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Programs + Courses

Our online learning library is unlike any other. With our proprietary coursework, we can help train your team in areas that include: General Office, Front Desk, Insurance & Billing, Clinic, Technicians, Optical & Dispensary Management, Leadership, and Practice Management. Our customized courses also include live accountability from our team of Executive Management Coaches & Trainers to allow your team to prove comprehension of the different areas of knowledge and skills necessary to be successful in your practice.

OPTICAL

Frame Adjustments

This course will aid in your competency in properly adjusting frames with confidence to provide your patients with the best possible fitting glasses.

Dispensing Strategies for Success

This course will teach you how to create the proper experience for your patient while reinforcing your knowledge and skills in front of the patient.

Good Vendor Relations: Vendor Agreements

A vendor agreement is imperative to set the expectations that you expect your individual vendors to adhere to when conducting business in your practice, and to set a baseline of what you expect between your business relationships.

Lens Materials & Terminology

In this course, we will review the different types of materials available for lenses as well as a number of treatments & technology available to enhance the lenses that you provide to your patients.

Optical Conversations: Optician Sales & Semantics

This course will teach you what words to use in order to facilitate the best conversation between you and your patient when discussing glasses options.

Tools & Their Uses

In this course, we will review the essential tools that you should have in your dispensary to make all necessary adjustments as well as how to properly use them.

Optical Dispensary Management

This program combines multiple courses for Optical Managers to learn how to run your dispensary effectively and efficiently.

Overview & P&P Manual

This course will outline the necessary elements required in order to create a Policy & Procedure Manual for your practice to ensure consistency and accountability within the dispensary.

Frame & Lens Basics

This program contains multiple courses about the knowledge that you need in order to become both a confident and competent optician.

How to Buy Frames with a Purpose

This course will review the proper strategies needed to buy frames from vendors while maintaining control of the process and staying within budget.

Lens/Job Check-In & Verification Process

In order to ensure quality control and positively impact patient experience you need to learn how to properly verify jobs prior to dispensing to your patient.

Discounts: Patients, Friends, & Family

In order to be fair to everyone, you must learn and outline any and all applicable discounts that will be offered within the practice and document these in your P&P manual for all team members to adhere to.

Prescription Verification & Troubleshooting

This course will teach you how to understand the different areas of verification required to verify a prescription, common symptoms for troubleshooting, and how to address them with your patient through adjustments and proper measurements.

Working with Patients and their Glasses

This program contains multiple courses in which you’ll learn about working confidently with patients and handling their glasses needs.

Optical Analysis Spreadsheet

This course will walk learners through the integral tracking spreadsheet required for proper dispensary management as it applies to frame board analysis & cost of goods/budget management.

Basic Types of Lenses

This course will outline the most common types of lenses and their uses. We will cover Single Vision, Bifocal, Trifocal, and Progressive lens designs.

Frame & Lens Warranties

This course will ensure your ability to determine appropriate warranties or guarantees to your patients to ensure consistency among your team while treating all patients equally and fairly.

Frame Anatomy & Types of Frames

In this course, we will review the different parts that make up a frame so that you are able to use the right terminology when speaking to your patients. We will also review the common types of frames that are available in your dispensary.

Lensometry

This section will review how to use a manual lensometer and how to understand the different measurements you can take on a lens and how they impact the patient prescription.

Ophthalmic Lens Measurements

This course will review what measurements apply to lenses and how to properly measure them.

Specialty Types of Lenses

This course will cover some of the lenses we can utilize to enhance our patient’s lives beyond their regular everyday pair of glasses. We will review Anti-Fatigue, Digital Single Vision, and Occupational Progressive lenses.

Reading Ophthalmic Lens Prescriptions & Verifiying Jobs

This program contains multiple courses in which you’ll learn how to use a lensometer to read a lens prescription and verify incoming optical jobs.

Optical Credits & Returns Tracking

The course will walk you through the necessary steps to ensure the dispensary receives all applicable discounts and credits owed from all appropriate vendors.

GENERAL OFFICE

Foundational Pillars - EPIC

Learn about the four foundational pillars that create a solid Practice on which to build. EPIC is an acronym to represent all four pillars.

Multi-Tasking & Time Management

Days at the office can get crazy! In this course, learn tried and true ways to manage your time effectively while juggling multiple responsibilities at once.

HIPAA & Patient Management

Patient privacy and protecting their health information is everyone’s responsibility and mandated by law. Learn how to keep this information safe and secure while still managing patients throughout the day.

Ocular Anatomy & Medical Terminology

Learn about the key ocular and medical terms and definitions you’ll need when working in an optometric practice.

PATIENT RECEPTION + FRONT OFFICE

Patient Reception & Front Office

This program combines multiple courses that will prepare you to work at the front desk effectively and efficiently.

