In this article, we’ll look at the best practices for onboarding your new Ophthalmic Technician. We’ll look at the employee onboarding process/steps you can add to your own reusable Ophthalmic Technician checklist.
Need help with onboarding new Healthcare team members? See the templates and resources we recommend for successful onboarding experiences.
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Are you looking for help setting up a staff orientation process so that when your new Ophthalmic Technician 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 Ophthalmic Technician, you’re in the right place. We’ve put together a sample Ophthalmic Technician onboarding checklist below and have created onboarding templates & resources to help.
1. Orientation: The new ophthalmic technician attends an orientation session to familiarize themselves with the company’s policies, procedures, and culture. This task is typically performed by the human resources department or a designated orientation coordinator.
2. Introduction to the Team: The new ophthalmic technician is introduced to their immediate team members, including ophthalmologists, optometrists, and other technicians. This task is usually performed by the team leader or supervisor.
3. Facility Tour: The new ophthalmic technician is given a comprehensive tour of the healthcare facility, including the various departments, examination rooms, operating rooms, and equipment. This task is typically performed by a designated staff member or a supervisor.
4. Training on Equipment and Instruments: The new ophthalmic technician receives training on the specific equipment and instruments used in the practice, such as autorefractors, slit lamps, tonometers, and optical coherence tomography (OCT) machines. This task is usually performed by experienced technicians or trainers.
5. Review of Standard Operating Procedures: The new ophthalmic technician is provided with a detailed review of the standard operating procedures (SOPs) specific to their role, including patient intake, diagnostic testing, contact lens fitting, and assisting with surgical procedures. This task is typically performed by the supervisor or a designated trainer.
6. HIPAA and Patient Confidentiality Training: The new ophthalmic technician undergoes training on the Health Insurance Portability and Accountability Act (HIPAA) regulations and patient confidentiality protocols to ensure compliance and protect patient privacy. This task is usually performed by the compliance officer or a designated trainer.
7. Electronic Medical Records (EMR) Training: The new ophthalmic technician receives training on the specific electronic medical records (EMR) system used by the company to document patient information, test results, and treatment plans. This task is typically performed by the IT department or a designated trainer.
8. Shadowing Experienced Technicians: The new ophthalmic technician shadows experienced technicians to observe and learn the various procedures, techniques, and patient interactions. This task is usually performed by senior technicians or trainers.
9. Hands-on Practice: The new ophthalmic technician is given opportunities for hands-on practice under the supervision of experienced technicians, allowing them to gain proficiency in performing tasks such as visual acuity testing, lensometry, and contact lens insertion and removal. This task is typically performed by senior technicians or trainers.
10. Continuing Education Opportunities: The new ophthalmic technician is informed about the company’s commitment to ongoing professional development and provided with information on available continuing education opportunities, such as conferences, workshops, and online courses. This task is typically performed by the supervisor or the human resources department.
11. Introduction to Safety Protocols: The new ophthalmic technician is educated on safety protocols and procedures, including infection control, proper handling of hazardous materials, and emergency response protocols. This task is typically performed by the supervisor or a designated safety officer.
12. Introduction to Patient Communication: The new ophthalmic technician is trained on effective communication techniques with patients, including active listening, empathy, and clear explanations of procedures and treatment plans. This task is usually performed by the supervisor or experienced technicians.
13. Introduction to Insurance and Billing Processes: The new ophthalmic technician is provided with an overview of the insurance and billing processes, including verifying insurance coverage, submitting claims, and understanding common billing codes. This task is typically performed by the billing department or a designated trainer.
14. Introduction to Quality Assurance and Compliance: The new ophthalmic technician is educated on the company’s quality assurance and compliance programs, including the importance of accurate documentation, adherence to regulatory guidelines, and participation in quality improvement initiatives. This task is typically performed by the supervisor or a designated compliance officer.
15. Performance Evaluation and Goal Setting: The new ophthalmic technician meets with their supervisor to discuss performance expectations, establish goals, and set a timeline for performance evaluations. This task is typically performed by the supervisor or the human resources department
From reading through the items in the example Ophthalmic Technician checklist above, you’ll now have an idea of how you can apply best practices to getting your new Ophthalmic Technician 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.
