Optometry EHR Systems & Software
Keep digital patient records and prescriptions, schedule appointments, dispense eyewear, and bill — all in one cloud platform for your optometric practice. Free plan, no credit card required.
About OptoSoft Optometry EHR Software
OptoSoft is a cloud-based platform founded in 2008 that keeps digital patient records and prescriptions for optometric practices: patient history, spectacle and contact-lens Rx (SPH, CYL, AXIS, ADD, PD), appointment scheduling, optical dispensing, and billing. It covers case history, eye examination findings, and the optical and dispensing side of the practice, and stops short of the coded-EHR layer — ICD-10 coding, signed and locked encounters, and electronic claim transmission — so it complements a coded clinical EHR where one is used. A free plan is available, with the International plan at US$399 per location per year.
Optometry EHR Systems for Opticians — Records, Prescriptions & Dispensing in One Place
Digital Patient Records
Unlimited patient profiles with full prescription, visit, and purchase history — searchable from any device.
Prescription Documentation
Record spectacle and contact-lens Rx with SPH, CYL, AXIS, ADD, and PD and link each to billing.
Appointments
Schedule exams and follow-ups with automated WhatsApp and SMS reminders to cut no-shows.
Optical Dispensing
Turn a prescription into a dispensed pair with frame and lens inventory and prescription-linked billing.
Billing
Invoice consultations and optical sales together, with multi-currency and tax-ready billing.
Multi-Practitioner
Multiple practitioners and locations with role-based access and consolidated reporting.
Optometry Records, Exam Findings & Rx — Without the Coded-EHR Overhead
Not every practice needs a full clinical EHR. If what you actually need is a reliable digital patient record, a complete prescription history, and a dispensing workflow that connects to billing, a clinical system is a large amount of software — and cost — for the job.
Records, history and findings
Unlimited patient profiles with case history, eye examination findings, and visit and purchase history, searchable from any device — without the diagnosis-coding and compliance-reporting screens a coded EHR forces on you.
Full prescription history
Every spectacle and contact-lens Rx kept with SPH, CYL, AXIS, ADD and PD, so you can see how a patient's prescription has changed over years, not just the latest pair.
Records that reach the till
A prescription becomes a work order and an invoice in the same system, so the record and the sale never drift apart.
If you need coded diagnoses, signed and locked encounters, imaging integration or electronic claim transmission, keep your clinical EHR — OptoSoft runs alongside it. Related: digital eye prescription software, optical EMR software.
OptoSoft vs a Clinical EHR — What Each One Is For
OptoSoft records the eye examination, the patient's case history, and the insurance side of the sale, and it runs the optical counter. What it is not is a coded clinical or surgical EHR: it does not assign ICD-10 diagnosis codes, lock and sign encounters, transmit claims electronically, or integrate with imaging devices. Here is the boundary, row by row.
| Capability | OptoSoft | Typical clinical EHR |
|---|---|---|
| Digital patient records & visit history | Yes | Yes |
| Spectacle & contact-lens Rx (SPH, CYL, AXIS, ADD, PD) | Yes | Yes |
| Eye exam findings — acuity, refraction, IOP, anterior & posterior segment | Yes | Yes |
| Case history — complaint, ocular, medical, family | Yes | Yes |
| Appointment scheduling & WhatsApp/SMS reminders | Yes | Yes |
| Insurance details, patient/insurer split & claim form generated from the system | Yes | Yes |
| Optical dispensing counter (frames & lenses) OptoSoft's core strength | Yes | No |
| Frame & lens inventory with barcode | Yes | No |
| Prescription-linked billing & invoicing | Yes | No |
| Multi-store / multi-location retail reporting | Yes | No |
| Coded diagnosis (ICD-10) & signed, locked encounters Use your clinical system | No | Yes |
| Electronic claim transmission (EDI submission, eligibility checks, ERA posting) OptoSoft generates the form; you file it | No | Yes |
| Diagnostic imaging integration (OCT, fundus) Use your clinical system | No | Yes |
| E-prescribing of medication Use your clinical system | No | Yes |
If you need coded diagnoses, signed and locked encounters, imaging integration, or claims filed electronically, you need a clinical EHR — and OptoSoft sits alongside it to run the records, exam findings, insurance paperwork and dispensing. If the optical counter and the patient record are what you're trying to fix, OptoSoft is the whole job.
What OptoSoft Costs
Per store, per year. Unlimited users on every paid plan — no per-user and no per-transaction fees.
| Plan | Price | What's included |
|---|---|---|
| Free | US$0 no credit card |
Customer/patient records and prescription (Rx) management only. POS billing, inventory, multi-store and CRM are on the paid plans. |
| India Only | ₹6,000 per store / year |
Full platform for a single store in India — POS billing, frame & lens inventory, prescriptions, appointments and CRM. |
| International | US$399 per store / year |
Full platform outside India, unlimited users, free updates, multi-currency and tax-ready billing. |
| Enterprise / On-Premise | US$3,999 one-time licence |
One-time licence with self-hosting available, 1 domain included — for chains that must keep data on their own infrastructure. |
Full plan comparison on the pricing page.
