The Optical Checklist

Got organization? Dig into this month’s lineup of the key things to do in the optical to keep it running smoothly.

our monthly checklist aims to provide managers, opticians, and staff with a go-to monthly resource for getting it all done.

On the docket this month? Everything from lunch + learns with lens makers to trunk show planning and dusting + cleaning.

About the authors: Our checklist is pulled together by the highly respected ECP team at Complete Family Vision Care Optometry in San Diego—owner and optometrist Eric M. White, O.D., and staff Ashley Samuels, Julia Buchanan, Gloria Lopez, and Lorie White.

They’ve worked hard to create this optical checklist so that you don’t have to. Dig in, tear out, and share it up with your team.

APRIL 2018


Clean frames on frame boards—this creates a more appealing and inviting experience, and shows pride in the merchandise.

Schedule a “lunch + learn” with a lens vendor to make sure all staff is up-to-date on the latest lens technologies available.

Update posters and reading material in waiting room and exam rooms to ensure patients are able to educate themselves on the latest research.


Conduct training for opticians on how to reiterate the doctor’s recommendations for glasses—this will ensure the patient understands how the doctor plans to enhance their vision, i.e., with bifocals, progressives, single-vision lenses, photochromics, etc.

In accordance with HIPPA compliance, use hushed tones when discussing patients’ vision health and financial obligations—this ensures that patients feel comfortable knowing that their business is confidential.

Perform preventative maintenance in-house, or call to schedule it through your equipment manufacturer—this ensures that all machines are performing as intended.


During any downtime, dust and clean all surfaces—this promotes comfort and lets patients know you care about the services and merchandise you provide.

Consider planning a trunk show for late spring or early summer—we are constantly asked when ours will be, as our patients love to have the opportunity to purchase those out-of-budget frames at discounted prices.

Conduct staff training regarding filing insurance, as well as how to coordinate benefits, to ensure the patient is getting the most out of their insurance benefits.


Promote a charity that supports vision endeavors, and let patients know they can donate their old glasses to an excellent cause.

After patients have walked through the optical boutique, make sure the frames are put back in their appropriate locations, and that they are straight and presentable.

Review sales of frame brands, and promote higher-end frames or low-selling brands.