An illustrative Jelo workflow. Appointments fill the calendar as Jelo answers a patient and checks vision and medical insurance. Scroll to reveal the windows.
Appointment confirmed
Alex Morgan · Thu, 3:30 PM
app.jelo.com / appointments
H
Harbor Eye CareMy practice
Dashboard
POS
Patients
Messages
Appointments
Recall
Inventory
Orders
Claims
Analytics
Jelo AI
Help & support
Appointments
Harbor Eye Care · America/New_York
Book appointment
WeekDayMonthAgenda
November 9–13, 2026
Today
EST
Mon9
Tue10
Wed11
Thu12
Fri13
9 AM10 AM11 AM12 PM1 PM2 PM3 PM4 PM
Michael HartAnnual exam
Amelia ChenAnnual exam
Sofia BrooksGlasses pickup
Olivia BennettAnnual exam
Sofia BrooksContact lens check
Lucas ReedAnnual exam
Michael HartDry eye follow-up
Daniel ChoComprehensive exam
Olivia BennettContact lens check
Ethan ParkerAnnual exam
Jamie PatelGlasses pickup
Jamie PatelDiabetic eye exam
Alex MorganAnnual exam · 3:30 PM
Amelia ChenContact lens check
Ethan ParkerGlasses pickup
Maya WilsonDry eye follow-up
Daniel ChoAnnual exam
Lucas ReedComprehensive exam
18 appointments this weekAll changes saved
Patient communication
Jelo AI
Conversation with Alex Morgan
Today · 9:41 AM
Alex Morgan
Hi! I need to schedule my annual eye exam. Do you have anything Thursday afternoon?
Jelo AI
Of course! We have 3:30 PM and 4:15 PM available Thursday. Would either work for you?
Alex Morgan
3:30 works!
Jelo AI
Perfect! You’re booked for Thursday, November 12 at 3:30 PM. I’ve sent your confirmation.
Delivered
Reply as Harbor Eye Care…
Insurance eligibility
Eligibility check
Alex Morgan · Annual eye exam
Both plans checked
Vision insurance
Example Vision Plan
Active
Routine eye exam
Eligible
Exam copay
$15
Exam frequency
Every 12 months
Medical insurance
Example Medical PPO
Active
Routine vision exam
Not covered
Specialist copay
$40
Deductible remaining
$800
Routine exam benefit available through vision. Estimated patient copay: $15.
Your team already has enough to do.
You’re helping patients while juggling calls, claims and paperwork. Your software should take all that admin off your plate.
An illustrative patient journey with demo data. Follow the six steps by scrolling. On larger screens, use the numbered links to jump to a step.
01
Before the visit
Patient communication
Answers calls and texts so your front desk isn’t constantly interrupted.
Jelo / Messages01 / 06
Jelo AIMessages
AMAlex Morgan
Alex Morgan
Do you have anything Thursday afternoon?
Jelo AI
We have 3:30 PM and 4:15 PM available. Would either work for you?
Alex Morgan
3:30 works!
NOV12
Annual eye examThursday · 3:30 PM
Appointment booked
02
Before the visit
Insurance eligibility
Checks coverage and benefits before the visit, saving your team the back-and-forth with insurers.
Jelo / Eligibility02 / 06
Jelo AIEligibility
AMAlex Morgan
Vision insuranceExample Vision Plan
Active
Routine eye exam
Eligible
Exam copay
$15
Benefit frequency
Every 12 months
Medical insuranceExample Medical PPO
Active
Specialist copay
$40
Deductible remaining
$800
Saved to Alex’s patient record
Coverage checked
03
Before the exam
Pre-exam summary
Summarizes intake and patient conversations so you’re not digging through notes before the exam.
Jelo / Patient summary03 / 06
Jelo AIPatient summary
AMAlex Morgan
Before today’s examJelo AI
01
Reason for visit
Annual eye exam · Established patient
02
Last visit
November 12, 2025
Exam notesPrevious prescription
03
Patient history
MedicationsAllergiesVisit history
View patient chart
Ready for the visit
04
During the exam
ICD-10 & CPT recommendations
Suggests codes from the chart for your review, saving you time looking them up.
