10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
CPO
what does an optometrist do - CORRECT ANSWER-independent primary health
care professionals for the eye
examine, dx, treat and manage diseases/injuries/disorders of the visual system,
eye, and structures of the eye and identify conditions affecting the eye
rx meds, low vision rehab, vision therapy, specs, cls, and some sx procedures
optometrist credentials - CORRECT ANSWER-pre prof undergrad for bachelors
4 yrs at college of optometry to be a doc of optometry (O.D.)
some then complete a residency in a special area
they are EYE HEALTH CARE PROFESSIONALS, STATE LICENSED TO DX
AND TREAT DISEASES/DISORDERS RELATING TO EYES AND VISION
Opthamologists - CORRECT ANSWER-a physician (M.D or D.O)
specializes in the medical/surgical care of the eye, visual system, and tx in eye
disease/injury
have completed 4 yrs of undergrad, 4+ yrs of med school, 1 yr of intern, and 3
yrs of training in eye care/sx/disease
STATE LICENSED AS PHYSICIANS AND SURGEONS
Optician - CORRECT ANSWER-prepares/dispenses gl, lenses, or optical
devices using the rx of a licensed physician or optometrist
duplicates, measures, verifies, adapts the fit, and adjusts gl
can grind lenses to shape them for gl
10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
,10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
can be apprenticeship trained or go to community college prog.
some states require license
ophthalmic medical personnel (OMP) - CORRECT ANSWER-work w
ophthalmologists and their pts
assigned a variety of jobs like taking pt history, administering tests and evals,
taking eye measurements for dx, performing clinical skills
do not make surgical or medical dx and are not licensed as practitioners
Optometric Staff - Paraoptometric - CORRECT ANSWER-Works directly under
the supervision of a licensed doctor of optometry,
collects patients data, administers routine and technical test of the patient's visual
capabilities, and assists in office management
may assist in providing pt care exam and tx services (cls, low vision, VT,
dispensing, and management)
laws may restrict duties
Telephone Techniques - CORRECT ANSWER-answer before third ring, identify
yourself and office
triage - CORRECT ANSWER-sorting priorities of medical treatment based on
urgency, get:
1) chief complaint
2) how long its been going on (onset/duration)
3) is it getting worse (severity)
4) does it affect vision (associated symptoms)
5) does anything make it better (mod. factors/ relief)
discuss w/ Dr and offer pt appt time indicated
triage categories - CORRECT ANSWER-1) emergency: must be evaluated
immediately
10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
,10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
2) urgent: must be seen within 12-24 hrs
3) routine: to be seen at next available appt
eye pain is to be seen immediately
do not dx or give opinions over the phone
appointments - CORRECT ANSWER-determine length of time required for types
of appt.
every staff must know appt. types, time needed, and tests involved
check w/ Dr when sched emergent pts (ASAP)
Greeting pts - CORRECT ANSWER-takes 4 secs for good impression
when pt enters, greet immediately and make eye contact
Record filing systems - CORRECT ANSWER-two types: alphabetical and
numerical
1) alphabetical: most straightforward, filled according to first letter of pt's last
name, could be color coated by letter
2) numerical: assign each pt record a number and are filed by number, there is
an alphabetical file that will cross reference the pts name on the file w/ the file
number, easy to find misplaced file if cross referenced right
Recalls - CORRECT ANSWER-continues pt eyecare
schedule at the end of pt exam for their follow ups
time frame decided by Dr.
should be sched when pt is there or should remind them when they are to be
seen again using postcard, letter, or phone
tell pts how your office recalls pts
Fee presentation - CORRECT ANSWER-amount pt is charged must be
explained for the cost of service and method of payment
when presenting a fee be professional and explain what services are covered by
the fee
10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
,10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
attitude, tone, and body language are important, never apologize for the fee
if pt is concerned, ensure that an explanation is given verbally and in writing
show them a breakdown of the charges and review w/ them
Collections - CORRECT ANSWER-most efficient way is to have pt pay when
services are rendered
many offices have a policy when materials are being ordered, some require the
pt pay half at first visit and the rest when product is dispensed
after collecting $, make sure to provide a receipt including any balance
make sure you are aware of all forms of payment for your office
Third party payments - CORRECT ANSWER-some plans reimburse for only
limited conditions while others cover all conditions
some have limits on whether you can charge the pt for additional
services/materials and whether you must verify coverage before the visit or
submit a claim form after
many pts have third party coverage (vision care insurance, major medical, or
both),
may accept payment from insurance as payment in full, accept direct insurance
payment as partial and have pt pay the balance, or not accept insurance
payments
know your office policies on insurance and tell pt to bring proper documentation
HIPAA
(health information portability and accountability act) - CORRECT
ANSWER-providers must maintain pt privacy
congress recognized that pts should have good insurance and privacy and
passed Public law 104-191
10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
CPO
what does an optometrist do - CORRECT ANSWER-independent primary health
care professionals for the eye
examine, dx, treat and manage diseases/injuries/disorders of the visual system,
eye, and structures of the eye and identify conditions affecting the eye
rx meds, low vision rehab, vision therapy, specs, cls, and some sx procedures
optometrist credentials - CORRECT ANSWER-pre prof undergrad for bachelors
4 yrs at college of optometry to be a doc of optometry (O.D.)
