MEET JELO AI
A little help for
a very full day.
From the first patient message to the last claim follow-up, explore how Jelo helps with the work around every visit.
Built for optometrists and optical practices.
01Patient communication
Your front desk can’t do everything at once.
Jelo’s AI receptionist will handle routine calls, texts and bookings, so your team can focus on the patient in front of them.
- Help patients find and book a time.
- Keep conversations with the patient’s record.
- Bring your team in when a patient needs a person.
AI receptionist in development. Two-way texting and scheduling are available today.
Do you have anything Thursday afternoon?
We have 3:30 PM and 4:15 PM available. Would either work for you?
3:30 works!
02Insurance eligibility
Insurance checks shouldn’t take over your morning.
Review coverage and benefits together before the visit, so your team spends less time digging for details while the patient waits.
- See vision and medical plan details together.
- Review available copays, deductibles and benefit dates.
- Save the results to the patient’s record.
Preview. Ask us which payers and eligibility checks are supported.
- Routine eye exam
- Eligible
- Exam copay
- $15
- Benefit frequency
- Every 12 months
- Specialist copay
- $40
- Deductible remaining
- $800
03Pre-exam summary
Stop digging through notes before every exam.
Jelo will bring intake answers, previous visits and patient conversations into a short summary, so you can get up to speed before seeing the patient.
- See why the patient is coming in.
- Catch up on previous visits and prescriptions.
- Keep the full chart close when you need more detail.
In development. The summary is a starting point for your review.
Reason for visit
Annual eye exam · Established patient
Last visit
November 12, 2025
Exam notesPrevious prescriptionPatient history
04ICD-10 & CPT recommendations
Spend less time looking up codes.
Jelo suggests ICD-10 and CPT codes from your exam findings, ready for you to review while the visit is still fresh.
- See suggestions alongside your exam.
- Accept, change or reject each recommendation.
- Choose which corrections to save for similar findings.
Available. You review the suggestions before they’re applied.
H52.13920149201505Claims & billing
Billing shouldn’t be your second job.
Claims and follow-ups shouldn’t be something you squeeze in between patients. Jelo handles the billing work and keeps you up to date on what still needs attention.
- Prepare and submit claims from approved records.
- Handle corrections, denials and appeals.
- Follow up on payments and track claim status.
Available as an optional add-on, separate from your platform subscription.
Annual eye exam
Accepted for processing
Submission received
06Patient recall
Still working through recall lists by hand?
Jelo finds patients who are due and sends reminders with a booking link, so your team has fewer calls to make.
- Find patients due for their next exam.
- Send reminders in your practice’s own words.
- Give patients a link to choose their next appointment.
Automated reminders are available. Conversational AI follow-up is in development.
Hi Alex, you’re due for your next eye exam. Ready to find a time that works for you?
Delivered07Your practice assistant
And when you need an answer,
just ask Jelo.
Ask about your schedule, claims, recalls or inventory in plain language. Jelo brings the information together and prepares supported updates for you to review.
A day with Jelo
Interactive example.
Fictional people and practice data.
Start with the visits that still need a little attention.
- Confirm the two upcoming exams that are still pending.
- Follow up on the three patients due for recall.
- Review the outstanding claim in your billing queue.
Type or dictate a question.
Pick up a saved conversation.
Review and confirm changes.
Which capabilities can my practice use today?
Jelo’s in-app assistant, clinician-reviewed coding support and optional AI billing service are live. The platform also has patient messaging, scheduling and automated recalls. AI receptionist, pre-exam summaries and the conversational follow-up agent are in development. We’ll walk through current capabilities, supported payers and setup requirements in your demo.
Does Jelo make changes without my team?
For supported in-app assistant actions, Jelo prepares the details for you to review and confirm. Coding suggestions need a clinician’s review before they are applied. Scheduled reminders follow your practice’s settings, and the optional billing service has its own agreed workflow.
How is AI billing priced?
AI billing is an optional service, separate from your platform subscription. It costs 10% of insurance payments you receive. No billing fee is charged for a denied claim that receives no reimbursement.
Can I use Jelo AI across locations?
Jelo’s in-app assistant uses the records and locations your account can access. It follows your existing role and practice permissions, so the information and supported actions stay in the right context.
Your team could use
a little more breathing room.
Bring the part of your day that takes too much work.
We’ll walk through it together.