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.


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15 PRACTICE MANAGEMENT SOFTWARE SURVEY

Are you part of a Canadian Optometric practice? Your insights are invaluable! We’re inviting you to participate in a brief survey designed to gather your opinions and experiences with practice management software.

As the backbone of many successful practices, practice management systems play a vital role in streamlining operations, improving patient care, and enhancing overall efficiency. But not all systems are created equal, and we want to learn what works, what doesn’t, and where there’s room for improvement.

This survey includes various usage and attitude questions about practice management software and will take about 5 minutes to complete. Whether you’re a fan of your current system or find yourself wishing for better features, this is your chance to share your perspective and help shape the future of optometric practice tools.

Why Participate?

In addition to making your voice heard, the first 100 qualified respondents will receive a $10 e-gift card as a thank-you for your time and valuable input. (Limitations apply.)

Your responses will be used to better understand the needs of optometric practices across Canada, helping us uncover trends, challenges, and opportunities in practice management software.

How to Get Involved

Participating is simple! Click the link below to access the survey and complete it on your own time. Remember, it takes less than 5 minutes to make an impact and claim your reward if you’re among the first 100 qualifying respondents.

Start the Survey Now!

Your Feedback Drives Innovation

By sharing your experiences, you’re contributing to a broader conversation about the tools and technologies that support optometric practices. Your insights will not only help inform others in the industry but also guide future developments in practice management solutions.

Don’t miss this opportunity to shape the future of your field and earn a small token of appreciation in return.

Thank you for your participation and dedication to improving Canadian Optometry!

 


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