Optometry EHR software for the clinical day

Chart the exam, review patient history and move from prescription to optical checkout in one system. Jelo connects clinical records to the work at your front desk.

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

Compare Jelo with your current EHRExplore the workflow

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

Walk through the work your team does

  1. 01

    Prepare the chart

    Review the patient record, intake and prior exam information before starting the encounter.

  2. 02

    Document the exam

    Use optometry exam templates to record findings, assessment, plan and prescriptions. The clinician reviews the record before finalizing.

  3. 03

    Complete the handoff

    Keep the prescription and encounter connected to optical orders and billing so staff can continue from the patient record.

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

An EHR selection starts with your exam

A comprehensive exam, contact lens follow-up and urgent visit need different documentation. Evaluate the actual templates and permissions your clinicians will use.

  • Test a new-patient exam and a returning-patient follow-up.
  • Review prescription output, amendments and access by staff role.
  • Confirm any required device interfaces and data exports before signing.

Compare clinical fit before comparing checkboxes

This page focuses on the EHR workflow. A broader practice-management evaluation also includes scheduling, optical retail, inventory, billing and patient communication. Bring a list of your required integrations; a feature on a vendor website is not proof that your exact equipment is supported.

Switch without losing the context of the chart

Agree on which demographics, histories, documents and prescriptions can be exported and imported. Validate a representative sample with your clinicians, retain required access to historical records, and schedule training before go-live.

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.

Compare Jelo with your current EHR