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 your practice – 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, appointment scheduling, 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.
Following the visitation you will receive a written analysis that details your concerns (specifically – your stated goals) 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 coaching emails, and unlimited conference calling.