PATIENT EXPERIENCE
SALES & METRICS
INSURANCE & POLICY
TEAM & OPERATIONS
CONTACTS
100

This should happen within 10 seconds of a patient walking in — even if you’re busy.

Answer: What is greeting and acknowledging them with eye contact?

100

This metric tells us how many patients actually purchase glasses after their exam.

Answer: What is conversion rate?

100

HIPAA protects this.

Answer: What is patient health information?

100

The tech works these doctor hours.


Answer: What is Mon–Thurs 9:10–6, Fri 9–5:30, Sat 9–5?

100

This purchase qualifies for manufacturer rebates and free shipping.

Answer: What is an annual supply of contacts?

200

These three identifiers must always be confirmed before proceeding.

Answer: What is full name, date of birth, and insurance?

200

Our goal average patient count is this number.

 

Answer: What is 15?

200

We cannot discuss patient information with this person without permission.

Answer: Who is anyone not authorized

200

Who is responsible for store success?

Answer: Who is everyone?

200

This is one key benefit of purchasing a year supply instead of a 3-month supply.

Answer: What is manufacturer rebate eligibility and free shipping?

300

During check-in, we must confirm these three things before moving forward.

Answer: What is name, date of birth, and insurance?

300

This metric increases when we properly present second-pair options.

Answer: What is average ticket amount?

300

These three things must be confirmed when verifying insurance.

Answer: What is effective date, coverage type, and copay/benefit structure?

300

This skill improves both sales and patient satisfaction.

Answer: What is active listening?

300

We price match up to this percentage of our retail price.

Answer: What is up to 50% of our retail price?

400

Name two ways to recover a frustrated patient.

Answer: What is apologizing sincerely and offering a solution?

400

Name three KPIs that directly impact store profitability.

Answer: What is capture rate, average ticket, patient count, second-pair percentage, remake rate?

400

Name two actions that would be considered a HIPAA violation in a retail setting.

Answer:What is discussing patient information loudly?

What is sharing PHI with unauthorized individuals?

What is leaving patient charts visible?

400

If remakes increase, this metric is affected.

Answer: What is store profitability or margin?

400

Contact boxes must be this condition to qualify for exchange or Refunded and must be processed within this time frame.

Answer: What is unopened and within 30 days?

500

If insurance is inactive, the best approach is this.

If insurance is verified but out-of-network or cannot be used at our location, what additional option can we offer?

Answer: What is clearly explain out-of-pocket options before proceeding?

Answer: What is offer the 30% courtesy discount (if applicable and policy-approved)?

500

Name three add-ons that increase ticket average.

Answer: What is AR coating, blue light, polarized, transitions, progressive, poly, hi-index, etc.?

500

Name four affordable package options we offer when insurance cannot be used.

Answer: What is our 2 pairs starting at $95 package

What is Buy One Get One 40% off?

What is free exam with purchase of any 2 pairs of glasses?

What is our 2 pair lined bifocal starting at $145 with exam included ?

What is NVI Cares program?

500

Name four reasons remakes happen.


Answer: What is measurement error and incorrect order entry, lab error, lost frames, damaged frames/lens, restyling, incorrect prescription etc.?

500

This membership costs $129 and includes what major benefits?

Answer: What is the EyeCare Club?

  • 5 exams over 3 years, Additional 10% frame discount within 45 days, Savings value, 10% discount off contacts and accessories. 
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