely fresh approach to EHR and technology integration. Then we sit down with a company called Team. It's a team that's helping practices rethink staffing and administrative support in a way that boosts revenue and reduces burnout. So both companies are trying to answer the same big question from totally different angles. How do we make practices more efficient in today's environment? So before we dive into the interviews, quick reminder, if you have any questions, comments or ideas for future episodes, head to Eugene Shotsman.com or the power Hour website. Drop me a note and don't forget to subscribe on YouTube, Spotify, Apple Podcasts or wherever you get to shows. So let's jump into today's special episode and talk about our first innovator. So our first conversation is with Barty. So this is a company that's making some waves by rethinking what EHR is supposed to do and how AI is supposed to support the daily practice flow. We talk about how small practices and honestly I think this can apply to all practices of any size. How they can leverage better tools to save time, improve patient communication, and even create a better in room patient experience. And this is all without making things more complicated for the staff. So we also dig into why optometry software has historically lacked behind other fields and how AI is finally starting to change that and really what the next 12 months might look like if practices embrace some of these new innovations that are coming down the pike. So here's my conversation live from New York with the team at Bardi.
Barty Representative
Hi guys.
Colton
Welcome to the Power Hour. Excited to have you on the show.
Dr. Nguyen
We're super excited to be here.
Trevor
Thanks so much for having us.
Colton
Yeah, so I think we should get right into it and maybe because we're talking about technology and we're here at Vision Expo and there's so much innovation going on at Vision Expo. And I think the premise of the conversation I wanted to have today is the perspective on technology and innovation from your vantage point as a practice owner, and specifically a smaller practice owner, and then perspective on the industry and innovation from your vantage point as a service provider to the industry. So maybe let's just start with a little bit of context. Tell me a little bit about your practice and tell me what you're seeing in your practice.
Dr. Nguyen
Okay, so I have a very small practice with just myself as the doctor, tech scribe, everything. So I see the patient from the moment they get into the office to the time they leave. So I have to make sure that everything that I have is up to date and full of technology so I can provide efficient services for my patients.
Colton
Okay, so let's just really quickly how small because I think, you know, you do a lot of different things and I know you're also a social media influencer and that kind of stuff. We're going to talk a little bit about that momentarily. But let's talk about how many patients are you seeing and you know, how many patients a week type of thing.
Dr. Nguyen
So literally I have one exam lane. That's all I have. I don't even have a pretest room, just one exam lane. I see patients two to three days a week. That's within a four to five hour time span slot. So roughly ten patients a day. If my books get do it and they show up.
Colton
Right, got it. And how many staff do you have supporting you?
Dr. Nguyen
Well, it could be anywhere from 2 to 4 if they all show up. But they're not supporting me per se, they're supporting the retail side of the optical.
Colton
Got it. Okay, so this is important because we're going to come back to the way that your practice flow goes. So what are some of, in your practice thinking about that? Kind of a little bit more of a concierge experience for the patient. But also, what are some of the challenges that you've encountered as you, did.
Barty Representative
You start this practice?
Colton
Did you buy it?
Dr. Nguyen
I just leased it. The other doctor left and they were kind of like out of a doctor for a while. And then I just randomly submitted an application on LinkedIn and next thing I know I'm on an interview and that got accepted. So it was pretty amazing.
Colton
Okay, so then you've got, as you've started this, as you kind of ventured into this practice and you're here, what are some of the challenges that you've experienced as you jumped into this world?
Dr. Nguyen
Well, the biggest challenge is getting patients in the door. So, you know, the retail itself, they've been there for over 20 years. So we do get patients through that channel. However, patients don't always show up to their appointments even with a reminder. So that is the biggest challenge is getting them just in the door and showing up for the exams.
Colton
Got it. And then once they're there for the exam, what is the flow like and what are some of the areas where you found yourself needing some support?
Dr. Nguyen
Not anymore. So I'm quite efficient at this time, thanks to Vardy, making my life so much easier going from paper chart into ehr. So like I said, the whole process is very simple, very efficient. I can do the exam, full exam, probably within 10 to 15 minutes, even with dilation. So I can get pretty quick. Pretty quick here.
Colton
Yeah, so that's. And I think going. Thinking about what happens after the exam. Obviously one of the key goals is to capture the patient in terms of an optical sale or you mentioned you have some specialty services as well that you provide. So talk a little bit about that. How do you hand off and how do you get the patient into a direction where there's a treatment plan that's accepted?
Dr. Nguyen
So based on what I'm seeing during the exam, I usually offer the treatment plan right then and there. So that way they understand what to expect from here, point 8 to point B. And then I walk them out with the prescription in hand and I hand them off to the staff and say, this is what I would recommend for this patient and these are the different options that they need. So sometimes it's more than just one pair of glasses that I have to make sure that the staff understands and that's how the trade off is before I have the next patients.
Colton
Got it. Great. Okay, so how does this compare to some of the industry stuff, Colton, that you're seeing? And really what are some of the challenges that you're hearing from other providers small and large in the industry?
Trevor
Yeah, I think this echoes what we see a lot, which is providers are struggling to do it all and to make all the systems work in Symphony, getting patients in the door through the text message reminders that need to sync with their appointment scheduling. So the big problem we see in the industry is the typical practice has 10 different point solutions, 10 different things for software that don't talk to each other. So data is all spread out. The other hot take I have in the industry is we eye doctors have some of the worst software in healthcare across anywhere in medicine.
Dr. Nguyen
I agree.
Trevor
And it is unfortunate, you know, because we're way behind dentistry, for example, when it's coming to adoption of AI tools or even frankly basic things like are you doing text message reminders for your appointments, Are you letting patients book online? You'd be shocked how few optometry practices I talk to that have a digital intake form. Most people are still doing paper. So yeah, and that's very, very common. So as an industry, that's a challenge because these software tools are what's going to help solve some of the problems getting patients in the door and making operational efficiency better.
Colton
Right. So, and there's a lot. It almost seems like we're again, we're here at Vision Expo and almost seems like everywhere you go you go to like a nutraceuticals booth and they're like, no, with AI. So it seems like AI is definite. The buzz here at Vision Expo and as I frequently lecture on AI related topics. But from your vantage point, both of you and maybe Colton start tell us a little bit of what you're seeing from an AI adoption perspective and also where are the AI opportunities in the industry?
