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Office Manager Certification Course
The difference between an average practice and a great practice is who manages it and makes sure what needs to get done - gets done!!! Take our Office Manager Certification Course and learn a special skill set, specifically designed to help manage all facets of your office.
Employee Policy Manual (US)
An employee manual is not just an important legal document it is also a guidebook for staff so employees know exactly what is expected of them.  When done properly, a well written policy manual will detail everything from employment standards to vacation and sick leave.  Don't spend valuable time creating one on your own...download our customizable, plug and play template that will take you less than an hour to edit your own practice information.
The Guide To Building A Medical Practice
Your practice is largely made up of your service business and your retail business.  This guidebook will focus on the medical side of the service industry.   We will focus on how to create the medical side of your service practice with subjects that include getting in the right mindset and all of the elements that you need to consider in building your medical services into an integral part of your practice. 
GST - Our Improvement Path
Setting goals is crucial business strategy in moving your practice forward.  Developing a path that you and your staff can follow to achieve that goal is 1/2 of the success of the goal. 
Contact Lens Patient Education Handout
Educating new and existing patients on contact lens compliance and care instructions should happen for each new patient and every time an existing patient pick ups a new supply. 
Patient Medication Instruction Template
Ensure patients remember and comply with what medications you prescribing including the instructions on daily dosage by using this handy Patient Medication Instruction Template.  Built in word you can edit, customize and brand to your preferences. 
Recurrent Corneal Erosion Treatment Protocol
Do you have a protocol for treating recurrent corneal erosions?  Download this easy to follow guide written by Dr. Scot Morris, OD, on following a treatment plan for recurrent corneal erosion.
Corneal Ulcer Treatment Protocol
Do you have a protocol for treating Corneal ulcers?  Download this easy to follow guide written by Dr. Scot Morris, OD, on following a treatment plan for corneal ulcers. 
Corneal Abrasion Treatment Protocol
Do you have protocol for treating corneal abrasions?  Download the easy to follow guide written by Dr. Scot Morris, OD, for following a treatment plan for corneal abrasions.  
Iritis Treatment Protocol
Do you have a protocol for treating iritis?  Download the easy to follow guide written by Dr. Scot Morris, OD, for following a treatment plan for iritis. 
EKC/Viral Conjunctivitis Treatment Protocol
Do you have a protocol for treating a viral infection?  Download this easy to follow guide written by Dr. Scot Morris, OD, on following a treatment plan for a viral infection.
Blepharitis Treatment Protocol
Do you have a protocol for treating blepharitis?  Download this easy to follow guide written by Dr. Scot Morris, OD, on following a treatment plan for blepharitis. 
Anterior Segment Foreign Body Treatment Protocol
Do you have a protocol for treating anterior segment foreign body?  Download this easy to follow guide written by Dr. Scot Morris, OD, for treating anterior segment foreign body. 
SWOT Analysis Template
SWOT stands for Strengths, Weaknesses, Opportunities & Threats.  This is a great planning and strategy tool to understand your practice better as well as your competitors. SWOT analysis will enable your practice to identify both internal and external influences that directly affect your practice every day.  With a full awareness of what is happening around you in your geography and demographics you are more equipped to make better business decisions. 
Optometry Business Plan Template
Creating a business plan for your practice is not only a necessity to obtain financing from the banks for a new purchase or cold start but a crucial document to grow your practice effectively.  It works as a roadmap to understand what areas of the practice to focus on and where to allot efforts and investment. 
FREE E-guide - What Are Paid Search Campaigns & Why DIY Is Not Always A Good Idea!
Getting found online is the new Yellow Pages! Paid search campaigns are now a must have part of your marketing strategy in order to show up and be found by your current and potential patients.…
Building a Nutritional Niche
Building a specialty niche in your practice takes dedicated time and effort. Dr. Laurie Capogna, OD, author of Eyefoods + Eyefoods For Kids, has built a complete step by step guide including every resource you need to start a nutritional niche in your practice today. Not only will this unique niche set you apart from your competition it will grow a new revenue stream and drive healthier, happier Patients.
8 Step Optometry Office Design Guide
An award winning optometry practice had a well-trained staff and was offering excellent professional services, yet their bottom line was lagging. Using the principles in this 8 Step Design Guide...
