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OPTICAL ORDER FORM

Collect customer name

Record contact information (phone/email)

Verify shipping address

Obtain valid prescription

Check prescription expiration date

Verify lens type (single vision, bifocal, progressive)

Confirm any special instructions (e.g., prism, coatings)

Present frame options to customer

Record frame style and color

Note frame size and measurements

Confirm any frame adjustments or customizations

Discuss lens material (polycarbonate, high-index, etc.)

Offer lens coatings (anti-reflective, scratch-resistant, etc.)

Confirm additional features (photochromic, blue light blocking, etc.)

Review all details with customer

Confirm pricing and payment method

Collect payment information or authorize payment

Complete the optical order form

Ensure all required fields are filled

Submit order to the laboratory

Provide estimated delivery timeline to customer

Set reminders for follow-up on order status

Confirm delivery method and tracking information when available

Store a copy of the order form in customer file

Log details in the inventory system (if applicable)

Maintain records for future reference and customer service

This checklist ensures a thorough and organized approach to handling optical orders, enhancing customer satisfaction and operational efficiency.

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