The world of optometry is as intricate as the human eye itself. For the optometrist who's been in the game for a while, you've witnessed the ebbs and flows of the business. But what if you're missing out on hidden revenue streams? What if, nestled between routine exams and lens prescriptions, there's untapped potential? We're on a quest of discovery for the invaluable gems hidden within the realm of your eye care practice.

Being in the eyecare sector, your compass predominantly points to patient care. That's commendable! However, don't be misled into thinking it's the only direction. Your practice thrives and sustains itself as a business, and it's crucial to shine a light on its financial arteries.

Would you believe if I said you could hike up your revenue, all without escalating your patient count or burning the midnight oil? The magic lies in how the currency flows to you.

Golden Revenue Boosts

1. Rethinking Service and Product Fees: A Balance of Value and Profit

It's easy to fall into a pattern of charging the same fees for years. But the world changes, and so do costs and patient expectations. Reassessing your fees doesn’t mean hiking up prices. It means understanding the caliber of service you offer. With the right data and competitive analysis, you can align your fees with the current market rates, ensuring you're both fair to your patients and securing optimal revenue. Be sure to align with the 2023 CMS Medicare fees.

Quick math: if you add just $25 more per patient with 2,000 annual exams, you're staring at a treasure chest of $50,000!

2. Preventing Loss Revenue: The Art of Efficient Billing and Insurance Guidelines

One of the most common places revenue slips through the cracks is in the billing process. Whether it's a result of outdated systems, not keeping up with insurance policy changes, or simple human error, these losses add up. Streamlining your billing process and staying updated with insurance guidelines can not only plug these leaks but create a smoother experience for your patients.

3. Exploring Premium Services: Beyond Traditional Exams

Your expertise as an optometrist goes beyond traditional exams. Envision expanding your brand around luxury frames, lens designs, wellness checkups, and the sought-after Medi-spa treatments. Utilize your passion to ascend patient experiences and boost revenue.

4. Engaging and Educating: Positioning Yourself as the Go-To Optometrist

Building relationships with your patients goes a long way. Regularly communicating with them, offering insights about eye care, and presenting the latest in eyewear fashion can create a loyal customer base. An informed patient is more likely to trust your recommendations and invest in premium products and services.

Let's grab the map to embark on the expedition.

Have all medically necessary contact lenses been billed post-consultations?
Were any additional services, such as spectacle lens edge-polishing, invoiced?
Are all services transferred to the patient's ledger?

This isn't a fault-finding mission, rather a hunt to getting paid properly for the work you do for your patients.

The hidden revenue within your practice isn't elusive; it needs a strategic touch. By adjusting your fees, tightening up your billing processes, exploring new revenue streams, and building trust with your patients, you'll not only secure your practice's future but also reinforce your position as a leading optometrist in your community.

Key Takeaways:

  • Reevaluate your service and product fees
  • Optimize billing and insurance processes
  • Diversify your offerings
  • Build and nurture patient relationship

By keeping these insights in mind, established optometrists can truly unlock their practice's full potential and ensure a prosperous future in the world of optometry.Download our audit worksheet to guide you through the process of finding your hidden profits.

Robin Elliott

President of Consulting
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We've partnered with Optify!

Jakob from Optify wrote an excellent blog post explaining how to boost your optical sales! Read more now.

Are you looking to boost your practice's optical sales this year? Making business decisions for your optical practice without knowing your numbers is like attempting to read a letter chart with your eyes closed.

Data provides valuable insight into how your optical is performing, both as a healthcare resource and a successful business. Figures such as your capture rate, average order value per patient, and staff time spent with customers will help you understand your current operational climate and reveal clear directions for improvement or change to boost your optical practice sales year after year.

4 Expert Tips To Boost Your Optical Practice Sales

So how can knowing your numbers enhance your optical’s selling power, and what are some figures you should pay special attention to? Here are a few tips and examples to set you on the right path, along with expert advice from our partners at Williams Group Consulting.

