Optimize25for Squints Optical

A plan for Nayif · Squints Optical · October 2026

Less admin.A busier optometrist.

Your tools stay. We fill the gaps between them, so you and your staff type less, the optometrist sees more patients and more glasses go out the door.

See what changes What you get

  • To you · on your phone3 patients booked an eye examThey were due. Tap to approve.

  • To you · on your phoneLab order ready to checkFilled in from the order. Check and submit.

  • To the customer · text“Your glasses are ready”Sent the day the order arrives.

  • Made-up examples. Yours arrive on your phone (Telegram or text): tap to approve. The same list sits on a dashboard at the desk.
Estimate

+9–17

extra eye exams a month

from recall, Google, online booking and email

How we got this
  • Due patients invited by email and text: +5 to +9 a month. Published reminder and recall studies (Cochrane) applied to the ~750 patients who fall due each year
  • A complete Google profile, steady reviews and online booking: +2 to +5 new patients a month (the least certain number)
  • Monthly emails to your list: +2 to +3 exams a month (about half of the 4 to 6 extra visits each send brings in)
  • Only counts if the optometrist has open slots
Estimate

$1,600–4,100

a month in eyewear sales

revenue to the store, not profit

How we got this
  • Each extra exam is worth about $175 to $240 to the store in glasses and contacts
  • 50 to 60 in 100 exam patients buy eyewear, at about $350 to $400 a pair (VisionWatch Canada: about $376)
  • 7 extra exams × $175, up to 14 × $240. The optometrist keeps the exam fee, so it isn't counted
Estimate

4–7

hours a week

of admin off you and your staff

How we got this
  • Lab orders no longer typed again into the lab's website: 2 to 4 h (15 orders a week at 8 to 15 min each)
  • Text reminders no longer sent by hand: 1 to 2 h (we time it with you)
  • One morning brief instead of checking each tool: about 1 h (10 min a day)
  • Payroll hours summary: 15 to 30 min (30 to 60 min every two weeks)
Estimate

600–900

people you can email on day one

and a list that keeps growing

How we got this
  • Canada's anti-spam law (CASL) lets you email anyone who bought or had an exam in the last 2 years
  • About 1,500 patients, about 7 in 10 with an email, about 6 in 10 of those seen in the last 2 years
  • A tick box on the intake form keeps the list from expiring

Every number here is an estimate. They assume about 1,500 active patients, open exam slots, how often an exam leads to a sale and your average sale. We swap each one for your real numbers after a short second visit. Sources and assumptions

What changes for you

Same store. Far less typing.

  • Lab orders

    TodayPrescription and order typed again by hand into the lab's website.

    NextThe lab form fills itself from the order. You and your staff check and submit.

  • Reminders

    TodayText reminders sent out by hand. No email reminders.

    NextText and email reminders go out on their own; patients confirm or reschedule.

  • Patients due for an exam

    TodayYou wait for them to call.

    NextPatients who are due get an email and a text automatically, with real open times.

  • Insurance

    TodayCustomers pay and claim it themselves.

    NextWe fill in the TELUS claim for you from the sale. You or your staff tap submit. Every claim tracked until paid.

  • Receipts

    TodayPaper, and some get lost.

    NextSnap a photo; it's saved and matched in Wave, every receipt there at tax time.

  • Your day

    TodayChecking each tool to see what needs you.

    NextOne morning brief on your phone, and a dashboard at the desk.

What we set up

Six things that pay for themselves

Each one either takes a job off your plate or brings people through the door.

01

A busier optometrist, more glasses sold

Patients who are due get an email and a text with real open times. Reminders go out by themselves, and a cancellation gets filled. Most glasses and contact sales start with an exam.

+5–9 exams a month1–2 h a week saved

Estimates: how we got these

About 750 patients fall due each year. Published studies show reminders and recall lift visits by 14 to 28 in 100. Reminder time: what you spend sending them by hand today, to be timed with you.

How it works
02

Get found & booked

A new phone-first website and a complete Google profile, where people book an eye exam in a few taps. Plus a steady flow of new reviews.

