ClearOptiq
AI-Powered Practice Management

Every patient remembered. Every margin protected.

AI Patient Intelligence & Billing Accuracy For Optical Practices

Independent optometry practices lose revenue in two predictable ways: supplier invoices that are never reconciled line by line, and patient relationships that quietly lapse. ClearOptiq addresses both.

Built for Results

Everything you need to manage patient relationships and protect your margins

AI
Powered Intelligence
0
Smart Flags
0
Email Templates
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Missed Followups
<5 min
To process a full monthly invoice
0
Follow-up categories auto-prioritised
0
Manual reconciliation steps needed
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Platform for billing and patient care

Three Powerful Modules

Patient management, billing verification, and adaptive AI intelligence — working together in one unified platform

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Patient Management

A real-time view of every patient relationship — who needs to be called, whose prescription is expiring, whose order is waiting. Six priority categories, auto-ranked so your team always knows what to do first.

Priority Follow-Up QueuePickup ready, Rx expiring, insurance eligible, overdue, birthday, quoted.
Order TrackerBefore pickup, after pickup, no-shows, all in one structured view.
Built-in Email TemplatesTen ready-to-send templates for every stage of the patient journey.
Patient TieringGold, First Group, Second Group — auto-assigned by visit and spend history.
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Billing Verification

Uploads your wholesaler statement and compares every line to your agreed price book. Discrepancies are flagged instantly. Disputes are logged, tracked, and automatically matched to incoming credits.

Line-by-Line VerificationPDF, CSV, or Excel — any format your supplier exports.
Dispute LoggingOne click flags an overcharge. Timestamped, documented, tracked.
Credit MatchingIncoming supplier credits are automatically matched back to logged disputes.
Custom Pricing RulesMulti-pair discounts and volume rebates applied automatically.
✨ AI-PoweredModule 3

AI Intelligence Layer

Three adaptive AI engines that learn from your practice data — replacing static rules with intelligence that improves over time across patient care, family health patterns, and billing verification.

Patient Priority Engine

ML model trained on real patient behaviour. Predicts churn risk, optimal contact timing, and spend decline before they become lost revenue.

✨ AI priority scoring outperforms static rules in pilot practices

Family & Hereditary Engine

Links family units and flags hereditary conditions — including myopia progression in children of myopic parents — so follow-up happens at the right generational moment.

✨ Hereditary flags appearing live in the follow-up queue

Billing Verification AI

Anomaly detection and supplier pattern recognition that catches overcharges rule-based logic misses — with dispute outcome prediction and volume rebate optimisation.

✨ AI billing flags anomalies beyond rule-based detection

Why ClearOptiq

Built for independent optometry — not adapted for it

Cloud-based

No installation. Works on any browser, any device.

Your data

Your price book, your patients, your records. Private by design.

Same-day setup

Upload your patient list and price book. Running within hours.

Supported

Direct access to the team for onboarding and questions.

Let's bring intelligence to your practice

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