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How Can Our Opticians Handle Patients Asking for a Copy of Their Prescription and PD Without Tying Up the Phone?

Opticians field daily requests for prescription copies and PDs by phone and email. We verify the patient, send the document securely and log every request.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Prescription copy requests take up staff time because each one arrives by phone or email, needs the patient's identity checked, the right record found and a document produced and sent. We build a simple request form that checks identity using details you choose, produces the prescription copy from your practice system, sends it securely and logs the request, with anything unusual passed to a person, including how your practice handles PD requests.

'Can you email me my prescription?'

Several times a day, someone rings or emails asking for a copy of their spectacle prescription. They have lost the paper copy, or want to buy glasses online, or are going on holiday and want a spare. Reception finds the record, checks it is the right person, prints or exports the prescription, and emails it or posts it.

Some also ask for their pupillary distance, which some practices provide as a matter of course and others handle differently, according to their own policy. Staff are not always sure what the practice line is.

Why a simple request takes so long

  • Requests arrive by phone, email, website form and in person.
  • Checking identity is done differently by each member of staff.
  • Finding the latest prescription can take several clicks.
  • Producing and sending a document by email is a manual export and attachment.
  • There is no log of who asked for what and when it was sent.

Each request is only a few minutes, but they come at the busiest times, and they interrupt patients waiting at the counter.

What the interruptions cost

IssueEffect
Phone time on routine requestsPatients in the practice kept waiting
Inconsistent identity checksRisk of sending a record to the wrong person
Manual export and emailErrors and time
No request logCannot show what was sent if questioned
Unclear PD policyDifferent answers from different staff

How we build the request process

  1. A short request form on your website, also usable by staff for phone requests, asks for the identifying details your practice decides are needed.
  2. The details are checked against the patient record in your practice system. A confident match proceeds; anything uncertain goes to a person.
  3. The latest prescription is produced as a document in your practice's format, with the date and optometrist, from the data in your practice system.
  4. It is sent by the secure method you choose, for example a time-limited download link, rather than a plain attachment.
  5. Requests for information your practice handles differently, such as PD where your policy requires a conversation or a measurement, are routed to staff with your approved wording.
  6. Every request is logged with the date, details and what was sent.

Patients' rights to their prescription, and what else your practice provides and how, are set by the rules that apply to you and your own policy. We build the process around what you decide.

After it is running

Most requests are handled without anyone picking up the phone. Identity checks are the same every time. Patients receive their prescription quickly and in a tidy format. Staff deal only with the unusual cases. And the practice has a log if it is ever asked what was sent to whom.

Some practices use the moment to remind patients, politely, that the practice can also make up their glasses. That is entirely optional, and the wording is yours.

Contact lens specifications are a separate case with their own rules and considerations, and many practices handle them differently from spectacle prescriptions. The form can recognise a contact lens request and route it to staff with your practice's wording, rather than treating it the same as a spectacle prescription copy.

Is this a daily interruption for you?

  • Patients regularly phone or email for prescription copies.
  • Each request means finding the record and exporting a document.
  • Staff check identity in different ways.
  • There is no log of prescriptions sent.
  • Staff are unsure of the practice line on PD requests.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Are we required to give patients their prescription?

Rules on this apply to optical practices, and your adviser or professional body can confirm them. We build the process around your obligations and policy.

How is identity checked?

Using the details you choose, such as date of birth and postcode, matched against the record. Uncertain matches go to a person.

Is emailing a prescription secure?

We use the method you choose, such as a time-limited download link. Whether it suits your data protection position is your decision with your adviser.

Does it work with our practice system?

It needs to read prescriptions and patient details, through your practice system's API or exports. We check first.

Keep reading

More on Problems We Solve

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