1. Know Your Capture Rate

Your practice’s capture rate (the percentage of patients filling their prescriptions at your office) will give you a snapshot of how patients currently view and interact with your offerings. If something is off, the data will demonstrate that. In return, you can make more accurate business decisions that actually make a difference in your metrics and patient perception.

Example: Is your capture rate low? Use the data to identify where you should start. Are walk-outs not being recaptured? Are second-pair sales nonexistent? Can patients order easily if they break their glasses in-between exams? Ask these questions, check the data, and look at improving one sales opportunity at a time.

2. Create Attainable Goals

A big part of using your business statistics involves dialing back your expectations and creating goals that can be realistically met (incrementally, if need be) based on numerical feedback.

For example, your numbers might indicate that your sunglass sales are lower than RX sales. In response, you might provide better education, doctor-driven recommendations, and additional training for your opticians. These practices can keep your staff feeling confident when conversing with patients and ultimately boost your brick-and-mortar game.

Learning how to evaluate your practice’s current outlook to make realistic adjustments sometimes takes a good deal of industry wisdom to pull off, but can ultimately keep your business moving in the right direction.

As President of Consulting for Williams Group, Robin Elliott, put it:

“You don’t know what you don’t know. If you don’t track and understand what the numbers are telling you, it’s difficult to move both the top and bottom line. It is difficult to make confident decisions that impact the profitability, culture, and success of your business.”

Executive Management Coach of Williams Group, Michelle Bogeart, echoes this sentiment:

“Measuring key metrics is the best strategy for measuring success within your business. Understanding the metrics within your practice provides you with knowledge you need to monitor your practice health, measure productivity, and helps you to identify areas of opportunity with your practice.”

Take a hard look at your analytics and decide on a course of action to set goals that strengthen your practice.

3. Find a Business Consultant

A business consultant has the know-how to gather your most important optical statistics, interpret them objectively, and offer advice based on your current operational outlook.

Consultants specializing in optometry, like Williams Group, are masters of business management and possess the experience to see the opportunities and red flags that might be invisible to you. Good consultants will also stick with you long-term to make sure your business is thriving with their recommended changes.

Keep in mind that optical private practices are quite different from other businesses. Most patients view frames and contact lenses as considerable buys, meaning they tend to invest a great deal of thought into their purchases and aren’t willing to shop outside of specific stages in their buying journey. A specialized optical consultant knows this upfront and can provide recommendations accordingly.

Don’t be afraid to seek help from experts. The success of your practice isn’t something you want to risk. To stick the landing, objective advice from experienced professionals who can help you interpret your data and adjust practice strategies accordingly can be a game changer.

4. Track Progress with Good Software

Boosting your optical practice sales will require refining your numbers and gradually implementing changes for the long haul. This introduces two key elements to your optical success formula: time and persistence.

Shifting your sales figures will require actively keeping up with your business statistics as time goes on. Keep a close eye on your optical sales behavior relating to the time of year, your competition, and any new initiatives (marketing or otherwise) you and your staff are taking to attract buyers. Log these findings to see what works and what doesn’t.

Optical eCommerce technology can make this process easier and ensure accuracy. You’ll want software, like Optify and EyeCarePro, that records and compiles your sales, capture rate, website traffic, inventory, patient spending habits, and much more.

“When joining Williams Group and beginning to implement technology like Optify and EyeCare Pro’s Ring Analytics,” Bogeart said, “you are providing your consultant with real-time data and practice details that allow us to be more specific in our consulting strategy. We are quickly able to identify opportunities and are able to help you find solutions, and guide you in implementing those solutions with your team.”

Director of Operations and Education of Williams Group, Bess Ogden, states a clean EHR enables tech solutions like Optify to really shine:

“Make sure your EHR’s inventory system is super tight! Then Optify is well worth the investment, as it is easy for the practice to set up and administer, makes the frame select process smoother, is patient-friendly, and is efficient. Receipts per purchase tend to be higher for patients who pre-shop vs those who don’t.”

