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Your Vision Concierge Review →
Interactive Proposal · Version 1.0

Vision Concierge™

A fully-owned AI patient engagement platform, designed and implemented for BellaSee.

Prepared For
BellaSeeDr. Heather Skeens, MD, CFMP · South Charleston, WV
Date
July 19, 2026
Version
1.0
Prepared By
Jae McKinneyDivigner Group
01. Executive Summary

Infrastructure you own.

Vision Concierge is not software you rent. It is enterprise AI infrastructure that BellaSee owns, understands, and controls. Divigner designs it, implements it, documents it thoroughly, and remains available as your long-term AI partner, not your gatekeeper.

$8,700
One-Time Investment
$0
Subscriptions or Licensing
100%
Owned by BellaSee
24/7
Patient Coverage
You own everything

Source code. Vendor accounts. Credentials. Infrastructure. Data. Knowledge base. Integrations. There is no vendor lock-in: any qualified technology company can maintain this platform, and we document it so they could. Divigner earns the relationship through expertise, service, and innovation, not through licensing.

Never Miss an Inquiry

Every call, message, and website visit is answered around the clock. For a premium eyecare practice, each missed inquiry is often a patient researching a life-changing procedure.

Premium Patient Experience

Patients receive thoughtful, consistent answers in BellaSee’s calm, reassuring voice, at whatever hour they reach out. The spa-like experience begins before they ever walk in.

Administrative Efficiency

Routine scheduling, confirmations, and intake conversations are handled automatically, returning hours to your front desk.

Consistent Communication

One approved knowledge base drives every channel, so patients hear the same accurate answers by phone, web, and text.

Faster Response Times

Inquiries are engaged in seconds, not returned from voicemail the next business day.

A Foundation, Not a Fixture

The platform extends to new capabilities and new locations without rebuilding, including future Bellasee franchise practices.

How this proposal works: 3 simple steps

1.  Review the implementation designed for BellaSee and everything included in it.
2.  In Section 06, tap the checkbox on any optional module you would like scoped. Every option starts unselected, and nothing is chosen for you.
3.  Click Accept Proposal at the bottom. Your selections and questions come straight to us, and we respond with a detailed implementation plan.

02. Practice-Specific Configuration

Designed specifically for BellaSee.

BellaSee delivers luxury eyecare in a calming, spa-like environment: cornea, cataract, and refractive surgery alongside aesthetic services and functional medicine. Your patients arrive anxious about eye surgery and leave reassured, and your systems reflect deliberate choices. This implementation is configured around how BellaSee actually operates; nothing here is a generic install.

Configured for a mixed payment model

BellaSee spans insurance-billed surgical care and cash-pay refractive, aesthetic, and functional medicine services. The concierge answers coverage and pricing questions from your approved policy language and collects insurance details during intake, so patients arrive prepared. Automated eligibility verification machinery is intentionally outside the base scope; if discovery shows it would pay for itself, it is scoped separately, and you never pay to build capabilities you will not use.

Two further configuration choices worth noting. Appointment confirmations can be delivered through your existing practice email infrastructure rather than a new subscription, and the deposit workflow is built on the payment solution you already trust. Every Vision Concierge implementation is customized this way: the platform bends to the practice, never the reverse.

03. Practice Intelligence

Trained on BellaSee, not the internet.

The platform’s intelligence comes from a knowledge base engineered from your practice’s own materials. The objective is not to teach the AI ophthalmology; it is to teach the AI how BellaSee practices eyecare.

Knowledge Flow
Your Materialswebsite · documents · videos
Knowledge Engineeringcuration · structuring · BellaSee approval
PhoneAI Phone Concierge
WebsiteWebsite Concierge
SMStext conversations
One approved source of truth, every channel

During knowledge engineering we gather, curate, and structure the materials that define your practice, then review the result with you before anything reaches a patient. Source materials typically include:

Why this matters for BellaSee

Your patients ask about laser versus traditional cataract surgery, premium lens options, LASIK versus PRK candidacy, cornea transplantation, dry eye therapy, and how eyecare connects to whole-body health. A generic assistant would guess. Yours answers from BellaSee’s own positions, in BellaSee’s calm and reassuring voice, and gracefully escalates anything it has not been approved to address.

04. Platform Capabilities

One platform, every channel.

Conversational AI is one capability of a larger system. The platform connects your patient channels to your practice systems through a core you own end to end.

System Architecture
Phone
Website
SMS
Vision Concierge AI Corepractice intelligence · conversation design · escalation rules
Optivatescheduling · records
Paymentsyour existing solution
Email & Calendaryour existing infrastructure
Every account and connection owned by BellaSee
Included for BellaSee

AI Phone Concierge

Answers your published line 24/7, always identifying itself as an AI assistant. It handles sophisticated patient questions from the approved knowledge base, books and manages appointments, takes structured messages, transfers by your office rules, and escalates urgent situations immediately.

