Manage the optical clinic

Overview & Purpose

What This Standard Covers

This standard outlines the management of day-to-day operations within an optical clinic, focusing on customer appointments, clinic preparation, and post-visit activities. It emphasizes emergency handling and resource management, requiring adherence to current policies and information.

Performance Criteria

• Carry out pre-clinic preparation:
• Confirm customer appointments and availability of records
• Prepare equipment and ensure adequate supplies
• Identify special needs and alert colleagues to business opportunities
• Present premises according to business standards
• Allocate tasks based on colleague expertise
• Maintain records per practice requirements
• Run optical clinic:
• Ensure hygiene and personal presentation standards are upheld
• Update customer records and identify needs accurately
• Explain procedures to customers and keep them informed of delays
• Communicate customer requirements effectively
• Process accurate billing and maintain premises presentation
• Carry out post-clinic activities:
• Complete and correctly file post-clinic paperwork
• Process orders and referrals accurately
• Reconcile financial transactions and store information securely
• Manage frame display and claims for payment
• Gather feedback for service improvement and secure premises at close

Knowledge & Understanding Requirements

• Pre-clinic preparation:
• Appointment management and personnel duties
• Relevant NHS forms and legal regulations
• Data Protection and Disability Discrimination Acts
• Knowledge of current products and practice presentation standards
• Running the optical clinic:
• Understanding of hygiene standards and necessary customer information
• Product and service benefits along with pricing
• Emergency identification and response procedures
• Post-clinic activities:
• Documentation and order completion requirements
• Banking and data processing procedures
• Display plans and payment claims handling
• Awareness of security standards and authority levels

Relevent Roles

• Optical Clinic Manager
• Optical Store Supervisor
• Customer Service Manager in Optical Retail
• Optical Assistant
• Practice Manager in Optical Settings