Final Thoughts

Knowing your numbers also means knowing what to do with them. Without a clear plan, the numbers won’t really mean anything. This is where a professional comes in.

Williams Group Consulting has helped many practices achieve success no matter what stage of development their clients find themselves in. Our industry experts know what it takes to compete in the optical market, from the technology you’ll need to the investments you should make to improve your patient experience. Williams Group knows that your data is the key to unlocking your practice’s full potential.

Ready to boost your optical sales? Join our Intensive Growth Program.

Already a Williams Group client? Gain access to Optify today!


I recently had a fun conversation with Dr. Cockrell, CEO at Williams Group, about how vision-related treatment modalities are like arrows in the optometrist's quiver. Just consider the metaphor as it relates to treating your patients... 

  •       You definitely want to have enough arrows available for a prolonged fight 
  •       They better be in good, clean, working condition with sharp arrowheads 
  •       The arrow is no good if you don't have a good way to deliver it! (how's your "bow"?) 
  •       Sometimes other warriors design BETTER arrows and you'll want to consider that new design 
  •       Once you've chosen your arrows, you better do some frequent target practice so you know how to use them when the time is upon you to fight! 

What's in YOUR quiver? Medications, surgical procedures, vision therapy, neurovisual medicine, innovative lens designs like Neurolens or GSRx’s ND4, aesthetic treatments, dry eye management protocols, myopia management systems? 

The more arrows you have ready to draw, the better off your patients, your practice and your business will be! Be ready to slay the giant! 

Want to know more about equipping your quiver? Join our Executive Management Program.

Already a member? Access our courses to learn more.

Bess Ogden

Director of Education and Training
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Can you believe it is almost the end of 2021 already? Wow! One of the common best practices in optometric practices is to schedule a full physical frame inventory right at the end of the year. Is this something you are already ready to do? 

The objective of the year-end physical frame inventory is twofold: 

1) For tax purposes – usually this count/value does not need to be super accurate, just close enough for accounting.

2) For planning purposes – this is the important one to me! How can you plan for your frame inventory needs if you don’t know what you have and what you’ve sold? 

a) Ideally you are doing mini-inventories each time you make stock purchases with a rep. This is your chance during the course of the year to clean up and really understand how a line is doing and if the team is managing the frame entry and removal properly in your practice management software's inventory system.

b) Even with these mini-inventories occurring, it is best practice to take the time at least once a year (end of year is a great time) to go through the entire stock and make sure everything is literally clean on the boards (and the boards are clean themselves!) Then do an overall analysis of what changes you want to make for the next year.

c) Changes to frame inventory can take a long time! Major changes, like eliminating or adding a line might take you up to 12 months to complete. You need a real plan in place to make this happen.

There are several situations that can impact the structure of your year-end frame inventory. The biggest is, do you even have a formal frame inventory, and is it digital (WAY preferable) or is it manual (better than nothing)? 

Even if you are doing manual frame inventory tracking now, there is great benefit to taking time, WITH THE PRACTICE DOORS CLOSED, to pull off all the frames, do a deep clean of your boards, check all your tags, do some re-decorating, and just get all set up for the New Year. There’s nothing like seeing all your frames out and on parade to get a good sense of what you want to change over the next 12 months. 

Get it scheduled! 

Want to know more about Frame Inventory? Join our Executive Management Program.

Already a member? Access our courses to learn more.

Bess Ogden

Director of Education and Training
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In private practice optometry, it's more important than ever that we are elevating the patient experience and excelling in providing 5 Star patient care. This is due to a number of reasons, including the ease and cost of purchasing eyewear from online vendors, and the convenience and hours that retail practices can offer. Now, this isn't to say that some of these other vendors or retail practices don't have great customer service, but it is still a different experience than we speak to our clients about.  

