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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***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 will force yo
For those of you who are new to practice metrics , the Management & Business Academy’s (MBA) Key Metrics: Assessing Optometric Practice Performance guide is your primary resource to help obtain performance indicators of your practice. You can register and download the latest 2015 guide HERE . Link updated 2016.02.17. DISCLAIMER: I am not affiliated with the Management & Business Academy. If you have a physical copy of the guide, there is a worksheet that is included in the centerfold. This worksheet is pretty straight-forward to follow, but requires some experience running reports in your practice management software (Officemate, Revolution, CrystalPM, Maximeyes, etc…), financial software (Quickbooks), payroll/time-clock records (Paychex, Intuit Payroll, ADP, HRforHealth, Time-in-a-box), etc. If you are comfortable obtaining information from the necessary reports, what I have done is taken the guesswork out of the calculations and I have created an easy to f
The VSP Interface in Officemate has come a long way from when I implemented it three years ago. You can find the latest VSP Interface checklist on page 483 of Officemate Administration v12.0.3 Guide . The newest implementation method provided by Officemate is a module called the VSP Setup Assistant and it walks you through each step to get VSP Interface up and running. If you look at the checklist, lens setup is 70% of the VSP Setup Assistant, so using Lens Loader properly is essential to proper VSP Interface implementation. The VSP Setup Assistant is a stripped-down, guided version of properly setup your lenses in Officemate. I want to show you how to properly use the actual Lens Loader feature.