What Optosys does

Optosys is a privately held Canadian practice management and EMR software company, founded in Montreal in 1983 and operated under parent Groupe SOI (Services Optométriques Inc.), a 100% member-owned cooperative serving the largest network of independent optometrists in Canada. The company sells a modular clinic management platform for independent optometry and optical clinics, available as a Windows on-premise application or an AWS-hosted cloud SaaS, starting at $189/month per clinic with implementation, data migration from competing software, and training bundled as professional services. Its core product centralizes patient records, scheduling, billing, insurance claims, inventory, lab orders, and patient communications, with seven add-on modules (Access, Catalogue, Order, Patient Portal, Form, Recall, Booking) that can be licensed à la carte.

The technology is purpose-built for the Canadian optical industry: it provides direct electronic billing to every Canadian provincial health plan (OHIP, RAMQ, MSP, AHC, SaskHealth, MSI), TELUS Health integration for private insurer claims, equipment-level data capture from major ophthalmic OEMs (Topcon, Optos, Optikam, Briot Weco, Carl Zeiss Medical), and electronic ordering connections to 130+ accredited suppliers spanning ophthalmic lens labs, contact lens manufacturers, and frame distributors. The platform is bilingual (French/English), PIPEDA- and CASL-compliant, and has been independently penetration-tested by CyberHunter Solutions.

Commercially, Optosys runs a sales-led GTM anchored by a free demo-request funnel, inside sales by phone, and an enterprise-style consultative onboarding motion that includes needs assessment and data migration from legacy systems. Its primary distribution advantage is structural: the parent OSI Group's 900+ member clinics and a network of practice management consultants and business advisors generate referrals and word-of-mouth demand. Beyond paying clinics, Optosys has embedded itself into Canadian optometry and opticianry education programs (Cégep Édouard-Montpetit, Cégep régional de Lanaudière, Collège La Cité, Cégep Garneau), creating a long-cycle acquisition channel into the next generation of independent practice owners. The company carries no external institutional investment and has grown organically over four decades.

Name

Optosys

Legal name

Services Optométriques Inc. (SOI)

Website

https://optosys.ca

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

Optosys provides practice management and EMR software for independent Canadian optometry and optical clinics, offering on-premise and cloud platforms with modules for scheduling, provincial billing, inventory, lab ordering, and patient communications, backed by 130+ supplier integrations.

Ownership category

akta.pro rank

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations, Supply Chain

Revenue model

1. Software Licenses (On-Premise): Traditional software license model for the Windows-based on-premise version of Optosys Solution, sold directly to optometry clinics. Includes all modules as a package or à la carte.
2. SaaS / Cloud Subscription (Optosys Cloud): Software-as-a-Service subscription for the cloud-hosted version of Optosys, with automatic updates, encrypted backups, and no local server requirement. Billed on a recurring monthly or annual basis.
3. Professional Services – Implementation & Training: Paid implementation services including data migration from competing software, system configuration, on-site training, and onboarding support, bundled into the initial subscription or quoted separately.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels11 records

Core offering

Optosys is a Canadian optometry-specific practice management and EMR/EHR software suite that centralizes patient records, scheduling, billing/insurance claims, inventory, lab and contact-lens ordering, electronic exam documentation, and patient communications into one system. It is sold as a Windows on-premise license (from $189/month) or as Optosys Cloud (SaaS hosted on AWS in Canada), with seven modular add-ons that can be purchased à la carte or as a package. The product is targeted at independent Canadian optometry and optical clinics across all provinces, including bilingual English/French operations.

Product overview

Optosys is a modular, platform-plus-modules practice management ecosystem designed specifically for Canadian optometrists and opticians. The core product is Optosys (available as Windows or Cloud versions), which centralizes all clinic operations. Surrounding the core are seven add-on modules: Optosys Access for remote schedule management, Optosys Catalogue for digital supplier catalogs and inventory, Optosys Order for electronic lab/supplier ordering, Optosys Patient Portal for patient self-service access, Optosys Form for electronic exam forms, Optosys Recall for automated patient communications, and Optosys Booking for online appointment scheduling. Together, these products form a comprehensive solution covering patient management, scheduling, billing, inventory, EMR, and patient communications.

