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> OPTICAL ORDER FORM CHECKLIST
OPTICAL ORDER FORM CHECKLIST
1. Patient Information
Verify patient name
Confirm patient date of birth
Check patient contact information
Ensure insurance information is complete
2. Prescription Details
Review the prescription for accuracy
Confirm the lens type (single vision, bifocal, progressive)
Check the prescription expiration date
Ensure all measurements are recorded (PD, fitting height, etc.)
3. Frame Selection
Confirm frame style chosen
Check frame size and fit
Verify frame color and material
Ensure frame availability
4. Lens Options
Discuss lens coatings (anti-reflective, scratch-resistant, etc.)
Confirm lens material (polycarbonate, high-index, etc.)
Verify any special requests (tints, transitions, etc.)
5. Pricing and Insurance Verification
Confirm total price for frames and lenses
Review insurance coverage and co-payments
Provide cost breakdown to the patient
Obtain patient signature for order approval
6. Order Submission
Double-check all entered information
Ensure all required fields are completed
Submit the order through the appropriate system
Confirm order receipt with the lab
7. Follow-Up and Delivery
Set a reminder for follow-up with the patient
Track the order status with the lab
Notify the patient when the order is ready for pickup
Ensure proper fitting and adjustments upon delivery
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