Optician Onboarding Checklist

In this article, we’ll look at the best practices for onboarding your new Optician. We’ll look at the employee onboarding process/steps you can add to your own reusable Optician checklist.

Need help with onboarding new Healthcare team members? See the templates and resources we recommend for successful onboarding experiences.

Order Checklist →

Optician Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new 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 Optician, you’re in the right place. We’ve put together a sample Optician onboarding checklist below and have created onboarding templates & resources to help.

Optician Onboarding Checklist

1. Introduction to company policies and procedures: The optician should be provided with a comprehensive overview of the company’s policies and procedures, including dress code, attendance, and safety protocols. This task is typically performed by the human resources department or a designated trainer.

2. Familiarization with the optical department: The 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 optician or the department manager.

3. Introduction to the team: The optician should be introduced to their colleagues and other members of the healthcare team, such as optometrists and ophthalmologists. This task is typically performed by the department manager or a designated team member.

4. Training on optical equipment and software: The optician should receive training on how to operate and maintain various optical equipment, such as lens edgers, refractors, and visual field machines. Additionally, they should be trained on any software used for patient records and inventory management. This task is usually performed by a senior optician or a designated trainer.

5. Understanding of patient care protocols: The optician should be educated on the company’s patient care protocols, including how to greet and assist patients, perform preliminary eye tests, and provide accurate information about eyewear options. This task is typically performed by a senior optician or the department manager.

6. Product knowledge training: The optician should receive comprehensive training on different types of eyewear, lenses, and contact lenses. This includes understanding lens materials, coatings, and frame styles to help patients make informed decisions. This task is usually performed by a senior optician or a designated trainer.

7. Familiarization with insurance and billing processes: The optician should be trained on how to handle insurance claims, verify coverage, and process billing for eyewear and services. This task is typically performed by the billing or administrative department, with assistance from a senior optician.

8. Understanding of safety protocols: The optician should be educated on safety protocols related to handling and disinfecting optical equipment, as well as maintaining a clean and hygienic workspace. This task is typically performed by a senior optician or the department manager.

9. Shadowing experienced opticians: The optician should have the opportunity to shadow experienced opticians to observe and learn best practices in patient care, frame selection, and lens fitting. This task is usually arranged by the department manager or a designated mentor.

10. Ongoing professional development: The optician should be encouraged to participate in continuing education courses, workshops, and conferences to stay updated with the latest advancements in the field. The company may provide resources or reimbursements for such professional development opportunities. This task is typically supported by the human resources department or the department manager

Setting Up Your Employee Onboarding Process

From reading through the items in the example Optician checklist above, you’ll now have an idea of how you can apply best practices to getting your new 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.

Category: Tag: