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Course 101: Introduction to Optometry
This class is intended for the new or less
experienced employee. It is ideal for the
newly hired individual and is designed to
provide an overview of optometry along with
basic knowledge of front desk skills
including: the importance of data
collection; basic billing requirements;
documented HIPAA training; and basic
customer service training.
Course 102: Billing and Coding Basics
for the Patient Care Coordinator
This course is designed to assist the
employee in understanding key billing codes
used in optometry; reviewing the billing
form for completeness and accuracy, and
understanding the importance of and when
referrals are needed.
Course 103: Customer Service Skills
for the Patient Care Coordinator
Strong customer service and communication
skills are key for a successful practice.
How should you deal with the "difficult"
individual? How can you assure that each and
every person experiences exceptional
service? This class builds on the basic
skills discussed in earlier sessions.
Advanced listening and customer services
techniques will be discussed with an
opportunity to practice these newly acquired
skills utilizing role-playing and other
exercises.
Course 201: PQRI for the Optometry
Practice
The goals of this presentation are to give a
general overview of the PQRI process as it
pertains to optometry. It is intended to
provide the optometric practice with enough
information to determine if there are
benefits to participation, and to provide
the practice with information on how to
proceed, with an emphasis on individual
reporting.
Course 202: Red Flag Laws
What are the red flag laws and how do they
impact the optometric practice. What is
required and suggestions on how to implement
a plan for your practice. There will be NO
legal advice provided at this class. The
goal is to make the practice aware of the
new laws and provide an overview. Sufficient
information will be provided to allow the
practice to develop a plan that should be
reviewed by their legal consultant prior to
implementation.
Course 301: Basic Practice Management
This full day session is intended for the
new or less experienced manager. The course
is designed to provide an overview of
medical practice management topics
including: daily operations; staff issues;
patient flow; the importance of budgets; and
key reports.
Course 302: Job Descriptions and
Performance Reviews
This class will discuss the importance of
developing and using performance based job
descriptions and employee reviews. One size
does not fit all! We will provide
suggestions on how to develop, implement and
manage the employee review process.
Course 303: Staff Issues
Bring us your problems! This session will
include proven methods for handling employee
issues as well as an opportunity to share
experiences with your peers. Participants
will be asked to submit a brief description
of an employee issue they are currently
facing or have dealt with in the past. We
will present these case scenarios during an
interactive group discussion session.
Course 304: Team Building
Is it time to discover why your staff
complains, but never suggests solutions?
Does everyone go in a different direction?
Do you dread staff meetings? Are you
attempting to introduce change into the
practice? If you've answered yes to any of
these questions this session is for you! We
will provide a variety of techniques to
assist in creating a team approach to
problem solving and change management.
Course 305: Compliance Plans
What is a compliance plan and why is one
needed? This class will discuss the
importance of developing and implementing a
plan for your practice. We will discuss the
data that should be looked at, and how the
process can assist in identifying
opportunities for improvement.
Course 306: Employee Handbooks and
Policy Manuals
This will provide the basics for compiling
an Employee Handbook. We will discuss the
difference between policies, procedures,
standards and guidelines. What policies MUST
you have, and which should you have in order
to assure professional and clear
communication of the practice's rules to all
employees.
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