Jelo / Exam assistant04 / 06
Jelo AIExam assistant
AMAlex Morgan
Suggested from exam notesFor review
ICD-10 · Diagnosis
H52.13
Myopia, bilateralLinked to exam findings
CPT · Procedures
92014
Comprehensive eye examEstablished patient
92015
RefractionDocumented in the exam
Clinician reviews before applying
Ready for clinician review
05
After the exam
Claims & billing
Submits claims, works denials and follows up on payments so you’re not constantly chasing insurance.
Jelo / Claims05 / 06
Jelo AIClaims
AMAlex Morgan
Claim #JL-1042
Annual eye exam
In review
Prepared
Submitted
In review
Latest activity
Payer status updated
Accepted for processing
Claim submitted
Submission received
Next status check scheduled
Claim status updated
06
After the visit
Patient recall
Contacts patients due for an exam and helps them book, saving your team the calls.
Jelo / Recall06 / 06
Jelo AIRecall
AMAlex Morgan
Annual exam dueLast visit · November 12, 2026
Message to AlexSMS
Hi Alex, you’re due for your next eye exam. Ready to find a time that works for you?
Book your next visit Delivered
Follow-up saved to the patient record
Reminder sent
By the numbers.
Admin time saved
20h
20h of admin off your plate each week.
Faster insurance payments
3 days
Get paid 3 days sooner.
Appointments from recalls
10+
10+ appointments booked through recalls each month.
“I was hesitant because Jelo was newer than the other systems we looked at. Being able to speak directly with someone who understands how our practice works made a big difference. When we have a question, we get help.”
Dr. James Sharp
Sharp Eye Care
“We were paying for our EHR and several other tools on top of it. Bringing more of that into Jelo helped us cut down on subscriptions and made it easier to understand what we’re paying for.”
John Allen’s practice
Practice team
“I was doing claims between patients and trying to remember which ones needed following up. Having help with that has taken a lot off my plate. I can actually keep up with where things stand.”
GS
George Stimac OD
Optometrist
“We used to check different systems just to answer a patient’s question. Now their chart, prescription and orders are together. There’s a lot less asking someone else to look something up.”
S
Dr. Shaw
Dr. Shawn Giese O.D. & Associates
“Our old system made simple things take forever. With Jelo, I can find what I need and get on with the appointment. It’s been easier for the team to learn, too.”
Care Optica
Optician and owner
“I was hesitant because Jelo was newer than the other systems we looked at. Being able to speak directly with someone who understands how our practice works made a big difference. When we have a question, we get help.”
Dr. James Sharp
Sharp Eye Care
“We were paying for our EHR and several other tools on top of it. Bringing more of that into Jelo helped us cut down on subscriptions and made it easier to understand what we’re paying for.”
John Allen’s practice
Practice team
“I was doing claims between patients and trying to remember which ones needed following up. Having help with that has taken a lot off my plate. I can actually keep up with where things stand.”
GS
George Stimac OD
Optometrist
“We used to check different systems just to answer a patient’s question. Now their chart, prescription and orders are together. There’s a lot less asking someone else to look something up.”
S
Dr. Shaw
Dr. Shawn Giese O.D. & Associates
“Our old system made simple things take forever. With Jelo, I can find what I need and get on with the appointment. It’s been easier for the team to learn, too.”
Care Optica
Optician and owner
“I was hesitant because Jelo was newer than the other systems we looked at. Being able to speak directly with someone who understands how our practice works made a big difference. When we have a question, we get help.”
Dr. James Sharp
Sharp Eye Care
“We were paying for our EHR and several other tools on top of it. Bringing more of that into Jelo helped us cut down on subscriptions and made it easier to understand what we’re paying for.”
John Allen’s practice
Practice team
“I was doing claims between patients and trying to remember which ones needed following up. Having help with that has taken a lot off my plate. I can actually keep up with where things stand.”
GS
George Stimac OD
Optometrist
“We used to check different systems just to answer a patient’s question. Now their chart, prescription and orders are together. There’s a lot less asking someone else to look something up.”
S
Dr. Shaw
Dr. Shawn Giese O.D. & Associates
“Our old system made simple things take forever. With Jelo, I can find what I need and get on with the appointment. It’s been easier for the team to learn, too.”
