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

    • How this course is to be used

    • Windows Tip

    • Look for extra text
  • 2

    Where we store our data

    • Where we store our data

    • Temporary Info

    • Practice finding these two sources of info
  • 3

    Tick Tick

    • Need to record a new tick tick video
  • 4

    Slack

    • Slack

  • 5

    Crystal Training

    • Intro to Crystal

    • Adding New Patients to Crystal

    • Now practice adding a few new patients to Crystal

    • Scheduling an Exam

    • Now practice adding a few appointments to Crystal #2

    • How to Link Family Members

    • Now practice linking a few patients

    • Importing New Patient Forms

    • Now practice filling out your own patient form
  • 6

    Crystal Scheduling

    • Notes about the importance of proper 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
  • 7

    Weave

    • Introduction to Weave

    • Weave Canned Responses

    • Now practice sending some weave canned responses to yourself

    • Weave Payment Emails

    • Weave payment search and new patients
  • 8

    Communicating with patients

    • Firefighting 101 - What To Say

    • Patients Requesting To Speak To Doctors
  • 9

    How patients pay us

    • Basics

    • Payment Plan Options

    • Cardconnect

    • CardConnect Making Monthly Payment Plan

    • Practice taking a payment and also sending one through Weave
  • 10

    Detailed Crystal Runthrough - How to Find Info in Crystal

    • Crystal Runthrough #1

    • Crystal Runthrough #2

    • Crystal Runthrough #3

    • How to Load Old Records
  • 11

    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

    • Weird Eyemed CL Plan

    • Weird Eyemed plan with no coverage despite it stating availability
  • 12

    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
  • 13

    Importing

    • REFERRAL When Importing Patients Into Crystal
  • 14

    Patients Calling About Specialty Services + Doctor Referrals

    • Patients Calling About Specialty Services

    • This referral portal is named Precision

    • Quiz 1

    • Quiz 2

    • Quiz 3
  • 15

    Basics Of The Eye & Vision

    • Myopia, Hyperopia, Astigmatism

    • Presbyopia

    • Cornea

    • Retina

    • Optometric Jargon

    • Basics Of The Eye & Vision Quiz

    • Questions?
  • 16

    Understanding Optical Lenses

    • SV - Single Vision Lenses

    • Bifocals

    • PAL - Progressive Lenses

    • Comp PAL - Computer Progressives

    • Neurolens

    • Understanding Optical Lenses Quiz

    • Questions?
  • 17

    Optical Lens Treatments

    • Anti-glare Coatings

    • Lens Materials

    • Sun Treatments

    • Our Lens Packages

    • Optical Lens Treatments Quiz

    • Questions?
  • 18

    Understanding Contact Lenses

    • Types of Contacts

    • Different types of vision correctable by contact lenses

    • Contact Lens Quiz

    • Questions?
  • 19

    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

    • Myopia Management Quiz

    • Hesitant Follow-Up Calls

    • Delivery of Atropine to the office/patient

    • Delivery of SMFCLs to the patient
  • 20

    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 Guarantee

    • Notes About Our OK Agreement

    • 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

    • OK Washout

    • Patient Selection for OK

    • Tracking Shipped Ortho-K Lenses
  • 21

    Focus On: Scleral Lenses

    • Exam Flow of Sclerals

    • Difference Between Sclerals

    • Scleral Pricing

    • Insertion Solutions

    • Patient Selection for Scleral Lenses
  • 22

    Specialty Lens Warranties

    • Warranties Explainer

    • Scleral lens warranties
  • 23

    Important Notes

    • Block out pricing for patient-facing items
  • 24

    Processing Contacts Lens Orders

    • Contact lens quote sheet

    • Updates to the CL Quote Sheet

    • 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

    • Contact lens Quote Sheet #2 - Asymmetric lenses

    • AV Oasys sphere and AV Oasys Multifocal trials
  • 25

    CL Tracking of ordering/billing/rebates

    • 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

    • Ping the VAs when orders come in
  • 26

    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
  • 27

    Misc.

    • Gmail Canned Responses

    • Practice sending yourself one of each of those emails
  • 28

    COVID + Illness Spacing

    • COVID + Illness Protocols