Included for BellaSee

Website Concierge

The same intelligence embedded on your website. Visitors ask questions, explore your procedures and services, request consultations, and begin intake; conversations share one knowledge base with the phone, so answers never diverge.

Included for BellaSee

Appointment Management

Real-time availability, booking, rescheduling, cancellations, confirmations, and reminders, synchronized with Optivate and your calendars rather than a parallel schedule.

Included for BellaSee

SMS Assistant

Two-way texting for confirmations, reminders, and quick questions, with conversation history visible to your team and every exchange grounded in approved content.

Included for BellaSee

Consultation Deposit Workflow

Where your policies call for a deposit, such as refractive or aesthetic consultations, the platform requests and confirms it through your existing payment solution before the appointment is finalized. No new processor, no parallel merchant account.

Included for BellaSee

Administrative Automation

Structured call summaries, message routing to the right team member, follow-up task creation, and daily digests, so nothing rests on someone remembering to check a voicemail box.

Included for BellaSee

Optivate (formerly EyeMD EMR) Integration

BellaSee runs Optivate, the ophthalmology-specific EMR and practice management platform from EyeMD EMR Healthcare Systems, and this integration is included for BellaSee as a $1,800 add-on to the base platform. We have already mapped the integration path, a head start that de-risks scoping and shortens your implementation timeline; final scope is confirmed against your Optivate configuration during discovery.

CapabilityOptivate (formerly EyeMD EMR)
Specialty fitEngineered specifically for ophthalmology; EMR and practice management in one platform
API availableYes, FHIR-based API with published documentation
Scheduling & engagementAppointment management, waitlisting, and recalls exposed by the platform
HIPAA approachBAA + scoped API credentials
05. AI Platform Ownership Package

Documented like it’s yours. Because it is.

At go-live, BellaSee receives a complete ownership package. This is the difference between renting an outcome and owning an asset: everything needed to operate, audit, or transition the platform is delivered to you in writing.

Source Code

The complete codebase, prompts, and configurations, delivered in a repository under BellaSee’s control. Not escrowed, not licensed: owned.

Vendor Registry

A living spreadsheet of every vendor in the platform: purpose, monthly cost, renewal schedule, billing frequency, login URL, credentials, usage limits, and overage pricing. Every account in BellaSee’s name.

Standard Operating Procedures

Plain-language procedures for daily operations, administrative tasks, prompt management, vendor management, and backup and recovery.

Architecture Documentation

Current-state diagrams covering phone, AI, EHR, website, hosting, APIs, knowledge base, email, and SMS, so any engineer can orient in minutes.

Runbook

Operational guidance for monitoring, routine maintenance, incident response, vendor updates, and recovery procedures.

Transition Guide

A step-by-step document explaining how another qualified automation provider could assume responsibility for the platform.

Why we document the exit

The Transition Guide exists so you never feel you need it. We would rather keep your business because the work is excellent than because leaving is hard. Transparency is the deliverable; trust is the outcome.

06. Optional Platform Modules

Extend the platform when ready.

The BellaSee implementation in Section 02 is complete on its own. These modules extend it. Check any module you would like us to scope; selected modules are marked for custom scope and priced for your specific workflows.

Interactive: Tap to Select

All modules below start unselected. Tap a card to add it to your scope request; tap again to remove it. Your choices appear in the summary at the bottom before anything is sent.

07. HIPAA & Security

Security posture, stated plainly.

Patient trust is BellaSee’s core asset. The platform is configured conservatively, documented honestly, and structured so that you always know where every piece of data lives and who can touch it.

a.

Business Associate Agreements

Executed with vendors that handle protected health information, where applicable. The Vendor Registry records BAA status alongside every account so coverage is auditable at a glance.

b.

Encryption

Data encrypted in transit across all channels and at rest on supporting vendor infrastructure, using the vendors’ native controls.

c.

Authentication & Access Controls

Role-based access with least privilege, multi-factor authentication on vendor and administrative accounts, and named accounts rather than shared logins.

d.

Audit Logging

Administrative actions and system events are logged and reviewable, and the Runbook describes how to review them.

e.

Transcript Handling

Conversation transcripts are stored in infrastructure you own, with retention windows and access rules set by BellaSee policy rather than a vendor default.

f.

Data Ownership

Every record, transcript, and configuration lives in accounts registered to BellaSee. If our relationship ended tomorrow, your data would not move an inch.

A note on claims

HIPAA compliance is a shared responsibility, not a product feature. Vendors supply capabilities such as BAAs, encryption, and access controls; the implementation and your operating procedures complete the picture. We differentiate clearly between what vendors provide and what the practice must uphold, we document exactly which responsibility sits where, and we do not claim certifications we do not hold.