+2–5 new patients a month~12 reviews a month

Estimates: how we got these

58 in 100 patients start their search on Google, and most won't pick a business with under 20 reviews (BrightLocal, PatientPop). Checked against your Google profile's own numbers after 90 days. Reviews: 15 pickups a week and 1 in 5 leaves one.

How it works
03

Email that sells

The patients you can already email, a tick box on the intake form for new ones, a few good-looking emails that bring people back, and a clear count of who booked or bought.

600–900 on the list day one4–6 visits a month, extra

Estimates: how we got these

CASL's 2-year rule applied to about 1,500 patients. One email a month to about 700 people, and about 1 in 100 books or buys. Not added to the exam total above, so nothing is counted twice.

How it works
04

Less typing

Lab and stock lens orders are filled in for you from the order. You and your staff check and press submit. Customers get a text the day their glasses arrive.

2–4 h a week savedFewer “are they ready?” calls

Estimate: how we got this

15 orders a week, each with 8 to 15 minutes of typing into the lab's website today.

How it works
05

Insurance made easier

We fill in the TELUS claim for you from the sale. You or your staff tap submit. Every claim is tracked until it's paid.

No paying up frontFree to register

Why there's no number yet

How many customers ask for direct billing is on our question list. You register the store on the TELUS and GreenShield portals first (free, in your name).

How it works
06

Books & payroll handled

Snap a receipt and it's saved and matched in Wave. True Figure, our bookkeeping service, closes the books by the 10th, and staff hours go to your accountant in one summary.

Every receipt there at tax time15–30 min a week saved

Estimate and price

Payroll: 30 to 60 minutes per pay period, every two weeks. True Figure is $299, $549 or $899 a month, depending on how many transactions you have.

How it works

Your morning brief

One message each morning. Everything that needs you.

It arrives on your phone (Telegram or text): tap to approve. The same list sits on a dashboard at the desk, so you and your staff work from one page. Nothing leaves the store without your OK.

~1 h a week saved

Estimate: how we got this
  • 10 minutes a day spent checking each tool today
How it works

Launch day

What you get, live from day one

No months-long rollout. Everything below switches on together, after one short visit and a signed privacy agreement.

  • Reminders

    Text and email, confirm or reschedule

  • Recall

    Due patients invited with open times

  • Receipts

    Snapped, saved and matched in Wave

  • Morning brief

    On your phone and a desk dashboard

  • Lab-order prep

    Forms filled in; you check and submit

  • Website + Google profile

    Online booking and reviews

  • Email list + campaigns

    Built from your patients, legally

  • Insurance claim prep

    TELUS claims filled in from the sale

Needs your sign-off

  • Register the store on the TELUS and GreenShield provider portals (free, in your name)
  • Keep your current medical software, or switch? Your call; we lay out the options

Patient information stays yours. It all runs on a computer in your store, patient data stays in your systems, nothing leaves the store without staff approval, and we sign Ontario's health-privacy agreement (PHIPA) with you before we touch any patient data. How it runs

Next step

A 30-minute walkthrough

We sit down at the store, go through this with you and answer a few questions that turn our estimates into your real numbers. No cost, nothing to sign that day.

See the questions we'll bring Read the full details

The full plan

How every piece works

The numbers and where they come from, then all 12 workstreams with a diagram of each: what we build, the estimate and its assumption, effort and what we need. Then launch day, how it runs and the questions for our next visit.

The numbers

Where each estimate comes from

Every figure is an estimate, built from published research and a few assumptions about your store. The money figures are revenue, not profit.

+9 to +17

extra eye exams a month

  • Recall, +5 to +9: about 750 patients fall due each year and about half come back on their own. Reminders and recall lift that by 14 to 28 in 100 (Cochrane reviews).
  • Google profile, reviews and online booking, +2 to +5: 58 in 100 patients start on Google, 68 in 100 only use a business rated 4 stars or more, and 47 in 100 skip one with under 20 reviews. No study measures this for optometry, so this is the least certain number.
  • Email to your list, +2 to +3: one email a month to about 700 people; about 1 in 100 books or buys (Klaviyo 2026), so 4 to 6 extra visits a month, and we count about half of those as exams. The rest are glasses or contact lens visits, not counted here.

