Free Guides

How to Make Your Own Guides For Your Office
I love making guides.  I make guides at work in order to provide step by step instructions on how to perform new tasks on new features.  I have over 50 guides that cover most departments in our office. I like to show exactly ... (read more)

 Lens Pricing using Officemate Lens Loader and Dynamic Lens Fee Schedules (2014)
All optometric practices have a fee schedule. The question is do you have a “Practice Management (PM) Software-friendly” fee-schedule. What I mean by this... (read more)

 Getting Your Patients to Send You a Secure Message Using Examwriter's Secure Portal
A quick handout you can give your patient to assist them in sending you a secure message.  This handout helped get us 25%+ secure messages from patients for Meaningful Use.

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4 Steps to Creating your Procedure Manual in Google Docs

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Looking to create your own Procedure Manual? In my last article, A "Clickable" Procedure Manual ,  I showed you how a clickable manual could be used in your office.  This guide will show you how you can make a procedure manual from scratch using Google Documents. It is a fairly simple (but lengthy) process and you will need to be familiar with my previous Guide on Making a Guide on Google Docs  before proceeding. Click to Download or Print your FREE Guide: 4 Steps to Creating Your Procedure Manual in Google Docs
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A "Clickable" Procedure Manual

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***Update April 18,2016*** Learn how to make your own! A new post on 4 Steps to Creating your Procedure Manual in Google Docs I recently read an article by Neil B. Gailmard, OD on Your Office Procedure Manual (2010) which has a lot of good tips on: Why you should have a procedure manual How to Start a Manual What to Exclude What you might Include However, I did not agree with the line in his last paragraph where he states that, “every office is so different that I strongly recommend that you write your own from scratch.”  It’s true, every office has their own unique workflow- but every office shares the ability to categorize duties by either patient workflow and/or department . Think about all the duties in your practice.  They can either involve interaction with a patient or a specialized duty performed by a department in your practice.  Although these duties may coincide in both patient workflow and department, categorizing them in this manner...
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Metrics - Patient Response Button Fix

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A Patient Response Button (aka "The Clicker") for our Zeiss FDT went out again at our office and I decided to see what the problem was.   When I took it apart, I found that it was a very simple fix.  In this post, I will show a quick fix to get your Patient Response Button back up and running.  A quick fix if you’re waiting for the replacement from Zeiss ($35 plus shipping).  Disclaimer:  Although this is a VERY simple electronic fix, please do so at your own risk.  I will not be held responsible for any damage caused by using this fix. The Problem: the most common failure of the button is caused from normal wear and tear and occurs when the rubber end-piece separates and causes the jumper to separate from the jumper cable (displayed below). What you need Heatshrink (works wonders on temporary frame repairs also) - a half inch piece of the second from the biggest size should be perfect Super glue Lighter or other heatsource A ...
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A Guide On Making A Guide in Google Docs

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I love making guides.  I make guides at work in order to provide step by step instructions on how to perform new tasks on new features.  I have over 50 guides that cover most departments in our office. I like to show exactly where to click, what fields need to be filled out and in which order they need to be done.  Making guides are not only informative for the individuals they are intended for, but are very helpful for those creating them to further evaluate the system into a well-thought-out, streamlined process. A Skitch Screenshot What You Need To create a guide you will need three things: A Word Processor  (i.e. Microsoft Word , Google Docs , LibreOffice ) A Method to take a Screenshot  (i.e.   Skitch , Greenshot , PrintScreen Button, or Windows Snipping Tool) A Method to Annotate Your Screenshot (i.e. Skitch , Greenshot , or Microsoft Paint) For this article, I will use Google Docs, Skitch, and the PrintScreen Button.  ...
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