Docsroom

Templates / Opticians

Eye test forms, GOC numbers and calibration records, in one place.

Patients forget their old prescription and locums forget their indemnity, so the shop rings round before every test day. Docsroom asks once, gives each person their own link and chases whoever has not replied.

7 templates79 requestsWritten for opticians

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Seven templates for opticians

Open a template to see every request in the order it is asked, and watch it written in and answered.

New patient starter checklistfor new patients · before their first eye test12 requests12 requests
New patient starter checklistPeter Norton · eye test9 of 12 back
  • About you
  • FormPersonal details8 questionsAssigned to PNPeter Norton, patientFrom Helenin 2 daysComplete
  • QuestionYour GPname and surgeryAssigned to PNPeter Norton, patientFrom Helenin 2 daysComplete
  • QuestionNHS eligibilityage, benefit or conditionAssigned to PNPeter Norton, patientFrom Helenin 3 daysReady to check
  • About your eyes
  • QuestionWhy you are comingcheck-up or a problemAssigned to PNPeter Norton, patientFrom Helenin 2 daysReady to check
  • FormEye and health history10 questionsAssigned to PNPeter Norton, patientFrom Helenin 3 daysComplete
  • UploadCurrent prescriptiona photo is fineAssigned to PNPeter Norton, patientFrom Helenin 3 daysAwaiting reply
  • QuestionFamily eye conditionsglaucoma, macular, otherAssigned to PNPeter Norton, patientFrom Helenin 4 daysReminder sent
  • QuestionScreen time and drivinghours a day, night drivingAssigned to PNPeter Norton, patientFrom Helenin 4 daysComplete
  • Before you come
  • ApprovalRetinal photo consentread and approveAssigned to PNPeter Norton, patientFrom Helenin 5 daysReady to check
  • ApprovalDilating drops informationread and approveAssigned to PNPeter Norton, patientFrom Helenin 5 daysReady to check
  • ApprovalPrivacy noticeread and approveAssigned to PNPeter Norton, patientFrom Helenin 5 daysComplete
  • DecisionEye test reminderstext, email or letterAssigned to PNPeter Norton, patientFrom Helenin 6 daysAwaiting reply
Staff starter checklistfor new dispensing opticians · before their first day12 requests12 requests
Staff starter checklistZoe Kent · dispensing optician9 of 12 back
  • Right to work
  • QuestionRight to work checkshare codeAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 4 days1 file sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 5 daysAwaiting reply
  • Registration and skills
  • QuestionGOC registration numberas on the registerAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 4 daysReminder sent
  • UploadDispensing qualificationdiploma certificateAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 5 daysComplete
  • UploadIndemnity coverAOP, FODO or otherAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 5 days1 file sent
  • UploadEnhanced DBS certificateor update service IDAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 6 days2 files sent
  • UploadCPD recordthis cycleAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 7 daysComplete
  • UploadContact lens qualificationif you have oneAssigned to ZKZoe Kent, dispensing opticianFrom Helenin 7 daysAwaiting reply
Locum optometrist packfor locum optometrists · before their first shift12 requests12 requests
Locum optometrist packRaj Patel · locum optometrist9 of 12 back
  • Their business
  • FormLocum details6 questionsAssigned to RPRaj Patel, locum optometristFrom Helenin 3 daysComplete
  • DecisionSole trader or companypick oneAssigned to RPRaj Patel, locum optometristFrom Helenin 3 daysComplete
  • QuestionUTR numberten digitsAssigned to RPRaj Patel, locum optometristFrom Helenin 4 daysReady to check
  • Registration and cover
