---
title: How It Works | Go Live in Weeks | Optavius
description: Deploy Optavius's AI voice agent at your eye care practice in 4 to 6 weeks. No EHR integration required. Works with any phone system.
url: "https://www.optavius.com/how-it-works"
type: static
generatedAt: "2026-06-11T14:42:03.120Z"
---

How It Works
# Live in weeks, not months

Optavius is designed for fast deployment. Start standalone, integrate later, and see ROI in your first month.

## The Optavius workflow
      1
### Intake

Capture the reason for the call and patient context.
     2
### Decide

Apply your pathways and escalation rules.
     3
### Book

Offer real-time slots and confirm appointments.
     4
### Follow-up

Reminders, recalls, and outbound when needed.
     5
### Report

Transcripts, KPIs, and audit-ready logs.

## Deployment timeline

### Configure Pathways

**Week 1-2**

 - Define booking rules and location settings
 - Set up escalation criteria
 - Customize scripts and brand voice
 - Review with clinical governance

### Go Live

**Week 3-4**

 - Phone routing configured
 - Voice agent activated
 - Dashboard access provided
 - Team training completed

### Optimize & Expand

**Ongoing**

 - Monitor KPIs and adjust
 - Add integrations as needed
 - Expand to additional locations
 - Continuous pathway refinement

## What we need from you

Minimal input required. We handle the heavy lifting.

### Booking rules

How you want appointments routed

### Location details

Sites, hours, provider types

### Phone routing

Where to forward calls

### Script approvals

Review and approve AI responses

## What we deliver

### Live voice agent

### Ops dashboard

### KPI scorecard

### Ongoing support

## What we integrate with

Standalone-first approach. Add integrations when you're ready.

### Calendar Systems

Google Calendar, Outlook, Practice management

### CRM Platforms

HubSpot, Salesforce, Custom CRM

### Telephony

Twilio, existing PBX, SIP trunks

### EHR Systems

Epic, Cerner, Athena (optional)

## Ready to get started?

Let's discuss your deployment plan.
  [Book a Demo](https://calendly.com/yves-right2seenow/new-meeting)