JELO — OPTOMETRY SOFTWARE MIGRATION CHECKLIST
Source: https://jeloapp.com/migration-checklist
Updated: September 15, 2026

Owner: __________________    Target date: __________________


1. Define the scope and owners

[ ] Name a clinical lead, optical lead, billing lead and migration contact.
    Owner / acceptance check: __________________

[ ] List locations, providers, staff roles, required devices, labs and payers.
    Owner / acceptance check: __________________

[ ] Review current contracts, renewal dates, export access and retention obligations.
    Owner / acceptance check: __________________


2. Agree on the records

[ ] List demographics, appointments, prescriptions, charts, documents, products and inventory separately.
    Owner / acceptance check: __________________

[ ] Identify open orders, balances and records that must remain in an archive.
    Owner / acceptance check: __________________

[ ] Confirm the export format, date range and import limits in writing.
    Owner / acceptance check: __________________


3. Validate a sample

[ ] Check a representative set of de-identified sample records with the implementation team.
    Owner / acceptance check: __________________

[ ] Reconcile counts and review clinical context, identifiers, prescriptions and inventory.
    Owner / acceptance check: __________________

[ ] Document exceptions and the owner responsible for resolving each one.
    Owner / acceptance check: __________________


4. Configure and train

[ ] Configure locations, staff permissions, appointment types, templates and optical pricing.
    Owner / acceptance check: __________________

[ ] Complete payer, prescribing, lab and payment setup where required.
    Owner / acceptance check: __________________

[ ] Walk through an exam, optical sale, payment and billing example with each staff role.
    Owner / acceptance check: __________________


5. Confirm the cutover

[ ] Agree on a final export, change freeze and go-live window.
    Owner / acceptance check: __________________

[ ] Confirm access to historical records and a plan for unresolved exceptions.
    Owner / acceptance check: __________________

[ ] Name the support contact and the person who can pause the cutover if validation fails.
    Owner / acceptance check: __________________


6. Reconcile after go-live

[ ] Review appointments, chart access, open orders, balances and stock counts.
    Owner / acceptance check: __________________

[ ] Track questions and defects in one list with an owner and due date.
    Owner / acceptance check: __________________

[ ] End old-system access only after contractual, retention and reconciliation needs are met.
    Owner / acceptance check: __________________

Timing depends on export readiness, scope, enrollment and training. Retain historical access until validation and retention requirements are met.