Certified Optician/Optical Technician
Department: Optical Dispensary
Reports To: Optical Manager
Job Summary: Assist ophthalmologist in filling patient’s eyeglass prescriptions. Exhibits the ability to customize a
patient’s prescription by educating the patient on available options that will enhance their visual needs optically and
cosmetically.
Education and Experience:
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High School Diploma
Certification by the American Board Of Optometry
Medical Computer Background
Previous Optical/Medical Office Experience
Achieve the maximum level of knowledge on industry products and skills by continuing education courses
Provide the highest level of quality optical care
Participation in Professional Organizations
Essential Skills and Abilities:
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Provide excellent customer service
Speak with professionalism, compassion, and confidence
Ability to establish a relationship with patients
Strong mathematical skills
Effective communication with physicians, practice manager, optical manager, employees, business contacts and
the public through grammar, telephone and writing.
Equipment Training (Optical Skills Assessment Sheet must be completed)
1. Pupilometer
2. Lensometer - Manual
3. Frame Warmer
4. Ultrasonic Cleaner
5. Lens Analyzer – UV detector
Sales: Ability to demonstrate and educate patients on options available to meet their vision/cosmetic needs and
enhance practice revenue
Personal Skills:
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Highly motivated
Organized with attention to detail
Handle multiple tasks
Work under minimal supervision
Trustworthy
Team player
Dedicated
Accountable
Appearance must be neat and professional
Responsibilities:
Patient Orders
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Utilize scanned authorization form to maximize patient’s benefits and Practice Sales
Utilize the Vision Lifestyle Questionnaire tab to customize every patient’s visual/cosmetic needs based on their
prescription
Educate patients on current lens products that are available to enhance their cosmetic and visual needs.
Provide frame selection and fitting according to the American Board of Opticianry
Understand lens measuring/fitting according to the American Board of Opticianry ( Progressive Types and Uses
Guide)
1. Optical Center Height
2. Pupilary Distance
3. Segment Height
4. Vertex Distance
5. Base Curve
Explanation of Optical Policies(see Optical Policies)
1. Available discounts as it applies to each patient
2. Proper lens use instructions (ie: 1st time progressive wearers)
3. Care and cleaning of new eyewear
4. Warranty Information on frame and lenses
A. Utilize Duty to Warn when necessary
5. Contractual benefits for VSP, Eyemed, CHS, Mittal, DME, Vision under Medical, Medicaid
6. Waivers:
A. Medicaid
B. DME-Medicare ABN
C. Commercial-Patient Financial Liability Waiver
Order Entry
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Spectacle Rx Entry
1. Select pt’s vision insurance from the plan table
2. Verify insurance calculated correctly
Post Order to the patient’s ledger
1. Verify responsible balance is correct
2. Submit insurance claim via interface for VSP patients
3. Submit insurance claim online for Eyemed patients
Submit order electronically via Vision Web
Frame preparation for delivery to lab
Receiving Orders (see Receiving Glasses Checklist)
Troubleshooting (see Optical Trouble Shooting Check List)
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Resolve frame and lens issues
Complete Glasses Check Optical Layout (EHR) if necessary
Dispensing Orders
 Fitting, adjusting and repairing eyeglasses to obtain optimal comfort and vision.
 Scan Documents/Waivers
1. Commercial Patient Liability Financial Waiver (EHR Signed Document)
2. DME Packet (EHR Scanned Document)
3. Outside Rx (EHR Scanned Document)
4. Medicaid Financial Waiver (EHR Scanned Document)
5. Duty To Warn (EHR Signed Document)
Shipping Orders
 Shipments from Optical(see Shipping Protocol via UPS)
1. Defective Exchanges
2. Return for Credits
3. Shipping to patients
Reports
Daily
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Lab Invoice Report
Dispensed Report
Print and sign Thank you cards and send out (refer to Thank you card query)
Weekly
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Non Dispensed Report
Outstanding Frame Report
Need to Order Frame Report
Bi-Weekly
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Replenish Frame Stock – Order Inventory Online (refer to Frame Board Inventory Sheet)
Quarterly
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Perform Frame Inventory Audit
Perform Miscellaneous Inventory Audit (cases, cleaners, cloths, accessories, solar shields)
Miscellaneous Tasks/Expectations
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Stock Frame boards daily
Answer patient calls coming into the Optical Department
Keep optical furniture, workstations, displays, frames, and mirrors organized and free from dirt, dust, and
fingerprints.
Change displays - decorate for holidays, rotate frames to keep boards refreshed and looking clean and creative
Collect Lions Club Glasses
Order optical brochures (UV, AR, Transition, Polaroid) from lab when needed
Update Frames Data Information – download monthly (refer to Frames Data Base Electronic CD Protocol)
Contact Lenses
Ordering Contact Lenses – Mondays and Thursdays
(Follow the contact lens protocol)
Located in: docs dr./optical dept./Contacts/Contact lens policy and protocol/policy and protocol.
1. Ordering Revenue
 Verify the contacts posted to the ledger match the order screen.
 Verify payment has been received before ordering.
2. Ordering Trials
Receiving Contact Lenses – as needed
(Follow the contact lens protocol)
1. Receiving Revenue
 Call patient to notify them that their order is ready.
2. Receiving Trials
 Call patient to schedule a contact lens check appointment.
Run a Non-Dispensed Report –Every Wednesday
(Follow the contact lens protocol)
1. Verify the status of patient orders.
2. Pull purple trays to be sure all orders in the trays are accounted for.
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Resources Available:
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Compulink Computer System Training (see Webex Training Sheet)
Ophthalmology Made Ridiculously Simple #30
Introducing Ophthalmology: The Office Staff Primer #29
Ocular Anatomy and Physiology #23
Frames and Lenses #22
Optics, Refractions and Contact Lenses #10
Ophthalmic Medical Assisting Study Course – ABO Study Guide
Exam preparation for Spectacle Dispensers
05/23/14 le docs drive/optical department/optical Job Descriptions/Certified Optician-Optical Technician