Optical Employee Performance Review Form Page 2

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Sales
AVERAGE SALE: ___________
35% Total Weight
Asks questions / likes and dislikes regarding previous eyewear
1
2
3
Listens carefully to determine problems
1
2
3
Pays close attention to detail
1
2
3
Explains features, advantages & benefits of product
1
2
3
Matches lens style to patient needs
1
2
3
Matches options to patient needs
1
2
3
Uses realistic time frames in promising a job especially custom orders
1
2
3
Takes responsibility in regards to follow through
1
2
3
Learning new product information
1
2
3
Continues to seek knowledge through continuing education
1
2
3
Applies knowledge learned to improve self and patient service
1
2
3
Dispensing
15% Total Weight
Informs patient on care of lenses, frames, warranty
1
2
3
Verifies accuracy of the order
1
2
3
Sets stage for return visits to adjust eyewear
1
2
3
Thanks a patient for allowing us to serve their needs
1
2
3
Creating Patients for life
20% Total Weight
Field complaints with performance of product or refraction
1
2
3
Determine appropriate action to satisfy a problem quickly
1
2
3
Communications with lab if not able to ensure good service
1
2
3
Is flexible with patient flow and fluctuates lunch / break times
1
2
3
Remake/Refund/Warranty
Average___________
Patient Satisfaction
Average___________
Other:

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