  • QuestionGOC registration numberas on the registerAssigned to RPRaj Patel, locum optometristFrom Helenin 3 daysReady to check
  • UploadProfessional indemnityAOP, FODO or otherAssigned to RPRaj Patel, locum optometristFrom Helenin 4 daysComplete
  • UploadEnhanced DBS certificateor update service IDAssigned to RPRaj Patel, locum optometristFrom Helenin 5 daysAwaiting reply
  • QuestionNHS performer numberfor NHS sight testsAssigned to RPRaj Patel, locum optometristFrom Helenin 5 daysReminder sent
  • UploadExtra qualificationsIP, glaucoma, contact lensAssigned to RPRaj Patel, locum optometristFrom Helenin 6 daysComplete
  • Working with us
  • TableDays you can workdate, morning, afternoonAssigned to RPRaj Patel, locum optometristFrom Helenin 6 daysReady to check
  • QuestionEquipment you knowOCT, field screener, otherAssigned to RPRaj Patel, locum optometristFrom Helenin 6 daysReady to check
  • ApprovalLocum termsread and approveAssigned to RPRaj Patel, locum optometristFrom Helenin 7 daysComplete
  • DecisionHow you invoiceweekly or monthlyAssigned to RPRaj Patel, locum optometristFrom Helenin 7 daysAwaiting reply
Child’s first eye testfor parents and carers · before the child’s appointment10 requests10 requests
Child’s first eye testFreddie Barrett · first eye test8 of 10 back
  • About your child
  • FormChild’s details6 questionsAssigned to NBNicola Barrett, parentFrom Helenin 2 daysComplete
  • QuestionSchool and yearyear group is enoughAssigned to NBNicola Barrett, parentFrom Helenin 2 daysComplete
  • QuestionBirth and early healthpremature or any problemsAssigned to NBNicola Barrett, parentFrom Helenin 3 daysReady to check
  • QuestionEye conditions in the familysquint, lazy eye, glassesAssigned to NBNicola Barrett, parentFrom Helenin 3 daysReady to check
  • What you have noticed
  • QuestionAny eye or vision worriessquinting, headachesAssigned to NBNicola Barrett, parentFrom Helenin 3 daysComplete
  • QuestionReading and screenshow long each dayAssigned to NBNicola Barrett, parentFrom Helenin 4 daysAwaiting reply
  • UploadOld prescriptionif they wear glassesAssigned to NBNicola Barrett, parentFrom Helenin 4 daysReminder sent
  • Consent
  • ApprovalConsent to eye testread and approveAssigned to NBNicola Barrett, parentFrom Helenin 5 daysComplete
  • ApprovalEye drops consentread and approveAssigned to NBNicola Barrett, parentFrom Helenin 5 daysReady to check
  • QuestionWho will bring themname and relationshipAssigned to NBNicola Barrett, parentFrom Helenin 5 daysReady to check
Contact lens wearer packfor contact lens wearers · before the aftercare visit11 requests11 requests
Contact lens wearer packJosh Palmer · daily lenses9 of 11 back
  • Your lenses
  • QuestionLens brand and typedaily, monthly or otherAssigned to JPJosh Palmer, patientFrom Helenin 2 daysComplete
  • UploadLens box or prescriptiona photo of the labelAssigned to JPJosh Palmer, patientFrom Helenin 2 daysComplete
  • QuestionHow often you wear themdays a week, hours a dayAssigned to JPJosh Palmer, patientFrom Helenin 3 daysReady to check
  • QuestionSolution you useor none for dailiesAssigned to JPJosh Palmer, patientFrom Helenin 3 daysReady to check
  • QuestionSleeping in lensesnever, sometimes or oftenAssigned to JPJosh Palmer, patientFrom Helenin 3 daysComplete
  • Your eyes lately
  • QuestionRedness or discomfortin the last monthAssigned to JPJosh Palmer, patientFrom Helenin 4 daysAwaiting reply
  • QuestionAny change in visionblur, halos or glareAssigned to JPJosh Palmer, patientFrom Helenin 4 daysReminder sent
  • QuestionInfections or eye dropssince your last visitAssigned to JPJosh Palmer, patientFrom Helenin 4 daysComplete
  • Aftercare
  • ApprovalAftercare termsread and approveAssigned to JPJosh Palmer, patientFrom Helenin 5 daysReady to check