Contact Lenses - Dailies
Join Dr. Scot Morris as he walks you through a 5 part video series on how to effectively integrate daily disposable contact lenses into your practice. Video 1 - Overview:  How to integrate daily disposable…
Financial Statements
Join Dr. Scot Morris as he walks you through a 5 part video series on understanding your financial statements in your eye care business.   Video 1 - Overview:  This series focuses on how to…
Staff Training
Staff Training is critical to the sustainability and longevity of a successful eye care business.  Every manager carries the desire to build a high functioning team, capable of elevating your business to new heights.  It starts and ends with efficient staff training.  Download this e-guide and learn more today.
Clinical Guide to Dry-Eye
This abbreviated guide is an introduction and general overview to dry eye diagnosis and management. In no way can we explain all the complexities of dry eye disease (DED) in such limited space, but instead we hope you use this as a general guideline and overview.
Managing Your Own Google AdWords Campaigns
Interested in learning how to grow your new patient base or sell more product through online marketing? Google AdWords is a great tool for eye care businesses to grow awareness and this 41 lesson course will walk you through how to set up and manage your own campaigns.
Ratios
This 10 part video series will walk you through essential financial benchmarks for your eye care practice.  Follow Dr. Scot Morris as he discusses the following topics:   Video 1 - Overview:  An overview of…
Contact Lens Multi-Focal
Join Dr. Scot Morris for this 5 part video series as he walks you through how to integrate multi-focal contact lenses into your eye care practice.   Video 1:   Overview - The first in our…
Job Descriptions
This video series will concentrate on job descriptions for your eye care business.  We will dive into their role, what content they should include and then look at putting it all together.   Video 1:…
Social Media Manager for Eye Care Professionals
As a Certified Eye Care Social Media Manager, you will acquire the knowledge to not only launch important social platforms including Facebook, Twitter, Pinterest, Google+ and Instagram, you will learn basic functionality and skills to engage your target audience…your current and future patients!
Employment Agreement Checklist
Do you know all of the items that need to be in your employment agreement? Failure to address all of these items can put your business at financial and legal...
New Team Member Orientation Task List – Day 2
Its day two with your new staff. Are you covering and training everything you need to. Download this quick list to make sure that day two is the best day...
New Team Member Orientation Task List – Day 1
The first day of a new job is exciting, overwhelming and stressful all at the same time. Start your new employee off right by making their first day at your...
Job Description: Practice Development Personnel
Instead of taking hours to build your own job description, download ours for your practice development personnel.
Job Description: Clinical Technician
Instead of taking hours to build your own job description, download ours for your clinical personnel.
Clinic Task List
Keep your clinical and contact lens staff organized with the daily, weekly and monthly task list. Created in word format, these task lists are easily editable to add additional responsibilities...
Application Letter
This letter is designed to explain the recruitment process and can be sent with the application to a potential candidate.
Administrative Task List
Keep your administrative staff organized with the daily, weekly and monthly task list. Created in word format, these task lists are easily editable to add additional responsibilities and duties.
52 Weeks of Staff Training
Do you run out of ideas on what to talk about for staff training? Here is 52 ideas, one for each week.
Contact Lens Practice Enhancement Guide
Your practice is largely made up of your service and retail business. The contact lens business is an overlap between both worlds. The retail side of the contact lens business...
Medical Model Guide
In this guide we will discuss and layout your strategic plan for achieving success. This will involve a change in philosophy that both provider and staff alike need. We will...
Phone Triage Guide
Effective phone etiquette is extremely important for your eye care business. Through several hundred hours of call listening, we have identified many potential training opportunities in regards to answering the...
Office Script Manual
Scripts in the office ensure a consistent and positive experience for your patients and customers alike. Your employees will also experience a higher level of productivity as they will understand...
Scripts for Front Desk Employees
Reception is the gateway to the practice. Your front desk team generally makes the first and last impression to your patient or customer. Give them the tools they need to...
Technology Scripts
Within our Scripts Series, here you will find a comprehensive script resource for your pre-tester to effectively speak to the procedures and technology that will be used throughout the eye...
Optical Sales Scripts
Ensure a great customer experience every time by creating a consistent approach to speaking with your customers. This resource will provide the reader with various scripts throughout the sales process...
