Optometric Practice Management Systems

Understanding State of Practice Management Systems in Canadian Optometry   

In a recent independent survey of 167 Eye Care Professionals (ECPs) across Canada, Eye Care Business Canada asked users of the leading Practice Management Systems (PMS) to rate their awareness of and experience with the leading Canadian PMS brands.

The online study was conducted in February 2025 targeting optometric practice owners, managers, and system users in an optometric practice setting. Respondents were proportionally represented across all regions of Canada, ensuring a broad national perspective. The survey was conducted in English only.

Independent optometric practices represented 87% of all respondents, of which 4% operated in more than five locations.

Among many usage and attitude questions, the survey also measured Net Promoter Score (NPS), a widely used marketing research method to measure client satisfaction with a product or service based on the simple question: “How likely are you to recommend this service to a friend or colleague?”

A positive NPS (above 0) suggests that a system has more loyal advocates than detractors, while a negative NPS (below 0) indicates that dissatisfaction outweighs enthusiasm.

The results were striking: the aggregate NPS for all systems combined was negative 14, signaling widespread dissatisfaction with the software solutions designed to support eye care practices.

The study also explored the key factors influencing PMS selection, providing deeper insight into what optometric professionals value in their software solutions.

A Troubling Industry Trend
Of the ten Practice Management Systems reviewed, only two  had a positive NPS—meaning a majority of their users were satisfied and were more likely to recommend them. The remaining had negative scores, contributing to the overall industry-wide negative 14 NPS.

This finding suggests that most ECPs have some level of dissatisfaction with their PMS software. Given that these systems are integral to managing scheduling, billing, inventory, and patient records, the apparent frustration signals significant gaps in user experience, functionality, or support.

Implications for ECPs
The negative Net Promoter Scores might partly stem from user frustration with learning curves or resistance to switching systems, rather than the actual quality of the software.

Nevertheless, for Optometric Professionals, these results highlight the ongoing struggle to find a reliable, efficient Practice Management System. If the majority of available PMS solutions are receiving negative feedback, it means many practices are either settling for suboptimal systems or constantly searching for better alternatives.

What can ECPs do?

  • Advocate for change: Provide feedback directly to your PMS providers. The more users voice their concerns, the more likely companies are to implement change.
  • Leverage training resources: Some dissatisfaction may stem from underutilization. Ensuring staff are well-trained on system features can improve efficiency.
  • Evaluate alternatives carefully: If your current PMS is hindering practice workflow, assess other options that might better suit your practice’s needs.
  • Engage with peers: Networking with other ECPs can help identify which systems are performing better in real-world settings.

What This Means for PMS Providers?

For developers, managers, and owners of PMS platforms, these results should be a wake-up call. A negative NPS suggests that many users feel their systems fall short of meeting expectations. To improve satisfaction and customer loyalty, PMS providers should focus on:

  1. User Experience & Interface Improvements: Many PMS platforms may feel outdated, clunky, or difficult to navigate. Investing in modern, intuitive user interfaces can significantly enhance satisfaction.
  2. Customization & Flexibility: Practices vary in their needs, and rigid, one-size-fits-all solutions can frustrate users. Providing more customization options can help users tailor the system to their specific workflows.
  3. Integration & Compatibility: ECPs often rely on multiple software tools. Seamless integration with electronic medical records (EMR), insurance providers, diagnostic equipment, and patient communication tools is critical.
  4. Customer Support & Training: Even the best systems can be frustrating if users don’t receive adequate training or timely support. Improving customer service, offering live training, and enhancing self-help resources can help reduce frustration.
  5. Performance & Reliability: System crashes, slow response times, and glitches lead to lost time and productivity. Providers should invest in system stability, faster load times, and mobile-friendly features to enhance efficiency.
  6. Listening to Users: Gathering continuous feedback from users and addressing their concerns can help PMS providers proactively resolve pain points and develop solutions that truly support ECPs.

 The Future of PMS in Eye Care

The overall NPS for Practice Management Systems in Canada signals an industry-wide opportunity for improvement. ECPs need systems that streamline their practice management, not create additional frustration.

PMS providers who take proactive steps to address usability, integration, and customer support could position themselves ahead of the competition —and perhaps even achieve a positive NPS in the future.