08. Monthly Operating Costs

Estimated third-party operating expenses.

The platform runs on best-in-class services billed directly to accounts BellaSee owns. These are planning estimates, not quotes; actual costs scale with call and message volume, and you see every invoice because every account is yours.

VendorRole in Your PlatformPlanning Estimate
TwilioTelephony and SMS$60 – $175 / mo
ElevenLabsNatural voice synthesis$75 – $250 / mo
LLM ProviderLanguage intelligence (OpenAI, Anthropic, Google, or AWS Bedrock)$20 – $200 / mo
EmailAppointment confirmations via your existing practice email infrastructure (Google Workspace at $14–$24 per user only if new)$0 with existing
MakeWorkflow automation$29 – $99 / mo
SupabaseDatabase and authentication$25 – $50 / mo
Cloud HostingApplication hosting$25 – $100 / mo
Planning range

Approximately $235 to $875 per month, excluding subscriptions the practice already owns, such as your existing email infrastructure and payment solution. Costs are paid directly to each vendor, remain under BellaSee’s ownership, and are itemized in the Vendor Registry with renewal dates, limits, and overage pricing.

09. Care Plan & Enhancements

Support on your terms.

The Care Plan is optional. The platform runs without it, and your Ownership Package contains everything required to maintain it independently or through any qualified provider. Two clearly separated ways to work with us after go-live:

Care Plan · $495 / Month

Optional and month to month: no term contract, cancel anytime. One flat fee covers steady-state stewardship of everything that already exists:

  • Proactive monitoring
  • Vendor updates and API compatibility
  • Security patches
  • Prompt optimization
  • Monthly health reviews
  • Performance reporting

The Care Plan does not include new functionality. It keeps the platform healthy; it does not grow it. And because your Ownership Package documents everything, you are never dependent on it.

Enhancements · Separate Statements of Work

New capability, scoped and priced individually before any work begins:

  • New AI agents
  • New workflows
  • Additional integrations
  • Website redesign
  • Additional locations
  • New automation

Each enhancement begins with a written scope and estimate. You approve before we build; there are no surprise invoices.

10. Implementation Timeline

Eight weeks at most.

A realistic schedule for the BellaSee configuration, with eight weeks as the ceiling rather than the target. Delivery often lands sooner depending on the requirements workflow: how quickly materials, decisions, and system access come together during discovery. Each stage ends with something you can see and approve.

Discovery

Week 1

Systems, workflows, escalation rules, and goals. Vendor accounts are created in BellaSee’s name from day one.

Knowledge Engineering

Weeks 2 – 3

Your materials are curated and structured into the approved knowledge base, then reviewed with your team.

Voice & Channel Configuration

Weeks 3 – 4

Phone, website, and SMS personas, conversation flows, and the consultation deposit workflow.

Optivate Integration

Weeks 4 – 6

Scheduling, lookup, and synchronization built and verified against your Optivate (formerly EyeMD EMR) system.

Testing

Weeks 6 – 7

Scripted scenarios, adversarial testing, and escalation drills until the platform behaves correctly under pressure.

Training

Week 7

Staff training, SOP walkthrough, and administrative handover, including the full Ownership Package.

Go Live

Week 8 at the latest

Supervised launch with daily check-ins through stabilization. Stages that finish early pull everything after them forward.

11. Cross-Practice Deployment

Built once, deployed beautifully.

The platform architecture has already been designed, built, and hardened in production, and what is implemented for BellaSee is not a one-off: it is built to extend across the Bellasee model as it grows.

a.

Your instance is entirely yours

Separate AI, BellaSee branding, your phone number, your knowledge base, and your integrations. Nothing is shared with any other practice: patients experience a platform built for BellaSee alone, and ownership is complete, with your own accounts, data, and documentation.

b.

Ready for the franchise vision

As Bellasee Franchising brings luxury eyecare to new practices, each location can receive its own Vision Concierge instance, delivering a consistent, calming patient experience across the brand without rebuilding anything.

12. Review & Accept

Your Vision Concierge.

Here is everything you have selected. Add any questions or comments, then click Accept. We will be in touch to get started, along with the scope and effort for any optional modules you selected.

Your Configuration
BellaSee Implementation: one-time $8,700$6,900 platform implementation + $1,800 Optivate (formerly EyeMD EMR) integration. The full configuration in Section 02, delivered with the complete Ownership Package. No subscriptions or licensing fees.
No optional modules selected yet. The BellaSee implementation is complete on its own; Section 06 lists the available extensions.
Questions & Comments

Clicking Accept sends your module selections and comments to Divigner Group. It expresses intent to move forward and requests custom scoping; it is not a binding contract and no payment is collected.