IDOC actively shares industry-focused articles, blog posts, podcasts, videos and other thought leadership with our members and other optometric practitioners. Below, you will find links to our growing library of educational materials and multi-media assets written and created by IDOC's team of seasoned industry experts.
Patricia Basile | 5/10/2018
How should eyeglasses be presented for dispensing?

Picking up a new pair of glasses is exciting for the patient, the anticipation of new, clear lenses and updated beautiful frames. Celebrate with them, make a special event out of it. Prepare goodie bags, with lens care kits, candies, chocolates, surprises, use your imagination and creativity!! Display them on an elegant jewelry tray. Allow them to see the joy you have in your craft.

Imagine the patient’s disappointment, if the glasses come out rolled up in a lab slip, attached with a rubber band and the lenses not free of lab markings, fingerprints or other debris. To your customer, this is not an everyday purchase and should be presented as a high-quality finished product, not something that just came off an assembly line.

Make this a celebration of a great choice, validating their decision to trust your practice with this eyewear purchase.

Here are a few suggestions to add flair to your dispensing method:

  • Plan the presentation theme you want
  • Decide on a budget and shop the craft and/or fabric stores for gift bags and presentation trays
  • Order the travel size cleaning kits to add to the bags
  • Once you have put together the packets, model the new method at your next staff meeting

 IMG_1007IMG_0995 (003)IMG_0996

The give-away items pictured all cost between $.33 and $1.00. The gift bags were $.62 each, but can be bought in bulk. The trays cost approximately $8.00-$12. You may be able to put them together even less expensively with time to shop around. The adult tray is a jewelry tray from Michael’s Crafts Stores. The kid’s tray is a wood tray with fabric inserts, I wrapped the fabric around a cardboard cut to size.

Additional thought should be put into the following:

* Frames should always be preadjusted and perfectly clean. Leaving markings on the lenses distracts the patient and detracts from the appearance. Markings can always be reapplied if needed.

* Give the patient detailed instructions on care and cleaning of the new eyeglasses. Explain any warrantee they have through you and/or the manufacturer.

* Take this opportunity to ask:

** “Have you thought any more about the sunglasses (computer, hobby, etc.) that we spoke about when you selected these?” (You can even add a sunglass frame to the presentation tray for them to consider.)

** “If you have an FSA, come and see us for that extra pair or the other frames you loved.”

*** “Would you like us to call or email you a reminder?”

** “Would you like to receive notification when a manufacturer comes in to show us the new lines at a trunk show?”

** “We welcome referrals to your family and friends. We can fill any prescription, even those written by other eye doctors.”

** “Please be sure to see us for adjustments or cleaning products.”


Taking this time to make them feel special is a great kindness and leaves them with the best possible final experience in your practice. As important as first impressions are, the feeling they leave with on this visit will be what they remember for a long time. These are the actions that set us apart from the competition.

Your patients will love it!

Patricia Basile
Optical Management Consultant
Pat Basile has extensive experience in sales, customer service, management and laboratory operations in the optical field. Licensed in Connecticut and certified by the ABO and NCLE, she has had great success in developing and implementing growth plans, providing training and leadership to achieve greater sales and productivity results. She believes that the consumer is much better served by the personal care provided by small, independent and caring optometric practices. Pat will listen to your concerns and help you identify those things that can be done to bring your practice to the next level. Some of these things may include training and setting goals for sales and customer service, inventory management and frame board management.
Trending Blogs

11/19/2021 | Author: Geronda Wollack

I was on the couch with my wife during our daily “be present and reset” routine which includes reminiscing about our day, watching our favorite shows, and just being present with one another. Out of nowhere, she asked me a question that I wasn’t expecting- “Oh wait, what happened with the paid... Read more

10/26/2021 | Author: Steven Festa

Perhaps you're a recent graduate from Optometry School, or maybe you have spent time working in a corporate optometry practice, or even as an associate OD at an independent practice, and you have decided to go out on your own and open your own optometry... Read more

10/5/2021 | Author: Ximara Vega

How often do you think about your experiences as a consumer? What comes to mind when you reflect on positive interactions? How about negative? I don’t know about you, but for me the negative experiences are much more vivid. Many of those interactions occurred with someone who was well... Read more

9/30/2021 | Author: Amy Alvarez

When I was a retail manager, this would happen to me often. An employee would tell me they didn’t complete an important assigned task, or they would call out for their shift. And I could see it from both sides. They had a lot of conflicting responsibilities that day and yet, this task would... Read more

6/23/2021 | Author: Ximara Vega

School has ended and most of the world has opened back up. Many people I know have multiple weekend getaways, road trips and vacations scheduled because they are making up for lost time. You know what that means? We are surrounded by opportunities to sell sun!!!! The only problem is not... Read more

6/14/2021 | Author: Amy Alvarez

If you are recruiting staff for your practice, you are probably experiencing hiring woes. Some are new - it is a tight job market. Not everyone is able to go back to work depending on their individual circumstances and some employers need more employees than before to meet their current... Read more

5/5/2021 | Author: Nathan Hayes

With the spike in patient demand following the COVID-19 Pandemic, many owners are actively recruiting associate ODs to help carry their increased demand. And any owner looking to hire an associate right now knows that the market is tight.

My feeling is we have an outright shortage of... Read more

3/30/2021 | Author: Geronda Wollack

Managing your staff can be challenging! Am I right? Or am I right? Now, managing your staff and feeling confident with whether you are being compliant poses a different level of challenges. I will share a story to illustrate this challenge.

I had a consult with an Office Manager who... Read more

3/30/2021 | Author: Amy Alvarez

Signed into law on March 11th, 2021, The American Rescue Plan Act offers an extension to Families First Coronavirus Response Act. This provision added additional reasons the leave can be used as well as increasing the cap on eligible compensation for a tax credit.

FFCRA... Read more

3/12/2021 | Author: Ximara Vega

What should a practice do when they have lingering product? Well, 1st we have to identify what lingering product is. In my world, lingering product includes all frames that have been sitting on the shelf for a minimum of 6 months. I like to evaluate product every quarter to identify... Read more

© 2021 IDOC. All Rights Reserved