Optical CRM that keeps follow-up connected

Organize patient communication and recall alongside the clinical and optical record. Help staff see who needs follow-up and keep the next step clear.

$300/month per location or $3,000/year per location.

Review your patient recall workflowExplore the workflow

40-minute demo · Unlimited doctors and staff at each paid location

Walk through the work your team does

  1. 01

    Review the patient record

    Use the patient profile and history to understand the next appointment or follow-up need.

  2. 02

    Prepare the communication

    Review contact details, preferences and messaging consent before sending a reminder or recall.

  3. 03

    Follow the response

    Keep staff responsible for replies and exceptions, and connect the patient to an appropriate appointment or next step.

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

Recall is a process your team can inspect

A recall workflow needs a clear trigger, eligible audience, message, owner and stop condition. Review those details using your practice's policy.

  • Separate routine appointment messages from marketing consent.
  • Confirm how opt-outs and invalid numbers are handled.
  • Assign responsibility for replies and patients who need personal follow-up.

Measure completed visits, not just messages

Record how many eligible patients were contacted, replied, booked and attended. A sent message alone is not a retained patient. Compare periods with similar patient mix before claiming a financial effect.

Where AI fits

The upcoming AI receptionist is a separate add-on in development. Automated AI phone conversations are not included in the live CRM subscription. Ask to see the current messaging and recall workflow first.

Hear from practices using Jelo

Care Optica 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 →

Questions before you choose

Continue your evaluation

See how Jelo fits your practice.

Bring your workflow, current software and switching questions. We will review the fit, subscription and implementation scope together.

Review your patient recall workflow