The Finance Guide for the Eye Care Industry
We run a business. Like every business, our longevity depends largely on our ability to do one thing— create a profit. Granted, as eye care physicians we have taken an...
The Interview Guide for the Eye Care Industry
Hiring the wrong person can cost your business thousands of dollars and hundreds of hours of frustration. Ensure you are finding the right person by conducting the right interview. Our...
Eye Care Practice Procedure Guide
With over 100 procedures outlined, this guide provides the techniques, processes and scripts necessary for your office to move to a higher operational level. This would take hundreds of hours...
Enhancing the Consumer Experience
The comprehensive guide for Enhancing the Total Patient Experience is now available! Learn how to create a great consumer experience by evaluating the 6 P's in a great experience. Are...
Profit & Productivity Guide
Looking for ways to increase both the profit and productivity of your eye care business? Our comprehensive Profit and Productivity Guide gives you the comprehensive tools to analyze and improve...
Frame Buying Guide for Your Optical Store
The optical composes up to 50% of most eye care practices business revenue and yet many business owners struggle to understand the key to success in the optical: proper buying...
Staff Meeting Agenda Template
Are you running an efficient and effective staff meeting? Download this guide to keep you on track and create a positive learning experience.
Staff Dismissal Checklist
Hiring an Associate Optometrist for your practice is an important business task. Ensuring you find the right one starts by doing a thorough interview. Download this resources on sample interview...
OD Interview: Sample Interview Questions
Knowing which questions to ask in an interview for a new OD can save you time, money and grief by helping you avoid the mis-hire. Download this resource and get...
Recruitment Checklist
Hiring the wrong person is always more expensive than hiring no one at all! Secondly, the applicant will also be interviewing you, your staff and your office as well.  Ensure...
Job Description: Reception/ Clinical Technician/Contact Lens
Instead of taking hours to build your own job description, download ours for your reception, clinical tech or contact lens employee.
Tasklist: Reception
Keep your front desk on task with this daily, weekly, and monthly checklist. A great reference and "to do" list for your office.
Job Description: Reception/Marketing
Instead of taking hours to build your own job description, download ours for your front desk personnel.
Personnel Checklist
This Personnel Checklist will keep you organized in individual employee information collection and ongoing performance indicators. Onboarding & recruitment information, personnel forms, annual performance evaluations and training efforts are all...
Performance Evaluation/Review Form
Use this interactive form to improve how you evaluate your staff at their next performance review. This would take you 10 or more hours to build. This is a must...
Job Description: Optician
Instead of taking hours to build your own job description, download ours for your optician.
Job Description: Optical Manager
Instead of taking hours to build your own job description, download ours for your optical manager.
Job Description: Optical Lab Manager
Instead of taking hours to build your own job description, download ours for your optical lab manager.
Optical Department Task List
Keep your Opticians on task with the proactive list of daily opening, closing and ongoing responsibilities throughout the day. Weekly, monthly and quarterly tasks listed as well.
Job Description: Marketing
A strong marketing person can be the key to future growth, revenue stability and brand enhancement. Don't take finding this person lightly. Effective marketing professionals don't need to come from...
Job Description: Administrative & Financial
Instead of taking hours to build your own job description, download ours for your administrative and financial personnel.
Employment Offer
Use this employment offer to ensure you have everything covered when hiring your next great employee.
Employment Application
Ensure your interview kicks off on the right foot by utilizing our Employment Application checklist.  Use this resource when interviewing your next hire.
Social Media Setup
Free
Every eye care business requires a social media presence in today's digital world.  For anyone who hasn't created or managed an online presence for a business, it can be tough to navigate where to start…
What is Search Engine Optimization?