some then complete a residency in a special area
they are EYE HEALTH CARE PROFESSIONALS, STATE LICENSED TO DX
AND TREAT DISEASES/DISORDERS RELATING TO EYES AND VISION
Opthamologists - CORRECT ANSWER-a physician (M.D or D.O)
specializes in the medical/surgical care of the eye, visual system, and tx in eye
disease/injury
have completed 4 yrs of undergrad, 4+ yrs of med school, 1 yr of intern, and 3
yrs of training in eye care/sx/disease
STATE LICENSED AS PHYSICIANS AND SURGEONS
Optician - CORRECT ANSWER-prepares/dispenses gl, lenses, or optical
devices using the rx of a licensed physician or optometrist
duplicates, measures, verifies, adapts the fit, and adjusts gl
can grind lenses to shape them for gl
10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
,10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
can be apprenticeship trained or go to community college prog.
some states require license
ophthalmic medical personnel (OMP) - CORRECT ANSWER-work w
ophthalmologists and their pts
assigned a variety of jobs like taking pt history, administering tests and evals,
taking eye measurements for dx, performing clinical skills
do not make surgical or medical dx and are not licensed as practitioners
Optometric Staff - Paraoptometric - CORRECT ANSWER-Works directly under
the supervision of a licensed doctor of optometry,
collects patients data, administers routine and technical test of the patient's visual
capabilities, and assists in office management
may assist in providing pt care exam and tx services (cls, low vision, VT,
dispensing, and management)
laws may restrict duties
Telephone Techniques - CORRECT ANSWER-answer before third ring, identify
yourself and office
triage - CORRECT ANSWER-sorting priorities of medical treatment based on
urgency, get:
1) chief complaint
2) how long its been going on (onset/duration)
3) is it getting worse (severity)
4) does it affect vision (associated symptoms)
5) does anything make it better (mod. factors/ relief)
discuss w/ Dr and offer pt appt time indicated
triage categories - CORRECT ANSWER-1) emergency: must be evaluated
immediately
10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
,10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
2) urgent: must be seen within 12-24 hrs
3) routine: to be seen at next available appt
eye pain is to be seen immediately
do not dx or give opinions over the phone
appointments - CORRECT ANSWER-determine length of time required for types
of appt.
every staff must know appt. types, time needed, and tests involved
check w/ Dr when sched emergent pts (ASAP)
Greeting pts - CORRECT ANSWER-takes 4 secs for good impression
when pt enters, greet immediately and make eye contact
Record filing systems - CORRECT ANSWER-two types: alphabetical and
numerical
1) alphabetical: most straightforward, filled according to first letter of pt's last
name, could be color coated by letter
2) numerical: assign each pt record a number and are filed by number, there is
an alphabetical file that will cross reference the pts name on the file w/ the file
number, easy to find misplaced file if cross referenced right
Recalls - CORRECT ANSWER-continues pt eyecare
schedule at the end of pt exam for their follow ups
time frame decided by Dr.
should be sched when pt is there or should remind them when they are to be
seen again using postcard, letter, or phone
tell pts how your office recalls pts
Fee presentation - CORRECT ANSWER-amount pt is charged must be
explained for the cost of service and method of payment
when presenting a fee be professional and explain what services are covered by
the fee
10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
,10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
attitude, tone, and body language are important, never apologize for the fee
if pt is concerned, ensure that an explanation is given verbally and in writing
show them a breakdown of the charges and review w/ them
Collections - CORRECT ANSWER-most efficient way is to have pt pay when
services are rendered
many offices have a policy when materials are being ordered, some require the
pt pay half at first visit and the rest when product is dispensed
after collecting $, make sure to provide a receipt including any balance
make sure you are aware of all forms of payment for your office
Third party payments - CORRECT ANSWER-some plans reimburse for only
limited conditions while others cover all conditions
some have limits on whether you can charge the pt for additional
services/materials and whether you must verify coverage before the visit or
submit a claim form after
many pts have third party coverage (vision care insurance, major medical, or
both),
may accept payment from insurance as payment in full, accept direct insurance
payment as partial and have pt pay the balance, or not accept insurance
payments
know your office policies on insurance and tell pt to bring proper documentation
HIPAA
(health information portability and accountability act) - CORRECT
ANSWER-providers must maintain pt privacy
congress recognized that pts should have good insurance and privacy and
passed Public law 104-191
10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2026-10-14CPO.pdf10/14/2026*&#(*^$&@^*$*U(H$*H*H&$)*&$(&^$&*^^$(&))))))))))))))))))))))))))))________________________________$U&*($710/14/2026,
2:15:04 2:15:04
AM 2:15:
AM