Differentiator

Problem solved

Functional benefit

Products and services

• Optosys (Practice Management Software) Comprehensive practice management software for optometrists and opticians that centralizes paperless exams, schedule management, billing, patient file management, inventory, KPI reports, electronic insurance claims, and communications. Available in Windows on-premise or Cloud versions, starting at $189/month.
• Optosys Cloud Cloud-based EMR and Practice Management SaaS solution for Canadian eye-care professionals. Features automatic updates, encrypted backups, PIPEDA-compliant hosting on AWS in Canada, and no requirement for a local server.
• Optosys Access Remote online schedule access module that lets clinic staff view and manage appointments from mobile devices or computers, with real-time updates and revenue forecast analytics. Sold à la carte.
• Optosys Catalogue Digital product catalogue module that downloads complete supplier catalogs (descriptions, prices, images) for computerized inventory management and one-click ordering. Sold à la carte.
• Optosys Order Electronic ordering module that transmits ophthalmic lens and contact lens orders directly to participating labs and suppliers, with status tracking up to delivery and connection to patient invoices and clinic inventory. Sold à la carte.
• Optosys Patient Portal Cloud-connected patient portal allowing contact lens renewal, prescription downloads, appointment management, invoice downloads, and clinic contact from any device, 24/7. Sold à la carte.
• Optosys Form Electronic exam-form module that lets patients complete customizable visual-health and lifestyle questionnaires online before appointments, with data auto-populating the EMR. Sold à la carte.
• Optosys Recall Automated patient-communications module sending email and SMS appointment reminders, confirmations, thank-you messages, and recall campaigns, with patient self-modification of appointments. Sold à la carte.
• Optosys Booking Online appointment-scheduling module integrated directly into clinic websites and social networks, allowing patients to book 24/7 with appointments appearing in real time on the Optosys schedule. Sold à la carte.
• Professional Implementation and Training Services Paid implementation services bundled with onboarding: data migration from competing software (e.g., Visual-Eyes, IFile, OD Office Pro, Revolution EHR), system configuration, on-site and remote staff training, and ongoing technical support. Quote-based and tailored to clinic size and complexity.

Quantifiable outcome

• Automated recall and confirmation system can deliver up to 10x higher ROI compared to traditional in-clinic patient outreach with postal costs (per company claim)
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration45 records

Feature17 records

Partnerships

32 partnerships are on record, tiered core and general.

