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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. 
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...
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.

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