Optometry clinics have enough paperwork. Sorta handles it.
Optometry intake packets ask for the same patient information across a dozen different forms. Sorta makes sure it only gets entered once.
The paperwork problem that never goes away.
A new optometry patient fills out a health history form, an insurance authorization, a HIPAA notice, a contact lens history, and a release of records — and their name and date of birth appears on every single one. Your staff retypes it every single time.
For returning patients it's worse. They come back six months later for a follow-up and fill out the same packet from scratch because there's no system remembering them from their last visit.
The forms aren't the problem. Every optometry clinic has forms that work. The problem is what happens to the data after the patient hands the clipboard back.
What changes when you use Sorta.
Vision history remembered
Returning patients confirm what changed. Insurance, address, medications — already there from their last visit. No 12-page packet from scratch.
Every form filled at once
Patient fills intake on their phone. Staff clicks sync. Health history, insurance auth, HIPAA notice — all populated simultaneously.
Clean PDF output
Generated PDFs are identical to your originals. Same layout, same fields, same look. Ready to print or drop into the chart.
Works on top of whatever you're already using.
Sorta doesn't integrate with your EHR — it sits completely outside it. Your EHR stays exactly as-is. Sorta handles the paperwork layer your EHR doesn't touch.
Don't see yours? If it runs on a computer, Sorta works on top of it.
"The big names in clinical healthcare don't really cater for small clinics. They end up following processes on paper. That's your niche."
Sorta is $300/month flat — see full pricing details.
See it with your actual forms.
We don't do generic demos. We'll show you Sorta working with the real forms your optometry clinic already uses.
Book a demo$300/month after your pilot. No contracts. Cancel anytime.