Trevor
Absolutely. So it's one of our favorite topics. We've had our AI scribe live in the market for about a year now. I joked a year ago everyone was talking about AI. Really was us and Altris AI were the only software companies that actually had something in use. Now, like you said, it's all over the place, which is exciting and it's awesome. You know, we're seeing more AI scribes. We're seeing it in the refractive equipment, we're seeing it on the diagnostic side. What I'm most excited about, people don't talk about, is that it's lowering the cost to launch new technologies so that we're seeing a burst of innovation. We're going to see a lot more, especially on the software side, more companies than we've ever seen before. Sparty is one of the only software companies in the last 10 years of any kind of software in the industry. Now we're going to start seeing way more companies launch because AI has made it easier to build software to launch new products.
Colton
Right. So what are some examples of where there's like a before and after type of thing and maybe your practice too? Like what was it like before and then? Was it like after using some of the AI?
Dr. Nguyen
Oh, yeah. So even just with the two way text messaging, it makes it so much easier for patients just to text me back and say, oh, I can't make it to that appointment. Can I reschedule? Then I'm following up with them through texting versus having to pick up the phone calling them, I think that's kind of inconvenient. I mean, for me, I prefer texting.
Colton
Yeah, a hundred percent. Now, does the AI text the patients back too? Can it?
Trevor
So we are just in beta now with something like that. Yeah, Our office companion that can do phone calls or text messages as well.
Colton
That's neat.
Trevor
Yeah. And so really that whole thing should be on autopilot. My view is the patient, you know, the before is the staff has to call, they have to manually get the insurance card info, they have to manually go pull the insurance benefits soon in Bardi, all that will be on autopilot with it.
Colton
Well, and actually let's go back and describe these 10 pieces of software that we think are present in most practices. And this way the audience can kind of connect and understand what the heck we're talking about. So maybe let's list them a little bit. Maybe you can tell me if that resonates with you, Dr. Quinn.
Trevor
Yeah. So the typical practice today, they're using at least something for their charts, either paper or ehr. Sometimes they have a separate practice management system for their actual scheduling and inventory management. Then they have a separate texting system just to send appointment reminders. They have a separate phone system viop to actually answer phone calls. None of that's connected. Then they might have a separate system for reporting and analytics to be able to get the data that they need out of their practice. Then they might have an intake form solution, something like intake queue or jotform. So patients don't have that paper. So there's a fax machine. Yeah, the fax machine.
Colton
We do e fax machine.
Trevor
Fax machine is unfortunately still a thing that many people need to have.
Colton
So actually somebody did ask me to fax something recently and I was like, is that really something we still use? Like I don't know how to send a fax anymore.
Dr. Nguyen
Ophthalmology office as well as primary care. So you'd be amazed.
Colton
Well, and you know, we get faxes sometimes asking for prescriptions from third party people trying to sell our patient stuff. Right.
Dr. Nguyen
Even now that they have the pharmacy, we can do the scripts online too.
Colton
Yeah.
Barty Representative
Okay.
Colton
So then you take all these pieces of technology and you say, okay, how can we layer a different piece of technology can do all of those things. But then also the AI piece, I still want to dig a little bit deeper. So what does the AI do?
Trevor
Yeah, so the flagship thing that I think other systems now have and the number one thing that doctors love about AI is AI scribe. And actually whether it's optometry or other parts of medicine, it's the number one cause of burnout among doctors is the documentation. Because 50% of a doctor's day is documentation. Charting, clicking, typing. Yes, described saves up to one to two hours per day on average. And they've shown that in peer reviewed clinical studies.
Colton
Well, and it's not just saves the time, it also enhances the patient experience. Right. So you go into a patient room, you are what, looking at a patient. Now most of the time you're not turning to the computer and typing. Right. So what does that do for your patient experience?
Dr. Nguyen
I love it because I could just do more education. Because when you educate, guess what they buy.
Colton
Right. Well that's, and that's an interesting point is that. So then you get into education about your, what we'll call specialty services with the time that you would have been turned with your back to the patient typing stuff in. Exactly.
Trevor
I think you nailed it. Patients prefer it. We've all had that experience of going into the doctor and their back has turned to you, like you said. And actually by the way, the notes are more accurate and more comprehensive.
Colton
Oh sure.
Trevor
Instead of just. And legible, instead of doing the bare minimum, a lot of it's going to be more detailed.
Colton
Sure. I totally agree. So now let's go to your practice. Now it's interesting to me and I want to hit on this a little bit. You are a little bit of a social media personality. Can you talk a little bit how you got into that and what your experience with that has been?
Dr. Nguyen
Yeah, like eight years ago I got a little bit of a burnt out. So I decided to join a skincare direct company and they taught me how to personally brand myself. Funny thing is I started doing it for skincare. But then eye care is a small community. So the next thing you know, all these different people started following me in the eye care industry. Covid hit just about two or three years in and then I started getting asked to join podcast to help them train their, their staff how to utilize social media. So just from then on, I've now collaborated with different brands and companies over the years just to promote their business to help independent optometrists be more efficient conveyance.
Colton
So when you're training people to be good at social media and how to kind of position themselves well on social media, what are the kinds of things that you're, you're teaching people and what are the kinds of Kind of fun tips that you can give some members of the audience.
Dr. Nguyen
Sure. So one thing is be genuine. They can definitely tell your fake. Be super authentic, even if it's silly, because somebody can relate to that. Try to keep politics out of what you're posting. He wants to hear that over and over. That's what the nudes are for. The other thing is brand yourself so that you stand out from somebody else in the industry. So for me, it's my colorful hairstyle because everyone can spot me even with a mask on, if I walk these halls. Because I'm probably the only Asian doctor with this many colors in their hair.
Colton
And so this is a plug for YouTube channel, because obviously if you're listening to this, you don't see Dr. Win's colorful hairstyle, but if you went on YouTube, you'd be able to see it. Now with that in mind. Okay, so you. You're talking about being authentic. But what if a doctor is like, but I don't want my personal life on display. Right. Like, I don't want my kids. I don't want to be doing tik tok dances. So what do you do so you.