• TopconcoreTechnology or IntegrationTopcon is listed as one of the main optometric equipment suppliers integrated with Optosys Solution, enabling electronic data retrieval and direct transfer of patient examination data into the clinic's Optosys patient file.
• Optos (subsidiary of Nikon)coreTechnology or IntegrationOptos retinal imaging devices are integrated with Optosys for direct data transfer of examination results into patient records, eliminating manual data entry.
• OptikamcoreTechnology or IntegrationOptikam optical measurement devices are integrated with Optosys for automated data capture directly into patient files.
• Briot WecocoreTechnology or IntegrationBriot Weco lens edgers and optical equipment integrate with Optosys for data transfer and workflow automation in the clinic.
• Carl Zeiss MedicalcoreTechnology or IntegrationCarl Zeiss Medical ophthalmic instruments are integrated with Optosys for direct data transfer into patient exam records.
• Axis MedicalgeneralTechnology or IntegrationAxis Medical is listed as a connected equipment supplier enabling electronic data integration with Optosys.
• InnovageneralTechnology or IntegrationInnova optical equipment integrated with Optosys for electronic data capture.
• Clarion MedicalgeneralTechnology or IntegrationClarion Medical is listed as a connected equipment supplier integrated with Optosys.
• Insight MedicalgeneralTechnology or IntegrationInsight Medical is listed as a connected equipment supplier integrated with Optosys.
• Micro Medical DevicesgeneralTechnology or IntegrationMicro Medical Devices is listed as a connected equipment supplier integrated with Optosys.
• OptoPolgeneralTechnology or IntegrationOptoPol is listed as a connected equipment supplier integrated with Optosys.
• Lenscan Medical & Western EyecaregeneralTechnology or IntegrationLenscan Medical & Western Eyecare is listed as a connected equipment supplier integrated with Optosys.
• EssilorcoreTechnology or IntegrationEssilor ophthalmic lenses are accessible through Optosys Catalogue and can be ordered electronically via Optosys Order directly from the software. Product catalogues are integrated and updated automatically.
• HoyacoreTechnology or IntegrationHoya ophthalmic lenses are integrated with Optosys Catalogue and Order modules, enabling electronic ordering and real-time catalogue updates directly within the software.
• NikoncoreTechnology or IntegrationNikon ophthalmic lenses are available through Optosys Catalogue and Order modules with electronic ordering capability.
• ZeisscoreTechnology or IntegrationZeiss ophthalmic lenses and optical products are integrated with Optosys Catalogue and Order for electronic ordering and automatic catalogue updates.
• Prairie OphthalmicsgeneralTechnology or IntegrationPrairie Ophthalmics is listed as an optical laboratory integrated with Optosys for electronic order transmission.
• Riverside Optical GroupgeneralTechnology or IntegrationRiverside Optical Group is integrated with Optosys Catalogue and Order modules for electronic laboratory order management.
• AlconcoreTechnology or IntegrationAlcon contact lenses can be ordered directly through Optosys Order with one click, and order status is tracked up to delivery within the software.
• Bausch & LombcoreTechnology or IntegrationBausch & Lomb contact lenses are integrated with Optosys Order for electronic ordering and delivery tracking.
• CooperVisioncoreTechnology or IntegrationCooperVision contact lenses are available through Optosys Order for one-click ordering with integrated delivery tracking.
• Johnson & Johnson (Acuvue)coreTechnology or IntegrationJohnson & Johnson (Acuvue) contact lenses are integrated with Optosys Order for direct electronic ordering from the software.
• LuxotticacoreTechnology or IntegrationLuxottica frame collections are available through Optosys Catalogue, allowing clinics to present patients with available frames, colors, sizes, and materials directly from the software.
• Kering EyeweargeneralTechnology or IntegrationKering Eyewear frames are accessible through Optosys Catalogue for inventory presentation and management.
• MarchongeneralTechnology or IntegrationMarchon frame collections are available through Optosys Catalogue.
• Maui JimgeneralTechnology or IntegrationMaui Jim eyewear collections are accessible through Optosys Catalogue for in-clinic frame presentation.
• TELUS HealthcoreTechnology or IntegrationTELUS Health integration enables direct electronic claims submission to major private insurers across Canada, integrated directly within the Optosys billing workflow. This is a flagship integration for Canadian private insurance claims processing.
• Amazon Web Services (AWS)coreTechnology or IntegrationOptosys uses AWS data center facilities located in Canada for its cloud infrastructure and data storage/processing. AWS powers the Optosys Cloud platform, providing the compute and storage backbone for the SaaS version of the software.
• Microsoft (Clarity & Advertising)generalTechnology or IntegrationOptosys partners with Microsoft Clarity (behavioral analytics, heatmaps, session replay) and Microsoft Advertising for marketing optimization. Website usage data is captured using cookies and analyzed to improve and market products/services.
• CyberHunter SolutionsgeneralTechnology or IntegrationCyberHunter Solutions is an independent cybersecurity firm that conducted extensive penetration testing on the Optosys application to validate and strengthen its security posture. Their security badge is displayed on the Optosys website and product pages.
• Google APIsgeneralTechnology or IntegrationGoogle APIs are used within Optosys to help prevent patient file errors (likely address validation and autocomplete), improving data accuracy in patient records.
• SRFaxgeneralTechnology or IntegrationSRFax electronic fax service is integrated with Optosys, enabling digital fax send/receive directly from patient records within the software, replacing traditional fax machines and third-party fax services.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• RevolutionEHR: Cloud-based EHR and practice management software built specifically for optometrists in North America. Directly comparable to Optosys as a vertical optometry PMS, and named by Optosys' own data as a competing system that clinics migrate away from.
• LiquidEHR: Cloud-based optometry and ophthalmology EHR with practice management, billing, and image management. Direct competitor with a modern cloud-native architecture that could appeal to new optometry clinic openings.
• Crystal Practice Management: Optometry-focused practice management software for independent and small-group practices, offering patient management, billing, and recall features. Direct competitor with similar SMB optometry positioning.
• MaximEyes (First Insight): EHR and practice management solution from First Insight, designed for optometry and ophthalmology practices with integrated billing, scheduling, and image management. Direct competitor in the optometry/ophthalmology PMS space.
• OfficeMate (EyeCare Leaders): Long-standing optometry practice management and EHR software (acquired by EyeCare Leaders), serving US optometry clinics with patient records, billing, and scheduling. Direct competitor in the optometry-specific PMS category.
• Compulink Healthcare Solutions: Specialty EHR and practice management software including ophthalmology/optometry with integrated billing, scheduling, and inventory. Direct competitor in the optometry-specific PMS category serving independent clinics.

Emerging players

• DrChrono: Cloud-based, mobile-first EHR and practice management platform with iPad-native workflows. Targets small practices including optometry with modern UX that competes for new clinic openings against Optosys.
• Modernizing Medicine (EMA / iMedicware): Specialty-specific EHR including ophthalmology (via iMedicware) with AI-driven workflows. Adjacent competitor targeting the same optometry/ophthalmology market with a more modern, cloud-native platform.

Broad incumbents

• athenahealth: Large-scale cloud-based healthcare EHR, practice management, and billing platform serving multiple specialties. Broad incumbent whose expansion into specialty ambulatory segments could encroach on Optosys' SMB optometry base.
• Eyefinity: Practice management and EHR platform owned by VSP Vision, the largest US vision benefits company. Broader incumbent serving optometry at scale with deep insurer-side integration, similar to Optosys' TELUS Health advantage in Canada.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/c/OptosysSolution/videos
• Facebookfacebook.com/optosys
• LinkedInlinkedin.com/company/optosys

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Optosys