Terms of Service

These Terms of Service (“Terms”) govern your access to and use of the OptoMize website and software (“the Service”). By creating an account or using the Service, you agree to these Terms and to our Privacy Policy. If you are using the Service on behalf of a practice, you represent that you are authorized to bind that practice.

OptoMize provides practice-management software for optical shops — patient records, inventory, invoicing, payments, recalls, and AI-powered insights. The Service is a business tool. It is not a medical device, and it does not provide medical, clinical, legal, tax, or financial advice.

You must be at least 18 years old and able to form a binding contract to use the Service. You are responsible for:

• keeping your login credentials secure;
• all activity under your account and the accounts of staff you invite;
• assigning appropriate roles so staff access only what they should.

New practices start with a 14-day free trial — no card required. When the trial ends, you may choose a plan or stop using the Service.

During the current beta, billing is arranged directly with us rather than through an automated payment processor. There is no long-term contract — you may cancel at any time by emailing admin@optomize.net, and you can export your data before you go. Plan prices are shown on our site and may change with notice.

You own the data you enter. You are responsible for its accuracy and for having the right to enter and use it — including any patient consents required by law. As between you and OptoMize, your practice is the controller of patient records; we process them on your behalf as described in the Privacy Policy.

You are responsible for your own regulatory obligations, including HIPAA and any applicable privacy laws. OptoMize is HIPAA-aware but not HIPAA-certified; if you require a Business Associate Agreement, arrange one with us before entering protected health information.

If you use the Service to send email or SMS (for recalls, reminders, or invoices), you are responsible for complying with applicable messaging laws (for example TCPA in the United States and CASL in Canada), including obtaining the necessary consent from recipients and honoring opt-outs. You must not use the Service to send unlawful, deceptive, or unsolicited messages.

You agree not to:

• use the Service for any unlawful purpose or to violate anyone’s rights;
• attempt to breach, probe, or circumvent security or access controls;
• access data belonging to another practice;
• reverse engineer, resell, or copy the Service except as permitted by law;
• disrupt or overload the Service or its infrastructure.

AI features (insurance-split math, upsell and reorder suggestions, churn and recall recommendations, summaries, and business Q&A) are decision-support tools that produce estimates and suggestions from your data. They can be incomplete or wrong. Always verify important figures — especially insurance coverage and patient balances — with the relevant carrier or source before relying on them. You are responsible for decisions you make using the Service.

OptoMize and its licensors own the Service, including its software, design, and content. We grant you a limited, non-exclusive, non-transferable right to use the Service while your account is active. You retain ownership of your data. If you send us feedback, you grant us a license to use it to improve the Service.

The Service relies on third-party providers (for authentication, hosting, data storage, AI, email, and SMS) listed in our Privacy Policy. Your use of the Service is also subject to those providers’ terms where applicable. We are not responsible for third-party services outside our control.

The Service is provided “as is” and “as available” without warranties of any kind, whether express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or that AI outputs will be accurate.

To the maximum extent permitted by law, OptoMize will not be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, data, or goodwill. Our total liability for any claim relating to the Service is limited to the amount you paid us for the Service in the 12 months before the claim. (Final liability terms are subject to review by counsel.)

You may stop using the Service and close your account at any time. We may suspend or terminate access if you materially breach these Terms or use the Service in a way that risks harm to others or to the Service. On termination, your right to use the Service ends; data handling follows our Privacy Policy.

We may update these Terms as the Service evolves. Material changes will be posted here with a new “last updated” date. Continued use after an update means you accept the revised Terms.

These Terms are governed by the laws of the jurisdiction in which OptoMize is established, without regard to conflict-of-laws rules (to be finalized with counsel). Questions about these Terms? Email admin@optomize.net.