With the help of the Executive Management Program and the Optometric Success Center Online Leanring, we can help you understand ways that your team can begin elevating the patient experience and how to build the foundation for Excelling in 5 STAR Patient Care. Let's take a look at a few of the learning moments that come directly from the program Excelling in 5 STAR Patient Care. 

Within this program, we are going to discuss how you can excel at providing 5 STAR care as well as how your practice can elevate the patient experience. We will discuss effective communication and how we can keep our patients informed, and how to calm upset patients. We'll also review how employee engagement and a positive culture plays its part in the overall patient experience and leads to the patient feeling like they’ve received the 5 STAR care. 

We must remember the following rules when it comes to providing excellent patient care. 

  1. We must remember to smile. Be genuine, but smile. Have you ever called a company and you can just sense that the representative isn’t happy about what they are doing. Maybe you just get a bad vibe, and call the next option on your list?  
    Always be friendly and kind. You have to remember that your patients are not in the same business as you. Although you may receive the same question time and time again, it's most likely the first time the patient has asked you this question. Don’t brush it off or act like your patient should know the answer. No question is a dumb one. We must be courteous and kind with our responses.  
  2. We must grow our knowledge and remain positive. Knowledge and positivity will always beat speed when it comes to providing great patient care. Have you ever called a company to ask a question and you're transferred two or three times, but your one question could really take only two or three minutes? Next, you’re on hold for 20 minutes waiting to speak to a representative.  
    If a patient asks you a question that you are not sure the answer to, but you know you can easily get the answer, rather than leaving them on hold or waiting for another team member, kindly let them know that you’ll be happy to find the answer for them. Ask them if it's okay for you to give them a call back when you’ve gotten the answer. Be sure to call them back that day, and nine times out of 10, your patient will be appreciative that you took the extra effort for them. 
  3. We need to remember that we (the team) are responsible for the growth of the practice. Each and every one of you are the face of your practice, and ultimately, you are the influencer when it comes to the patient making a decision. 
  4. We must listen. We must make things easy. We must provide the patient with the information they need in a timely manner. We know that patients that wait more than 10 minutes at any point of interaction with the practice are two times more likely to leave a negative review.  
  5. We must understand that upset customers are not an outcome. Upset customers are an opportunity for us to evolve and grow and learn what to do next time something comes up. Look at upsets from a strategic point of view, analyze what the cause is and find solutions.  
  6. We need to give our patients the benefit of the doubt. Understanding our patient’s behavior is huge. We must understand the need to continue to provide positive patient care. Perhaps your patient is having a terrible day, and the slight attitude they have with you isn't because of you at all. In fact, they are just having a rough day or they just received an upsetting phone call. We all have our days, but in your position, while you’re at that practice, you must find a way to work past that and to keep a smile on your face. Don't take it personally.  
  7. We need to continue providing excellent patient care and communication as your practice grows. As companies grow, things change. The number one thing that must remain the same is the way that we treat our patients. This leads to the next rule.  
  8. We must focus on the value of retention vs. a value of a simple transaction. We are in the business of providing long-term care. We can only do that if we remain consistent and compassionate for our patients. Remember, it costs us five to 25x more to gain a new patient than it does to retain one.  
  9. Last, we must remember that every single interaction matters. Did you know it takes 12 positive interactions to make up for one negative experience. Let’s aim high and make every interaction a positive one.

This is just the beginning. Let Williams Group Executive Management Program and the Optometric Success Center Learning Library help your team learn and help your practice elevate your patient experience. 

Want to know more about Excelling in 5 STAR Patient Care? Join our Executive Management Program.

Already a member? Access our course, Excelling in 5 STAR Patient Care, to learn more.

Michelle Bogeart

Executive Management Coach
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Recently I was working on revisions to one of our popular courses in the Optometric Success Center online learning library, Building the Patient Schedule Templates.  This course teaches learners about patient schedules and the staffing levels necessary to efficiently make the patient schedule flow properly, along with the ability to accomplish other tasks. This has also been a common discussion with clients.  