Dr. Nguyen
Don'T have to keep. Put your family there? I try to protect my family on social media, so I try not to include them or mention their means or where they go to school. But what they can do is show what their practice offers, and they can still make unique videos to share that without having to do any dancing if they don't want to do it because their staff can also do it.
Colton
You make the delegate, the dancing level. Delegation, definitely. Okay, so what are some of the most popular pieces of content that you've created that are really interesting to people?
Dr. Nguyen
The most. The most common one on. They're different on different platform. But astigmatism is like the most. I get the most hits on that video. Everyone wants to know what astigmatism is and how they can view it and what can be fixed. So I think I list like 6 Ways to Tell if you have astigmatism. The other one is about eye herpes of the eyes. That video also get a lot of hit. You'd be amazed how many people ask me questions. Follow up on that.
Colton
Well, you know what's funny is that that's not a topic that people feel super comfortable talking to each other about. So that's where they turn to social media to do a little bit of research. And that's where kind of makes perfect sense. I. I get it.
Dr. Nguyen
I didn't Do a dance. All I did was explain what can happen and I pointed to different words that, you know, can show up in the eyes with that. And again, they'll all get a lot of following questions.
Colton
Yeah, so what? And, and just quantify for us, you know, how. What, what's your social media volume like? How, how. Any idea?
Dr. Nguyen
I think on LinkedIn alone is over 35, 000.
Colton
Wow.
Dr. Nguyen
It's the most followers I have is.
Trevor
A lot sitting next to a celebrity here.
Colton
Yeah, for sure. Do you give out autographs?
Trevor
I need her training on social media too. I have a goal. You'd be proud of me this year I have a goal to post on LinkedIn at least once a month. At least once a month.
Colton
I'm not sure she would be proud of you. I think she would say you need.
Trevor
To do a little numbers at least.
Dr. Nguyen
Two to three times a week because if your face isn't there, people won't recognize you. And I think that's why so many people recognize me when I walk down those aisles because I post almost every day. Almost every day.
Colton
Well, and what's interesting from, from that vantage point is that you know, you're, you're posting, but you're also posting something that's relevant because I think people get tired when people are saying the same thing over and over and over again. So how do you keep it relevant?
Dr. Nguyen
So that's why you have to stay active. You have to see what's available in the industry by showing, attending these trade shows, speaking out and just off seeing what's out there and keeping reading news articles and as well as reading our newsletters in the eye industry. Just to make it short.
Colton
Well, what I think I've seen that's worked well is that kind of that to your point on authenticity, is that it's not necessarily the fact that you have to be an expert in everything. It's the authenticity piece is that here's something I saw, here's something I learned about, and I'm still trying to figure it out, but here's my journey through that.
Dr. Nguyen
So that's why I attended these trade shows and I gave pretty much free promotion for any brand that catches my eye. And I would promote them and without charging them, but for the most part, there will be a fee.
Colton
Okay, you might get some phone calls after this because if you're saying, okay, free promotion, 35,000 people, I'm telling you, it's the best deal, guys. She's willing to do it for free. I'm kidding. All right, so Back to doctors and back to what doctors need in their practice. Colton, I want to kind of give you the floor a little bit to talk about some of the innovations that need to be in place in a typical eye care practice. Now, we already talked about the AI scribe. I think everybody realizes that if you have a scribe, you're more efficient. If you have an ambient scribe, like the fact that somebody's taking notes for you while you're talking to the patient, assuming you can trust it, that's a great innovation. Give me a couple more innovations that make sense, just make sense in a practice.
Trevor
Totally. So there's two table stakes things that I don't see very often that every practice should have. One is reputation management. Most patients are going to see your Google Maps reviews. That's how patients are deciding whether or not to come to your practice. So just having an automatic text message that says, hey, did you have a good experience? Click here to rate us 5 stars. Shockingly few of our people we talk to are either doing that or interested in that. So that's got to be table six. You need to have three, you know, triple digit five star Google Maps reviews, otherwise you're going to be losing the map. The other one that, you know, we see is automated medical is eligibility for insurance. So not every optometrist takes medical insurance, although I would argue a lot more should do. If you do, though, a lot of them don't actually do the eligibility properly. They don't know what the patient's deductible is. And their staff is doing it super manually. They're logging into each portal one at a time to see does this patient have a copay. So there's systems now that are, you know, this is an AI, this has been out for a while that can do that automatically. Yep, those are, that's another table stakes thing that if you're in practice, you want to save time, you take insurance, you got to have that in place.
Colton
Right. And I think that whether you're active in terms of medical or just kind of dabbling, I think a lot of conversations I've had with podcast guests have to do with the fact that we need to find ways to, number one, drive revenue, number two, be more efficient and more efficient with our staff's time. So there's this principle of burnout has become a constant discussion point within practices and whether it's practice owners, practice managers, and even staff, Frontline staff are constantly feel like they're being asked to do more and they don't necessarily have the time. Or kind of patience to tolerate it. So we see high levels of turnover. And it seems to me like technology is doing a really good job of posing solutions, but practices are doing not such a great job of integrating some of those solutions. So maybe, Dr. Nguyen, talk about your experience of integrating solutions into your practice. Is it hard to install new software? Is it hard to train people on new technology?
Dr. Nguyen
It's just me, so I'm already tech savvy. So I'm gonna say no. I. I have a very short, slow learning curve. I learned pretty quickly on the go. So with Barney, when I joined, I literally learned within a few hours. And I was like, up and going.
Colton
Right, okay, so what's your experience?
Trevor
I think that every technology company faces a similar challenge, which is we're really in the business of change management. We're not in the business of technology or software. Because there's this great video I. I talk about all the time. You should go look it up. That someone's trying to give away an ounce of gold. It's a gold bar, mini gold bar in Times Square, and they can't give it away. You know, it's like $1,600, $2,000 value. And I think about that video all the time because you could literally be giving someone pure gold, and they're going to pass by you. They're not even going to give you the time of day because they have some other priority. They have an emergency, they're busy, they're afraid of.
Colton
They're.
