Course curriculum

  • 1

    Intro To Lumen

    • Mission Statement - long and short form

    • WIG - Wildly important goal

    • Despite our WIG...

    • Our Specialty Services Overview

    • Windows Tip

    • Ask for Help

    • Remote access

    • Note About Course

    • How to use this as a guide

    • Look for extra text

    • There are two email addresses for you
  • 2

    Tick tick

    • Tick Tick
  • 3

    Slack

    • Slack

  • 4

    Data Storage

    • Temporary Info

    • Where we store our data
  • 5

    Optometric Jargon

    • Terms to know
  • 6

    Crystal Training

    • Intro to Crystal

    • Adding New Patients to Crystal

    • Now practice adding a few new patients to Crystal

    • Scheduling an Exam

    • Scheduling Follow-Ups, Frame Fittings, & Pick-Ups

    • Now practice adding a few appointments to Crystal #2

    • How to Link Family Members

    • Note about linking family members

    • Now practice linking a few patients

    • Importing New Patient Forms

    • Now practice filling out your own patient form

    • Appointment Types

    • Cancelling appointments

    • Primary on the account
  • 7

    Crystal Scheduling

    • Cleaning up the schedule - Example One

    • Cleaning up the schedule - Example Two

    • Cleaning up the schedule - Example Three

    • Cleaning up the schedule - Example Four

    • Cleaning up the schedule - Example Five

    • Cleaning up the schedule - Example Six

    • Cleaning up the schedule - Example Seven

    • Cleaning up the schedule - Example Eight

    • Cleaning up the schedule - Example Nine

    • Cleaning up the schedule - Example Ten

    • Cleaning up the schedule - Example Eleven

    • Cleaning up the schedule - Example Twelve

    • Notes
  • 8

    Detailed Crystal Runthrough - How to Find Info in Crystal

    • Crystal Runthrough #1

    • Crystal Runthrough #2

    • Crystal Runthrough #3

    • How to Load Old Records
  • 9

    Weave

    • Introduction to Weave

    • Weave Canned Responses

    • Weave Payment Emails

    • Weave payment search and new patients

    • Softphone for making calls

    • Now practice sending some weave canned responses to yourself
  • 10

    Communicating with patients

    • Firefighting 101 - What To Say

    • Patients Requesting To Speak To Doctors

    • Patients calling in about their specialty lens ETA while we wait on insurance approval
  • 11