There are times that practices seem to forget how staffing levels and patient schedules go hand in hand. I like to describe this as a balance. If you load one side of a scale with patients, hence your patient schedule, don’t forget to load the opposite side of the scale with the appropriate staffing to help balance your practice out. Given today’s climate of staff shortages and the challenges with retention and hiring, it's even more imperative that this balance is not forgotten. Staffing and schedules should be referred to when planning and preparing for the month ahead. If this is slighted, you have the potential to have an overworked and stressed team, and you could lose team members easily. Even worse, your patient care will not be at the level that your patients have come to love and trust.    

We refer to this as strategic staffing. Monitor your clinic hours versus your operational hours, and staff the team properly. As a best practice tip, consider not allowing more than one team member off per day. You can never predict who may feel ill and not be able to work on a given day. If you have approved multiple team members the same day off, you now leave the practice even more short staffed, and unlikely able to handle the patient schedule for the day.  

ECP’s and administrators, this is a conversation that is presented during a team meeting as a group so that they all receive the same message. This message can read something like this:  

"Due to the necessity of being able to service our patients and support each other, effective on any future PTO/Vacation Requests, only one team member will be approved for PTO per day unless we are down an Eye Care Provider. Approvals are on a first come first serve basis, so the earlier you are able to request time off, the better."  

Practices that have worked with Williams Group and utilize the Optometric Success Center Learning Library have been able to increase staff productivity because of an emphasis on training, communication and organization. We are here to help you stay balanced, prioritize and focus on the success and long-term goals of your practice. 


Want to know more about Building the Patient Schedule Templates? Join our Executive Management Program.

Already a member? Access our course, Building the Patient Schedule Templates, to learn more.

Ellie Rogers

Practice Management Director
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“Whatever you’re meant to do, do it now. The conditions are always impossible.” – Doris Lessing  

There is always a reason to not do what you are meant to do. There are good reasons in your head why it’s not the perfect time to (fill in the blank).  

If you try to account for all of the eventualities or try to anticipate every problem, you might miss opportunities. The conditions will never be perfect. The conditions will never be ideal to start your own practice; take control of your schedule; implement team meetings or daily huddles; set daily production goals; lessen the dependence on insurance plans, or have a tough conversation with an employee.  

Yes, there are many hurdles or problems in any new opportunity or project, but you don’t need to have all of them solved before you get started. It’s important to have a well-thought plan, but the mindset that, “I need to get all of the details locked up before I move forward,” prevents people from moving forward 

Doris Lessing’s words speak to me. The conditions are always impossible, aren’t they? Don’t wait for a better time. What are you ready to get going in your practice or your life?     

Looking for help with the next step? Williams Group can help you! Contact us.

Sheila Hayes

New Business Advisor
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It's important to discuss the fundamentals of excellent patient communication with your team; to help them understand how they can develop effective communication styles, and help them to understand how body language and non-verbal communication can negatively affect the outcome of the conversations they have with their patients. It's also important to review with your team, the fundamentals of how we can provide value to our patients through this communication. 

Once you have built the foundation of the patient relationship and welcomed them into your office, then you must communicate your brand, your products, and your services effectively. Strong communication is an integral part of private practice. When done well, your communication helps to build trust in the care that your practice is providing, and in your recommendations. The manner in which your brand and the information is communicated is just as important as the information that is being communicated. Patients who value your image and understand what is being discussed, are more likely to acknowledge and better understand their treatment options. You will find it easier to retain a patient when it comes to asking them to return for an office visit, or you will see a higher recall rate when it comes to scheduling the annual comprehensive exam. 

Within developing effective communication, your brand and your employees must maintain a professional image. Appearance, cleanliness, body language, verbal and written communication; all of these factors need to be considered when it comes to maintaining that professional image. The appearance of your office will need to be clean, organized, and free of clutter and chaos. Your team will also need to be capable of working well together. This needs to be relayed in the frontline care that we’re giving our patients. The atmosphere and the environment will need to be comforting, welcoming, and calming. Your body language when communicating with patients will need to show compassion and kindness. You must appear knowledgeable and confident in the information you are providing.  

