🎯 Course Overview
This comprehensive online course—designed and taught by Dr. Chris Lopez and Dr. Julie Phan—is built to give optometrists everything they need to confidently perform high-value in-office procedures in modern eyecare. From punctal plug placement and punctal dilation/irrigation to amniotic membrane application
Through 60+ high-yield video trainings, real-world demonstrations, and practical clinical insights, you’ll gain the tools to:
- Master in-office procedural technique
- Improve clinical confidence and efficiency
- Implement proper billing and coding workflows
🔂 Lifetime Access to "Living Course" with with yearly CPT and ICD-10 video updates. The price will go up annually, so secure the lowest price it will ever be by purchasing today.
Perform with confidence—every single day.
🔍 What You’ll Learn
✅ Punctal Plug Placement Mastery
Learn safe, effective plug insertion with proper patient selection, sizing, technique, and complication management.
🧪 Punctal Dilation & Irrigation Techniques
Perform D&I confidently to assess nasolacrimal patency and distinguish obstruction from reflex tearing.
🧠 Amniotic Membrane Application
Master in-office AM placement, including indications, device selection, technique, and follow-up care.
📋 Patient Selection, Consent & Documentation
Understand indications, contraindications, informed consent, and documentation best practices.
💰 Billing & Coding for Procedures
Learn CPT codes, modifiers, and billing workflows for proper reimbursement.
📈 Integrating Procedures Into Your Practice
Build efficient systems to implement these procedures while improving outcomes and revenue.
👩⚕️ Who This Course is For
This course was made for:
✅ New grads and associate ODs looking to master clinical procedures and coding early
✅ Practice owners who want to train their OD team and boost revenue
Meet Your Optometric Procedures Instructors
"Hello, I’m Dr. Chris Lopez. Alongside my colleague Dr. Julie Phan, we’ve designed this comprehensive online course to help optometrists confidently perform high-value in-office procedures in modern eyecare. Through 60+ focused video trainings, real-world clinical demonstrations, and step-by-step walkthroughs, you’ll learn how to properly perform punctal plug placement, punctal dilation and irrigation, and amniotic membrane therapy—while also mastering the patient selection, technique, documentation, and billing/coding needed to implement these procedures successfully in everyday practice."
Example Curriculum
- Introduction and Learning Objectives: Punctal plug overview and what you’ll be able to do by the end (1:44)
- Dry Eye Overview and Treatment Ladder: Where plugs fit in modern dry eye management (1:48)
- Eye Anatomy & Why it is so important: Key anatomy for safe, accurate plug placement (1:06)
- Indications and Contraindications of Plugs: Who benefits, who to avoid, and clinical red flags (4:10)
- Punctal Plug Types: Comparing plug designs, materials, and use-cases (2:12)
- Punctal Plug Candidates/Patient Selection: How to pick the right patient (and set expectations) (3:24)
- Pre-Procedure Checklist: Room setup, supplies, and time-saving preparation (4:03)
- Patient Informed Consent: How to explain risks, benefits, and alternatives clearly (1:49)
- Step-By-Step Technique: A repeatable, start-to-finish insertion technique (4:28)
- Punctal Plug DEMO Procedure: Full real-world procedure walkthrough (hands-on) (1:15)
- Patient Education and Expectations: What patients should feel and expect after placement (2:44)
- Follow-Up Protocol and Troubleshooting: Follow-up timing, epiphora, and “plug fell out” scenarios (4:13)
- Complications and Management: Managing irritation, extrusion, migration, and infection concerns (2:28)
- Documentation and I&R: Charting templates, medical necessity language, and interpretation/reporting (5:34)
- Billing & Coding Overview: CPT/ICD-10 framework and how to avoid common billing errors (5:07)
- Billing & Coding Case Examples: Real scenarios with diagnoses, codes, and documentation notes (8:15)
- Clinical & Practice Pearls: Efficiency tips, workflow integration, and what experienced ODs do differently (2:03)
- FAQs and Myths: Common misconceptions and quick clinical answers (5:17)
- Key Takeaways: Summary checklist and what to implement immediately (3:19)
- Special Member Promo & Pricing: Member benefits, pricing details, and next steps (1:32)
- Bonus: Puncta Plugs & Billing/Coding Case Examples (5:27)
- Introduction and Learning Objectives: D&I purpose, indications, and module roadmap (2:23)
- Understanding Mechanism of Epiphora: Impact on treatment (2:15)
- Importance of Nasolacrimal Anatomy: Review to improve accuracy and interpretation (2:16)
- Clinical Indications: When D&I is appropriate in-office vs refer out (5:15)
- Patient Signs and Symptoms: Key questions and clinical findings that matter (2:27)
- Contraindications and Precautions: Safety screening and risk reduction (4:07)
- Patient Selection: Identifying ideal candidates and setting expectations (3:00)
- Patient Education and Expectations: What patients should feel and expect (3:04)
- Setup and Supplies: Instruments, solutions, and room setup for smooth flow (5:17)
- Syringe Setup: Proper assembly, handling, and priming technique (1:21)
- Dilation & Irrigation DEMO: Chair-side setup and positioning (1:31)
- Importance of Punctal Dilation: When dilation is required and how it impacts success (3:12)
- Dilating Puncta Demo Video (Right Eye): Dilation technique walkthrough (1:33)
- Dilating Puncta Demo Video (Left Eye): Dilation technique walkthrough (1:09)
- Step by Step D&I Procedures: Full procedural sequence from start to finish (4:10)
- Dilation & Irrigation Demo: Procedure walkthrough (1:42)
- Technique and Safety Guidelines: Avoiding false passage and maximizing patient comfort (2:07)
- Patient Informed Consent: Form language, risks, and alternative options (2:25)
- Interpreting Findings: What reflux/flow patterns mean and what to do next (2:45)
- Managing Complications: Bleeding, discomfort, resistance, and next-step decision making (3:22)
