Optometry Continuing Education

Team development is critical to the success of any practice. From patient engagement and customer service to strategic management and financial literacy, Cleinman Performance Network delivers groundbreaking education in the field of optometry.

Our educators are experts in their respective fields and motivate and train participants using a variety of team-building exercises combined with Cleinman’s powerful information-sharing format. Based on feedback, doctors and their staff who have experienced our education classes return to work ready to improve operations, optical sales, patient satisfaction and overall practice performance. 

2022 Education Workshop Dates!

(Dates and Times Subject to Change)

Leadership Development: Being A Successful Department Lead

Investment: $645

Instructors: Ginamarie Wells, PhD, MCC and Johanna Loeffler, CPBA

Leading a team can be a daunting task for anyone, but for a leader who is juggling the responsibility of their department and providing excellent patient care, the task can be darn right overwhelming! In this class, explore with our experts’ ways to build and maintain a productive, high-performing team, delve into the team’s expectations of you as the leader, and learn the essential skills and strategies to help you become an effective supervisor even while working in patient care.

Session 2
Dates: August 2 & 3
Times: 12:00pm – 5:00pm EST

Session 3
Dates: October 25 & 26
Times: 12:00pm – 5:00pm EST

RCM Mastery: Insurance and Billing Success

Investment: $645

Instructor: David Spisak

Collect every dollar for the care that you provide to your patients. This course is designed for lead billers, billing managers, practice managers with at least one year of billing experience. We will review and discuss the following:

  • How to organize your practice’s insurance and billing effort,
  • The ideal schedule and sequence of billing actions,
  • The essential “HOW-TO” processes
    • GENERATE a clean claim for each service and material that you provide to your patients,
    • WORK rejected and denied claims,
    • MANAGE claim collection for Vision Plans vs Medical Claims
    • COLLECT on each clean claim filed
  • The right Key Performance Indicators for your practice

Come and join us to review the success elements for your practice’s insurance and billing activities.

Session 2
Date: October 21
Time: 11:00am – 5:00pm EST

ABO Review Bootcamp

Investment: $645

Instructor: Michelle Sellers, BS, LDO

This ABO Review Bootcamp will cover subject areas needed for preparation for the written ABO. Topics included:

  • Analysis and Interpretation of the prescription

  • Anatomy and Physiology of the eye

  • Ophthalmic Terminology

  • Ophthalmic Formulas

  • Ophthalmic Products

  • Fitting and Dispensing instruments and procedures

  • Rules, standard and regulations

Session 2
Date: October 28
Time: 5:00pm – 8:00pm EST

Date: October 29
Time: 9:00am – 1:00pm EST

Session 2 Study Groups:
Dates: November 3 & December 9
Times: 5:00pm – 6:30pm EST

Certified Paraoptometric Review Course

(New for 2022!)

Investment: $645

Instructor: Mary Schmidt, ABOC, CPO

Are you ready for your next step professionally? Have you studied? Are you confident in your knowledge? Would you like to double check yourself? This program is a review of materials you should have studied, be familiar with and understand. In preparation for taking the Certified Paraoptometric exam, use this opportunity to confirm and clarify your knowledge. This course will affirm your knowledge, but it is not a substitute for studying. We will allow time for questions and clarifying information.

After completion of this workshop, attendees will:

  • Have more confidence.

  • Be better prepared for the exam.

  • Better understand the questions that may be on the test.

  • Understand their role in quality patient care and education.

Session 2

Date: September 7
Time: 9:00am – 4:00pm EST

First Impressions & Constructive Communication

Investment: $645

Instructor: Judith Lee

Who makes the first impression and the last impression on your patient? The front desk staff! This virtual course teaches your staff the why and how of those impressions that are so critical to your mission. Effective behavior makes patients feel positively connected with your practice, which breeds loyalty and boosts practice performance. A second module teaches your staff to communicate constructively with coworkers, patients, and difficult people.

A “mini-DISC” assessment will be included in the course workbook (sent prior to the course date). The assessment will be taken, and the results will be discussed at the time of the class. Course instructions and other materials will be provided to all participants prior to the start of the course.

Open to all staff positions responsible for patient engagement.

Session 1
Dates: June 28 & 29
Times: 12:00pm – 4:00pm EST

Essentials for the Scribing Optometric Assistant

Investment: $495

Instructor: James Venable, OD, FCOVD

Today’s optometric physician must adapt to a more efficient system of operations for enhanced patient care and revenue generation. Learn the methodology and logistics of enhanced patient scheduling and effective doctor/scribe/patient interaction while honing skills necessary to become an effective scribe. Develop an enhanced understanding of medico-legal aspects of patient care in times COVID.

Open to all staff positions responsible for patient care.

Session 2
Date: September 14
Time: 1:00pm – 5:00pm EST

The Efficient Optometric Physician: Scribing Essentials

Investment: $395

Instructor: James Venable, OD, FCOVD

Today’s optometric physician must adapt to a more efficient system of operations for enhanced patient care and revenue generation. This presentation will highlight methodologies / logistics of patient scheduling, data documentation, medico-legal risk management and effective doctor/scribe/patient interaction necessary when using scribing optometric assistants.

Open to all optometric physicians.

Session 2
Date: September 15
Time: 1:00pm – 5:00pm EST

Managing Workplace Conflict

Investment: $645

Instructors: Ginamarie Wells, PhD, MCC and Johanna Loeffler, CPBA

The purpose of this virtual workshop is to help you understand and implement the tools you need to build better workplace relationships, enhance performance and improve productivity. This skills-based certification workshop includes workbook, assessment instruments and a training certificate and is open to doctors, managers & staff who want to be certified to act as internal conflict resolution coaches. Course materials which will be mailed directly to all participants prior to the start of the course.

Session 1
Dates: TBD
Time: 1:00pm – 5:00pm EST

For more information or to register, click button below.