Trevor
You're not legit. They're disingenuous. So that is the biggest challenge is the psychology of my staff is going to kill me because they don't want to learn something new. And another piece is just change in general is very hard. So what we try to stress is always we make it easy. Of course, no one also believes that because everyone says that. So luckily, you know, our strategy is we just have to rely on doctors, testimonials to say, actually it was easy. It actually wasn't that bad. But really, all the software companies, all the technology companies here, that's the hardest challenge, is getting people to care and helping them understand that people are so busy they won't even think about the software that will help make them less busy.
Colton
So does the guy in Times Square. Actually, I've never seen the video. Does the guy actually give away the gold?
Trevor
Eventually gives it away.
Colton
Eventually gives it away. I would have taken it. I now need to see. We're going to put the link in the video in the show notes it's the most important thing now, but it actually makes a really good point, is that if you don't trust if it did, and I think about it from the consumer psychology standpoint because we're all consumers, right? Whether you're trying to talk to doctors or you're trying to talk to patients, all of us have a consumer mindset. And the consumer psychology is that if it doesn't fit into a box that I already have, right. So when I'm walking through Times Square, there's the Elmo who's going to hug me and is going to charge me $2 for the hug or whatever or for a picture. There's the vendors, there's the busy people who I don't who are trying to avoid running into me. And all of those people fit into a box, kind of this mental construct that I already have and an expect. So anytime you have something new, it doesn't necessarily fit into that box. And so it makes perfect sense that a guy who is trying to gift a $1600 thing, no good reason for no good reason, does not fit into that box. So I get it from a technology standpoint. But I also in talking to a lot of doctors at the show and also for my own lectures, I kind of find that we have an industry right now that's a little bit more open minded because we recognize that our relationship with and also our consumers relationship with information given all the AI innovations is continuing to change. So you know, adapting to that is really, really important.
Trevor
So I'm really encouraged by that. So I'm. We're seeing doctors adopt technology now faster than ever before. And again, AI is a big part of that. I just, there's a study from the American Medical association. Last year a third of doctors said they used AI. This year it's 2/3 of doctors. So it doubled from 1/3 to 2/3 of doctors now use AI. That's incredible.
Colton
Yeah.
Trevor
If you look at AI scribe, which I talked about before, that's in every part of medicine now, you know, and it's remarkable because it took EMRs now 20 years to become widespread. There are literally still hospitals that just recently got an EMR. In the last few years, it took 20 years for that technology to really get distributed. AI scribe in 12 to 18 months. Every hospital now in the US has that technology.
Colton
Yeah, it makes perfect sense now. What other technologies do you think are at the forefront? What's coming next?
Trevor
So the hottest thing for sure now is voice agents and conversational AI to be able to answer the phone Book an appointment. And to your point, that's where like a one woman army like Dr. Nguyen is so powerful, she probably can't get to the phone all the time or anyone.
Dr. Nguyen
I don't answer the phone.
Trevor
Yeah. And honestly, even people who have a big staff, they're helping the patient crick out class.
Colton
Well, and the data that I have shows that out of tens of thousands of phone calls that our organization has listened to that about 25 to 27% of those phone calls go completely unanswered. And those are patient opportunities that are literally calling to try to get on your schedule so that they can give you money, but oftentimes we're not available to take advantage of those opportunities. So one of the things that I've seen, and I'm not sure sure what your experience with this technology has been, is that, and I saw something demoed literally at the show and it still feels a little bit difficult to kind of communicate with the latency. Time I know is kind of the big trick, right? The latency is that if I say, hi, my name is Eugene, I'd like to schedule an appointment. Awkward pause and then, great, here to help. And like, whatever. So I think we've solved a little bit it for the genuineness sounding of the AI. Like it's conversational sounding and it's less robotic. It, you know, it feels like you can get it to sound like a person. But what about the latency? How is that getting solved?
Barty Representative
It is.
Trevor
It is going to be solved in the next six months. I do think so. Cutting edge startup. That latency, just like the other parts of AI are improving exponentially. People mentioned that, but we need to talk about it more. AI really is bending the exponential curve. Meaning if it's pretty good now, in a year and two years, it's going to be indistinguishable, I think, from a human. If you guys. Are you staying at the Hyatt? Highly. If you haven't, I would encourage you to call their main phone number on their Google Maps here. Their AI is really good. It is, it's right on that cusp. You're right, it's. It's still not there. But it is really good and it's way better than it was a year ago. Which means 12 months from now it's going to be, you won't be able to tell.
Colton
Interesting. So, yeah, and I think I've, I've played around enough with it that, you know, we actually have tested chatbots on websites. The chatbots on websites versus human Services that provide chat services on websites. And what we found is that the chatbots can actually, if programmed correctly with the right prompts and with the right, they can out convert, meaning turn more visitors to the website into patients and all the above. So that's kind of interesting. I think that's an interesting shift because consumers are now expecting to communicate with AI more often, which is then making it feel, feel less disingenuous. And you know, to bring it back to something you said earlier is then the in person interaction with the patient is more authentic because you have more time to focus on the in person interaction. Right?
Dr. Nguyen
That's absolutely correct.
Trevor
I think the customer, the end user expectations are also changing because most people I know say, I don't want to talk to an AI because everyone has an experience of a dumb AI phone tree where you're just like, agent, agent, agent. Just, you know, put me through. Now though, people are like, I'd actually rather talk to the AI because sometimes I can get it faster. It's actually easier in certain cases or at least it answers 100% of the time. We're calling practices all the time. I'm not surprised about that 20 to 25% number. That's insane though.
Colton
Yeah, it's a lot of opportunity that's missed. But you're absolutely right, is that once a consumer finds the AI helpful, our minds shift. And I personally remember 20 years ago calling phone trees where it's supposed to do voice recognition. You're just, just getting more and more frustrated and screaming, agent, come on, help me. Help. Help. Operator, operator. As you have. Right? Whatever you need to say to just give me to a real person. But you're absolutely right, is that if that now I can say my thing and like I don't even have to talk to a person. I can get it done faster. And the AI is helpful. Whatever reason I'm calling for. You're absolutely right. I think that there's no, that there's less hesitation for a person to say, okay, I don't really, really need to worry about it.
Trevor
Yeah, it's a huge problem. I'll just say I used to be a management consultant and we. One of my clients was a huge, huge pizza company and they're a national pizza company. They miss 10% of their phone calls. So it's a huge problem for basically every business.