GS
George Stimac OD
Optometrist
“We used to check different systems just to answer a patient’s question. Now their chart, prescription and orders are together. There’s a lot less asking someone else to look something up.”
S
Dr. Shaw
Dr. Shawn Giese O.D. & Associates
“Our old system made simple things take forever. With Jelo, I can find what I need and get on with the appointment. It’s been easier for the team to learn, too.”
Care Optica
Optician and owner
“I was hesitant because Jelo was newer than the other systems we looked at. Being able to speak directly with someone who understands how our practice works made a big difference. When we have a question, we get help.”
Dr. James Sharp
Sharp Eye Care
“We were paying for our EHR and several other tools on top of it. Bringing more of that into Jelo helped us cut down on subscriptions and made it easier to understand what we’re paying for.”
John Allen’s practice
Practice team
“I was doing claims between patients and trying to remember which ones needed following up. Having help with that has taken a lot off my plate. I can actually keep up with where things stand.”
GS
George Stimac OD
Optometrist
“We used to check different systems just to answer a patient’s question. Now their chart, prescription and orders are together. There’s a lot less asking someone else to look something up.”
S
Dr. Shaw
Dr. Shawn Giese O.D. & Associates
“Our old system made simple things take forever. With Jelo, I can find what I need and get on with the appointment. It’s been easier for the team to learn, too.”
Care Optica
Optician and owner
“I was hesitant because Jelo was newer than the other systems we looked at. Being able to speak directly with someone who understands how our practice works made a big difference. When we have a question, we get help.”
Dr. James Sharp
Sharp Eye Care
“We were paying for our EHR and several other tools on top of it. Bringing more of that into Jelo helped us cut down on subscriptions and made it easier to understand what we’re paying for.”
John Allen’s practice
Practice team
“I was doing claims between patients and trying to remember which ones needed following up. Having help with that has taken a lot off my plate. I can actually keep up with where things stand.”
GS
George Stimac OD
Optometrist
“We used to check different systems just to answer a patient’s question. Now their chart, prescription and orders are together. There’s a lot less asking someone else to look something up.”
S
Dr. Shaw
Dr. Shawn Giese O.D. & Associates
“Our old system made simple things take forever. With Jelo, I can find what I need and get on with the appointment. It’s been easier for the team to learn, too.”
Care Optica
Optician and owner
“I was hesitant because Jelo was newer than the other systems we looked at. Being able to speak directly with someone who understands how our practice works made a big difference. When we have a question, we get help.”
Dr. James Sharp
Sharp Eye Care
“We were paying for our EHR and several other tools on top of it. Bringing more of that into Jelo helped us cut down on subscriptions and made it easier to understand what we’re paying for.”
John Allen’s practice
Practice team
“I was doing claims between patients and trying to remember which ones needed following up. Having help with that has taken a lot off my plate. I can actually keep up with where things stand.”
Questions, answered.
Jelo is an EHR and practice management system for independent optometrists and optical practices. Your team can book a visit, chart the exam, order glasses and track the claim in one place.
Per location. A location costs $300 a month, or $3,000 a year paid upfront. That includes unlimited doctors and staff, so adding someone to your team doesn’t raise your subscription price.
Yes. You can ask Jelo’s assistant about your practice, review coding suggestions during an exam, and use the optional AI biller to submit claims and follow up on payments. The AI receptionist, scribe, pre-exam summaries and conversational follow-up agent are still in development.
Data migration is free. Once we’ve confirmed which records you’re moving and your data is ready, platform setup takes 3–4 calendar days for one location or up to 7 days for multiple locations. We’ll check a sample of your records with you before you switch.
The platform subscription covers your core billing tools. If you want Jelo to handle claims for you, the optional AI biller costs 10% of the insurance payments you receive. Ask about taxes, third-party charges and any monthly fee for not using Jelo’s payment processor. There’s no cancellation fee; your order form explains how prepaid fees are handled.
Yes. We offer a Business Associate Agreement (BAA), encrypt the database and back it up daily. You control which records each team member can access based on their role and location.
It’s a free, 40-minute demo built around your practice. Tell us what slows you down, like turning an exam into an invoice or chasing an unpaid claim. We’ll walk through it in Jelo, then send you a written summary of what fits, what’s missing, what it costs and what switching would involve.
