Course curriculum

  • 1

    Intro To Lumen

    • Mission Statement - long and short form

    • WIG - Wildly important goal

    • Our Specialty Services Overview

    • Despite our WIG...

    • Note About Course
  • 2

    Communicating with patients

    • Firefighting 101 - What To Say

    • Patients Requesting To Speak To Doctors
  • 3

    Crystal Training

    • Intro to Crystal

    • Adding New Patients to Crystal

    • Scheduling an Exam

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

    • How to Link Family Members

    • Importing New Patient Forms

    • How to check for items billed through Crystal (ex: when did a pt order contacts?)

    • Crystal Runthrough #1

    • Crystal Runthrough #2

    • Crystal Runthrough #3
  • 4

    Vision Insurance & Line Items

    • Pulling Insurance - VSP

    • Pulling Insurance - Eyemed & Aetna

    • Eyemed - How to Line Item

    • Pulling Insurance - Spectera

    • Spectera - How to Line Item

    • BlueShield Eligibility and Benefits

    • Medical Insurances We Take
  • 5

    Weave

    • Introduction to Weave

    • Weave Canned Responses

    • Weave Payment Emails

    • Weave payment search and new patients
  • 6

    Payment Plans

    • Update

    • CardConnect Making Monthly Payment Plan
  • 7

    Track Sheets

    • Exam/Optical Track Sheet

    • Contact Lens Track Sheet

    • Track Sheets Quiz

    • Updated track sheet - 1.25.24
  • 8

    Importing

    • Import a Patient Into -Sightsync

    • Importing A Patient Into - Medmont

    • Importing A Patient Into -Nidek

    • REFERRAL When Importing Patients Into Crystal
  • 9

    Pretest Troubleshooting - Nidek and Medmont

    • How to find missing patients in Nidek and Medmont
  • 10

    Pretesting Tips

    • Topo tips - Taking time between shots
  • 11

    Patients Calling About Specialty Services + Doctor Referrals

    • Patients Calling About Specialty Services

    • This referral portal is named Precision

    • Quiz 1

    • Quiz 2

    • Quiz 3
  • 12

    Basics Of The Eye & Vision

    • Myopia, Hyperopia, Astigmatism

    • Presbyopia

    • Cornea

    • Retina

    • Optometric Jargon

    • Basics Of The Eye & Vision Quiz

    • Questions?
  • 13

    Understanding Optical Lenses

    • SV - Single Vision Lenses

    • Bifocals

    • PAL - Progressive Lenses

    • Comp PAL - Computer Progressives

    • Computer Progressives Cont - How It Works

    • Computer Progressives Cont - How To Read on Lensmeter

    • Neurolens

    • Understanding Optical Lenses Quiz

    • Questions?
  • 14

    Optical Lens Treatments

    • Anti-glare Coatings

    • Lens Materials

    • Sun Treatments

    • Our Lens Packages

    • Optical Lens Treatments Quiz

    • Questions?
  • 15

    Understanding Contact Lenses

    • Categories of Contact Lenses

    • Different types of vision correctable by contact lenses

    • Contact Lens Quiz

    • Questions?
  • 16

    Focus On: Myopia Management

    • 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

    • Myopia Management Quiz

    • 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
  • 17

    Focus On: Orthokeratology

    • Exam Flow of Ortho-K

    • How Ortho-K Works

    • Differences Between Ortho-K Lenses

    • Ortho-K Pricing

    • Solutions for Adult OK and Hyperopic Kids

    • Frequently Asked Questions For OK

    • OK Warranty

    • Example of our Adult OK Agreement - NEW Patients Who Need OK for Both Eyes

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

    • Notes About Our OK Agreement

    • OK Washout

    • Patient Selection for OK

    • Tracking Shipped Ortho-K Lenses
  • 18

    Focus On: Scleral Lenses

    • Exam Flow of Sclerals

    • Difference Between Sclerals

    • Scleral Pricing

    • Insertion Solutions

    • Patient Selection for Scleral Lenses

    • How to Select a PosEYEdon Diagnostic Lens
  • 19

    Specialty Lens Warranties

    • Warranties Explainer

    • Scleral lens warranties

    • Ortho K warranties
  • 20

    Checking In Jobs

    • Checking In Soft Contacts

    • Checking In Ortho-K or Sclerals

    • Checking In Glasses - Paperwork check

    • Checking in Single Vision Glasses - Old Overview

    • POV - Checking In Glasses - General Guidelines - Old

    • Checking in Single Vision Glasses - Clarity

    • Checking In Single Vision Glasses - Clarity w/ an error

    • Checking in Computer Glasses - Essilor Compuclear

    • Lens markings versus using the lensmeter to determine the optical center.

    • Comparison between Shamir Computer and Essilor Compuclear

    • Checking in a Bifocal Glasses

    • Checking in Progressive Glasses

    • Checking in a Progressive Glasses - Old

    • Higher level view of prism & checking in SV clarity with prism

    • Checking in Neurolens SV

    • Checking in BF with Prism

    • Checking In Contacts - The "4XX" Designation
  • 21

    Private Billing and Order

    • How to Invoice a Private Comp Exam & Glasses Order

    • How to Invoice a Private Contact Lens Fitting & CL order

    • Private - Billing An Exam
  • 22

    Insurance Billing - VSP

    • Medically Necc Sclerals - High Ametropia/Anisometropia
  • 23

    Insurance Billing - Eyemed

    • How to Invoice & Claim - Comp Exam and CL Fitting

    • Eyemed - How to Invoice CTL Exam and Contacts

    • Eyemed - Billing Exam & Contacts

    • Eyemed - Glasses Order Part 1

    • Eyemed - Glasses Order Part 2

    • Weird MES to Eyemed CL Copays
  • 24

    Specialty Lens Billing

    • OK Billing for adults and myopia management for kids (with and without insurance)

    • Billing soft multifocals for myopia (if insurance is applicable)
  • 25

    Neurolenses

    • Entering A Frame Order Into Crystal
  • 26

    Contact lens orders - basics

    • CTL Quote Sheet

    • Updates to the CL Quote Sheet

    • Contact lens Quote Sheet #2 - Asymmetric lenses

    • Alcon lenses go through Marlo, not WVA

    • WVA - Order Ship to Patient

    • WVA - Order Ship to Office

    • Email CL Rebate Information

    • WVA - Adding Trials for PT to Office

    • Figuring out the status of contact lenses
  • 27

    Contact lens orders - VA assistance

    • Please read and watch all videos in this series

    • Most important note for this new process

    • 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

    Frame Brands

    • Dior Brand Information - from Thylios

    • Dior - Talking Points & Frame Facts

    • Mykita - Talking Points & Frame Facts

    • Less Rim Mykita Training with Erick

    • Salt - Talking Points & Frame Facts

    • SALT TRAINING

    • Masunaga - Talking Points & Frame Facts

    • Tom Ford - Talking Points & Frame Facts

    • Artius - Talking Points & Frame Facts

    • Etnia - Talking Points & Frame Facts
  • 29

    Misc.

    • Gmail Canned Responses
  • 30

    Pricing Out a Patients Order

    • VSP Pricing Tutorial

    • VSP Question #1 - Now Your Turn

    • VSP Question #2 - Now Your Turn

    • Practice Test - VSP Pricing and Packages

    • Practice Test - Time to Check Your Answers

  • 31

    Illness Spacing

    • COVID Protocols
  • 32

    Random Things To Know

    • Block out pricing for patient-facing items