Colton
Right.
Trevor
And, but especially pizza.
Colton
Like I want it now.
Trevor
I want, I'm literally calling to give you my credit card number.
Colton
Right.
Trevor
I didn't answer the phone.
Colton
Right.
Trevor
So similar here. It's like I'm calling to make an appointment. That is money on the table. And of course then you get into what my vision for AI is and I think where this is going Y if you look at the most recent thing that Chat GPT released, it's a full desktop agent. It can just work any app on your computer and do anything, almost anything that you instruct it to do. What does that mean? That means I think in three years, in two to three years, you will have a AI assistant in your office that will literally be Jarvis from Ironman. And you can ask it to do any administrative task and it will do it. It will be like a virtual assistant. But it's an AI that always shows up, up is there 24 7. It can call any patient, answer any question for a patient, do the billing, insurance stuff. Almost anything that a VA could do.
Colton
I think this is where free education before the doctor walks in, the walks in, the room comes in. This is where hyper qualifying patients by need, by condition becomes a, you know, basically hyper personalization of messaging and conversation with patients. Because right now, just imagine a typical doctor's office. You walk in the same brochures. If I'm sitting there waiting for the doctor, the same brochures are sitting on the table for me. And then the patient after me and the patient before me and the patient before me might have been a kid and the patient after me might be some patient with macular degeneration. And we're seeing the same stuff, the same materials, the same messaging before we actually see the doctor. And maybe that'll change. Maybe we'll have messaging that is more tailored to serve us.
Dr. Nguyen
I sure hope so because that would be great for like big, bigger, larger practices that has more than one specialty.
Trevor
So and I also, I'm also very passionate as a patient about what you mentioned about patient education, Dr. Wen because my other hot take is there is basically zero patient education in this industry or generally in healthcare. Most patients forget everything you said the second they walk out the door. And honestly, a very small proportion of practices we see even send any kind of follow up, like here's the condition we talked about, here's some things you should read and about almost none of that. So I love that idea of both doing it in the exam room after with the more time you have and much more personalized.
Colton
Right. So it's about, I think, you know, we're talking about technology as a source of number one, saving time, number two, preventing staff friction, burnouts, frustration, that kind of stuff. And Dr. Frustration and Friction as well. And then number three, we're talking about potentially driving revenue. And one of the ways you drive revenue is by creating a more aware patient and then also by driving, by giving the doctor more time to have high value conversations with the, with the patient.
Dr. Nguyen
Once you educate them about their eyes, why they need certain features in the eyewear, then they're more willing to go out there to purchase specific eyewear for whatever occupation or hobbies that we're recommending before. So sometimes they're getting like two or three multiple pairs.
Colton
Right. So now, Colton, I want to turn to you. Obviously we're standing in the Barty booth and you have been exhibiting here and, and you're getting some sort of feedback from doctors. So tell me what you're hearing on the show floor and really what kind of feedback that the industry is giving you on some of the products you guys have.
Trevor
So I would say my Favorite reaction yesterday, Dat and Aaron from OD's on Finance, we did a demo with AI Scribe and it was like a wow moment. They literally was like, wow. It fills out all the boxes exactly as it's supposed to, saving tons of time. The other exciting thing we've been getting a great reaction from is the AI history. So we're talking about personalization and hyper personalization. The other dirty secret is this isn't just true for optometrists. A lot of doctors don't look at all your records before you walk in, especially if you're a longtime patient. They're not going to look at 10 or 15 years worth of records.
Colton
Right.
Trevor
What we could do now for the doctor is make it as if they had all that time to review 10 years of records by asking any question and immediately getting the summarized answers. You say tell me every pair brand of contact lens this patient has tried over the last five years. How has their vision evolved over time?
Colton
Time.
Trevor
What kinds of glasses do they like to buy? And it will pull 10 years worth of data.
Colton
So do I prompt that?
Trevor
Exactly.
Colton
I type it. I type it into my computer.
Dr. Nguyen
A few days ago I had a patient who was seeing back for multiple times for IOP check.
Colton
Yeah.
Dr. Nguyen
And I say IOP history and it listed the dates and the IOP history in just a few seconds.
Trevor
So imagine ChatGPT had access to all of your patient records in a HIPAA compliant way that just self contained it. But the that's you can ask it any question and it can reference all that data.
Colton
That's awesome. And you know what's interesting is that I can See that going into a different direction of okay, if you have multiple providers in a practice, you could study the differences between treatment protocols and treatment effectiveness and revenue per patient and those types of things and say, and really rather than just look at the numbers, you can actually look at the data behind the numbers and maybe query the chatgpt/whatever the assistant to say, okay, well why is revenue per patient lower for this particular doctor? Is it that we have fewer lenses sold or is this doctor selling fewer or educating patients on fewer dry eye or myopia treatments and that kind of thing? So we could get into that relatively easily, I think. And then you could go even deeper and say, well, why? And what particular type of patient cohort maybe is this doctor seeing versus that doctor and that sort of thing.
Trevor
I love where your head is going. Obviously you're very dated, very data driven and you know, the, the power practice in general as well. The possibilities are endless. We can't even really understand. But once we're able to really harmonize AI with all the data, it can give you anything about your practice. It can say, here's the scheduling slots you should change to make sure your schedule is full. Here's the prices you need to adjust that. You're leaving money on the table. Low hanging fruit. You know, Medicare adjusted, you haven't updated your prices for three years. Like Medicare is going to give you more or less money here. All of that will be way more easily accessible once you're able to put the AI in to out.
Colton
Yeah, and I think that's where that exponential curve that you're talking about is headed. Because as soon as one company has that innovation, the other companies are going to catch up and beat out that innovation and say this is the next thing, this is the next frontier, next frontier. And I love that about the situation that we're in now because it's not as hard to build. We have an AI team that works for our organization and there's seven people who are constantly plugging away at building AI innovations. But that team doesn't necessarily require hardcore developers. They also, they're essentially in many ways prompt engineers to use the AI to make the AI better. So I see this as one of those things where it's AI enabled innovation too.
Trevor
Yes.
Colton
Yeah.
