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.

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.

How to NOT schedule 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.

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?

Greeting patients and protecting their privacy

We climb into the process of patient arrival and in-office information management.

Moving the patients out of the exam and beyond

We explain how to explain and how to collect exam fees so we don't leave a bunch of money owed to the office out in the universe.

Filing and Managing Insurances

Medical Optometric Care is a comprehensive insurance guide for the optometry office. Included with Optometry Front Desk Management is an insurance section giving an overview of the coding, billing, claim filing, remit processing, and payment accounting for the front desk.

It is an excellent teaching tool for helping the front desk staff understand the world of insurance and how to navigate that world confidently and effectively.

Understanding insurance terminology

Understanding how insurance cards convey their information

How EOBs convey their information

Accounting for payments

We discuss managing personality types.

The front desk can be busy and hectic on the best of days and we see a broad spectrum of interesting personalities every day. We discuss how we take different approaches to managing different people with different styles of telling us about their different issues. :)