Customer Service

Optometry is a “customer service” industry! Yes, we are clinical, but most offices are also considered retail, and you need to serve your patients at the highest standard to retain their business. Here are the essentials of customer service for optometry.

Patient Scheduling and COVID-19

In this lesson, the instructor introduces the importance of learning to schedule patients effectively.

How to Slide your Patient Schedule to Keep it Full

In this course, you will learn how to manage your full patient schedule in real-time. Please complete the “Patient Retention” course before taking this course.

Being at the Front Lines & Maintaining Composure

Learn the skills and mindsets necessary to work with patients face to face while maintaining professionalism, courtesy, and composure under pressure.

Planning & Preparing for the Day

When you arrive at work, what should you do to be fully prepared and equipped for a great day? Here is where you’ll learn tips and tricks to set yourself up for success each time you arrive at work.

Patient Scheduling

This program combines multiple courses that will prepare you to schedule patients effectively and efficiently.

Patient Retention for Optimal Productivity

In this course, we will learn the best ways to keep your current patients coming back to you. Please complete Patient Scheduling course before taking this course.

Must Have: Tools & Technology

In order to do your job the right way, you have to have the correct tools and knowledge to build confidence and competency in your practice.

Phone Etiquette

Whether your primary responsibility is handling phonecalls, or this is a secondary role, everyone ends up speaking with patients, vendors, other medical care professionals, and manny other kinds or people during the work day. There are certain expected elements of phone etiquette that you must make a part of every professional call you have. Learn about these elements in this course.

Scheduling Basics

In this course you will learn to manage your office schedule.

Phone Triage

In this lesson, you will learn how to triage incoming patient calls

CLINIC 

Visual Acuities

Here you will learn proper protocols for testing your patient’s vision with accuracy and while eliciting proper and ac curate responses from your patients.

Special Testing

This course will outline various types of “special testing” while teaching how to describe and understand these tests, how to talk to your patient about them, and how to navigate equipment for the most accurate results.

Fundus Photography

This is course teaches you how to understand and comprehend the complexity of proper photography in addition to how to properly explain it to your patients.

Chair-Side Assisting

Learn the art form of proper assisting in the exam room with this course to develop the skills and knowledge necessary to add value to the practice and the patient experience.

Preliminary Testing: Comprehensive Exam

This program combines multiple courses in which you’ll learn about some of the most common tasks and procedures during patient preliminary testing during a comprehensive vision examination.

Common Refractive Eye Conditions

Learn about common refractive eye conditions in the program.

What is Hyperopia?

Hyperopia is a common refractive eye condition. Learn more here.

Lensometry

This section will review how to use a manual lensometer and how to understand the different measurements you can take on a lens and how they impact the patient prescription.

Visual Fields

This course will teach you how to understand the visual field testing while creating the ability to educate your patient on how to achieve the most accurate results.

Clinical Optometry

Optometry is about more than just glasses and contacts. This course will outline the proper protocols to assist in the value building experience with your patients and how to best educate them on the differences.

Contact Lenses

Here you will being to learn and understand the complexity of contact lenses, how they function to correct vision, and common issues patient may experience while learning how to address them.

Autorefractor

Learn how to properly educate your patient while delivering value driven statements that build confidence in the autorefractor and technician alike.

Clinic

This program contains coursework to outline this portion of the patient experience, and how to build on that to provide value and information to your patients.

What is Monovision for Presbyopes?

Monovision is a common refractive prescription for presbyopia. Learn more here.

What is Myopia?

Myopia is a common refractive eye condition. Learn more here.

Pretesting

Here you will learn how to evolve into a true eye care professional to provide pretesting experiences that build to a better patient exam experience through education and value driven statements.

Scribing/Clinical Opticians

Here you will learn how to become an integral part of the patient experience, and how to evolve with the changing times to become a more valuable eye car professional for your patients and team alike.

Preliminary Testing Introduction

This course will teach you how to properly create an experience that educates the patient, creates values in the testing, and compels the patients to elicit more information to build towards a better more comprehensive patient examination.

Verifying Demographics

This course will teach you how to understand the different areas of verification required to verify a prescription, common symptoms for troubleshooting, and how to address them with your patient through adjustments and proper measurements.

What is Presbyopia?

Presbyopia is a common refractive condition. Learn more here.

What is Astigmatism?

Asitgmatism is a common refractive condition. Learn more here.

Scripting for Clinical Diagnostic Testing

Here you will learn how to become an integral part of the patient experience, and how to evolve with the changing times to become a more valuable eye car professional for your patients and team alike.

BILLING + INSURANCE

Interpreting Reports & Capitalizing Profits

This course breaks down how to read your applicable reports in order to understand where the practice can improve efficiency while also increasing profitability.