Trevor
And I think that's what gets me excited because we can give superpowers to practice owners where you don't have time. You know, you're not a full time data analyst. You're not even the ones who are data driven. You're not really Spending that much time looking at all the nitty gritty, we can just surface all that immediately. And I think that's where the possibilities get exciting.
Colton
All right, so I think this is where I'll pause the conversation for now. I'm excited to see what's on the forefront and it's awesome to see things through each of your lenses. Right. As a smaller practice owner and at the same time a big time influencer, and then also as a key industry vendor and as somebody who is bringing something innovative to the marketplace place, it's good to pause here at Vision Expo and say, okay, this is where we're at exactly at this time in 2025. I wonder where we'll be a year from now. Thank you both for joining the show.
Trevor
Yeah, absolutely.
Dr. Nguyen
Thanks for having us.
Colton
Thank you.
Eugene Shotsman
All right, let's dive into our second conversation with team. Team is taking a completely different angle on practice efficiency. They are helping practices hire trained remote team members that can take tasks like scribing, insurance, verification, front desk support, and even billing off of your plate. So I challenge these guys to think a little bit about how practices are using remote staff to free up their in office teams. But also the model is kind of evolving and how does the model solve real staffing challenges and impacting practices in a profitable way? So we'll break down the numbers, what it costs, what it saves, how to get started. Basically, this is as if you stepped into the team booth and asked all of these questions yourself. And I tried to keep it as focused as possible on things that can truly help the practice. Enjoy.
Colton
All right, welcome to the Orlando Innovator series. We're here at Vision Expo and I'm interviewing Trevor from Team Now. Trevor, I've heard a lot of talk about team, and I'm just curious, what kind of innovations are you showcasing here at Expo Team today?
Barty Representative
Yeah, thanks for having me on. Our innovations are we hire virtual assistants. So we essentially set optometry practices up with a remote employee. They live in South America. It's a good way to be able to, with the rising costs in the industry, to help save money while boosting optometry offices revenue. So they're able to do things in the office to help alleviate stress and help those offices.
Colton
And with the technology connection that everybody has now, it's not hard to imagine someone doing something remotely. But I'm going to ask you the obvious question that probably everybody's thinking is these people are in South America. How much could they possibly know about my practice?
Barty Representative
So a lot of them don't know much. It's like you're hiring a domestic employee. A lot of them don't have experience. They have a medical background. Not predominantly in optometry, just because in South America it's so different. It's similar, but different on the way they do things, rules, regulations and things like that. So, so what we do is we work with universities to bring people with medical backgrounds that are easy for them to train. So we work with a number of US universities, BYU out of Utah being the biggest one, to help bring those top quality candidates to the optometry place.
Colton
So what does BYU do for you guys? How does that help with the folks in South America?
Barty Representative
So they have what's called an international pathway program where they have students that are able to get a US education that in then turns bring some strong soft skills to the industry. They're able fewer accent, a lot more knowledgeable, dedicated individuals that are then able to help. So they essentially send us candidates as well as other avenues and then we vet them and then we bring them to optometry for access to interview.
Colton
Okay, so let's go through this one more time. So BYU brings these people here and then. Or are they doing this remotely?
Barty Representative
They're doing it remotely.
Colton
That's awesome.
Barty Representative
So they live in South America. They're just getting a degree through BYU and other US Best universities.
Colton
Got it. But which is fascinating because they're now getting this degree remotely and they're also going to be doing their job remotely. So this is already kind of a qualification of skill to some extent. Okay, so all right, so these people are in South America now you mentioned it, the accent component. So what are these virtual assistants doing for practices and where are you seeing the most amount of success? What's the feedback you're hearing?
Barty Representative
Yeah, great question. The top three areas that they're able to help optometry practices with scribing being number one. We ran a lot of data on this where doctors were able to boost revenue by 20% just by having a virtual scribe. Mainly equate that to they're able to see three to five new patients a day because they're not spending an hour, hour and a half on average entering all the notes into their EHR system. They're having someone remotely do that for them. So they're essentially listening in to the doctor entering those notes.
Colton
Okay, but okay, you're gonna have to talk me through it like I'm five because I'm not sure how a person in South America is gonna be in the same room that the doctor is when they're seeing the patient. What technology are you using?
Barty Representative
Yeah, so great question. So use iPads or some sort of tablet. So we set them up with a vpn. It's able to securely remote them into the EHR system.
Colton
Okay.
Barty Representative
So the doctor would have a tablet. They would then take that from exam room to exam room room. The person is on a zoom meeting or Microsoft Teams or a Google Meet, and they're able to just put themselves on mute. The doctor basically puts them up on like a stand. They're able to then listen in and hear the doctor say things out loud and then enter it into the ehr. So all the doctor needs is a tablet and just take them from room to room. The scribe would then enter everything in.
Colton
And the scribe has the patient record pulled up on their side.
Trevor
Yep.
Colton
And the younger, how do they know which patient we're seeing?
Barty Representative
So the doctor and them would talk before each one. Just brief them on it and say, hey, we're going to see Susie.
Colton
Or we're going to see Susie Jones. She, you know, birthday, 7:25, whatever. Yep. And then the. Then the scribe pulls up the patient and does the patient ever see the scribe?
Barty Representative
Some doctors allow them to see the scribe and say, hey, this is so. And so they're going to be scribing for me. Some don't. And really we leave that up to the doctor.
Colton
That kind of patient relationship I've actually heard. And we have some clients that use remote scribes. And I've actually heard that sometimes it actually kind of enhances the patient relationship because the doctor will say something like, hey, this is Jenna. She's taking notes for me today so that I can spend more time focusing on you. Say hi to Jenna. And then the patient will wave hi. And then they kind of feel like, oh, it's a good, you know, it's a good experience. And the doctor elegantly said, there's a patient benefit to this. I'm not just doing this for my own efficiency. I'm actually doing this so I can spend more time focusing on you, the patient. Now, it was a really interesting stat. You said, how many more patients can I see in a day if I'm using a scribe?
Barty Representative
3 to 5 new patients a day.
Colton
Okay. And just as I'm doing the math for the audience, those three to five new patients, or three to five patients per day, let's just call it four. Four. Four patients. Average revenue per patient of $300. So we're going to call it $1,200 in revenue. What does this cost me?
