The Evolution of Tracing
This OLA-sponsored article shows how better service and improved communications are just two of tracing's benefits
By Alex Yoho, ABOM
Illustrations by Jon Krause
Remote order entry is here to stay. And, those who are taking advantage of this technology are reaping huge benefits in time (read: money), efficiency, and customer service.
In this OLA-sponsored article, we interviewed several labs in various stages of the remote order entry process. The point? To help you understand what can take your office into the age of technology.
Many thanks go to those labs that participated. These include: Gerry Shaw, owner, Western Carolina Optical, Inc., Asheville, N.C.; Kevin Bargman, president, Hawkins Optical Laboratories, Inc., Topeka, Kan.; Bill Plunkett, president, Plunkett Optical, Inc., Fort Smith, Ark.; Jeff Leaming, sales representative, Professional Ophthalmic Labs, Inc., Roanoke, Va., and Asheville, N.C.; Tom Schroeder, president, Schroeder Optical Co., Inc., Roanoke, Va.; Jay Wilson, president, HOYA Vision Care, Eugene, Ore.; and Craig Giles, president, Soderberg, Inc., St. Paul, Minn.
How long have you been involved with remote order entry/tracing systems?
Shaw: We are a smaller laboratory, and have had success doing remote entry with tracers for the last five years.
Bargman: We actually dabbled in remote order tracing systems long before the current generation of systems. This was when a computer with a 386 processor was state-of-the-art, so you can imagine how slow it all worked.
Leaming: Three years. It's more affordable than mechanical tracers.
Plunkett: We have just recently started our tracing operations. With three tracers so far, it is something we're going to make a big push on this year.
Schroeder: Our lab was probably one of the first out of the gate, but it's an area we haven't grown much. It's not that I'm not behind it, but we're a smaller lab, and that
hasn't been a critical area of focus.
Wilson: We've been involved with tracing for about two years and have six tracers in the field now.
Giles: We have been using the remote electronic ordering system since its inception, and we have about 600 of our 2,700 accounts on it. As for tracers, we only have about a dozen in the field.
Those that we put out there are on a lease or special program, but eyecare professionals don't use them that often. So, we're using the remote order entry software. Over 70 percent of our work is cut and edged, and people want to send us the frames anyway.
What are the advantages for the lab when remote tracing is used?
Shaw: Mainly the turnaround time. We don't actually have to get the frames, so we can cut the lenses, send the edged lenses to the doctor, and the patient doesn't have to be without glasses. With accurate A, B and E, D measurements, we don't have to wait for the frame.
Bargman: With remote tracing, the Rx can be processed with or without the frame in most cases, which allows us to obtain a more efficient delivery system as well as superior thickness control.
Plunkett: If the job is a "frame to follow," it might sit on the shelf for two or three days waiting for them to get the frame to us so we can surface it. But, if we do have a tracing, we can get started on it immediately.
Leaming: For both the lab and the account, it also saves on postage or shipping.
Wilson: There are time improvements using the tracer or connecting and transmitting orders.
Giles: We don't find it a particular advantage. In fact, we approached it in a different way some time ago. We built a huge database of lens tracings in our lab, so we can use those tracings to make our thickness come out.
What are the advantages for the doctor's office?
Shaw: Turnaround time is reduced by at least a day. Also, the office is meeting requests from patients who don't want to give up their glasses.
Schroeder: Except for stock single vision, you can conceivably get an edged lens as quickly as an uncut. Then you don't have to buy an edger--which is more expensive than a tracing
system--and pay someone to edge.
Also, it gives the dispenser the ability to archive tracings for future jobs.
However, this is not for everybody; there are some dispensers who are not going to want to mount or insert lenses.
Wilson: The system works well as long as it's calibrated. The controlling variable for success is to make sure the offices calibrate their tracers to our edgers. We do that process on a weekly basis with our customers. Calibration is the win/lose variable.
How accurate are the tracers?
Bargman: Some tracers are more accurate than others. Also, both the prescriptions and the lens material have a dramatic effect on the finished circumference needed. You will always have minor discrepancies due to the mechanical nature of both
tracers and edgers.
Plunkett: Right now we're getting 98 to 99 percent. We basically do a test every morning.
Giles: They're very accurate if people check them every day.
What kinds of problems have you encountered?