Showing up high on search engine result pages can be extremely beneficial for local businesses in today's digitally driven world - even in the eye care industry.  Yes - still many new patients are coming…
It's Time to Kill Off Your Set-it-and-Forget-it Website
If you want your eye care business to stay competitive and viable, it's time to start treating your website like the sales tool that it is.  Gone are the days of leaving your website stagnant…
Empower Your People
An article written by 4ECPs President, Kevin Wilhelm on the importance of empowering your most important asset - your work force.  The article explains how choosing to grant decision making power within the limits of…
Top Questions You & Your Staff Should Be Asking
This e-guide provides a list of questions for you and your staff: Top 10 Questions for Consumers Top 10 Questions to ask your staff about your sales process Thought provoking selling questions
Marketing Basics
How to Market your Practice In this course we provide a valuable reflection on everything marketing, from internal to external (and everything in-between!). We are going to look at some of the mistakes practices make, and how to…
Inventory Management
What does Inventory Management mean to you? Inventory Management is not the counting on stock, or even tracking the amount of Frames you have available at your practice. The core question of Inventory Management is…
Lens Pricing
In this series Dr Scot Morris discusses the following: How to appropriately price your ophthalmic lenses to be both competitive and profitable. Which materials are most profitable? Are you paying correctly for your materials? Are…
Building a Niche in Your Practice
It almost seems odd to talk about one part of the eye care practice as some different entity than all the rest of the parts of the practice. Regardless of what the niche is that…
Creating Positive & Meaningful Change
The reason that most people don’t change is simple—they don’t know how. It is really not difficult. But it can be scary because change is the unknown. Most people don’t like the unknown. People want…
Frame Buying Philosophy
The optical composes up to 50% of most eye care practices business revenue and yet many business owners struggle to understand the key to success in the optical: proper buying and active selling. In this…
Your Daily Revenue Number
Do you and your staff know what the daily revenue goal is for your practice in order to ensure profitability and sustainability?  This short 3 page e-guide will help you realize a very important number.…
Your Top 15 KPI's
Financial Key performance indicators, often called KPI’s, are used to create meaningful relationships to judge a company’s financial performance at any given time. These ratios and benchmarks should also be viewed over extended periods to…
Creating Your Business Plan
What's Your Plan?  An essential e-guide for business planning. Great businesses have a dynamic, well thought out plan that points them towards success. Let’s learn how to build one. [gallery ids="453,454,455"]
Your Quick Guide to Staff Training
Staff training is vital to the continual growth of your eye care business.  Investing the proper time and resources into your most important asset can provide huge returns.  This 6 section guide will walk you…
Building Your Staff Policy Guide
When was the last time you looked at your policy guide? Did you have to dust it off? This guide may be one of the two most important pieces of documentation you have in your…
Building Staff Motivation
Our staff is undoubtedly the greatest resources that we have in our practice. When we enjoy our work we find it easier to do. The challenge for all of us is how we keep our…
Your Recruitment E-Guide
The ability to recruit well can be a main differentiator for your eye care business.  In this e-guide, we will explore some tips on successfully navigating the recruitment process for your next great hire. [gallery…
25 Staff Retreat Ideas
There are quite a few elements that need to be taken into account before deciding on a staff retreat. This quick e-guide on staff retreats for your eye care business will help provide some insightful…
Base Lens
This 5 part video series will review how changing the base lens in your eye care business can affect both the profitability of your business and the visual health of your patients. Dr. Scot Morris…
Anti-Glare
This 4 part video series will speak to how you can improve your anti-glare lens technology sales.   Dr. Scot Morris speaks to the role your staff play in increasing these sales, including your Doctors.…
Recruitment
Do you even need to hire new staff? Are your job descriptions ready? What should be on your next employment application? These questions seem pretty straight-forward once you've taken the time really learn the fundamentals of…
Top Sales Scripts Your Doctors Must Know
Your Doctors have the potential to be the most successful sales people in your office? This e-guide will give them the scripts they need in order to be successful making proper recommendations and having their…
Top 10 Sales Scripts Your Staff Must Know
This e-guide provides you and the rest of your team with 10 quick scripts that all employees should know. From answering the phone to greeting new customers at reception, we provide the basics which will…
How To Calculate The Marketing Budget For Your Eye Care Practice
This short but powerful e-guide will provide you with advice on how to calculate what your marketing budget should be for your eye care business. We look at determining your budget based on revenue projects…
Task Lists
Why would you have a task list? In this five-part series, we are going to go through all the different departments within your office, helping you to understand the importance on how task lists can…
Procedure Guide
What is the purpose of a procedure? If it weren't for procedure you'd find yourself with directionless staff, a lack of clarity in your work-space, and an atmosphere of undefined expectations. On top of that,…
Workflow
Every business has a workflow. Some businesses know what it is, some businesses don't - but that workflow impacts everything you do every day. With that in mind, it's easy to understand how important it…

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