Revenue
New Patients
Specialty Optometry
Schedule
Company Wide
100

This simple transition from the doctor to the optician builds trust and boosts capture rate.

What is the optical handoff?

100

This is the 2nd most important question you ask a New Patient.

What is "How did you hear about us"?

100

With increasing awareness of corneal diseases and dry eye, this lens type has seen a growth rate of over 30% in fittings worldwide over the past five years.

What is a scleral lens?

100

This is the amount we charge a patient who no-shows 3 times?  

$75

100

One of our core values.

What is: 

Helpful — Be a respectful and positive team player

Accountable — Do what you say

Patient-Centric — Prioritize patient needs

Perseverance — Have grit 

Integrity — Do the right thing

200

This screening tool is very important and ought to be quoted to every patients coming in for an exam.

What is retinal imaging?

200

Before we even start pre-testing, we must confirm the patient’s identity and coverage by scanning these two items.

What are a photo ID and an insurance card?

200

By 2050, it’s estimated that this percentage of the global population will be myopic — a trend already rising rapidly in children today.

What is 50%?

200

This is the date by which all recalls ought to be done by for the next month.

What is the 20th?

200
This is our mission statement.

What is "We give a lifetime of healthy vision so you LOVE the way you SEE"


300

Selling this improves compliance and saves staff from constant reorders.

What is an annual contact lens supply?

300

This is a great referral source for our optometrists.

What is a professional (doctor, OD) referral?

300

The top referral source for scleral lens patients.

What is a corneal specialists?

300

This is the tool we use to make sure a doctor's schedule is not empty after a last minute cancellation.

What is the Waiting List? 

or 

What is Moving Patients Forward?

300

How long you have to ask for time off ahead of time.

What is at least 2 weeks?

400

This system ensures patients come back annually and helps maintain predictable revenue.

What is the recall system?

400

This type of question from staff can help uncover a new patient’s needs and lifestyle.

What is an open-ended question?

400

The first FDA-market-authorized spectacle lens in the U.S. that’s proven to slow pediatric myopia progression.

What is the Essilor Stellest lens?

400

When a parent calls asking specifically about slowing nearsightedness progression, we should schedule this visit type—not a standard routine exam slot.

What is a Myopia Management Consult?

400

That is how you know a frame is a Frame Dream frame and should not be sold directly to the pt.

What is the blue dot on the frame lens?

500

To maintain profitability, practices often aim for this percentage or higher on their capture rate of prescriptions?

What is 70-80%?

500

At the time of appointment-making, we should always quote this (or explain how it’s determined) to prevent surprises, cancellations, and angry check-ins.

What is the patient’s expected out-of-pocket cost (copay/fees) for the visit?

500

Myopia tends to worsen because the eye becomes this over time (which increases risk for retinal issues later).

What is longer (axial elongation)?

500

The best way to ensure smooth clinic flow when scheduling an appointment.

What is scheduling an appointment right next to an existing appointment.

500

These are the times you need to clock in and out.

What is "Exactly at the start and end of your shift, patient care permitting".

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