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Sometimes it's the little things that are so important. I'd like to share with you a
simple question that my staff asks during the case history of every eye exam that
results in a very high number of eyeglass sales. It's really quite brilliant in my
humble opinion, yet as I observe office procedures and talk with eye care
practitioners, I find the question is rarely asked.
The key question
In addition to the usual case history questions about the reason for visit,
symptoms, allergies, and medications, my technician always asks "are you
planning to get new glasses today?" Seems pretty basic doesn't it? After all, it's
an eye doctor's office! It may not seem all that earth shattering, but if you aren't
asking it straight out like that before the exam starts, you don't know what you're
missing. Many patients answer yes, even though they didn't say so when they
were asked about the reason for the visit. Maybe they are simply intimidated and
don't know if it's okay to just buy glasses, but when we ask them directly, the
truth comes out.
My exam form has the question printed in the case history section to remind staff
to ask it and three possible answers are available so one can be circled. The
answers are: yes, no, and only if Rx change. It takes two seconds.
This question eludes many eye care professionals because we are so focused
on eye health, visual status and a review of systems that we may fail to elicit one
of the most common reasons why patients visit our offices. They want new
glasses! We should try not to be appalled at this concept, but rather embrace it.
Accept the fact that some people are tired of their frame style or the hairline
scratches on their lenses. Sure, these people want an eye exam before buying
new glasses, and they will often come up with some ocular symptoms when
questioned, but many people simply think of your office as a place to go to get
glasses. That's okay with me. If you ask all kinds of questions, but never ask
about the intention to obtain new glasses, you may never know.
Why it's important
When patients commit in advance to wanting new glasses, it makes my job much
easier. I comment on the fact as I review the history and we go from there. I
don't have to lament over a small Rx change, wondering if will be significant for
the patient. When I see yes circled after that history question on the exam form, I
assure you that the patient orders new glasses that day. I think most of us have
been guilty of over-thinking and second-guessing the patients' wants and needs
at times. Given the chance, most optometrists can actually un-sell anything!
If we don't ask the right questions in a case history we may become completely
sidetracked. One of the most important things we can do to build the practice is
be sure to address the main reason a person comes to see us.
Best wishes for continued success,
Neil B. Gailmard, OD, MBA, FAAO
Editor, Optometric Management Tip of the Week
Dr. Gailmard's new book, Practice Management in Optometry: A Blueprint for Success Based on the Optometric Management Tip of the Week, is now available on Amazon.