Barty Representative
So this only costs about 10, depending on different partnerships that we have. It's only around $10 an hour to $12 an hour at the most.
Colton
Okay, so worst case scenario, I got an eight hour day. It's going to cost me a hundred bucks. Do I have to pay like employment taxes? Do I have wages? I have to do anything.
Barty Representative
That's the beauty of it. So we take care of all payroll, tax compliance, insurance benefits. You guys just pay the hourly fee, which we break out to be a flat fee per month, and then we pay them and take care of it.
Colton
Right. So I got 100 bucks a day and I make an extra 1200 bucks at the, at the same time. Obviously, I have some costs associated with that. But that's an interesting point because I also can see a world in which the doctor can spend more time doing additional patient education with the patients that are already seeing. Right. So instead of me saying, okay, I can see more patients and that's it, the benefit, but I'm also saying I can see more patients and I can spend more time talking about my dry eye program, for example, or I can see if you're a fit for the myopia management program and give you an extra two or three minutes on that to see if you would want to be able to come back for a full myopia workup. So I think there's certainly room there. Now you said that there's top three. That was just one. Okay. What are the other ones?
Barty Representative
The other one would be front desk help. So we're seeing on average 30% of calls go unanswered in an optometry practice due to, I mean, offices are checking in outpatients, they're busy, they can't always get to the phone. Obviously, the in person patients are the ones that matter the most of that time.
Colton
Well, because they're standing right in front of you. Yep.
Barty Representative
So a virtual assistant's able to come in, help answer those phone calls so you don't lose revenue. Upset patients who are calling in sometimes alleviate a lot of that stress on the staff. Also do other administrative work within the front desk like insurance verification, insurance reconciliation, admin tasks and things like that would incorporate that front desk role.
Colton
Sure, I think that's great. Now my other thought on that is that as you're thinking about the patient or the person answering the phone, how, from an accent standpoint. Yeah. How much of an issue is that and what feedback are you hearing on that side?
Barty Representative
Yeah, great question. So the feedback we're hearing is it's minimal accent. Obviously we can't erase the accent fully, but we do vet them, put them through a series of things. But typically there's like a small Hispanic accent involved in it. But for the most part we haven't heard any negative feedback. Feedback from doctors on it being too much of an issue.
Colton
Yeah, no, and it makes sense. I mean, I think that oftentimes the expectation, I mean, it's way better to answer the phone and maybe answer the phone with a light accent than it is to not answer the phone. But you know, I think that there's also an important message that you just gave which is the, the concept of verifying insurance benefits, doing other administrative work. Now again, how do you loop those people in? How do you get them to. How does a practice really like train that person and say that's the thing I need you to be doing. And how do they decide what they need that person to be doing?
Barty Representative
Great question. We normally a lot of offices, when we're talking with them, they're able, they know kind of the stresses of the office from the feedback from their own staff of like, hey, this is where we're struggling, this is where we need help. So we assign them a dedicated success manager. A lot of them are former office managers who know the ins and outs and are able to work with that office on, hey, you just told me these three things. Let's dive deeper into them. Maybe it's insurance, maybe it's like we can't answer the phones. Maybe it's this. And we'll dive deeper into that job description and really narrow it down on the training piece. We can provide a HIPAA compliant Google Meet license. But a lot of offices already have a Zoom or a Microsoft Teams. That's a good way to train a remote employee because you can screen share with with them. So it's almost like they're sitting over your shoulder, they can see your mouse move, et cetera, and then have that virtual assistant retrain them.
Colton
Yeah, and what I love about that is that you can actually record those meetings too. So then you know the person isn't asking you questions over and over again. If they're. And as any employee really would, as they're learning a job, they could probably just go back to that recording and say, oh yeah, that's where I can pick up that skill. Yep, exactly. What happens if a person doesn't work out?
Barty Representative
If a person doesn't work out, there is no contract. It's month to month. Typically we'll find someone to replace them through our pool of candidates typically is how we do it. Knock on wood. At team, we really pride ourselves in finding really dedicated employees and spend a lot of time vetting them. So we only have 3% of the people who have essentially not worked out.
Colton
Okay, so I think we covered, covered two, the remote scribe and front desk help. What's the third one?
Barty Representative
Third one would be revenue cycle management and billing.
Colton
Okay.
Barty Representative
So that's kind of the third piece that we've seen offices use. Our virtual assistants for that piece can be used in one to two locations. What we're seeing is more of like the bigger locations we'll use. It kind of offset some of that billing and help them with it. Whether you bring it in house. House or help with outsourcing.
Colton
Yeah. And that's interesting because that is an area of opportunity. But again, that area of opportunity requires a healthy amount of training. Do you guys help with that?
Barty Representative
Yes. So if someone's going to do revenue cycle management, we have another piece that we call managed services where we've hired corporate trainers and former billing and highly skilled insurance coordinators that would then manage their day to day and train them step by step, step. Obviously the practice would need to show us or show them briefly how they're, how they do it, but they're able to pick it up and then train them and manage them and make sure it's done correctly.
Colton
Fantastic. So tell me a little bit about how a practice can get started or even test this out and see if this works in their practice.
Barty Representative
Yeah, great question. So hire team is our website H I R E T E M dot com. They can go on there, request what's called a discovery call call. We would do a call and a deep dive with them to see kind of where the pain points are, where we could or couldn't potentially help them. Then from there we would have them sign up and then meet with the success manager to get dive deeper into what they look for, personality wise, what they look for, experience, background. Maybe when they're hiring a domestic employee then we can go from our candidates, do interviews five days later and have that team member starting with them. So typically it's a three week turnaround from the first discovery call to them hiring an employee.
Colton
That's an important point. So it takes three weeks to that employee starting?
Barty Representative
Yes.
Colton
So today I could decide and three weeks later I could have a position fill in my office and free up somebody else. I think this is an important opportunity to adapt to today's technology driven environment, to think about how much from a cost saving standpoint there's an opportunity to experiment with and then also how much from a patient experience standpoint point and a staff burnout situation. Because I think all practices are all looking for solutions for this. So I think this is an interesting innovation and I encourage our audience to give me some feedback if you have some experience with teams so that we could share that with the rest of the listenership. Thank you so much for joining me, Trevor, and thank you so much for being on the show.