    Should be comfortable with the above tasks by end of week 1

    • Should be comfortable with the above tasks by end of week 1
  • 12

    Vision Insurance & Line Items

    • Pulling Insurance - VSP

    • Pulling Insurance - Eyemed & Aetna

    • Eyemed - How to Line Item

    • Pulling Insurance - Spectera

    • BlueShield Eligibility and Benefits

    • Medical Insurances We Take

    • Weird Eyemed CL Plan

    • Weird Eyemed plan with no coverage despite it stating availability
  • 13

    Payment Plans

    • Payment Plan Options

    • Cardconnect

    • CardConnect Making Monthly Payment Plan
  • 14

    Track Sheets

    • Exam/Optical Track Sheet

    • Updated track sheet - 1.25.24

    • Updated track sheet - 3.12.24

    • Contact Lens Track Sheet

    • Track Sheets Quiz
  • 15

    Importing

    • REFERRAL When Importing Patients Into Crystal

    • Neurolens portal
  • 16

    Processing Contacts Lens Orders

    • Contact lens quote sheet

    • Updates to the CL Quote Sheet

    • Contact lens Quote Sheet #2 - Asymmetric lenses

    • Alcon lenses go through Marlo, not WVA

    • WVA/Fait - Order Ship to Patient

    • WVA/Fait - Order Ship to Office

    • Email CL Rebate Information

    • WVA/Fait - Adding Trials for PT to Office

    • Tracking soft contacts

    • New CL tracking process below

    • Contact Lens Tracking - Full Steps 1/3

    • Contact Lens Tracking - 2/3

    • Contact Lens Tracking 3/3
  • 17

    Patients Calling About Specialty Services + Doctor Referrals

    • Patients Calling About Specialty Services

    • This referral portal is named Precision

    • Quiz 1

    • Quiz 2

    • Quiz 3
  • 18

    Basics Of The Eye & Vision

    • Myopia, Hyperopia, Astigmatism

    • Presbyopia

    • Cornea

    • Retina

    • Optometric Jargon

    • Basics Of The Eye & Vision Quiz

    • Questions?
  • 19

    Understanding Optical Lenses

    • SV - Single Vision Lenses

    • Bifocals

    • PAL - Progressive Lenses

    • Comp PAL - Computer Progressives

    • Computer Progressives Cont - How It Works

    • Neurolens

    • Understanding Optical Lenses Quiz

    • Questions?
  • 20

    Optical Lens Treatments

    • Anti-glare Coatings

    • Lens Materials

    • Sun Treatments

    • Our Lens Packages

    • Optical Lens Treatments Quiz

    • Questions?
  • 21

    Understanding Contact Lenses

    • Types of Contacts

    • Different types of vision correctable by contact lenses

    • Contact Lens Quiz

    • Questions?
  • 22

    Focus On: Myopia Management

    • Myopia Management e-book - Read this whole ebook

    • Treehouse Eyes In Office (THIO)

    • Myopia Management Treatments

    • Exam Flow of Myopia Management

    • Explanation of Treehouse Fees for Myopia Management

    • Reviewing The "Green Folder"

    • Solutions For Kids

    • Frequently Asked Questions for Myopia Management

    • Hesitant Follow-Up Calls

    • Delivery of Atropine to the office/patient

    • Delivery of SMFCLs to the patient

    • How The Doc Presents The Myopia Consult 1

    • How The Doc Presents The Myopia Consult 2

    • How The Doc Presents The Myopia Consult 3
  • 23

    Focus On: Orthokeratology

    • Exam Flow of Ortho-K

    • How Ortho-K Works

    • Differences Between Ortho-K Lenses

    • Solutions for Adult OK and Hyperopic Kids

    • Frequently Asked Questions For OK

    • Notes About Our OK Agreement

    • Example of our Adult OK Agreement - New or Prev OK Patients Who Need OK for Both Eyes

    • Example of our Adult OK Agreement - Patients Have Worn OK From Elsewhere OR Who Need Monocular OK

    • OK Washout

    • Patient Selection for OK

    • Tracking Shipped Ortho-K Lenses
  • 24

    Focus On: Scleral Lenses

    • Exam Flow of Sclerals

    • Difference Between Sclerals - Video is slightly out of date, will need to update

    • Scleral Pricing

    • Insertion Solutions

    • Patient Selection for Scleral Lenses
  • 25

    Specialty Lens Warranties

    • Warranties Explainer

    • Scleral lens warranties
  • 26

    Misc.

    • Gmail Canned Responses
  • 27

    CL Global tracking of orders,claiming,rebates

    • Watch through all the videos, there are incremental changes to the first video.

    • Tracking the ordering/claiming/rebates of CLs for both VAs and in-office staff

    • Tracking the CL process #2

    • Tracking the CL process #3
  • 28

    Anna's tasks - only for reference for Hazel

    • Sending out e-books and pre-ok + pre-scleral templates

    • Uploading letters to charts

    • Ordering loaner glasses for OK patients

    • Submitting Eyemed medically necessary claims - info gathering

    • Using screenshots instead of printing to PDF

    • Screenshots that are required

    • Submitting Eyemed medically necessary claims -filling the form

    • Anisometropia VS High ametropia - for Eyemed ONLY

    • Finding thinnest area of the cornea to qualify for better Eyemed payment

    • Eyemed MNCL - invoicing sclerals

    • Patients with VSP & Eyemed - payment differences + invoicing

    • MNCL claims - doc forgets to input A&P details

    • Tracking Med Nec claims through Eyemed's portal

    • Updating invoice with paid claim amounts
  • 29

    Hazel's tasks

    • VSP Med Nec - Intro

    • VSP Med Nec - soft CLs - Claiming

    • VSP Med Nec - soft CLs - Invoicing

    • VSP Med Nec - Scleral - claiming

    • VSP Med Nec - Glasses OVER CLs/sclerals/GPs/hybrids

    • VSP Med Nec - GP - Claiming

    • VSP Med Nec - GP - Invoicing

    • Patients with VSP & Eyemed - payment differences + invoicing

    • MNCL claims - doc forgets to input A&P details

    • Tracking Med Nec claims through Eyefinity

    • Updating CL Quote sheets, syncing with Crystal, and duplicating

    • Updating invoice with paid claim amounts

    • Adding soft CLs to Quote Sheet, Syncing with Crystal

    • CL quote sheet random tips before saving

    • How we set pricing for soft CLs

    • Submitting a patient to Tangible Clean
  • 30

    Ordering Prescription Meds

    • OSRX - Updating Rx for Atropine