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

    Tick Tick

    • Tick Tick
  • 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

    • Primary on the account

    • Appointment Types

    • Cancelling appointments

    • Scheduling an Exam

    • Crystal Runthrough #1

    • Crystal Runthrough #2

    • Crystal Runthrough #3

    • How to Load Old Records
  • 7

    Weave

    • Introduction to Weave

    • Uses of Weave

    • Weave Payment Emails

    • Softphone for making calls
  • 8

    Track Sheets

    • Exam/Optical Track Sheet

    • Tracksheet Update 2.12.23

    • Updated track sheet - 1.25.24
  • 9

    OrderV

    • OrderV

    • What is OrderV?

    • Send OrderV to comprehensive exams only

    • Check for previously sent OrderV

    • Character limit
  • 10

    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
  • 11

    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
  • 12

    Specialty Lenses

    • Before watching the video below...

    • One change

    • Syncing Scleral Invoice Data with Crystal

    • Discerning multifocal lenses (MF) from the invoice

    • Syncing Invoice Date for OD/OS and also Central Corneal Thickness
  • 13

    Contact Lens Tracking

    • Use TickTick instead of Todoist

    • Intro

    • Euclid

    • Visionary Optics

    • Valley Contax

    • WVA / Fait - Soft Contacts

    • Wave

    • Rarely used labs

    • Contact Lens Tracking - Full Steps 1/3

    • Contact Lens Tracking - 2/3

    • Contact Lens Tracking 3/3

    • Versioning Sclerals

    • Tracking Ovitz ARES lenses
  • 14

    Cardconnect Syncing

    • Checking for Payments and Syncing

    • Before you sync Cardconnect with the actual invoice....
  • 15

    Reports

    • Monthly Sales tax and refund report
  • 16

    Treehouse Eyes & OK Tracking

    • Treehouse Eyes Tracking #1

    • Treehouse Eyes and OK Tracking #2

    • Entering Data for Treehouse Eyes
  • 17

    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
  • 18

    Ortho K Help

    • When to perform this task

    • Medmont - Helping with Labelling Topos

    • Labelling Topos #2 - MW

    • Labelling Topos #3 - ML

    • Pentacam - Helping with Selecting Tomos

    • Ordering duplicate lenses from Wave's portal

    • Ordering Duplicate lenses #2 - Crystal entry

    • Warning re: Wave's Website
  • 19

    Selecting Tomos Examples

    • Picking Tomos - AD OD

    • Picking Tomos - AD OS

    • Picking Tomos - RL OD/OS - post-LASIK

    • Picking Tomos - CZ OS only

    • Picking Tomos/topos - IA

    • Picking Tomos/topos - VC

    • Picking Tomos/topos - CF

    • Picking tomos - KJ - Ignore Second Half of video

    • Picking tomos - SK - Ignore Second Half of video

    • Picking tomos and topos - MP

    • Picking topos and tomos - SY

    • Picking tomos and topos and design (see text below the video) - DL

    • Selecting tomos - AC

    • Picking tomos - PM

    • Picking tomos and topos - BW

    • Selecting tomos and topos - BK

    • Selecting tomos and topos - NK

    • Picking tomos and topos - RA

    • Selecting tomos and topos - JL

    • Selecting tomos and topos - LS

    • Picking tomos and topos - DY

    • Picking tomos and topos - KY - ignore design part of video

    • Picking topos and tomos - XL

    • PIcking tomos and topos - MD

    • Picking tomos - JT

    • Picking tomos and topos - XZ
  • 20

    Loading up a basic lens design

    • Basic Myopic OK design - MD
  • 21

    Ortho K Clinical Support

    • Clinical support data gathering - part 1

    • Clinical support data gathering - part 2
  • 22

    Supplements And Meds

    • Submitting PRN Omega 3 Fish Oils through the portal

    • Sending an Upneeq Rx

    • How to call in or update Atropine through OSRx

    • Ordering Atropine through OSRx's online portal

    • OSRX - Updating Refills for Atropine

    • How to call in or update Restasis/Xiidra through a pharmacy
  • 23

    Creating Referral Letters

    • Creating a referral letter for an HMO network doctor

    • Creating a referral letter for Vision Therapy

    • Creating a referral letter for a scleral patient - Letter template

    • Creating a referral letter for a scleral patient - Scan Gathering
  • 24

    Scleral Help

    • Ordering modifications for scleral lenses

    • Ordering modifications for scleral lenses 2

    • Gathering dual sag info for ARES lenses

    • How to prep the information to order a Gaudi Scleral lens

    • Ordering scleral lenses with a delay

    • Creating scleral referral letter to corneal specialist - see text below
  • 25

    Insight Royalty Payments

    • Emailed directly
  • 26

    Help With Soft Contact Lenses

    • Contact lens Quote Sheet

    • Updates to the CL Quote Sheet

    • Contact lens Quote Sheet #2 - Asymmetric lenses

    • Always print out 2 CL quote sheets

    • Ordering soft contact lens trials for patients

    • Different types of vision correctable by contact lenses

    • CL Quote Sheet - Difficult Asymmetric Calcs

    • When are patients medically necessary
  • 27

    Random

    • Sending Faxes

    • Sending Scans to pts

    • How to check for items billed through Crystal (ex: when did a pt order contacts?)
  • 28

    Ordering/modifying Paragon CRT lenses

    • Paragon CRT
  • 29

    Ordering GP lenses

    • Ordering GPs from Xcel - account details below