Power Practice Representative
Thanks for listening to today's Power Hour episode. The Power Hour is actually owned by the Power Practice. Power Practice is a premier consulting group who helps practices achieve freedom of time, confidently solve practice issues and grow their practices. They do this by having coaches and OD consultants, people who have actually done it, been there, and they're ready to help. You want to learn more? Go to powerpractice.com there's a bunch of free tools there. You can also get a whole bunch of information and decide whether it's right for your practice. Again, if you're looking for more time, you're looking to solve complex practice issues or grow the Power Practice might be right for you. Go to powerpractice.com to find out more.
Episode Title: Innovator Series Finale: Top Strategies for an Efficient and Profitable Practice with Barti & Teem
Host: Eugene Shotsman
Release Date: April 30, 2025
In the final installment of the Innovator Series on Power Hour Optometry, host Eugene Shotsman explores cutting-edge strategies aimed at boosting efficiency and profitability within optometric practices. Recorded live from New York at Vision Expo East, this episode features in-depth discussions with two innovative companies: Barti, which is revolutionizing Electronic Health Records (EHR) and AI integration, and Team, which offers remote staffing solutions tailored for optometry offices. Both companies address the pervasive challenges of staffing shortages and operational inefficiencies, providing actionable insights for practitioners of all sizes.
The episode begins with Eugene Shotsman's conversation with representatives from Barti, a company at the forefront of reimagining EHR systems and integrating Artificial Intelligence to streamline practice workflows.
Barti is pioneering a fresh approach to EHR by leveraging AI to enhance daily operations without adding complexity for staff. Dr. Nguyen, a solo practitioner, shares his experience with Barti's solutions:
“[05:12] Dr. Nguyen: [...] I'm quite efficient at this time, thanks to Bardi, making my life so much easier going from paper chart into EHR. The whole process is very simple, very efficient.”
Trevor from Barti discusses the broader industry challenges, particularly the fragmented nature of current optometry software systems:
“[07:05] Trevor: And it is unfortunate, you know, because we're way behind dentistry, for example, when it's coming to adoption of AI tools or even frankly basic things like are you doing text message reminders for your appointments.”
The conversation highlights a significant uptick in AI adoption among doctors, with Trevor noting:
“[24:06] Trevor: We're seeing doctors adopt technology now faster than ever before. AI scribe in 12 to 18 months. Every hospital now in the US has that technology.”
This rapid integration is poised to transform practice management, making previously time-consuming tasks much more efficient.
Dr. Nguyen emphasizes how AI tools like two-way text messaging have streamlined patient communication:
“[09:11] Dr. Nguyen: [...] I prefer texting.”
This automation reduces administrative burdens, allowing more time for patient education—a factor that can directly influence sales and patient satisfaction.
As a social media influencer, Dr. Nguyen discusses the importance of authentic online presence. He shares tips on maintaining genuineness and effective branding without overexposing personal life:
“[14:03] Dr. Nguyen: [...] Try to keep politics out of what you're posting. He wants to hear that over and over.”
His vibrant personal branding, such as his colorful hairstyle, serves as a recognizable trademark that sets him apart in the optometry community.
Looking ahead, Colton and Trevor envision AI assistants that handle a wide array of administrative tasks, effectively acting as virtual assistants akin to Jarvis from Iron Man:
“[25:13] Trevor: [...] What I think, in your practice, in two to three years, you will have an AI assistant that will literally be Jarvis from Iron Man.”
This advancement promises to further alleviate administrative burdens, allowing practitioners to focus more on patient care and less on paperwork.
Transitioning from technological advancements, Eugene turns to Team, a company offering remote staffing solutions designed to address optometry practices' staffing challenges through trained remote employees from South America.
Team provides remote virtual assistants who perform critical roles such as scribing, answering phones, and managing insurance verification. Barty Representative explains how their remote scribes integrate seamlessly with existing systems:
“[41:39] Colton: And the younger, how do they know which patient we're seeing?”
By utilizing tools like Zoom or Microsoft Teams, remote scribes can accurately transcribe patient interactions in real-time, allowing doctors to see more patients daily without compromising the quality of care.
Team presents a compelling financial argument for their services. For approximately $10-$12 per hour, a remote scribe can help practices see an additional three to five patients per day, potentially generating an extra $1,200 in revenue against a daily cost of under $100:
“[43:48] Barty Representative: So they're essentially listening in to the doctor entering those notes into their EHR system.”
This cost-effective solution not only boosts revenue but also mitigates the financial burden associated with traditional in-office staff hires.
Addressing concerns about remote work, Team emphasizes their rigorous vetting process and collaboration with universities like BYU to ensure high-quality, well-trained employees with minimal accent issues:
“[46:06] Colton: [...]”
Their international pathway program equips remote assistants with the necessary skills and soft skills to excel in optometry settings, ensuring smooth integration into existing practices.
Colton and the Team representative discuss the practical aspects of integrating remote staff, including training and continuous support. Team assigns a dedicated success manager to each practice, ensuring personalized training and seamless onboarding:
“[47:57] Colton: [...]”
This hands-on approach guarantees that remote assistants are well-prepared to handle specific tasks, reducing the learning curve and enhancing overall efficiency.
In addition to scribing and front desk support, Team offers remote staff specialized in revenue cycle management and billing. This service helps practices streamline their financial operations without the need for extensive in-house training:
“[48:49] Barty Representative: [...]”
By handling billing and insurance tasks remotely, practices can focus more on patient care and less on administrative hassles, further driving profitability.
Eugene Shotsman wraps up the episode by highlighting the complementary roles of technology and remote staffing in transforming optometry practices. By adopting AI-driven EHR systems and integrating remote assistants, practitioners can significantly enhance efficiency, reduce burnout, and increase profitability.
“[36:16] Colton: [...]”
The episode underscores the importance of staying abreast of industry innovations and being open to adopting new solutions to meet evolving challenges. As the optometry landscape continues to change, embracing these strategies will be essential for maintaining a competitive edge and ensuring long-term success.
Key Takeaways:
By embracing these innovations, optometrists can navigate the complexities of modern practice management, ensuring both operational efficiency and a high-quality patient experience.