Creating an Invoice

This course will teach you how to create an invoice in order to facilitate the practice getting paid by patients and insurance carriers alike.

Managing Accounts Receivable

This course will outline how to manage and interpret the aging balances owed to the practice for services already rendered, and also teach you the importance of these balances.

Reconciling EOBs & ERAs

Here you will learn how to review the Explanation of Benefits & Electronic Remittance that you receive in order to balance your Electron Health Records with insurance and vision plan payors.

Unveiling the Mystery

This program outlines the various information and skills necessary to properly understand and apply knowledge as it relates to billing and insurance

How Do Medical & Vision Plans Work

This course will teach you how to understand the complexity of the various types of plans and insurances as it pertains to the interaction with the practice and patients.

Creating a Claim

This course will teach how to understand the various sections of a claim and how to properly create one for services to be billed to insurances and vision plans.

Billing Compliance Issues

In this course, you will learn how to understand compliant billing and how that knowledge can save the practice financially and help you prosper.

Communication with Insurance Companies

This course will teach you how to understand what information you need to request when dealing with insurance companies, why you need that information, and how to effectively communicate with them in order to remain efficient.

Insurance 101

Basic Terminology ranging from the conditions of the eye to understanding the differences between medical vs. vision plans. We will also look at basic terminology used in the insurance and billing processes within your practice. Plus, we will look at how to apply these terms and definitions.

Obtaining Authorizations

Here you will learn how to pull authorizations for the various types of medical insurances as well as vision plans while comprehending what all of the information you’re gathering actually means.

Submitting a Claim

Once you have created your claim the next logical step would be to submit the claim in order to get paid. Let’s learn how to do that now!

Patient Statements & Collections

With so many rules and regulations put in place its important to understand how to bill your patients by sending statements and how to collect balances owed while remaining compliant with applicable regulatory standards.

Billing & Insurance

This program outlines the various information and skills necessary to properly understand and apply knowledge as it relates to billing and insurance

The Heart of Successfully Billing, Collecting and Filing a Claim

We will look at the heart of filing a claim and how to utilize a routing slip for accuracy when billing and collecting from the patient.

MANAGEMENT 

Building a Patient Schedule Template

In order to have the time we need to create the best possible patient experience from check-in to check-out, we must understand how to create a schedule template that allows for that specifically.

OD Credentialing

This course will outline the proper steps and pertinent information in order to handle credentialling with insurance and vision plans within your practice when you add doctors or new plans.

The Recruiting Methods

Where and How to attaract talent on the digital sidewalk and beyond.

Onboarding Your VIP

Receive your new hire with energy and purpose. Welcome to the team!

Creating & Sustaining a Positive Team Culture

Culture is arguably the keystone to practice success and patient satisfaction. This course will outline how to foster an environment that exemplifies that ideology.

Management

This program contains courses pertinent to proper operational management of a practice.

New Hire Preparation

Remove chaos and confusion, to make a great first impression and set the standard of excellence.

Making Your Final Selection

We choose YOU. Final steps before the first day of employment.

Staff Management Tools

Here we will learn what tools are necessary to properly and efficiently manage the daily operations of your team.

How to Recruit, Select, and Onboard Your Staff

Buid Your Dream Team by Recognizing; The Right Time to Hire, Tools for Recruiting, Who to hire, and How to Welcome Them to You Team.

Clarity & SWOT Analysis

Getting to know your current team, talents, availability, and aspirations, before filling a position. This is the time to reformulate, plan for growth, and diversify to evolve.

The Interview Process

Successful selection starts by investing time in your applicants and a methodical interview process.

LEADERSHIP

Crafting & Focusing Your Mission

Here you will learn the importance of you mission statement and how to craft one for your practice so that your team can all respond equally with conviction in the understanding of why we do what we do.

Practice Transition Planning

Here we will learn how to plan for the future whether you want to sell the practice or bring in additional ownership how to do so successfully.

Scoreboard & Metrics

Here we will review the importance of tracking how we are performing and how to interpret areas of success and areas that need attention.

Determining a Fee Schedule

This course will review how to set appropriate charges for services and products while respecting the value of those same products and services rendered.

Treasures in Time

Designed for Business Owners: In this course, we will explore the impact of schedule maintenance and time management on your practice, both financially and in terms of patient satisfaction. This course is best completed by Owners BEFORE enrolling in the “Building the Patient Schedule” course or the “Patient Scheduling” Program.

Financial Management

This course will teach you how to understand financial benchmarks to ensure that we properly spend the money that we make while protecting the final bottom-line of the practice.

Leadership

Leadership is the ability to take care of those in your charge to create efficiency and compliance in the workplace successfully.