As technology continues to evolve, so too should the tools that support modern eye care practices. The question is: which PMS providers will listen and rise to the challenge?

This survey was funded by an unrestricted marketing research grant by OCUCO Canada.


Share:
Rate:

0 / 5. 0

Electronic Health Records

As an independent optometrist, selecting the right optometry Electronic Health Records (EHR) system for your practice is a critical decision that can significantly impact efficiency, patient care, and overall profitability. This post is the first of a series addressing optometry EHR systems. The first blog post deals with the which criteria to use in making a selection.

In subsequent posts we’ll address the best practices for making a selection and address the all important task of on-boarding staff to a new optometry EHR system.

Take Survey nowWe also ask you to provide some information about your current system and which others you might have considered. You can do so by participating in the survey.

At the conclusion of the series, a winner will get a $50 e-gift card selected among the survey respondents.   

With numerous options available in the market, it’s essential to carefully evaluate and consider key factors before making a final selection.

Functionality and Usability.
When evaluating optometry EHR systems, functionality and usability should be top priorities. Optometry practices have unique requirements, and it’s crucial to ensure that the chosen system meets your specific needs. Consider the following factors:

  1. Comprehensive Optometry Features:
    Look for an EHR system that offers specialized optometry functionalities, such as integration with diagnostic devices, customizable templates for eye exams, and support for visual acuity testing and refraction measurements. These features will enhance efficiency and streamline your workflow. Some systems are general medical systems that are made over. Be certain that the systems that make your short list are specific to Optometry.
  2. Intuitive User Interface:
    Opt for an EHR system with a user-friendly interface that is easy to navigate. A clean and intuitive design can reduce training time and minimize the risk of errors during data entry and retrieval.
  3. Interoperability:
    Choose an EHR system that integrates with other healthcare providers’ systems, such as primary care physicians and ophthalmologists. Seamless interoperability facilitates efficient information exchange, streamlines referrals, and improves patient care coordination.

Data Security and Compliance
Protecting patient data is of utmost importance in today’s digital landscape. Optometry practices must adhere to strict privacy regulations and maintain the highest standards of data security. Consider the following factors:

  1. Privacy Compliance: In Canada, the equivalent to HIPAA compliance is the Personal Information Protection and Electronic Documents Act (PIPEDA) and various provincial privacy legislation. While the specific requirements may vary by province, optometry practices in Canada should prioritize EHR systems that adhere to privacy regulations. These include features like secure data transmission, audit trails, access controls, and encryption of patient information.
  2. Data Backup and Disaster Recovery: Look for an optometry EHR system that provides robust data backup and disaster recovery mechanisms. Regular backups, off-site storage, and redundancy measures are essential to protect against data loss or system failures.
  3. Data Ownership and Accessibility: Clarify the ownership rights of patient data and ensure that you have control over your practice’s data at all times. Additionally, consider the accessibility of the EHR system from various devices and locations to support remote work and provide flexibility for your practice.

Cost and Vendor Support The financial aspect and the support provided by the EHR vendor are significant considerations in the selection process. Evaluate the following factors:

  1. Total Cost of Ownership: Consider the upfront costs, ongoing subscription fees, implementation fees, and any additional charges associated with the EHR system. Compare the pricing models of different vendors and ensure that the system aligns with your budget.
  2. Training and Support: Determine the level of training and support offered by the EHR vendor. Adequate training is crucial for a smooth transition and effective utilization of the system. Look for comprehensive training materials, online resources, and responsive customer support.
  3. Scalability and Future-proofing: Evaluate the scalability of the EHR system to accommodate the growth of your practice. Consider the vendor’s commitment to continuous updates and improvements, ensuring that the system remains up-to-date with changing industry standards and requirements.

Selecting the right EHR system for your independent optometry practice requires careful consideration of key factors such as functionality, data security, cost, and vendor support.

By following best practices, thoroughly evaluating potential systems, and effectively on-boarding your staff, you can ensure a smooth transition to an optometry EHR system that enhances efficiency, improves patient care, and drives overall practice profitability.

Take the survey now.

 


Share:
Rate:

0 / 5. 0