THE JELO RESOURCE LIBRARY
From chasing claims to choosing an EHR, find straightforward guides to the everyday headaches of running an optical practice.
ArticlePatient communication
Patient recall is the single highest-ROI activity in an independent optometry practice. A well-tuned recall program recovers 15 to 35 percent of lapsed patients and typically pays for the whole CRM subscription within the first month. This playbook covers the sequences, templates, timing, and benchmarks that actually work in 2026.
ArticleEHR & switching software
Cloud-based optometry EHR software runs your patient records, exams, prescriptions, and billing from secure remote servers instead of an in-office machine. In 2026, it is the default choice for most independent optometry practices because it cuts IT costs by 30 to 60 percent, delivers automatic HIPAA-compliant backups, and lets staff work from any device.
ArticleEHR & switching software
Compare Jelo, RevolutionEHR, Crystal PM, Eyefinity Encompass and MaximEyes on exam templates, optical workflow, deployment and pricing. A vendor-authored guide with dated primary sources and a practical demo scorecard.
ArticleAI & automation
ArticlePractice management
ArticleBilling & insurance
This is the most complete reference guide to optometry CPT codes for 2026 — covering eye exam codes, refraction, contact lens fitting, visual field testing, OCT imaging, and minor procedures. Each code includes the description, Medicare coverage status, common billing tips, and denial prevention notes.
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