Form for Apaptation Problems with New Spectacles


This new shared resource is a form for dispensing staff to use when reviewing patient problems adapting to a new pair of spectacles.

There are a lot of potential causes for people who have difficulty with a new prescription – lens design, centering, power problems, base curves, etc. This form allows for a detailed comparison to what was ordered; as well as a side by side comparison with the habitual correction that the patient has been wearing .

TIP: Print this form for use by the optical dispensers in your practice. Use it to keep a record of the details confirmed and the actions taken.

Click here to go to the page: Then scroll to >Dispensing Aids


Click here to view the Decimal to 6M chart as an example.

Optometrist abbreviations

Every trade or profession has a popular list of standard abbreviations. If you use abbreviations it is important that you use them consistently. Of course, they must also be understood by other staff and colleagues.

The website linked here has a list of common abbreviations that you could use in your eye-care practice. The list is also useful for staff training.

TIP: Print this list for staff reference and use it as a topic for a staff meeting in your eye-care practice.

Click here to go to the page: Then scroll to >Clinical Aids


Click here to view the Abbreviations list.

How to track staff meeting items for follow up

While staff meetings are a good idea, the real value will not be achieved unless issues are followed up and results are implemented effectively. This form is used for making notes during staff meetings. As topics are discussed the issues that need to be followed up are identified and assigned to different staff members. In this way they are accountable and actions are encouraged.

TIP: Print a small supply of these forms for use at staff meetings. Then review each assigned issue at the commencement of the next staff meeting.

Click here to go to the page: Then scroll to >Forms & Misc


Click here to view the download.

Avoid conflicts in optometry practices

It seems obvious that arguments with patients are not good for business, yet sometimes they happen. A common example is when something goes wrong and the patient’s expectations simply cannot be met. How this is handled will be the difference between conflict and understanding.

The way to avoid these situations is by using ‘positive communication’. As an example the website linked below has a case study about completed new spectacles that have not arrived as expected. Most patients will be disappointed, but is there a proven way of handling this situation and avoid conflict?

TIP: Print the download and use the discussion paper for individual staff training, or as a group topic at a staff meeting.

Click here to go to the page: Then scroll to >Staff Training


Click here to view the download.

Make improvements by small steps

Almost everyone strives to improve their business, but it is almost impossible to achieve a single improvement of 20%. However it is a lot more achievable if we try to obtain 20 different small improvements, each of 1%.

The website in this link contains examples of small improvements that could each achieve results of between 1% and 3%. These are therefore manageable to implement, as well as being encouraging to complete.

TIP: Print the suggestions in the download and discuss these with your staff so that there is support for the plans. Then implement them and reinforce each project at your regular staff meetings.

Click here to go to the page: Then scroll to >Staff Training


Click here to view the download.

What are suitable topics for optometry staff meetings

Most optometrists tell us that staff meetings are a good idea, but many of them they have trouble finding suitable topics.

One of the best areas is Staff Training, so that the skills for better patient care are improved.  The website in the link below has several different handouts for topics related to optometry staff training. These include: Understanding Visual Acuity; Frequent Questions; Delivering New Spectacles; Types of Contact Lenses; Common Eye Diseases; Positive Communication; Using Demonstrations; etc.

TIP:  Print one of these handouts and ask a staff member to lead a discussion on the topic at your next staff meeting. This staff member will feel confident because the discussion material is already prepared.

Click here to go to the page:  Then scroll down to  >Staff Training


Click here to view the download about ‘Understanding Visual Acuity’ (as an example of one of the suggestions).

How to measure the usable corridor width with progressive spectacle lenses

Progressive spectacle lenses are an attractive option over the older bifocal lens designs. However, progressive lenses have their own challenges and they demand greater accuracy in lens positioning and optical dispensing.

One of the biggest problems is when progressive lens performance is not as expected, such that the patient experiences problems with a small or narrow field of view for reading. The download on this website is an explanation of how to use the ‘Usable Corridor Width Scale’.

TIP: Print the notes and use these for staff training. The results will help staff to understand whether the horizontal lens positioning is too wide or too narrow; and which lens (R or L) has the error.

Click here to go to the page:


Click here to view the download.

What are the basics of service for an optometrist

We know that service standards are a useful way to achieve a consistent high standard with the delivery of any service. To help achieve this for optometry practices, the website linked below has a download for a list of ‘Basics’ to work towards. The author prepared these standards after seeing the training in a world-leading 5 star hotel.

TIP: Give a copy to each staff member in the practice and discuss the ‘Basics’ at staff meetings. You could also enlarge another copy on a photocopier to A3 size. Then display the A3 version on the wall of your staff room so that everyone is reminded. In other words, adopt the ‘Basics’ and make them important.

Click here to go to the page:  Then scroll to >Staff Training


Click here to view the download.