Software evaluation worksheet
Give every vendor the same workflow tests. Download the editable acceptance sheet.
Practical resources for your next decision
Use the checklists with your team, test the product workflows and record what still needs an answer. These guides and tools are available without a form.
Choose and set up your software
Migration and cutover checklist
Agree on record scope, sample validation, training and retained historical access.
Integration directory
Review the account, data flow and setup requirements for documented connections.
Security and data-access review
Review role access, agreements, export and retention questions with your team.
Run and measure the practice
Starting an optometry practice: software setup checklist
An ungated software setup checklist for a new optometry practice, with owners, acceptance checks, outside-account prerequisites and a customizable budget calculator.
An optometry denial follow-up workflow
Organize rejected and denied claims with an operational checklist for ownership, source records, deadlines, remittances and follow-up. Includes a downloadable tracking sheet.
Optical inventory counts, reconciliation and reordering
A practical checklist for counting frame variants, investigating discrepancies, receiving stock and planning reorders, including location transfers where enabled.
Set up and measure an optometry recall workflow
Plan recall eligibility, message timing, stop conditions, staff ownership and measurement using Jelo’s recall and patient CRM workflows.
Local optometry marketing: connect discovery to follow-up
An operational guide to accurate practice listings, useful service pages, genuine reviews and measuring appointment follow-through without invented marketing benchmarks.
Practice operations worksheet
Calculate and download your own baseline for visits, intake, follow-ups and stock reconciliation.
See the product and hear from customers
From exam to optical to billing
Review the staff handoffs, actual interface examples and acceptance checks.
Care Optica’s customer account
Watch the practice describe its experience learning and using Jelo.
Dr. James Sharp’s customer account
Hear Dr. Sharp discuss learning the workflow and working from different devices.
Exam template product guide
See the editor and review template scope, field configuration and clinician responsibilities.
Product references and availability
Find dated documentation updates and distinguish available workflows from upcoming AI add-ons.
More reading
Browse all articles · Compare practice software · Read our editorial policy
Start with the decision you need to make
If you are selecting software, begin with the evaluation worksheet. Name the work your practice must perform, ask vendors to demonstrate the same examples and record what remains unanswered. Follow with the integration and security pages for the account and evidence requirements that can affect the decision.
If you are opening a practice, use the startup guide and budget tool to separate the platform subscription from other one-time, recurring and volume-dependent costs. The tool calculates the values you enter; it does not supply industry opening-cost estimates or treat an unknown cost as a confirmed quote.
If you are already operating, choose one process to review. Inventory counts, claim follow-up and recall each need a clear population, owner and completion rule. The operations worksheet can turn your aggregate counts into a reproducible rate, while the guide explains how to investigate unfinished work.
Use a worksheet with the people who do the work
Have the clinician review clinical requirements, the front desk review scheduling and intake, the optical team review orders and stock, and the billing owner review payer handoffs. In a small practice, one person may cover several roles. The responsibilities still deserve separate attention.
Record the source of each answer. Demonstrated behavior, required configuration and an unanswered question are different statuses. A useful worksheet preserves those differences so the next meeting can resolve a specific issue instead of repeating the entire discussion.
Understand the downloads and interactive tools
The CSV files are editable planning worksheets. They do not connect to a practice database or submit patient information. The interactive budget and operations tools calculate from the values you supply and let you download the resulting aggregate data. Keep patient names, clinical records and account credentials in approved practice systems.
A completed worksheet is not a clinical, financial or compliance certification. It is a record of requirements, assumptions or counts that your team can review. Keep the definitions and source context with the result so another person can understand how it was produced.
Read product examples alongside customer accounts
The workflow video shows captured interface components with fictional data. Product-page images are labeled illustrative mockups, restyled from Jelo screenshots; the live interface may differ. Neither represents customer results or a processed payment. A demonstration for your practice should still confirm the specific accounts and configuration you intend to use.
Customer videos describe the speaker's own experience. Additional practice context is identified separately from the transcript, and qualitative adoption stories are not converted into numerical performance guarantees. Use them to prepare questions, then test the requirements that matter to your team.
Turn reading into a concrete next step
Choose one guide, assign an owner and write down the question you want to resolve. Bring the resulting checklist to a demo with Joel or Loreli, or use it in your internal operating review. The most useful result is a specific decision or next action with evidence behind it.