Sources: Cochrane CD007458 (2013) · Cochrane CD003941 (2018) · MBA OptoMetrics · BrightLocal 2026 · PatientPop 2023

$1,600–4,100

a month in eyewear sales

  • The optometrist keeps the exam fee, so the store earns from eyewear.
  • 50 to 60 in 100 exam patients buy glasses or contacts where they had the exam.
  • An average pair in Canada is about $376 (frames $169 + lenses $207). With your designer frames we use $350 to $400.
  • So each extra exam is worth about $175 to $240. 9 × $175 ≈ $1,600; 17 × $240 ≈ $4,100. Glasses-only visits from email would add to this; we leave them out to stay conservative.

Sources: VisionWatch Canada · Optometric Management (capture rate)

4–7 h

a week of admin back

  • Lab orders: 2 to 4 h (15 orders a week at 8 to 15 min of typing into the lab's website)
  • Reminders sent by hand: 1 to 2 h (to time with you)
  • Morning brief: about 1 h (10 min a day)
  • Payroll summary: 15 to 30 min

Our estimates from your October 7 walkthrough. We time each one with you.

600–900

people you can email on day one

  • CASL allows email to anyone who bought or had an exam in the last 2 years (s. 10(10)(a)). A new purchase restarts the clock.
  • About 1,500 patients × 7 in 10 with an email × 6 in 10 seen in 2 years.
  • A tick box on the intake form gives consent that doesn't expire, so the list keeps growing.

Source: Canada's Anti-Spam Legislation

Assumptions to confirm with you

  • About 1,500 active patients (seen in the last 3 years). Double it and the exam and list numbers double.
  • Free exam slots. Extra exams only count if the optometrist has room.
  • Capture rate: 50 to 60 in 100 exam patients buy eyewear from you.
  • Average eyewear sale: $350 to $400.
  • Time spent today on reminders and lab orders.

Your systems

Today vs next

What you told us on October 7, tool by tool. Some tools stay exactly as they are.

TodayNine tools that don't talk to each other

Medical softwareGoogle CalendarsmsreminderWavePaystoneLens ShapersCentennialInsurersPayroll hours

done by hand

You and your staffLab orders typed again, reminders sent by hand, paper receipts

With Optimize25Tools stay; agents connect them

Medical softwareGoogle CalendarText & email remindersWavePaystoneLens ShapersCentennialInsurer portalsPayroll hours

filled in by agents

Your phone and a desk dashboardYou approve; nothing leaves the store without staff approval

Your current medical softwarePatient files and prescriptions
You don't like it at all.
We lay out keep or switch, and our agents work either way (12).
Google CalendarThe appointment book; you book
None. Booking works.
Stays. It becomes the source for reminders, recalls and online booking.
smsreminderAppointment texts, about $25 a month for 250
Text reminders sent out by hand. No email reminders.
Text and email reminders go out on their own; patients confirm or reschedule.
WaveSales, invoices and accounting
Invoicing is easy. Receipts are all paper.
Stays the hub. Every receipt photo saved and matched in Wave.
PaystoneCard payments
None mentioned.
No change.
Lens ShapersLab orders on their website
Prescription and order typed again by hand into the lab's website.
The lab form fills itself from the order. You and your staff check and submit.
Centennial OpticalStock lenses you edge in house
Log in, type the prescription, add to cart, check out.
Same order prep, same check before checkout.
InsurersTELUS eClaims, Manulife and the major ones
Customers pay and claim it themselves.
We fill in the TELUS claim from the sale. You or your staff tap submit. Every claim tracked until paid.
Email marketingNone today
No list, no campaigns, no reminders to come back.
A legal email list from your patients, campaigns that bring people back, tracked to the booking.
PayrollHours sent to your accountant
Collected and sent by hand every pay period.
One clean summary, approved by you, sent on time.

