Pre-Consultation

Ask for latest results of eye exam(if outside patient)
Share "What to Expect on Day" overview video
Staff to call, email or text to ask if parents would like a 10-minute complimentary video chat with Doctor to answer any questions.

Consultation Day

Conduct Topography
Re-examine vision Rx
Show retina stretching
Walk Through Treatment Plan

Use My Saved Templates

If YES - then have them fill out Agreement

Post Consultation

Sign up & Onboarding

Training Day

Send my commitment agreement
Send "No-SHow" Agreement
Show video of kids doing I&R training
Ask Parent to scan the Green QR Code on Hoot Board in I&R training area
24 hour post training day - call parents to check into see how they are doing

1 Week Follow Up

Conduct Axial Length Measurement
Perform Topography and Auto Refraction
Measure vision with and without lenses
Insert Lenses and perform over refraction and doctor assess
Answer any questions for parents or child
Send personalized report to parents after visit from Doctor

1 Month Follow Up

Perform Topography and Auto Refraction
Insert lenses and perform over refraction and doctor assess
Measure vision with and without lenses
If changes needed, doctor will order new lenses(trigger: reminder in 7 days)
Order new lenses if needed
Answer any questions for parents or child
Give parents and child lifestyle questionnaire/parent questionnaire
Send personalized report to parents after visit from doctor
Send Behavioral Coaching Module

3 Month Follow Up

Perform Topography and Auto Refraction
Insert lenses and perform over refractions and doctor assess
Measure vision with and without lenses
If no changes, doctor will order spare pair
Answer any questions for parents or child
Give parents and child lifestyle questionnaire
Send personalized report to parents after visit from Doctor
Conduct Axial Length Measurement

6 Month Follow Up

Conduct Axial Length Measurement
Perform Topography and Auto Refraction
Measure vision with and without lenses
Insert lenses and perform over refraction and doctor assess
Answer any questions for parents or child
Give parents and child lifestyle questionnaire
Send personalized report to parents after visit

12 Month Milestone Follow Up

Conduct Axial Length Measurement
Perform Topography and Auto Refraction
Measure vision with and without lenses
Insert lenses and perform over refraction and doctor assess
Answer any questions for parents or child
Give parents and child lifestyle questionnaire
Give them first diploma for 12 month completion
Send personalized report to parents after visit from Doctor
Print out 12-month certificate of completion for child and take photo with parent smiling

YEAR 2 & BEYOND

Annual Exam/Follow Up
Email Behavioral Coaching Videos each month
Email a note to Parents 3 times per year
As needed conduct Axial Length Measurement or Topography and Auto Refraction
Send reminder emails on lens care or drops
Positive reinforcement to parents and patients via email or videos