Williams Group Webinars

Register for webinar: Whose Role is it to Schedule?

with Robin Elliott

Join us on October 18^th at 2:15 PM CT for our final session in our 6-part webinar series as Robin Elliott, President of Consulting, that explores the roles and responsibilities in scheduling appointments within optometry practices. This session will clarify who should handle scheduling tasks to optimize efficiency and patient service. Learn about the distribution of duties among staff, the importance of clear communication channels, and how to best utilize the skills of each team member for effective scheduling. Provide your practice with the knowledge to assign scheduling roles effectively and boost your operational success.

Join us on October 18, 2024 at 2:15 PM central.

Pre-Appointing & Recall Strategies to Boost Patient Retention

with Robin Elliott

In this insightful webinar, part 5 of our 6-part series, we dive into the key strategies for enhancing your optometry practice through effective pre-appointing and recall techniques. Learn how to distinguish between pre-appointments and recall and discover proactive methods to schedule future appointments that keep your patients engaged and returning for continuous care. We’ll cover best practices for implementing a robust recall system, balancing automated tools with personalized outreach, and ensuring patient loyalty and compliance with treatment plans. Watch now to boost patient retention and grow your practice!

Master the Art of Sliding the Patient Schedule

with Robin Elliott

Williams Group hosted the fourth session of our 6-part webinar series for optometrists, featuring expert Robin Elliott. This session, "Mastering the Art of Sliding the Patient Schedule," focused on enhancing scheduling efficiency within optometry practices. Learn how to adjust your scheduling tactics to accommodate unexpected changes, maximizing daily operations while maintaining high-quality patient care. This webinar is specifically designed for optometry professionals eager to refine their practice management skills. Equip yourself with the necessary strategies to keep your practice adaptable, efficient, and patient-centered.

Mastering Confirmations: Blending Technology with Human Touch in Optometry Practices

with Robin Elliott, Jennica McClure, and Adria Shields

Join Robin Elliott from Williams Group and Jennica McClure and Adria Shields from Weave for session three of the 6-part webinar series. They delve into the crucial balance between technology and personal interaction in optometry practice appointment confirmations. This webinar offers valuable insights into how optometry practices can enhance efficiency and patient communication by integrating sophisticated scheduling technologies with the indispensable human touch. Perfect for those using Weave or considering integrating similar technologies into their practice.

Optimize Your Optometry Practice with Effective Appointment Scheduling!

with Robin Elliott

Our second session of the 6-part webinar series dedicated to perfecting appointment scheduling within optometry practices. This replay offers essential techniques designed to enhance your scheduling efficiency and patient satisfaction. What You'll Learn: Streamlining Processes: Discover how to simplify your appointment scheduling to ensure seamless daily operations. Managing Call Volumes: Get the basics on effectively handling incoming calls to prioritize patient needs without overwhelming your staff. Utilizing Software: Maximize the capabilities of your scheduling software for peak efficiency. Professional Patient Interaction: Learn how every patient interaction can be smooth, professional, and perfectly timed to foster satisfaction and repeat visits.

Master Patient Loyalty in Optometry: Turn Phone Shoppers Into Loyal Patients

with Robin Elliott

Catch the full replay here! In the first session of our 6-part series on Schedule Management, industry expert Robin Elliott, President of Consulting at Williams Group, reveals the secrets to achieving a remarkable 70% conversion rate from phone inquiries. Discover how to turn casual shoppers into loyal patients through proven strategies and practical insights. In this session, you will learn: The importance of understanding where your patients come from. Effective scripting and role-playing techniques to enhance service excellence. Actionable steps to track and improve your team’s success. Robin Elliott provides in-depth guidance on forging strong patient connections and elevating your practice's loyalty and new patient acquisition strategies. Equip your practice with the knowledge needed to transform phone inquiries into loyal patients.

Tax Considerations Selling an Optometry Practice

with Brad Rourke, CPA, ABV

Watch our webinar replay with Brad Rourke, CPA, ABV, on tax strategies for optometry practice transition! Ideal for practice owners contemplating a sale or transition, this session covers crucial tax considerations for asset vs. stock sales, private equity deals, seller-financed buy-ins, and installment sales benefits. Perfect for practice owners at any stage in their transition journey, this webinar offers valuable insights into navigating the complex tax implications of practice transition with confidence.

Strategic P&L Structure

with Brad Rourke, CPA, ABV

This webinar delves into the financial management techniques specifically designed for Optometry Practices. Explore the P&L structuring recommended by the Williams Group, aimed at optimizing profitability and operational efficiency. Gain invaluable insights into the pivotal metrics for financial enhancement, including a detailed comparison of EBITDA versus operating net income in the optometry sector. This session also introduces the advantages of integrating QuickBooks Online with wgFinancial, streamlining your financial operations. Ideal for optometrists seeking to refine their financial strategies and transition to QuickBooks Online.

OD Tax-Free Distributions - Fact or Fiction?

with Brad Rourke, CPA, ABV

This session, led by Brad Rourke, a seasoned CPA and ABV with a deep understanding of optometry taxation and business valuation, aims to shed light on common misunderstandings regarding tax distributions. In this webinar, you will discover effective strategies for extracting income from your company, tailored to the unique needs of optometry practice owners. This is an invaluable opportunity for optometry practice owners looking to refine their tax planning strategies.