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Optometry Front Desk Management

The front reception area in an office is the first thing that patients encounter – it is a busy intersection where health care workers and patients interact. Optometry Front Desk Management is a technical manual and a training tool to provide not only instruction on what to do at the front desk but we help the reader understand why it's done. We include numerous scripts used in our office every day.

From patients calling to checking out.

We explain how to successfully move the patient through the office process and how to explain it so they understand. 

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How to field and answer patient questions. 

We discuss how to get the information we need from the patient but also how to help the patient understand why we need it.

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How to schedule and avoid no-shows

We do our best to help offices avoid no-shows by fixing the problem where it starts - with the patient scheduling an appointment they're never going to keep. 

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Outlining important tasks that require a protocol

Throughout the text are these reminders to let the reader know that this is something that needs a defined protocol - how does the front desk handle this common scenario?

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Filing and Managing Insurance

We create an overview to teach the staff the basics of filing and managing insurance in an optometry office - vision and medical

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Reading Medical and Vision Plan Remits

We explain how to read and understand remits and how to spot problems when the claims don't get paid correctly.

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Understanding insurance terminology

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Understanding how insurance cards convey their information

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How EOBs convey their information

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Accounting for payments

© 2024 by Dr Mike M Sandy, Optometrist, LLC

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