Cloud optometry software with a practical migration plan

Use Jelo's browser-based EHR and practice-management platform across your clinical and optical workflow. Evaluate connectivity, permissions, exports and implementation before making the move.

Book a workflow review Explore the workflow

40 minutes. A written summary of fit, gaps, costs and next steps.

Walk through the work your team does

01
Check the working environment
Confirm reliable internet, supported browsers, workstation needs and any connected devices.
02
Validate access and records
Review staff permissions and the records you need to migrate or retain from the previous system.
03
Prepare go-live and continuity
Train the team, validate sample records and agree how your practice handles connectivity interruptions and historical access.

Use a de-identified example from your practice during the demo. Confirm the workflow against your devices, payers, locations and account configuration.

Cloud hosting changes the operating model

Browser access removes the need to run the application on a practice-hosted server. Your office still needs working devices, connectivity, access controls and a continuity plan. Ask about data export, support and security responsibilities.

Migration timing depends on readiness

Review setup timing with Jelo for your locations, data scope and account prerequisites. Distinguish software setup from third-party export delivery, payer enrollment and your team’s preparation.

Review security and commercial scope

Jelo includes a BAA. Your practice should review user roles, access procedures, retention and vendor terms. The platform is billed per location; cloud deployment does not mean unlimited locations on one subscription.

Hear from practices using Jelo

Care Optica’s optician owner describes Jelo as “very intuitive” and “easy to learn.” Dr. James Sharp discusses getting comfortable with the system. Watch their own accounts of the experience.

Watch the customer stories →

$300/month per location or $3,000/year per location, paid upfront. Unlimited doctors and staff at each paid location. Each additional location has its own subscription. Data migration is free.

Jelo AI provides optional end-to-end insurance billing: preparing and submitting claims, working denials and appeals, and following up on payment. The service costs 10% of insurance reimbursements received, separate from the platform subscription. The billing fee applies only to insurance reimbursements received. No billing fee is charged for denied claims that receive no reimbursement.

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.

Platform setup takes 3–4 calendar days for a single location and no more than 7 calendar days for multiple locations. Confirm the start date and prerequisites with Jelo during your workflow review.

Plan details · Fees and terms · Migration checklist

Questions before you choose

Can we work during an internet outage?

Can we keep our current hardware?

What does the platform cost?

How do we prepare to switch?

Continue your evaluation

See how Jelo fits your practice.

Bring your current workflow or opening plan. We’ll review the fit, costs and setup, with a written summary of gaps and next steps.

Book a workflow review

Walk through the work your team does

Check the working environment

Confirm reliable internet, supported browsers, workstation needs and any connected devices.

Validate access and records

Review staff permissions and the records you need to migrate or retain from the previous system.

Prepare go-live and continuity

Train the team, validate sample records and agree how your practice handles connectivity interruptions and historical access.

Use a de-identified example from your practice during the demo. Confirm the workflow against your devices, payers, locations and account configuration.