Course curriculum

  • 1

    Intro to Lumen

    • Mission Statement - long and short form

    • Our Specialty Services Overview

    • Windows Tip

    • Ask for Help

    • Remote access

    • How to use this as a guide

    • Look for extra text
  • 2

    TickTick

    • Tick Tick - changed from Any.do
  • 3

    Slack

    • Slack

  • 4

    Data Storage

    • Temporary Info

    • Where we store our data
  • 5

    Optometric Jargon

    • Terms to know
  • 6

    Intro to Crystal

    • Intro to Crystal

    • Adding new patients to Crystal

    • How to Link Family Members

    • Note about linking family members

    • Appointment Types

    • Cancelling appointments

    • Crystal Runthrough #1

    • Crystal Runthrough #2

    • Crystal Runthrough #3
  • 7

    Weave

    • Introduction to Weave

    • Uses of Weave

    • Weave Payment Emails
  • 8

    Vision Insurance

    • Intro

    • Once Pulled, Save as a PDF here

    • Check for frame fittings!

    • Pulling Insurance - VSP

    • Pulling Insurance - Eyemed & Aetna

    • Pulling Insurance - Spectera

    • Pulling Insurance - MES

    • Pulling insurance timeline and flow

    • Always pull 2nd pair plans

    • Saving Paper

    • VSP - Finding Product Index and Fee Charts
  • 9

    Track Sheets

    • Exam/Optical Track Sheet

    • Tracksheet Update 2.12.23

    • Updated track sheet - 1.25.24
  • 10

    Soft Contact Lens Help

    • Contact lens Quote Sheet

    • Updates to the CL Quote Sheet

    • Always print out 2 copies of the CL Quote sheet

    • Contact lens Quote Sheet #2 - Asymmetric lenses

    • CL Quote Sheet - Difficult Asymmetric Calcs

    • Ordering soft contact lens trials for patients

    • Adding soft CL trial order to Crystal

    • Different types of vision correctable by contact lenses

    • Tracking soft contact lens pricing

    • Duplicating the newest CL Quote sheets

    • Responding to Faxed CL Verification Requests

    • Please watch this before performing the soft CL syncing video below

    • Syncing Soft CL Pricing with Crystal

    • When are patients medically necessary

    • Email CL Rebate Information

    • Preparing invoices and contact lens rebates - Start at 7:45 for soft CLs
  • 11

    Tracking Optical Orders

    • Optical Jobs Status-Tracking

    • Older video - used for figuring out which pts are late

    • Tracking notifications for optical orders and tracking shipped orders

    • Checking scanned files to see if a patient has picked up already

    • Example of what happens if the patient has 2 optical jobs
  • 12

    Supplements and Meds

    • Submitting PRN Omega 3 Fish Oils through the portal

    • Sending an Upneeq Rx - notes below

    • How to call in or update Atropine through OSRx

    • How to call in or update Restasis/Xiidra through a pharmacy
  • 13

    Gathering info for patients

    • Creating PDF medical records for a pt

    • Preparing scans for a pt

    • Preparing invoices and contact lens rebates
  • 14

    Random

    • Sending Faxes

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

    • Ordering Samples of Medications - Summary, video below

    • Ordering Samples of Medications - Video
  • 15

    Tracking Patients Trialing Soft Contacts

    • Tracking patients who are trialing soft contacts
  • 16

    Medical Billing

    • Medical Billing Intro

    • Difference in diagnosis codes for medical vs vision

    • Picking diagnostic codes in case the doc forgets

    • I forgot to mention...
  • 17

    Low Priority

    • All tasks below this chapter are low priority until you're caught up with the above
  • 18

    Importing

    • Import a Patient Into -Sightsync

    • Importing A Patient Into - Medmont

    • Importing A Patient Into -Nidek

    • After importing instruments, notation in Crystal

    • Catching Referred Patients

    • Types of Exams you have to import
  • 19

    Creating Track Sheets

    • How To Use Drawboard

    • Track Sheeting - The basics

    • Track Sheeting - Advanced - VSP Easy Options

    • Eyemed price sheets - Step 1

    • Eyemed price sheets - Step 2

    • Eyemed E.Ent in Google Sheets

    • Thought Process, Finding Missing Insurance

    • Track Sheet Checklist

    • Weird MES to Eyemed CL Copays
  • 20

    Creating Referral Letters

    • Creating a referral letter for an HMO network doctor

    • Creating a referral letter for Vision Therapy
  • 21

    Ortho K Clinical Support

    • Clinical support data gathering - part 1

    • Clinical support data gathering - part 2
  • 22

    Precision Calls

    • Intro to Precision Calls
  • 23

    Billing

    • Private - Billing An Exam

    • How to Invoice a Private Comp Exam & Glasses Order

    • How to Invoice a Private Contact Lens Fitting & CL order
  • 24

    Crystal modifications

    • Adding in new lenses/coatings in Crystal
  • 25

    CL Tracking of ordering/billing/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