OPENING PROCEDURES
Make sure doctor's office, pre-testing room, contact lens room and exam rooms are neat and presentable.
Uncover and clean exam room equipment.
Turn on Clarifye computer in Exam Room 1, then turn on all computers and instruments in exam rooms and pre-testing room.
Check that all Patient Info Forms are filled out for patients scheduled for the day.
Check that all insurance eligibility has been confirmed for the day. Call insurance on unverified eligibility.
THROUGH THE DAY
Call patients to confirm all appointments for the next day. Ask if patient would like to schedule any family members.
Call Next Eye Exams 3 days before.
Verify insurance eligibility for the next day.
Order all contact lens trials.
Fill out exam forms for all patients scheduled for the next day.
CLOSING PROCEDURES
Reconcile money collected with totals from the Doctor's Daily Patient Log. Be sure to add credit card column and make sure it equals total on reconciled CC printout.
Close out credit card machine and put printed receipt into payment envelope.
To close: "More," "Settlement," wait for "Settlement successful," print.
Put Doctor's Daily Patient Log, day sheets and payment envelope together.
Fill out Results log on the Associate Website.
Fill out Monthly Exam Goal log (paper copy on clipboard)
Shut off all pre-test and exam room computers and instruments. Clean and cover instruments in pre-test and exam rooms.
Clean all doctor areas (CL room, exam rooms, pre-test rooms, waiting area), take out trash, shut off lights and close doors.