What we build

12 workstreams, one goal each

Every piece takes a job off your plate or brings money in. Each has a diagram, what it saves or earns, the assumption behind the number, effort and what we need from you.

Saves timeSaves moneyMakes money

In the diagrams: AgentYou / staffPatientSystem · a gold edge marks a person checking before anything goes out.

01

A new website and Google Business Profile

Makes moneySaves time

How a booking happens

  1. PatientSearches “eye exam”
  2. GoogleFinds your profile or sitereviews, hours, insurers
  3. PatientPicks a real open timeread live from Google Calendar
  4. YouApprove with one tapthe slot is held meanwhile
  5. AgentConfirmation and remindersgo out on their own

What we build

A fast, phone-first site for Squints: book an eye exam online, the frames and brands you carry (Ray-Ban, Prada, Coach, Michael Kors, Balenciaga, Montblanc, Givenchy and 150+ kids' frames), insurance and OHIP exam info, your Google reviews and hours. Built to show up when people nearby search for an optometrist or an eye exam. Plus a complete Google Business Profile with a booking button, photos and hours, and a review request after each pickup.

What we need from you

  • Access to your Google Business Profile (or we help you claim it)
  • Photos of the store and frames, your logo
  • Your call on a domain name (any purchase is yours to approve)
Money made (estimate)
+2 to +5 new-patient exams a monthReached after 3 to 6 months as reviews build. The least certain number in the plan: no study measures it for optometry, so we check it against your Google profile's own numbers after 90 days.
Why it works
Most patients pick a provider on Google58 in 100 start on Google; 47 in 100 skip a business with under 20 reviews (PatientPop 2023, BrightLocal 2026)

Effort: about 1 to 2 weeks (estimate)Live on launch day

02

Your email list, the legal way

Makes money

From the intake form to the list

  1. PatientTicks “yes” on the intake formor scans a QR code at the counter
  2. ListName, email, consent date savedproof for Canada's anti-spam law (CASL)
  3. AgentShort welcome email
  4. AgentEvery email afterstore name and one-click unsubscribe

What we build

Day one, the list starts from the patients you can already email: CASL allows it for anyone who bought or had an exam in the last 2 years, and we store that date. From then on, a tick box on the intake form (“Yes, email me eye-care reminders and offers”) gives consent that doesn't expire. We record who agreed, when and how.

What we need from you

  • Where patient emails and phone numbers live today
  • Your OK on the consent wording
On the list (estimate)
600 to 900 people on day oneAbout 1,500 patients, about 7 in 10 with an email, about 6 in 10 of those seen in the last 2 years. The list feeds workstreams 3 and 6.
Risk removed
Proof of consent for every addressCASL needs it; we store consent and opt-outs

Effort: 2 to 3 days (estimate)Live on launch day

03

Email campaigns with tracking

Makes money

From the list to a sale you can count

  1. ListPatients you can email(workstream 02)
  2. AgentPicks who gets whatbenefits renewal, lens reorder, season
  3. YouApprove the draft
  4. AgentSends the campaigneach email with its own booking link
  5. DashboardTracked to the saleSentOpenedClickedBookedSold

What we build

One or two emails a month that bring people back at the right moment:

  • Benefits renewal: “your plan likely covers new glasses again” (Canadians buy glasses about every 24 months)
  • New arrivals: new designer and kids' frames
  • Contact-lens reorder: before they run out, so they don't buy online
  • Seasonal sunglasses: spring and summer

What we need from you

  • Who designed the old newsletter, and which email service they used
  • Which brands and seasons matter most to you
  • Your OK on any sending-service cost before it starts
Money made (estimate)
4 to 6 extra visits a monthOne email a month to about 700 people and about 1 in 100 books or buys (Klaviyo 2026 benchmarks). Some overlap with recall, so this is not added to the headline exam number.
Tracking
One line a month in your briefSent, opened, clicked, booked in the calendar, sold in Wave

Effort: about 1 week (estimate)Live on launch day, campaigns ongoing

04

Better emails and texts, one clean set

Saves timeMakes money

How a message gets sent

  1. TriggerSomething real happensa booking, an order arriving, a pickup
  2. AgentPicks the right messageone of six you approved
  3. AgentFills in the detailsname, time, what to bring
  4. CustomerGets it on their phonereview request a few days after pickup

