Prior to the Visit
• Telephone conference with the manager and/or administrator to
establish goals and identify areas of concern both to the practice and
to the consultation. (This typically takes place in a series of telephone
meetings.)
• Submit a list of additional questions for doctors and managers
to research and answer.
• Poll staff about practice issues via confidential written questionnaires.
• Mystery shop competition.
• Collect practice and community demographics.
Two Day, On-Site Consultation
• Observation Day: Appraisal and critique of Community Eye Care
– as it relates to optical efficiency and profitability, all systems
and procedures will be reviewed from the business office to professional
practice and optical: personnel, patient flow, lab, contact lens, and
pretesting as well as patient communication skills of the doctor(s)
and staff.
• Each specific area will be reviewed in depth. Example: Business
Office – personnel responsibilities and duties, accounts receivable,
book management, filing and telephone handling, etc.
• Evenings: Dinner meetings with doctor(s) and/or principals to
discuss practice particulars and answer questions.
• Second Day: Full day doctor and staff seminar and learning session.
In-Depth Report
Following the visitation you will receive a written analysis that details
optical concerns and includes recommendations for improvements and/or
changes (specifically – optical needs, goals, scripts, action
plans, etc.).
Following the Visit
Consulting services may be extended. The services provided are listed
on the Full Service Consulting Agreement and specifically include staff
training, tracking and evaluation of reported practice numbers, training
tools and manuals, unlimited conference calling and e-mail coaching.
“We appreciate the effort that you put into
your evaluation and presentation. Your comments and suggestions engendered
significant discussion among our staff and I am sure that our systems
will be functioning much more efficiently.”
S. Baird Pfahl, M.D

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