Programs + Courses

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

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.

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.

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.

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.

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.

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

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.

This program is designed to help you understand how to file different types of EyeMed claims. The program includes multiple courses that will help guide you through the different types of vision claims you may need to file through the claims portal for EyeMed.

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

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

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.

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.

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.

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

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.

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

In this course, you and your team will create a system to ensure your practice is paid properly for all the hard work you do for your patients.

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

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.

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

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

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.

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

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.

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

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.

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.

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.

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.

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.

Learn about common refractive eye conditions in the program.

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

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.

PREREQUISITE: Complete Preliminary Testing Part 1 before beginning Part 2. This program focuses on optimizing the patient workup process. We will cover charting, additional tests, and clinic etiquette. You will also learn how to summarize that patient’s preliminary testing results for the optometrist.

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.

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

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.

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

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

PREREQUISITES: Preliminary Testing Part 1; Preliminary Testing Part 2; Patient Scheduling Optimization. This program offers clinical assistants tools to eliminate duplication of work and establish protocols when working up patients who are scheduled for emergency, urgent and priority office visits.

In this course we will review utilization of a Virtual Routing Slip to create clear execution guidance through your clinical examination process to the rest of your team.

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

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

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.

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.

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

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.

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

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.

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.

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.

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.

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

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

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

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.

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.

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

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.