What we build

Six messages that look like Squints, read well on a phone and have one clear button. You approve each one once before it's used:

  • Booking confirmation
  • Appointment reminder
  • Your glasses are ready
  • Time for your eye exam (recall)
  • Review request
  • Care tips after you buy

What we need from you

  • Your logo and the tone you want
  • Your care advice for glasses and contacts (the optometrist approves it)
Time
No more writing messages one at a timePart of the hours in workstreams 5, 6 and 8
Reviews (estimate)
About 12 new Google reviews a month15 pickups a week and 1 in 5 leaves a review. 83 in 100 people who are asked leave one (BrightLocal 2026), so this is cautious.

Effort: 3 to 4 days (estimate)Live on launch day

05

Text and email reminders, straight from Google Calendar

Saves time

From the calendar to a confirmed visit

  1. YouBook in Google Calendaras you do today
  2. AgentChecks the calendarevery hour
  3. AgentEmail, then a textemail a few days before, text the day before
  4. PatientRepliesConfirmsReschedules from real open times
  5. AgentA cancellation?goes straight to the fill-the-gap list (06)

What we build

Today text reminders are sent out by hand and there are no email reminders. We first look at your smsreminder setup with you; if it can send on its own, we switch that on. Either way, our reminder agent adds the email reminder and the confirm-or-reschedule replies, and shares one number with the recall engine.

What we need from you

  • 10 minutes to show us how you send reminders today
  • How bookings are written in the calendar (name, phone, visit type)
Time (estimate)
1 to 2 hours a weekThe time spent sending reminders by hand today. We time it with you.
Money made
A few fewer empty slotsYou already send reminders, so most of the gain is captured. Two reminders beat one, and cancellations get refilled. Measured once it runs.
Text cost
About $25 a month could drop to about US$5250 texts at about 1.6 US cents each plus about US$1.15 for the number (Twilio's Canadian rates)

Effort: 3 to 4 days (estimate)Live on launch day

06

The recall engine: a busier optometrist, more glasses sold

Makes money

From “due” to new glasses

  1. AgentPatient is dueOHIP or benefits renewed
  2. AgentEmail and textwith real open times
  3. PatientBooksslot held; you approve with a tap
  4. AgentRemindersemail and text before the visit
  5. OptometristEye exam
  6. StaffGlasses orderfilled in for you (08)
  7. Agent“Glasses ready” textto the customer

What we build

An agent that knows who is due for an eye exam and invites them by email and text, with real open times. The biggest money piece in the plan: the optometrist keeps the exam fee, but most glasses and contact sales start with an exam.

  • Kids 19 and under: OHIP covers an exam every year
  • Seniors 65+: OHIP covers one every 18 months (yearly with an eligible condition)
  • Adults 20 to 64 with diabetes or glaucoma: OHIP-covered
  • Adults with benefits: due when their plan renews, often every 24 months

Also

An empty slot tomorrow? A short “we have a cancellation” text goes to people on the due list. Replies come back to the agent, which holds the slot; you approve with one tap.

What we need from you

  • A patient list export (name, phone, email, last exam date), if your medical software can do it. If not, we start from Wave customers and the calendar.
  • Exams a week now, how many the optometrist could do, and the emptiest days
  • A signed PHIPA agreement (see How it runs)
Exams (estimate)
+5 to +9 extra exams a monthAbout 1,500 active patients; about 750 fall due each year and about half come back on their own. Reminders and recall lift that by 14 to 28 in 100 (Cochrane CD007458, CD003941). Capped by the optometrist's open slots.
Eyewear sales (estimate)
About $175 to $240 per extra exam50 to 60 in 100 buy eyewear, at about $350 to $400 a pair. Revenue, not profit.
Privacy
Messages never mention a conditionThe agent sees “due: yes” and a reason code, never clinical notes

