No Secrets Here.
Here’s the consultation checklist Perry follows.
Do it yourself or hire the eyecare addict and ease up your workload.
Every practice has a zillion practice savings, efficiency items, and employee things they need to monitor each year. Face it, we all become creatures of habit and accept a business is running smooth so why mess with it. It’s a pain to reevaluate vendor relationships, adjust office policies and establish new patterns. The easiest way to do this is follow a replicable model used by other successful practices with a customized component to meet your needs.
Perry will churn through the to-do list in 90-120 days and turn complacency and missed profits into success and successful protocols.
I am a $5 an hour employee for you all year.
Imagine you need a room painted and you are dreading it. I paint that room without you even thinking about it.
I am there to implement, not just strategize. Need a new lab vendor with better prices and faster service? I will get it setup. Need to cut your credit card fees? I do that too.
Checklist Items
- Spectacle lens lab vendors
- PAL portfolio
- Lens brands
- Frame brands
- Asian frames
- Petite frames
- Huge frames
- Private label frames
- Contending with online eyewear vendors
- Selling the default option
- Medicaid eyewear
- Specialty lens options for additional revenue
- Insurance frames
- Warranties
- Eyewear inventory accuracy
- Merchandising
- Cleanliness
- Sales presentation methods
- Paperwork
- Sales verbiage
- Speed of eyewear delivery
- Dispensing protocols
- Rx Redos
- Organization
- Teamwork
- Status updates on jobs
- Texting patients
- Recall
- 2nd pair sales
- Maximizing insurance
- Edging in office
- Dress attire
- Accessories to sell
- Returns of eyewear
- Promotions
- Email marketing
- Bonus programs for staff
- Leadership / execution
- Performance reviews
- Showing staff gratitude
- Radical transparency
- Personal frames for staff
- Checking in eyewear protocol
- Pricing frames
- Pricing lenses
- Answering objections
- Patient receivables
- Insurance receivables
- Bookkeeping
- Payroll
- Pre-auth insurance
- Verifying deductibles
- Confirming appts
- HIPAA compliance
- Staff meetings
- Credit card merchant processing
- Record keeping of invoices
- Website analysis
- Online reviews
- Hiring
- IT Services
- Office supplies
- Cleaning / janitorial
- Buying groups / alliances
- Trade shows
- Submission of insurance claims and payment input
- Cell phone use within practice
- Happy employees
- What is your staff saying on the phone you don’t know?
- Raising your fees
- Be a patient’s assistant frame buyer
- Password management of vendor websites
- Nutraceuticals and home care products
- Discounts
- Professional liability insurance, general liability, workers compensation, disability
- Bill payment
- Banking fees
- Equipment service agreements
- Timeclock
- Gamification of office
- Communication apps
- Interior design and remodel assessment
- Firing
- Training protocols
- Music source
- Stocking contact lenses
- Selling contacts online
- Financing patients
- Optical training
- List of vendors and reps info
- Staff lunches with pharma reps
- Faxing
- Email security
- VOIP phones
- Email signatures uniform
- Typing performance of staff + training
- Employee handbook
- Advertising strategy
- Collection agency
- Optomap sales
- LASIK co-management
- Dry eye protocol
- Scan of driver licenses + insurance cards
- Package pricing eyewear
- Kids glasses
- Organization of glasses cases
- Eyeglasses spray for sale
- Abusing patient time
- Romancing the sale
- Capturing outside Rx’s
- Asking for the sale, not be shy
- Send out monthly statements 1-click
- Online patient bill payment
- Task + project management app for staff
- Teach opticians to own their clientele
- Returns of open contact lenses
- Sit patients down in optical for control
- Discontinue underperforming frame lines
- Upgrade furniture
- Contact lens fitting fees
- Romancing the dispense of glasses
- Lower office supplies costs
- Lower medical supplies costs
- Lower medical insurance cost
- Handling staff conflict
- Employee perks
- Things competitor does well
- Reception area coziness
- Removal of POP and junk
- Repair in lieu of replace eyewear
- Back delegation
- Lighting in office
- Apologizing for prices
- Addressing bad reviews
- Tracking of optical packages
- Avoid overtime
- Preventing theft
