March Meeting Notes

Dr. Carlin – One new employee this month – Welcome Emily! Sarah has accepted the Team Lead position for front desk.  

Still looking to improve the patient experience and the employee experience. We have started the patient tracking – will look at wait times and how to improve. Starting tracking in POD 1 and will roll it out to the other physician later. To improve the employee experience, Amy and I have met with the front desk and have already made changes. Will be meeting with the technicians next Tuesday during training.  

Phone calls are now also recorded and analyzed to help scheduling. 

Focus on the “hometown touch” – Engage with the patients  

Payouts – Lasik -Vanessa, Gigi, Michaela, Bree, Courtney, Kaitlyn, Ashleigh Bleph (04) Mirnesa, Courtney, Kaitlyn, Rebecca, Anslee, Michaela, (015) Kaitlyn, (011) Salma, Karen, Mirnesa, Mandy, Bre, Robyn 

Amy –  Physician on call schedule can be found on the bulletin board in the back office. If someone calls for medical attention after hours, it goes to our call service. The patient information is then sent to the doctor on call. If someone mentions the after hour service is not working, please let me know.  

Collections Alerts – After 4 billing cycles, patients go on a collections list. Patients must make a payment within 30 days, or they are dismissed from our practice.  

Policies can be found in the Intranet or in the Employee Handbook in my office.  

Only 80 PTO hours will roll over after March 31st. Please take the time. You will lose it otherwise.  

If you’re sick, please stay home. Call out to your direct supervisor between 7:00-7:30 then call the office.  

Reviews set for April, May, June. Supervisors passed out forms. Mandatory complete required. Raises to go in July 6th.  

Mandy – Lasik is up from last year! CarlinBucks start back 03/23/2026. Make sure to claim your treats. Crosslinking has started and we have performed 2 procedures so far.   

Cataracts – Busy as usual. Dr. Williman’s next surgery date is in May. Techs – add initials to test.  

Bleph – Add your bleph referral to “Bleph Referral” and To Dos to “DDS”. If a patient is interested in Lipiflow, ask if they would like to wait for me or would prefer a call back.  

Optical – Send patients to Optical to use their benefits and HSA money! Luxotica luxury lines now included in the “free pair” for employees. Patient can now schedule pick ups to reduce their wait time.  

Contacts – Both of us are back. Thank you to everyone that has helped over the last few months.   

Retina – Super busy! Scheduling template has recently changed.   

Valeda –  Refraction must be performed during eval.  

Tech – Temporarily down to 1 visual field. Will be back to two next week.  

Marketing- Starting to re-vamp procedure videos for consult rooms using AI avatars. This will make the experience more efficient and personable. Cataract and YAG videos have been rolled out. Flower bar coming April 8th from 11:30-1:30. You will be able to build your own bouquet.