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A series of trainings dedicated to defining compliance; teaching compliance rules impacting clinics; and tools to achieve compliance.

Coding & Documentation

Covers information related to charting and billing so that charts can withstand audits based on what is documented and medical necessity, when needed.  Information for doctors, managers, and technicians.

Increasing Revenue

Covers topics such as screening programs that will aid in increasing the bottom line.

Insurance & Billing

A series of training's dedicated to teach proper coding and billing with tools and tips for processing clean claims and managing challenging claims.

ICD-10 Transition & Training

Training to prepare for the change and implement ICD 10 in your office. This series will review the ICD10 guidelines, describe a high-level comparison to ICD9 and ICD10 and discuss the importance of provider documentation. In addition we will review the general plan for implementation as well as talk about time studies, training and what you need to know. You will have an opportunity to apply ICD10 codes to documentation scenarios to ensure an understanding of how to find a correct ICD10 code.

Chart Auditing

A series dedicated to teaching physicians an easy way to perform self-audits and the viewpoint of general auditors when they view medical records.

Meaningful Use & PQRS

Overview of the CMS Meaningful Use program; how to register, report, and attest.   PQRS overview of how to participate and penalties for non-participation. Discussion of common optometric reporting measures.


Covers basic and introduction information needed to get doctors and clinics credentialed and contracted with various types of medical and vision payers.


Covers information needed by staff responsible for "check-in" and "check-out" of patient visits. Touches on insurance as related to gathering of patient financial information that will support the billing team and revenue boosting methods.

General Administration

Contains training necessary for staff members that handle general administration.


Covers optical education and sales tips to enable optical staff to provide the best products for patients to meet their visual needs. 

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