In our busy practices, differentiation and communication are key to an exceptional patient experience.

The transfer of care from one expert to another in your clinic can help create a personalized experience for each patient while ensuring effective communication has taken place for quality of care.  A successful handoff protocol can also increase your capture rate and build strong relationships.  In this session, we will help you create your perfect handoff as well as practice it in the clinic to increase confidence in your team and implementation.  

What is a Handoff

• Exploring the Transfer of Trust
• Discover all the opportunities for a handoff

Why is a Handoff important and how does it impact communication

• For the business
• For the patients
• For the Experts (OD and each person on the team)
  • Activity: Breakout groups to discuss communication opportunities

How should the Handoff happen

• What doesn’t work and why
• The crucial steps to each handoff
  • Gather information
  • Location
  • Transfer to Expert
  • What to share
  • Next steps

What does an effective Handoff look like

• OD to Expert
• Expert to Expert
• If there’s little or no change in Rx
• If there’s no one available to receive the Handoff
  • Activity: Create your Gold, Silver and Bronze standards for YOUR Handoffs
  • Activity: Practice each handoff to fine-tune the process and communication 

Your Learning and Development Trainer will stay after the training session to assist with immediate implementation, working directly with you and your team as you see patients. This step is vital for the program's success. 

Time Commitment

3-hours

Audience

This training is intended for the entire office, no matter their role or experience level. Everyone should participate.  It’s especially important that all team members are present for the training, including ODs and Associates, to learn together and create successful processes.   

Cost

Costs are now included in your Eye Recommend membership. 

To schedule the A Transfer of Trust training in your office, please contact your Learning & Development Trainer at training@eyerecommend.ca.

*Please note, to maximize the effect of the training and encourage optimum retention of the information learned, those attending the training must be exclusively participating in the workshop or the office must be closed if all team members are included.