Optometry Software Built for Solo and 2-Doctor Practices

“I can't automate anything.”

In-exam AI codes the chart. Recall, waitlist, and patient messaging are automated. The boring repetitive work goes away.

“The software is old and hard to use.”

Cloud-based, modern UI, works on any device. Configurable 'All Normal' templates let you flip an exam to baseline in one click.

“They're expensive.”

$200/month flat for the entire practice. No per-provider fee. No add-on modules. The price is locked for the lifetime of the account.

Eye-exam charting that fits how you practice

Configurable 'All Normal' templates per chart let you flip an entire exam to your baseline in one click — then dial in what is actually abnormal. The in-exam AI reads along and proposes ICD-10 codes and a treatment plan as you go.

Optical POS with QR-code checkout

Sell frames, lenses, and contact lenses through the same system. QR-code checkout lets the patient scan and pay from their phone. Cash, card, and insurance accepted. Receipts, returns, and discounts handled.

Insurance verification, claims, and billing

Insurance benefit verification, claim submission, superbills, and patient billing — all included. Built for the medical-and-vision-plan double-bill that defines optometry.

Patient communication that does not need a receptionist

Two-way SMS and email out of the box. AI recall and waitlist automation are in pilot today, expanding rapidly — the vision is a CRM that runs recall on autopilot.

Inventory built for opticals

Track frames by vendor, frame stock counts, lens stock, and contact-lens stock — all in one place. Stock decrements automatically when you ring up a sale.

Scheduling with the status filters you actually use

Day, Weekly, Monthly, and Agenda views. Status filters for confirmed, pending, intake done, exam completed, canceled, and no-shows. Auto-advance statuses as the patient moves through your workflow.

Reporting on what runs the business

Dashboards for revenue, net profit, margin by vendor, top products, customer LTV, exam-to-purchase ratio, days of inventory, refunds, and median time to pay — not just patient counts.

HIPAA compliant with a BAA

Jelo is HIPAA compliant and signs a BAA with every practice. Your patient data is encrypted in transit and at rest, role-scoped, and audited on every interaction.