Optometry EHR Software — Common Questions
What is optometry EHR software?
Optometry EHR software keeps digital patient records and prescriptions for an optometric practice — patient history, spectacle and contact-lens Rx, appointments, dispensing, and billing in one place. OptoSoft provides this as a cloud platform with a free plan, focused on the optical and dispensing side of the practice; it works alongside a dedicated clinical system where one is used.
Is OptoSoft a clinical or medical EHR?
OptoSoft records the optometric side of care — case history, eye examination findings, prescriptions, appointments, dispensing, billing, and insurance with a claim form generated from the system. What it is not is a coded clinical EHR: it does not assign ICD-10 or CPT codes, sign and lock encounters into a tamper-evident record, transmit claims electronically, or integrate with imaging devices. Practices needing those run OptoSoft alongside a clinical EHR.
Does OptoSoft store full prescription and patient history?
Yes. OptoSoft stores unlimited patient records with complete spectacle and contact-lens prescription history (SPH, CYL, AXIS, ADD, PD), visit and purchase history, and links each prescription to invoices and work orders.
Can patients be reminded about eye exams and renewals?
Yes. OptoSoft sends automated WhatsApp, SMS, and email reminders for appointments, prescription renewals, and contact-lens reorders to keep patients on schedule.
How much does optometry EHR software cost?
OptoSoft offers a free plan with no credit card required. The International plan is US$399 per location per year with unlimited users and free updates. There are no per-user or per-transaction fees.
Is OptoSoft one of the optometry EHR systems for opticians?
Yes. OptoSoft is one of the cloud optometry EHR systems built for opticians and optometrists — it keeps digital patient records, spectacle and contact-lens prescriptions (SPH, CYL, AXIS, ADD, PD), appointments, dispensing, and billing in one system. Unlike heavier clinical optometry EHR systems focused on exam charting and insurance coding, OptoSoft focuses on the optical, prescription, and dispensing workflow, with a free plan and no per-user fees.
How do optometry EHR systems differ from optical practice-management software?
Clinical optometry EHR systems are built around the exam: charting, diagnostic imaging, insurance claims with ICD-10 and CPT coding, and e-prescribing. Optical practice-management software is built around the patient record and the dispensing counter: prescriptions, frame and lens inventory, prescription-linked billing, and multi-store reporting. OptoSoft is the second kind and runs alongside the first where a practice uses one.
Does OptoSoft support insurance claims or ICD-10 coding?
No. Insurance yes, coding no. OptoSoft records the insurer and scheme against the patient, splits the bill into the insurer-paid and patient-paid portions so the balance is visible at the counter, and generates the claim form from the system for you to file. What it does not do is transmit the claim electronically, run eligibility checks, post remittances automatically, or assign ICD-10 or CPT diagnosis codes, and it does not e-prescribe medication. A practice whose revenue depends on electronic claim submission and coded diagnoses should keep a clinical EHR for that part of the workflow and use OptoSoft for records, dispensing, and billing.
Can I export my patient and prescription data?
Yes. Your data remains accessible for 30 days after cancellation, during which you can export all records, prescriptions, and invoices. After 30 days the data is permanently deleted from OptoSoft servers in line with the privacy policy.
Is there optometry software for patient records without clinical charting?
It depends which part of charting you mean. OptoSoft does record case history and eye examination findings — acuity, refraction, intraocular pressure, anterior and posterior segment — alongside the patient record and full prescription history, and it records insurance details and generates the claim form. What it leaves out is the coded EHR layer: ICD-10 or CPT diagnosis codes, signed and locked encounters, electronic claim transmission, diagnostic imaging integration and e-prescribing. For a practice whose actual need is a reliable patient record, exam findings, a complete Rx history and a dispensing workflow that reaches billing, that is the whole job — and a coded clinical EHR is a large amount of software and cost on top of it. Practices that do need the coded layer keep their clinical system and run OptoSoft alongside it.
What is optometry Rx record software?
Optometry Rx record software stores every spectacle and contact-lens prescription for a patient over time — SPH, CYL, AXIS, ADD and PD per eye — rather than only the most recent pair. In OptoSoft each prescription links to the work order and invoice it produced, so the clinical record and the dispensing record stay connected, and prescription-renewal reminders can be sent by WhatsApp, SMS or email.
Can optometrists use OptoSoft without a full practice-management system?
Yes. OptoSoft can run on its own for patient records, prescriptions, appointments, dispensing and billing, or alongside an existing clinical system that handles the examination. The free plan covers patient records and prescription management only; POS billing, inventory, multi-store and CRM are on the paid plans.
Digitise Your Optometry Records
Free plan available — no credit card, no installation. Records, prescriptions, and dispensing in one place.