Switching an existing practice
See how Jelo fits before you switch.
Walk through your current workflow, data and training needs, and what the transition would involve.
Review my current workflowFor US independent optical practices with 1–3 locations
Bring your optical practice
workflow together.
Review scheduling, patient records, optical operations and billing in Jelo. See how the workflows fit your team and what switching or opening would involve.
For optometrist and optician owners, and the teams who run the practice with them. $300/month per location or $3,000/year per location, paid upfront.
Optional billing and revenue cycle management (RCM) with Jelo AI is live at 10% of insurance reimbursements received, separate from the platform subscription. AI Receptionist and AI Scribe remain in development and are separately priced.
Start with where your practice is today.
Opening a new practice
Plan your workflow before opening.
Review the workflows, setup dependencies, billing needs and costs for your planned practice.
Plan my practice workflowOne platform for your daily workflow.
Document the exam
Optometry exam templates keep findings, prescriptions and patient history together.
Prepare the visit
Scheduling and intake help your team prepare for the appointment and keep the patient record current.
Work the billing queue
Use eligibility, claims and remittance tools with your billing team. Confirm payer enrollment and workflow fit during your demo.
Connect optical and inventory
Manage frame and lens checkout with inventory and lab ordering in the same platform.
Follow up with patients
Patient CRM, messaging and recall help your staff organize follow-up. Messaging consent and account setup apply.
Add AI to your workflow
AI Biller is live at 10% of insurance reimbursements received, with RCM capabilities below. AI Receptionist and AI Scribe remain in development. AI add-ons are priced separately from the platform.
Revenue cycle management Live
Billing support through payment follow-up.
Jelo AI handles the work of an insurance biller: preparing and submitting claims, working denials and appeals, and following up on payment.
10% of insurance reimbursements received
Optional add-on, billed separately from the $300/month or $3,000/year per-location platform subscription.
Review my billing workflow Explore verification and claimsPrepare and submit claims
Jelo AI prepares claims from your practice’s records and submits them to insurers.
Work denials and appeals
The billing service handles claim corrections, denial follow-up and appeals.
Follow up on payment
Jelo AI follows claims through the payment process and handles billing follow-up.
Review your billing workflow
Review payer enrollment, the information your practice needs to provide and the service responsibilities before getting started.
Review payer enrollment and your practice’s RCM workflow during your workflow review.
Meet the little helper
with the big picture.
Ask about your practice. Prepare the next step. Jelo AI is available in beta with no usage limits during beta; usage caps are planned for the future.
Meet Jelo AIFront desk · Live platform
Keep your team on the same page.
Review the day’s appointments and patient records together. Walk through scheduling and handoffs for your own practice during a workflow review.
By the numbers.
$300
Per location / month
$3,000
Per location / year, paid annually
40 min
Personal workflow review
1
Platform for clinical and optical workflows
Free data migration
Plan your move with confidence.
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“It’s very intuitive. It’s easy to learn.”
Care OpticaOptician and owner · On getting started with Jelo
Watch the customer story →Questions, answered.
Jelo brings EHR, optical POS, inventory, patient CRM, scheduling and billing together for independent optical practices. The core platform is live today. $300/month per location or $3,000/year per location, paid upfront.
Ready to simplify your practice?
Bring your current workflow or opening plan. We’ll review the relevant workflows, costs and setup. You’ll receive a written summary of fit, gaps, costs and next steps.