- Documentation and Reports: Charting examples and referral-ready documentation (5:22)
- Practice Workflows: How to implement D&I efficiently in clinic operations (3:08)
- Billing & Coding Overview: CPT/ICD-10 approach and common pitfalls (5:17)
- Billing & Coding Case Examples: Different scenarios & documentation tips (3:10)
- Clinical & Practice Pearls: Speed, comfort, efficiency, and interpretation shortcuts (3:12)
- FAQs and Myths: Common questions and misconceptions clarified (3:21)
- Summary and Conclusion: Practical recap and implementation checklist (2:54)
- Bonus: D&I Billing/Coding Case Examples (4:22)
- Introduction and Learning Objectives: Overview, outcomes, and what you’ll master (1:26)
- Importance of Corneal Anatomy: Essentials for safe application and healing assessment (1:18)
- Amniotic Membrane Composition and Properties: Why it works and what it does clinically (2:41)
- Clinical Indications & Symptoms/Signs: The cases where Membrane can be a game-changer (2:25)
- Contraindications & Cautions: When to avoid, delay, or refer (2:17)
- Selecting the Right Types of Amniotic Membranes: Choosing the best option for each scenario (2:09)
- Patient Selection and Decision Making: How to decide AM vs alternatives and when to escalate (2:20)
- Pre-Procedure Checklist and Preparation: Room setup, supplies, and staff workflow (3:10)
- Patient Informed Consent: How to explain the process, vision expectations, and risks (2:26)
- Application Techniques: Step-by-step placement techniques and handling tips (4:47)
- Tips for Successful Application: Practical tricks to improve comfort and retention (1:34)
- Amniotic Membrane Procedure #1: Contact Lens Flip Technique DEMO (2:15)
- Amniotic Membrane Procedure #2: Membrane Placed On The Inner Contact Lens Technique DEMO (1:30)
- Amniotic Membrane Procedure #3: Direct Cornea placement technique DEMO (3:03)
- Patient Education and Expectations: What patients will feel, see, and do after placement (2:49)
- Follow-Up Protocol & Outcome Assessment: Monitoring healing, timing, and re-treatment decisions (3:41)
- Documentation and I&R: Charting, medical necessity, and reporting language (4:47)
- Billing & Coding + Reimbursement: Coding strategy, reimbursement basics, and compliance (4:47)
- Practice Integration: Protocols & Workflow (3:53)
- Practice Tips & Clinical Pearls: Avoiding rookie mistakes and improving consistency (5:17)
- Amniotic Membrane Myths: Common misconceptions clarified (3:47)
- FAQs: Quick answers to common clinical and operational questions (3:44)
- Key Takeaways and Conclusion: Summary checklist and implementation plan (4:12)
- Bonus: Membrane Billing/Coding Case Examples (3:33)
💬 Student Testimonial
"This course completely changed how I approach in-office procedures. The step-by-step demonstrations made punctal plugs, dilation and irrigation, and amniotic membranes feel simple and practical to implement. I left with the confidence to perform these procedures correctly and bill for them properly. Every OD looking to expand their clinical skill set should take this course."
— Dr. J.Smith, Private Practice Owner
🌟 Your Instructors 🌟
Drs. Chris Lopez and Julie Phan, ODs are a dynamic duo of optometric clinicians and educators dedicated to helping eye care professionals expand their clinical skills and confidently integrate high-value procedures into modern practice.
Chris Lopez, OD, graduated Summa Cum Laude from the University of Houston College of Optometry and is widely recognized for his expertise in medical optometry, clinical procedures, and practice growth. Based in Wisconsin, Dr. Lopez practices in high-volume medical optometry settings where he manages a wide range of ocular disease and procedural care. A passionate educator, he has delivered 100+ lectures nationwide on clinical procedures, ocular disease management, and practice optimization. Dr. Lopez also contributes educational content to optometry publications and ODs on Finance, and is deeply committed to mentoring optometry students and young doctors as they develop their careers.
Julie Phan, OD, is a California-based optometrist and practice owner with a strong background in medical optometry, ocular disease management, and specialty eye care. She co-owns a boutique medical private practice in San Marino, California, and also operates a medical-focused Sam’s Club sublease in San Bernardino, where she has built a clinically driven model centered on comprehensive medical care and procedural services. In 2024, Dr. Phan was recognized as Sam’s Club Optometrist of the Year for her clinical excellence and practice growth. She is especially passionate about helping optometrists expand medical services, integrate in-office procedures, and improve billing and coding workflows to drive stronger patient outcomes and healthier practice performance. Through hands-on training, consulting, and mentorship, she has helped colleagues implement medically focused systems that maximize clinical efficiency, procedural confidence, and reimbursement success.
Together, Dr. Lopez and Dr. Phan combine extensive clinical experience, procedural expertise, and a shared passion for education, equipping optometrists with the practical knowledge and confidence needed to deliver advanced in-office procedures and elevate patient care in modern optometric practice.
Enroll Risk-Free with Our Money Back Guarantee
We're confident that our Optometry Procedures course will provide exceptional value and significantly enhance your practice. To ensure it's the perfect fit for you, we offer a 7-day risk-free guarantee. If, after completing UP TO 20% of the course content within the FIRST 7 days of your purchase, you don't feel it meets your needs, simply email Education@ODsonFinance.com for a full refund. We want you to be completely satisfied with your investment.
📚 Explore Our Courses
Looking to take your clinical skills and practice growth even further? Explore our other courses, bundles, and coaching programs designed specifically for optometrists who want to improve patient care, expand medical services, and build more successful practices.