Effort: about 2 weeks once we have the list (estimate)Live on launch day

07

Insurance claim prep

Makes moneySaves time

From sale to paid claim

  1. StaffSale in Waveplus the patient's insurer
  2. AgentFills in the TELUS claimfrom the sale, no retyping
  3. You / staffCheck and tap submiton the TELUS or GreenShield portal
  4. InsurerDecidesPaid: loggedRejected: reason + next step
  5. AgentUnpaid after 2 weeks?flagged in your brief

What we build

Today customers pay and claim it themselves. Your question was “is there an API?” (a direct software connection). The honest answer: TELUS eClaims only connects to certified practice software. So we fill in the TELUS claim for you from the sale, and you or your staff tap submit on TELUS's provider portal. GreenShield has its own portal (providerConnect). Every claim is tracked until it's paid.

Simpler with optometry software

Optometry software with TELUS claims built in would send claims straight from the sale. That's part of the keep-or-switch decision (12).

What we need from you

  • Register the store and optometrist on both portals (free, in your name)
  • Which insurers customers ask for most, and claims a week
For customers
No paying up front and claiming it themselvesHow many sales this wins is on our question list
Time
The claim is filled in before you open the portalNo retyping from the sale
Money recovered
No rejected claim forgottenEvery rejection comes with its reason and a next step

Effort: about 1 week for us (estimate)Live on launch day; submitting starts once your registration is approved

08

Lab and stock order prep

Saves time

From the order to the lab

  1. StaffSale in Waveas today
  2. AgentDrafts the orderlens, prescription, measurements, coatings
  3. AgentFills the lab formLens Shapers or Centennial, stops before submit
  4. You / staffCheck and submit
  5. AgentTracks the orderexpected date
  6. Customer“Your glasses are ready”text, the day they arrive

What we build

Today the prescription and order are typed again by hand into the Lens Shapers or Centennial website. Neither lab offers a public connection, so the agent fills their order forms from the order the way a person would, and stops before submit. You and your staff check and submit.

What we need from you

  • Watch one order from start to finish with us
  • Orders a week to each lab
  • Supplier logins, handed over safely one at a time (never by email or chat)
Time (estimate)
2 to 4 hours a week15 orders a week at 8 to 15 minutes of typing into the lab's website each
Time
Fewer “are my glasses ready?” callsCustomers get a text the day they arrive

Effort: 1 to 2 weeks per supplier (estimate)Live on launch day

09

Digital receipts and bookkeeping with True Figure

Saves time

From a card swipe to a saved receipt

  1. YouCard purchaselands in Wave as today
  2. YouSnap a photoWave app, or text it
  3. AgentSaved and matched in Waveto the card charge, category set
  4. AgentMonth endshort list of charges with no receipt
  5. True FigureBooks closed by the 10thevery receipt there at tax time

What we build

Snap a photo; it's saved and matched in Wave, every receipt there at tax time. No more paper to keep or lose. True Figure, our bookkeeping service, keeps the books up to date every month and works with your accountant, not instead of them. You also get a live dashboard: sales and profit.

What we need from you

  • Your Wave plan (receipt capture needs Pro, or an add-on on Starter)
  • Card transactions a month, roughly
  • Your accountant's name
Time
No shoebox at tax timeEvery receipt already saved and matched in Wave
Price
$299, $549 or $899 a monthEssentials (under 150 transactions a month), Growth (150 to 500), Full Service (500 to 1,500). Payroll add-on $119. Books closed by the 10th or that month is free.

Effort: 2 to 3 days to set up (estimate)Live on launch day

10

Payroll hours summary for your accountant

Saves time

Every pay period

  1. StaffHours collectedtexted in, or read from the schedule
  2. AgentOne clean summaryin your brief on pay day
  3. YouTap approve
  4. AgentSent to your accountantin their format

What we build

Staff text their hours (or the agent reads the schedule). Every pay period you get one clean summary to approve, and it goes to your accountant.

