THE JELO RESOURCE LIBRARY

Answers to the stuff that
slows your practice down.

From chasing claims to choosing an EHR, find straightforward guides to the everyday headaches of running an optical practice.

Find your next good read.

9 resources

An organized optical practice desk with a calendar, folder and frame tray.

Guide & tool

Practice management

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.

A clipboard, pink markers and eyeglasses arranged for a billing checklist.

Guide & tool

Practice management

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.

Eyeglasses in a shipping box with tissue and a blank order card.

Guide & tool

Optical & inventory

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.

Appointment reminder cards, a calendar and an optical lens.

Guide & tool

Patient communication

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.

An appointment calendar, phone and eyeglasses on a sunlit desk.

Guide & tool

Patient communication

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.