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Optometry Software with Customizable Templates (2026)

Last updated: February 2026

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Optometry Software Key Features

    Based on 467 user opinions, we identified 6 features that are important for any product in Optometry Software

  • Patient Records Management

    Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

    Average user rating

    4.6

  • HIPAA Compliant

    Compliant with HIPAA, which sets standards for sensitive patient data protection

    Average user rating

    4.7

  • Charting

    Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

    Average user rating

    4.4

  • Appointment Management

    Manage various aspects of appointments including booking, rescheduling, canceling

    Average user rating

    4.5

  • Insurance Management

    Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

    Average user rating

    4.2

  • Claims Management

    Process of submitting and following up on claims with insurance companies

    Average user rating

    4.2
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User rating

23 software options

Weave logo

Weave

Customer communication and appointment scheduling solution

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Weave is the all-in-one customer communications and engagement platform for small and midsize business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey.

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Acuity Scheduling logo

Online appointment scheduling software and assistant

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Let your patients book appointments, classes, or packages, fill out intake forms, add appointments to their calendar, receive confirmation and reminder notifications, and reschedule, cancel, and pay for appointments automatically—zero hula dancing, email ping-pong, or phone tag required.

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Pabau logo

Practice management system for healthcare

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Pabau is an all-in-one practice management software designed for healthcare businesses. The system offers digital patient records, online booking capabilities, calendar management, and integrated payment processing to streamline administrative workflows. Pabau also includes marketing tools, inventory management, and reporting features that help medical practices operate efficiently while maintaining secure patient data.

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Adit logo

Run Your Dental Practice Under One Roof

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Adit’s cloud-based platform has 15+ tools designed to help dentists centralize everything their practice needs to run. Give your limited staff the resources they need to be more informed and efficient. Make it easier for patients to book and pay. Collect and analyze patient data in the same place.

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iTRUST logo

All-in-one optometry solution

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iTRUST enables professionals to seamlessly create, send, and manage all patients’ prescriptions. It lets professionals seamlessly communicate with patients via 2 way texting, automates appointment reminders, and recalls.

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MidexPRO logo

Cloud-based Private Practice Management Software

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The intuitive Practice Management software that facilitates your medical practice. Used by groups of Consultants, Secretaries, and Billing companies alongside individual businesses. Cloud-Based and Mobile optimised with integrations and features to assist daily functions and efficiency.

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DrChrono logo

Cloud based EHR

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Experience superior efficiency and EHR integrity with DrChrono’s integrated, cloud-based EHR platform that combines streamlined operations, patient engagement, and billing in one unified solution. Elevate your charting with best-in-class tools available on iPad, iPhone, or web, including full charti

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Medesk logo

Occupational health software for the healthcare sector

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Medesk is a medical practice management software designed to help independent surgeons, pediatricians, ophthalmologists, and other businesses in the healthcare sector manage processes across online appointment reservations, patients, and electronic health records. Administrators can automatically send appointment reminders to patients via texts and emails and follow-up visits on a unified interface.

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Nextech EHR & PM logo

Practice Management and EMR Solution

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Nextech is a practice management and EMR solution that helps physicians grow their practices through fully integrated software solutions specific to their specialty needs.

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Yocale logo

Business Made Simple

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Simplify and grow your business by managing bookings, automated reminders, payments, forms and so much more all on one platform.

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Solutionreach logo

Patient engagement platform for practices of all sizes

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Solutionreach is a patient engagement platform designed for healthcare practices of all sizes, including primary care, multi-unit operations, and specialty practices. With this solution, healthcare teams can access a comprehensive set of capabilities including website management, online scheduling, reputation management, follow-up surveys, patient portal, telehealth, and more.

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Pulse logo

Empowering Practices with Seamless Buy and Bill Management.

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Pulse's Buy & Bill Module streamlines the management of injectables, infusions, vaccines, and more.

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MaximEyes logo

Optometry & Ophthalmology EHR Software

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MaximEyes.com is an all-in-one cloud-based eye care EHR, practice management, optical point-of-sale, ophthalmic image management, and patient engagement system.

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Intelligent Medical Software logo

Intelligent technology that adapts to your practice.

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Intelligent Medical Software is an electronic medical records (EMR) suite of solutions designed to help healthcare businesses. Key features include chronic care management, health maintenance, clinical flow charts, a care portal, claims scrubbing, e-faxing, and clinical decision support.

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Eyefinity Encompass logo

Cloud-based optometry practice management and EHR platform.

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Eyefinity Encompass optometric software is an all-in-one platform that provides the functionality every practice needs: Practice Management, Electronic Health Records, Patient Engagement, and Analytics.

Read more about Eyefinity Encompass

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OD Link logo

EHR/EMR & practice management software for opticians

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OD Link is a web-based electronic medical records and practice management software for optometry clinics and is compliant with HIPAA regulations

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Crystal Practice Management logo

Streamline patient visits from check in to check out.

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Crystal PM is a practice management and EHR platform for eyecare practices that adapts to how your office works. Customize templates, workflows, and layouts while managing scheduling, records, inventory, billing, and patient engagement in one system.

Read more about Crystal Practice Management

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Optosys logo

Canada’s leading PMS for eyecare clinics.

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Optosys is an all-in-one practice management software for optometrists and opticians. It offers tools for scheduling, EMR, billing, inventory, and patient communication—all in a secure, cloud-based system built for Canadian eye care professionals.

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Eye Cloud Pro logo

EMR for Optical Professionals

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Eye Cloud Pro is a cloud-based electronic medical record platform designed for optical professionals. This platform includes features such as two-way texting (SMS), ECP Billing, e-prescribing, inventory management, integrated credit card processing, device integrations, and electronic claims submission.

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Consentz logo

Clinic management system for building patient relationships

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Consentz is a clinic management software with a range of features designed to enhance the patient experience, improve revenue, and mitigate risks for businesses. With Consentz, users can educate patients about their treatments, ensuring they have all the necessary information.

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Acuitas 3 OmniChannel Edition logo

Cloud-based eyecare solution for optical retail practices.

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Acuitas 3 is a powerful cloud-based eyecare solution for optical retail practices. With centralized data, secure access, POS, EMR, and omnichannel eCommerce, it delivers a single business view for better decisions and a seamless customer experiences across all touchpoints.

Read more about Acuitas 3 OmniChannel Edition

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mConsent logo

Cloud-based data storage patient engagement platform

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mConsent streamlines optometry practice operations with paperless intake, insurance verification, reminders, and patient communication tools for efficiency.

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OptoSoft logo
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Cloud-based practice management software for opticians

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OptoSoft is a cloud-based practice management software designed for opticians, optometrists, ophthalmologists, and chain store retailers. The platform provides medical professionals with tools to link frame and contact lens inventory data to customers’ prescriptions and manage optical Point-Of-Sale (POS) across devices using web and Android mobile applications.

Read more about OptoSoft

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