First in optical · Conversational business intelligence

The first optical software you can talk to

Patients, inventory, invoicing, and insurance in one system —

with an AI layer no other optical software has

14-day free trial · No card required · Built for independent optical shops
Ask your business· powered by your own data
Which insurance plan is losing me money?
VSP Choice margins dropped to 31% this quarter — $2,140 below your shop average.
Davis Vision and Teachers both outperform it. Want the plan-by-plan breakdown?
"Which insurance plan is losing me money?""Should I reorder Ray-Bans?""Who hasn't used their benefits yet?"
5 hrs/wk
saved on billing math & admin
$1,400+
recoverable revenue surfaced monthly
0 calculators
allowance, copay, coverage — all in one go
1 briefing
that tells you what matters today
The difference
Every other system tells you what happened
OptoMize tells you what to do about it

Search patients the way you remember them

"The man who bought Oakleys last spring with VSP" finds him. No filters, no dropdowns, no digging through charts.

⌕ the man who bought Oakleys last spring with VSP
JD
John Doe
Oakley Holbrook · Apr 2026 · last visit 28 days ago
VSP Choice
Invoice · INV-1012 · John Doe
Frame allowance (VSP Choice)−$150.00
Lens copay$25.00
Coating coverage−$45.00
Insurance pays$404.00
Patient owes$153.00
✦ Computed instantly at checkout — no calculator

Insurance math, done for you

Frame allowance, lens copay, coating coverage, patient responsibility — split automatically on every invoice. Plus carrier-level AR, so you know exactly what insurers owe you.

AI that finds money you're leaving on the table

Automatic recall campaigns for expiring prescriptions. Churn-risk flags on patients about to drift. Lens-upgrade suggestions at checkout that pay for the software.

3 patients have $450 in unused vision benefits
Reach out before benefits reset · Plan outreach →
2 high-value patients at churn risk
No visit in 14 months, Rx expiring · Start recall →
Upgrade suggestion: blue-light coating, +$85
78% match for this patient's usage · shown at checkout
☾ Morning briefing · Jul 15
Good morning. One thing matters today:

INV-1009 ($326.57) is 74 days overdue — your largest outstanding balance. They are due for a recall anyway; one call could close both. After that: 2 frames hit reorder point (est. PO $805).

A briefing that reads like a smart COO

Not a wall of charts. Every morning, OptoMize reads your whole business and hands you the one thing that matters — with the action attached.

Legacy optical softwareVSOptoMize

OptoMize
Other optical EMRs
Ask your business questions in plain English
✓ Conversational BI
— Static reports
Find patients by description
✓ Natural language
— Filters & dropdowns
Insurance split math
✓ Automatic, instant
— You + a calculator
Revenue recovery (recalls, churn, upsells)
✓ Proactive AI
— Manual, if ever
Your morning starts with…
✓ "Here's what to do"
— "Here's what happened"

Simple pricing. AI included in every plan.

Per month, cancel anytime · 14-day free trial, no card required

Solo
$199/mo
Single location
✓ All core modules
✓ Ask-anything AI
✓ Morning briefing
✓ Auto insurance splits
MOST POPULAR
Practice
$349/mo
Single location, everything included
✓ Everything in Solo
✓ Recall campaigns & churn AI
✓ Carrier-level AR
✓ Priority support
Multi
$499/mo
2–10 locations
✓ Everything in Practice
✓ Multi-store analytics
✓ Cross-location inventory
✓ Role-based access

Questions, answered

Is my patient data used to train AI?

No. Your data stays yours — the AI answers questions using your shop's data only, and nothing is shared across accounts or used for training.

How long does it take to switch from my current system?

Most shops are live in an afternoon. Import patients and inventory via CSV, and the onboarding wizard walks you through insurance plans and invoice settings.

Do I need to be technical to use the AI?

If you can send a text message, you can use OptoMize. Type questions the way you'd ask a colleague — the AI handles the rest.

What happens after the 14-day trial?

Pick a plan or walk away — no card is collected up front, and you can export everything you entered at any time.

One more question to ask:

Should my shop be running on OptoMize?Find out free →
14-day free trial · No card required · or book a demo