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© PACT MATTERS, LLC

PACT MATTERS Presents

WebTek™

Academy

Master the Skills That Define Clinical Excellence

WebTek™ is a comprehensive, interactive ophthalmic training series built for the modern clinical team. Covering 26 essential Knowledge, Skills, and Abilities for ophthalmic technicians, each session delivers expert instruction through engaging audio-narrated presentations — no complex IT required.

26 Essential Knowledge, Skills, and Abilities for Ophthalmic Excellence

Designed for new technicians and onboarding teams, WebTek™ transforms foundational competency training from a checkbox into a measurable performance standard.

Learn it. Apply it. Prove it.

PACT MATTERS Members

Free

Full access included with membership

Access Now

Non-Members

$125.00

Per-license & six-month portal access

Purchase Access

Available for Hire

Professional Ophthalmic Trainers
You Can Count On

Connect directly with our certified ophthalmic trainers and consultants — each available for on-site or virtual engagements.

M. PARKER, PhD, DSc, CLSSMBB, PMP, CTC, COMT

M. PARKER, PhD, DSc, CLSSMBB, PMP, CTC, COMT

Ophthalmic Training Specialist

Clinical CompetencyLeadership
Latrice Jones-Bey, MBA, COMT, OSC

Latrice Jones-Bey, MBA, COMT, OSC

Ophthalmic Training Specialist

Clinical CompetencyScribe / Scrub

Curriculum

WebTek™ Webinar Topics

26 essential competencies every ophthalmic technician must master.

1

Medical Ethics & Regulatory Requirements

Navigate the ethical and legal landscape of modern ophthalmic practice with confidence. This session covers HIPAA compliance, informed consent, scope-of-practice boundaries, and documentation standards essential for every clinical team member. Participants leave with a clear framework for ethical decision-making and regulatory accountability, protecting both patients and the practice.

2

Patient Advocacy & Satisfaction

Excellence in eye care begins with the patient experience. This session equips ophthalmic technicians and staff with communication strategies, patient-centered workflows, and service recovery techniques that drive satisfaction scores and long-term loyalty. Learn how advocacy at every touchpoint transforms one-time patients into lifetime practice ambassadors.

3

Patient & Family Education

Informed patients achieve better outcomes. This session teaches clinically accurate, plain-language education techniques for common ophthalmic conditions, surgical procedures, and post-care instructions. Participants master the teach-back method and role-based communication strategies that ensure patients and families leave every visit confident and compliant.

4

Handling Difficult Situations

Clinical excellence demands composure under pressure. This session prepares ophthalmic staff to de-escalate challenging patient interactions, manage complaints professionally, and respond to clinical emergencies with clarity. Participants develop scripts, decision trees, and team protocols that protect the patient relationship and reduce liability.

5

Patient History & Assessment

A thorough, accurate patient history is the foundation of every successful clinical encounter. This session standardizes the intake workflow — chief complaint documentation, medication reconciliation, ocular and systemic history, and allergy review — using evidence-based protocols that reduce errors and improve downstream clinical efficiency.

6

Visual Acuity Testing

Precise visual acuity measurement is the cornerstone of ophthalmic diagnosis. This session covers distance and near acuity testing across age groups, chart selection, recording conventions, and common pitfalls. Participants gain the standardization skills needed to achieve consistent, defensible results in any clinical setting.

7

Lensometry & Eyeglass Rx

Accurate lensometry is a critical pre-exam skill that directly impacts refraction quality and patient satisfaction. This session covers manual and automated lensometry techniques, prismatic measurement, verification protocols, and documentation standards — ensuring every prescription is confirmed with precision before the patient reaches the chair.

8

Basic Refractometry

Confidently perform manifest refraction and preliminary testing with this structured, step-by-step session. Participants learn sphere and cylinder refinement techniques, duochrome and cross-cylinder methods, and best-corrected visual acuity documentation — building the foundational skill set for delivering accurate refractive data to the supervising physician.

9

Ocular Motility

Systematic evaluation of ocular alignment and motility is essential in every comprehensive exam. This session covers the Hirschberg and Krimsky tests, cover-uncover testing, versions, ductions, and documentation of strabismus findings — giving technicians the tools to identify subtle motility deficits and communicate findings precisely to the clinical team.

10

Pupil Evaluation

The pupil exam provides critical diagnostic insight into neurological and ocular health. This session teaches standardized assessment of pupil size, shape, reactivity, and the afferent pupillary defect (APD) — including documentation techniques and red-flag findings that require immediate escalation to the physician.

11

Tear Testing & Dry Eye

Dry eye disease is among the most prevalent and underdiagnosed conditions in eye care. This session covers Schirmer testing, tear breakup time, osmolarity testing, MMP-9 point-of-care analysis, and patient screening protocols — equipping technicians to conduct thorough dry eye workups that support diagnosis and enhance the patient's care journey.

