Dispensing Optician Onboarding Checklist

Dispensing Optician Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Dispensing Optician starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Healthcare onboarding experience or just need an onboarding checklist for your new Dispensing Optician, you’re in the right place. We’ve put together a sample Dispensing Optician onboarding checklist below and have created onboarding templates & resources to help.

Dispensing Optician Onboarding Checklist

1. Introduction to company policies and procedures: The new Dispensing Optician should be provided with a comprehensive overview of the company’s policies and procedures. This includes information on dress code, attendance, time off, and any other relevant guidelines. The Human Resources department typically handles this task.

2. Familiarization with the optical department: The new Dispensing Optician should be given a tour of the optical department, including an introduction to the layout, equipment, and tools used in the workplace. This task is usually performed by a senior Dispensing Optician or the department manager.

3. Introduction to the team: The new Dispensing Optician should be introduced to their colleagues and other members of the healthcare team they will be working with. This helps foster a sense of belonging and encourages collaboration. The department manager or a designated team member typically performs this task.

4. Training on optical equipment and software: The new Dispensing Optician should receive training on the various optical equipment and software used in the company. This includes instruction on how to operate diagnostic tools, lens edgers, and electronic health record systems. The training is usually conducted by a senior Dispensing Optician or a designated trainer.

5. Understanding of company products and services: The new Dispensing Optician should be provided with detailed information about the company’s products and services. This includes knowledge about different types of lenses, frames, contact lenses, and other optical accessories. The department manager or a senior Dispensing Optician typically provides this information.

6. Familiarization with insurance and billing processes: The new Dispensing Optician should be trained on the company’s insurance and billing processes. This includes understanding how to verify insurance coverage, submit claims, and handle billing inquiries. The billing or administrative department usually handles this task.

7. Shadowing experienced Dispensing Opticians: The new Dispensing Optician should have the opportunity to shadow experienced colleagues to observe and learn from their daily tasks. This allows them to gain practical knowledge and understand the workflow in the optical department. Senior Dispensing Opticians or designated mentors typically perform this task.

8. Understanding of patient care protocols: The new Dispensing Optician should be trained on the company’s patient care protocols, including how to greet and assist patients, conduct preliminary eye exams, and provide post-purchase support. This training is usually conducted by a senior Dispensing Optician or the department manager.

9. Compliance with health and safety regulations: The new Dispensing Optician should receive training on health and safety regulations specific to the optical department. This includes understanding proper handling and disposal of hazardous materials, maintaining a clean and organized workspace, and following infection control protocols. The department manager or a designated safety officer typically handles this task.

10. Introduction to company culture and values: The new Dispensing Optician should be introduced to the company’s culture and values. This includes understanding the company’s mission, vision, and core values, as well as any specific initiatives or programs in place. The Human Resources department or a designated representative typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Dispensing Optician checklist above, you’ll now have an idea of how you can apply best practices to getting your new Dispensing Optician up to speed and working well in your Healthcare team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.