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

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
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

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

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

Contact Lenses

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

Scribing/Clinical Opticians

Preliminary Testing Introduction

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

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

Onboarding Your VIP

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

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
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

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