As we dig down deeper into the fundamentals of effective communication, we need to discuss body language and non-verbal communication. These are two important factors when it comes to relaying the message you are trying to tell your patient. As far as body language, it is not always what you say, it's how you say it, and the body language that's associated with your communication. When you are not smiling, or when you seem concerned or have weird eyebrows while trying to tell your patient something, they may not fully grasp what it is you're trying to tell them. The gestures we make, the positions in which we hold our bodies, the expressions we wear on our faces, and the qualities of our speech – all contribute to how others receive the message.   

You need to create value with the communication you are having with your patients. As you begin to create value, you'll need to reference terms and fundamental elements of value that address four kinds of needs. These needs include functional, emotional, life-changing, and social impact. You want to consider your patients’ perspective, consistently work to improve patient satisfaction and create a memorable patient experience. 

Help your team to understand some of the fundamentals behind providing excellent patient communication by reaching out to Williams Group and joining the Executive Management Program today! With access to the Optometric Success Center Learning library, you will be providing your team with a vast amount of information to help them understand the many ways that lead to providing excellent 5 STAR patient care.  

Want to know more about Excelling in 5 STAR Patient Care? Join our Executive Management Program.

Already a member? Access our course, Excelling in 5 STAR Patient Care, to learn more.

Michelle Bogeart

Executive Management Coach
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The line between patient and consumer blurs a bit in the optical. But a proper handoff - one that reinforces the eye health education that the patient receives in the exam room - is helpful in ensuring that patients purchase quality eyewear that will best meet their vision and lifestyle needs, satisfying them as both patient and consumer.

There are five points in the patient journey during which information is passed from one team member to another: check-in, pretesting, exam, optical, and check-out. Have you ever played the telephone game? The first person whispers a phrase to the next, and with each interpretation and handoff, the original becomes more muddied. That can happen easily in a busy eye care practice. If doctors and staff members are not extremely clear about the transfer of patient information, each passing of the information baton can present a problem. Think of the information that is being transmitted here: the doctor's evaluation, the treatment plan, and the products that will help the patient comply. That's too much and too important to leave to chance.


Those independent eye care professionals (IECPs) who employ scribes already know the value that a scribe brings - not only in terms of exam room efficiency but also in the patient's transition to the optical. In this case, we consider the scribe to be a clinical optician, an individual who both scribes for the doctor and fulfills the ophthalmic treatment plan in the optical. The clinical optician listens as the doctor educates the patient about the diagnosis and treatment plan. The clinical optician then accompanies the patient into the optical. This demonstrates a link between the exam and the optical. Rather than being two distinct experiences in one location, the presence of a skilled team member who stays with the patient throughout amplifies the opportunities to have clinical conversations and maintain the transition from health experience to the retail experience. 

We believe that clinical opticians can become an IECP's most impactful time and efficiency generator. A clinical optician allows the doctor to focus solely on patient education, without the distraction of documenting in the patient record. 

However, for a practice that doesn't use clinical opticians, the next best handoff occurs in the exam room. An optician should enter the exam room, where both optician and the patient hear the doctor's summary of his or her recommendations. A handoff in the optical cannot match the experience of a handoff in the exam room.


It's not enough for a doctor to say, "I'm prescribing a progressive lens for you today." It's critical to add the "why" behind the recommendation and prescribe the exact lens design and treatment options when possible. "I'm prescribing a [brand] progressive lens for you today because this lens best addresses your specific needs and will provide you with the best resolution to the problem that brought you in today."

A presentation like this empowers the patient to select the option with confidence. Compare that to a presentation that identifies one lens as good, one as better, and one as best. Even there, patients are left guessing as to whether there are true distinctions and which one they actually need.