  • ApprovalLens care adviceread and approveAssigned to JPJosh Palmer, patientFrom Helenin 5 daysReady to check
  • DecisionAftercare visitmorning, lunch or eveningAssigned to JPJosh Palmer, patientFrom Helenin 6 daysComplete
Equipment calibration packfor the opticians · each year, when checks fall due12 requests12 requests
Equipment calibration packAshgrove Opticians · yearly pack9 of 12 back
  • Test room equipment
  • UploadTonometer calibrationair puff or GoldmannAssigned to MSMartin Shaw, ownerFrom Helenin 7 daysComplete
  • UploadAutorefractor servicelatest visit reportAssigned to MSMartin Shaw, ownerFrom Helenin 7 daysComplete
  • UploadVisual field screenerservice or calibrationAssigned to MSMartin Shaw, ownerFrom Helenin 8 days1 file sent
  • UploadFocimeter checkcalibration certificateAssigned to MSMartin Shaw, ownerFrom Helenin 8 days2 files sent
  • UploadSlit lamp, OCT and cameralatest service recordsAssigned to MSMartin Shaw, ownerFrom Helenin 10 daysComplete
  • Records
  • TableEquipment listitem, serial, last checkAssigned to MSMartin Shaw, ownerFrom Helenin 10 daysAwaiting reply
  • QuestionAny faults this yearwhat was done about itAssigned to MSMartin Shaw, ownerFrom Helenin 12 daysReminder sent
  • UploadCleaning and disinfection logtrial frames and probesAssigned to MSMartin Shaw, ownerFrom Helenin 12 daysComplete
  • Safety and cover
  • UploadElectrical safety testPAT certificateAssigned to MSMartin Shaw, ownerFrom Helenin 12 days1 file sent
  • UploadFire risk assessmentcurrent versionAssigned to MSMartin Shaw, ownerFrom Helenin 12 days2 files sent
  • UploadPublic liability insurancecurrent certificateAssigned to MSMartin Shaw, ownerFrom Helenin 14 daysComplete
  • ApprovalHealth and safety policyread and approveAssigned to MSMartin Shaw, ownerFrom Helenin 14 daysAwaiting reply
Lab and supplier accountsfor labs and suppliers · before the first order10 requests10 requests
Lab and supplier accountsNorthlight Lens Lab · new account8 of 10 back
  • Their details
  • FormAccount details6 questionsAssigned to ANAnna Nowak, account managerFrom Helenin 3 daysComplete
  • UploadPrice listcurrentAssigned to ANAnna Nowak, account managerFrom Helenin 4 daysComplete
  • UploadFrame or lens cataloguelatest rangesAssigned to ANAnna Nowak, account managerFrom Helenin 4 days1 file sent
  • Quality and safety
  • UploadDeclaration of conformityUKCA or CE, per productAssigned to ANAnna Nowak, account managerFrom Helenin 6 days2 files sent
  • UploadInsurance certificateproduct liabilityAssigned to ANAnna Nowak, account managerFrom Helenin 6 daysComplete
  • Working together
  • QuestionDelivery timesstandard and rushAssigned to ANAnna Nowak, account managerFrom Helenin 7 daysAwaiting reply
  • QuestionUrgent order contactname and mobileAssigned to ANAnna Nowak, account managerFrom Helenin 7 daysReminder sent
  • DecisionSale or return stockoffered or not offeredAssigned to ANAnna Nowak, account managerFrom Helenin 8 daysComplete
  • ApprovalTrade termsread and approveAssigned to ANAnna Nowak, account managerFrom Helenin 9 daysReady to check
  • ApprovalRemake and return termsread and approveAssigned to ANAnna Nowak, account managerFrom Helenin 9 daysReady to check

Written for opticians. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Forms in before the eye test

Patients answer their eye history and consent questions from their phone, so nobody has to start the appointment with a clipboard.

Registrations and cover, dated

GOC numbers, indemnity and DBS certificates come back to one list, each with the date it arrived, so locum days are not held up.

Calibration records to hand

Tonometer, focimeter and slit lamp certificates arrive in one place each year, with reminders sent until every one is in.

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