12

Instilling Eye Medications

Safe, sterile medication instillation is a non-negotiable clinical competency. This session reviews ophthalmic pharmacology fundamentals, drop and ointment administration techniques, dilation protocols, allergy screening, and documentation requirements — ensuring every team member meets the standard of care for medication safety and patient comfort.

13

Intraocular Pressure Measurement

Accurate IOP measurement is one of the most consequential skills in ophthalmic practice. This session provides hands-on instruction in Goldmann applanation, non-contact tonometry, and rebound tonometry — covering technique standardization, calibration checks, and documentation practices that support glaucoma management and clinical decision-making.

14

Pachymetry

Central corneal thickness measurement is critical for accurate IOP interpretation and surgical planning. This session covers ultrasonic and optical pachymetry techniques, probe positioning, normal reference ranges, and clinical significance — preparing technicians to perform and document corneal thickness measurements with precision and confidence.

15

Keratometry

Corneal curvature measurement is foundational to contact lens fitting, IOL calculations, and refractive surgery screening. This session covers manual and automated keratometry techniques, mire alignment, astigmatism axis documentation, and quality control checks — ensuring technicians deliver the accurate K-readings that drive downstream clinical and surgical success.

16

Patient Screening & Triage

Effective triage is the first line of clinical safety and practice efficiency. This session trains ophthalmic staff to systematically assess presenting symptoms, prioritize urgent versus routine concerns, apply structured communication frameworks, and route patients appropriately — thereby reducing risk, improving flow, and ensuring that no critical findings are missed at the point of first contact.

17

External & Fundus Photography

High-quality clinical imaging begins with skilled technique. This session covers slit lamp-based external photography, non-mydriatic and mydriatic fundus imaging, patient positioning, image composition, and documentation standards — equipping technicians to capture diagnostic-quality images that support accurate diagnosis and longitudinal patient monitoring.

18

Fluorescein Angiography

Fluorescein angiography is a high-stakes diagnostic procedure requiring both technical precision and clinical vigilance. This session covers injection protocols, recognition and management of adverse reactions, imaging sequence execution, and documentation standards — preparing technicians to perform FA procedures safely and to produce interpretable image series that meet physician and regulatory expectations.

19

Optical Coherence Tomography (OCT)

OCT is one of the most powerful diagnostic tools in modern ophthalmology, and its value depends entirely on the quality of acquisition. This session covers retinal and anterior segment OCT protocols, scan selection, fixation optimization, signal strength interpretation, and artifact recognition — ensuring technicians consistently deliver scans that elevate diagnostic confidence and patient outcomes.

20

Clinic-Based Surgical Assistance

The perioperative role of the ophthalmic technician is critical to surgical safety and efficiency. This session covers sterile technique, instrument handling, patient preparation, consent verification, and intraoperative support responsibilities for cataract, laser, and minor ophthalmic procedures — standardizing the team behaviors that reduce surgical risk and keep the OR running on schedule.

21

Equipment Maintenance & Inventory

Well-maintained equipment is the backbone of clinical accuracy and operational continuity. This session establishes standardized protocols for daily cleaning, preventive maintenance schedules, equipment logs, and inventory management — giving clinical teams the tools to minimize downtime, extend instrument life, and maintain a clinic environment that meets accreditation standards.

22

Calibration of Screening Instruments

Instrument calibration is a patient safety imperative. This session covers calibration verification procedures for tonometers, visual acuity systems, autorefractors, and screening devices — including documentation requirements, frequency standards, and corrective action protocols. Participants leave with the competency to detect and report out-of-specification instruments before they impact patient care.

23

Comprehensive Lean Ophthalmology Workup

This capstone-level session integrates clinical skill with process discipline. Participants learn to execute a full ophthalmic workup — from intake through imaging — using Lean principles that eliminate waste, reduce patient wait times, and optimize throughput without sacrificing quality. The session includes role-based standard work, handoff protocols, and efficiency metrics that define high-performing ophthalmic teams.

24

IOL Calculations

Accurate IOL power selection is one of the most consequential steps in cataract surgical planning. This session covers biometry principles, A-constant optimization, formula selection (SRK/T, Holladay, Barrett Universal II), and data quality control — giving technicians the foundational knowledge to perform and verify IOL calculations that set patients up for outstanding refractive outcomes.

25

Automated Visual Field Testing

Reliable visual field data is essential for glaucoma management, neuro-ophthalmology, and disability evaluation. This session covers patient preparation, threshold strategy selection, fixation monitoring, artifact recognition, and reliability index interpretation — standardizing the technician's role in producing fields that clinicians can trust and payers will accept.

26

Slit Lamp Biomicroscopy

The slit lamp is the most versatile diagnostic instrument in ophthalmology — mastering it separates good technicians from great ones. This session covers illumination techniques, anterior segment examination sequencing, documentation of findings (cornea, lens, anterior chamber, conjunctiva), and gonioscopy-assist basics — building a systematic approach that supports accurate diagnosis and confident clinical communication.

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PACT MATTERS — WebTek™ Academy

Knowledge · Skills · Abilities

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