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Your First Day as an Optometrist: The Ultimate Checklist

6 min read

Starting your first day as a newly qualified optometrist is both exciting and nerve-wracking. Here's a comprehensive checklist to help you navigate your inaugural day with confidence.

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Before You Arrive

Confirm Your Start Time and Location

Make sure you know exactly when and where to report, including any specific entrance or office requirements. Plan to arrive at least 15-20 minutes early to account for unexpected delays.

Prepare Your Professional Wardrobe

Have your lab coat cleaned and pressed, and ensure your professional attire meets workplace standards. Don't forget your name badge if one was provided in advance.

Organize Your Equipment

Pack your personal diagnostic tools if required:

  • Retinoscope

  • Ophthalmoscope

  • Trial frame

  • Near vision cards

  • PD ruler

  • Any specialty equipment you prefer to use

Bring Essential Documents, such as:

  • Professional license

  • DEA number (if applicable)

  • Insurance documentation

  • Banking information for payroll

  • Any outstanding HR paperwork

  • State board certification

  • Professional liability insurance documentation

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First Morning

Familiarize Yourself with the Space

Take time to learn:

  • Layout of the examination rooms

  • Location of emergency equipment

  • Storage areas for supplies

  • Staff break room

  • Patient waiting areas

  • Contact lens inventory system

Meet Your Team - Introduce Yourself To:

  • Front desk staff

  • Technicians

  • Fellow optometrists

  • Optical staff

  • Practice manager

  • Cleaning and maintenance staff

Learn the Technology - Get Acquainted With:

  • Electronic Health Records (EHR) system

  • Digital imaging equipment

  • Practice management software

  • Scheduling system

  • Phone system

  • Equipment calibration procedures

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Clinical Preparation

Review Office Protocols, such as:

  • Patient flow procedures

  • Examination routines

  • Referral processes

  • Emergency protocols

  • After-hours care policies

  • Documentation requirements

Check Examination Rooms to Verify:

  • All equipment is functioning properly

  • Supplies are adequately stocked

  • Room layout is efficient

  • Computer systems are working

  • Diagnostic drops are available

  • Cleaning supplies are accessible

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Throughout the Day

Learn from Colleagues

  • Observe how experienced staff interact with patients

  • Learn from your colleagues' routines

  • Ask questions when uncertain

  • Take notes on office-specific procedures

  • Show appreciation for help received

Maintain Organization

  • Keep track of questions that arise

  • Document unique office procedures

  • Note any equipment or supplies needed

  • Record important contact numbers

  • Start developing your own efficient workflow

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End of Day

Review and Reflect

  • Ensure all patient records are completed

  • Confirm next day's schedule

  • Clean and organize your workspace

  • Review any challenging cases with colleagues

  • Make note of procedures requiring clarification

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Remember that every experienced optometrist was once in your shoes. It’s normal to feel overwhelmed initially! Focus on learning and growing rather than achieving perfection on day one. Don’t hesitate to ask for help. Your colleagues understand you're new and will be happy to help you adjust to your new role.

By following this checklist, you'll be well-prepared to handle your first day with professionalism and confidence. While it may feel overwhelming at first, remember that building a successful optometry career is a marathon, not a sprint!