Shaw: We've had a few sizing issues where we had to run a couple of test jobs and recalibrate the tracer.
Leaming: I thought I would find resistance, but I haven't. I try to tell accounts to stay away from big square frames, as they're hard to get a good trace on. If you pull a frame off the board and the sample lens fits loosely, stay away from it.
Schroeder: It all comes down to the operator and willingness. It's more attitude than ability.
Wilson: We fax each of our accounts every Monday morning and ask them to trace and send in the tracing. It's really the only way we can protect them and us.
How has remote tracing helped your business?
Shaw: About 30 percent of my business comes through remote entry. Not having to type in all the orders, my customer service people can focus on other things.
Schroeder: The PR we have conveys the image that we're progressive and keeping with the latest technology.
Wilson: It's a win-win situation for both sides, as far as time is concerned, and time is money.
If you've been giving thought to remote order entry, the points raised here should give you a lot to chew on. So, what are you waiting for? The ball is in your court.
Software Savvy |
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Here are some things to watch out for and ask about before plunging into the world of remote order entry and remote tracing. 1. How long has the company you're looking to work with been in business? Get a company timeline, and ask for references and testimonials. 2. What will the company do for you, other than get you new software and technology updates according to its contract obligation? If you need troubleshooting, how long will it take you to get to a real person for help? 3. How often will you receive updates? 4. How often will the representative call or visit you? Be sure to pre-set appointments. 5. Does the company provide consulting services? How about on-site consulting? If so, get details. 6. Will the software easily integrate with what you already have, or are you looking at a complete system set-up from scratch? 7. Get Internet, E-mail, and toll-free communications options, and get contact info for everyone who works with your set-up, too (such as cell phone numbers). 8. Is the system being offered to you going to fit not only your practice parameters today, but also flex and expand as your practice changes? 9. Get the costs--all the costs--even the little things like shipping and handling, extended warranties, updates out of contract, after-hours troubleshooting, etc. 10. On-site training is a must: Be sure to ask about the details of training--not only the initial set-up, but ongoing training to keep up with newly introduced technologies and office changes (i.e., training new personnel down the road). 11. Do company personnel have optical experience as well as programming experience? Does staff have in-the-field experience at all levels of optical retail and with wholesale laboratories? 12. If, when talking about system capabilities, the megabyte and gigabyte talk gets too technical, ask the presenter to bring it into a practical, everyday working context. -- Karlen Cole McLean, ABOC, NCLC |
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Key Terms |
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Remote tracing. Using a tracing system to outline and record the shape of the frame to transmit to the laboratory for fabrication, rather than sending in the frame. Tracing benefits. Faster turnaround time, patients can keep their frames, frames can stay at the store for addit-ional show-and-sell, saves time and money on shipping and handling, superior lens thickness control, ability for lab and dispenser to archive tracings. Remote order entry. Placing lab orders electronically via a computer using specially designed software rather than by telephone, fax, or delivery service. Remote order entry benefits. Faster turnaround time, real-time order tracking and verification, improved Rx accuracy, instantly queues job into the system, hones verbal communications. |
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What's New |
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Here are some of the hottest innovations in optical software today. Color graphics. They make it easy and eye-pleasing to navigate through programs. Touch-screen menus or program icons. These aid in easy operation and error reduction.
Automation. The more automatic, the better (i.e., calculations, database search, lens Wider compatibility. Most of the optical software systems offered today feature compatibility with existing systems at both the practice and lab level. Job history tracking. The customer can access job status in real time. Inventory control. They help keep track of what's selling, what's not, and what needs to be reordered in real time. Reports. Practice management data can be used for practice analysis of efficiency, profitability, and on-target monthly office meetings. Multitasking. Programs are able to run alongside others to handle a busy workload. Total systems. Several manufacturers offer total hardware and software solutions that link communications seamlessly between a lab and a practitioner with remote frame tracers. Heads up. If a job won't work at the lab, the system will recognize it before the work is sent in. The latest innovation is on-screen color resolution that shows the shape of the uncut lens for comparison. 3-D. Today's tracers record thousands of data points on a frame to create a 3-D image and precise measurements. Compact. New patternless technology is more affordable and smaller than in the past for easier and more cost-effective integration into an office setting. -- Karlen Cole McLean, ABOC, NCLC |
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