Handoffs made hurriedly in the optical - or even worse, simply directing the patient to the optical to shop for eyewear - are rarely effective. First, there's no reinforcement of the treatment plan. Ideally, the patient will hear a treatment plan described at least two times: once during the exam itself and once before the patient transitions to the optical, in the presence of an optician or scribe/clinical optician. 

Without that, the patient bears the responsibility for remembering what the treatment plan and specific recommendations are. When that happens, it's like the child's game of telephone. The message gets garbled, and the sale - as well as the patient's compliance and ultimate satisfaction - are at risk.

Did you miss the Lunch & Learn? If you and your team were unable to join the July HEA PracticeAdvantage Lunch & Learn on the importance of the doctor-to-optician baton pass, you can listen here.

Ready to improve the baton pass in your practice? Contact Williams Group today.

Learn more about PracticeAdvantage with Healthy Eyes Advantage.

Healthy Eyes Advantage is the next-generation marketplace for independent ECPs, delivering the most competitive vendor pricing and unique benefits to more than 10,000 independent eye care professionals nationwide. Williams Group Consulting is the eye care industry’s premier consulting firm, delivering innovative, relationship-based consulting, practice transition consulting, and accounting/payroll processing, to thousands of clients across the U.S. and Canada.

Considering you're in healthcare, there is no doubt that you know what the Health Insurance Portability and Accountability Act (HIPAA) is. When was the last time you reviewed it with your team? We are here to remind you about the importance of educating and reviewing the rules and regulations with your team on an annual basis. We can help you do this with the help of the Optometric Success Center Learning Library at www.optometricsuccess.com. Here is a recap from the Focusing on HIPAA Compliance program that many providers and learners have reviewed from their access with the OSCL.  

HIPAA is the federal law that required the government to create nation-wide standards to protect Patient Health Information (PHI) from being disclosed unless the patient gave direct consent. Although HIPAA was signed into law in 1996, details of HIPAA were yet to be determined by Congress and the Secretary of Health and Human Services. It has certainly come a long way from where it was at the beginning. The objectives of Focusing on HIPAA Compliance is to provide you (the learner) with the fundamentals of the HIPAA, educate you on the importance, discuss the consequences, and provide you with the initial knowledge to educate your team about protecting your patient's health information. As stated above, it's important to understand that an annual review of HIPAA is required by every healthcare employee, and the fundamentals and safeguards set within the law are crucial to protecting your practice and patient information.  

One of the main objectives of HIPAA was to allow for the electronic flow of full health care information while still providing a secure and confidential atmosphere to minimize threats and risks of a breach. 

Under the Privacy Rule, we may use and disclose PHI without patient written authorization for the purposes of treatment, payment, and health care operations.  

  • Treatment is the provision, coordination, and/or management of a patient's condition through diagnostic testing, referral for services in another specialty, and consultations between providers.  
  • Payment refers to the activities of reimbursement for services, communication with insurers, or others involved in the reimbursement process. This area also includes eligibility verification, billing, and collections.  
  • Health care operations pertain to all other areas including quality assurance activities, competency activities, residency, and medical school programs, conducting audit programs for compliance, training programs for allied health as well as business planning and development to define a few. 

Following the program, your learner will join me for a live training session to ensure they understand the information within the courses and to review several different scenarios that we often come across in the optical industry. We refer to the U.S. Department of Health &Human Services website, at www.hhs.gov, to support the information provided within this program, which is available on the Optometric Success Center Learning website at www.optometricsuccess.com 

At Williams Group, we believe in the importance of keeping your team educated and enjoy helping providers along the path of creating success. Register for the Executive Management Program to begin working with an Executive Management Coach and to gain access to Focusing on HIPAA Compliance, and many other valuable programs, available in the OSCL today!

Want to know more about Focusing on HIPAA Compliance? Join our Executive Management Program.

Already a member? Access our course, Focusing on HIPAA Compliance, to learn more.


Michelle Bogeart

Executive Management Coach
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