What we need from you

  • How staff log hours today
  • Your accountant's preferred format
Time (estimate)
30 to 60 minutes per pay periodAbout 15 to 30 minutes a week if you pay every two weeks

Effort: 1 to 2 days (estimate)Live on launch day

11

Your morning brief and desk dashboard

Saves time

Every morning

  1. AgentsGather overnightcalendar, Wave, labs, claims
  2. AgentOne short messageon your phone (Telegram or text)
  3. YouTap approve or skipon each item
  4. AgentsApproved items go outorders, claims, campaigns

What we build

One short message each morning on your phone (Telegram or text) with everything that needs you, and one-tap approvals for anything the agents want to send or submit. The same list sits on a dashboard on the store computer, so you and your staff work from one page.

Time (estimate)
About 1 hour a week10 minutes a day spent checking each tool today
Control
Nothing leaves the store without staff approvalAs trust builds you choose what can run on its own

What we need from you

  • Telegram or text, and which phone
  • Who else can approve when you're busy

Effort: grows with each workstream (estimate)Live on launch day

12

Your medical software: keep or switch

Saves time

How we decide together

  1. YouList what you dislikeabout your current medical software
  2. Optimize25Compare the top 2 or 3claims, OHIP, both labs, Wave
  3. Optimize25Estimate the moveexport, 2 to 6 weeks of overlap, records kept
  4. YouDecideKeep itSwitch
  5. AgentsWork either waypointed at whichever you choose

What we build

A short, honest comparison. Switching to optometry software would make claims and lab orders simpler: some do OHIP billing, TELUS claims, recalls and lab ordering in one place. For example, Optosys (Canadian, cloud) lists all four, from about $179 a month per user. Others to compare include Acuitas 3 (Canadian edition with OHIP billing) and Got2 (TELUS claims module).

It's your decision. We don't sell software, and everything in this plan works with your current medical software too.

What we need from you

  • A look at the screens you use most in your current medical software
  • Whether it has to stay
If you switch
Claims and lab orders go straight from the patient fileFewer steps for you and your staff; our agents then read from the new system
If you keep it
Nothing changes for youOur agents fill the gaps around it

Effort: about 1 week to compare (estimate)Needs your sign-off

Launch day

Everything live on day one

First, one short visit to answer the questions below and sign the privacy agreement. Then everything switches on together:

  • Reminders 05

    Text and email; confirm or reschedule

  • Recall 06

    Due patients invited with open times

  • Receipts 09

    Snapped, saved and matched in Wave

  • Morning brief 11

    Phone and desk dashboard; payroll summary 10

  • Lab-order prep 08

    Both labs, you check and submit

  • Website + Google profile 01

    Online booking, review requests 04

  • Email list + campaigns 02 03

    From your patients, CASL-compliant

  • Insurance claim prep 07

    TELUS claims filled in from the sale

Needs your sign-off

  • TELUS eClaims and GreenShield providerConnect registration (free, in your name; can take a few weeks) 07
  • Keep or switch your current medical software 12

How it runs

In plain words

  • It runs on a computer in your store. The agents run on OpenClaw, software we set up on a store computer.
  • Patient data stays in your systems. Files stay in your medical software, Wave and Google Calendar.
  • Only the minimum goes to the AI. “Due: yes, reason: OHIP senior”, never clinical notes.
  • Nothing leaves the store without staff approval. You approve each message once before it's used, and every lab order, claim and campaign one by one.
  • Encrypted backups. If the computer fails, nothing is lost.

PHIPA first

Prescriptions, exam dates and insurance details are personal health information under Ontario's health-privacy law (PHIPA). The clinic or optometrist stays the custodian; we act as your agent under a written agreement, signed before we touch any patient data.

Your logins

Supplier, insurer and medical software logins stay with you and are shared safely, one at a time. Access is logged.

Consent on record

Every marketing email and text follows Canada's anti-spam law (CASL): consent stored, store name included, “Reply STOP” and unsubscribe honoured right away.

No clinical answers

The agents never give health advice. No message ever mentions a condition.

No surprise costs

Nothing is bought or signed up for without your OK. Portal registrations are free and in your name.

For our next visit

The questions that set the plan

About 30 minutes at the store. Your answers replace our estimates with real numbers. Tick them off as we go.