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Cleinman Connect Podcast

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This podcast has
83 episodes
Language
English
Date created
2023/03/21
Latest episode
2026/09/30
Average duration
30 min.
Release period
7 days

Description

Owning and running a private optometry practice is challenging—but help is here! The Cleinman Connect Podcast offers valuable insights from independent optometrists/practice owners, practice managers, and industry experts. Each episode features top performers or industry experts who share their success strategies for navigating common business and operational hurdles to grow and enhance practices. From marketing tips and team management to succession planning and financial strategies, our experienced guests provide actionable advice tailored to private optometry practices. Tune in for a new episode on the 1st Wednesday of each month and stay ahead of the curve! Subscribe to the Cleinman Connect Podcast on Apple Podcasts, Google Podcasts, Spotify, and Amazon Music. Whether you're an established owner or manager, or just starting out, this podcast is a valuable resource for practice growth and professional development.

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[Optometrist Unleashed] What Public Speaking Teaches Us About Talking to Patients - Part 2
2026/09/30
Eli Gladstone and Eric Silverberg are the Co-founders of Speaker Labs, a public speaking training company that helps professionals and enterprise teams communicate with greater clarity, confidence, and impact. Since launching the company in 2016, they have trained professionals and teams at leading companies, including Shopify, Google, TD Bank, and RBC. Both began their careers as faculty members at the Ivey Business School before gaining experience in tech startups. Drawing on backgrounds in teaching and business, Eric and Eli lead workshops focused on presentation skills, storytelling, delivery, mindset, and executive presence, helping professionals overcome speaking anxiety, engage audiences, and communicate effectively in high-stakes situations. In this episode…Effective communication plays a critical role in both public speaking and patient care. The ability to connect with an audience, simplify complex ideas, and build trust can shape how people receive and act on information. What can lessons from the stage teach healthcare professionals about creating better conversations with patients? Public speaking experts Eli Gladstone and Eric Silverberg explain how public speaking principles can improve everyday patient interactions. Their insights highlight the importance of mindset, preparation, storytelling, and taking responsibility for the listener’s experience. Eli emphasizes that strong communication starts with understanding the audience, while Eric shares how honest feedback and intentional practice help people become more confident and effective communicators. These strategies show how skills developed for large audiences can translate into more meaningful one-on-one conversations with patients. In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Dr. Trevor Miranda chats with Eli Gladstone and Eric Silverberg, Co-founders of Speaker Labs, about what public speaking teaches optometrists about talking to patients. Eli and Eric discuss overcoming communication fears, using self-talk to build confidence, and creating better audience experiences. They also explore feedback, storytelling, and continuous improvement as tools for stronger connections.
[Optometrist Unleashed] What Public Speaking Teaches Us About Talking to Patients - Part 1
2026/09/23
Eli Gladstone and Eric Silverberg are the Co-founders of Speaker Labs, a public speaking training company that helps professionals and enterprise teams communicate with greater clarity, confidence, and impact. Since launching the company in 2016, they have trained professionals and teams at leading companies, including Shopify, Google, TD Bank, and RBC. Both began their careers as faculty members at the Ivey Business School before gaining experience in tech startups. Drawing on backgrounds in teaching and business, Eric and Eli lead workshops focused on presentation skills, storytelling, delivery, mindset, and executive presence, helping professionals overcome speaking anxiety, engage audiences, and communicate effectively in high-stakes situations. In this episode…Optometrists often explain complex information to patients who may be anxious, distracted, or overwhelmed. Public speaking techniques can help make those conversations clearer, more engaging, and easier to remember. What can public speaking teach doctors about connecting with patients? Public speaking experts Eric Silverberg and Eli Gladstone explain that effective patient communication starts with clarity, emotional connection, and intentional delivery. Rather than overwhelming patients with too many options or details, they recommend identifying the most important message and communicating it in a way that gives the words meaning. Eric and Eli also emphasize varying tone, pacing, and body language, while treating communication as a one-to-one exchange even in larger settings. These principles can help optometrists make recommendations more memorable, build stronger patient connections, and communicate with greater confidence. In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Dr. Trevor Miranda sits down with Eric Silverberg and Eli Gladstone, Co-founders of Speaker Labs, to discuss what public speaking can teach optometrists about talking to patients. Eric and Eli explore clarity, emotional delivery, and one-to-one connection. They also share ways to manage speaking anxiety, avoid monotony, and make messages more memorable.
The Real Cost of Bad Data in Your Practice
2026/09/16
Matt Hickerty is the Reporting Analyst at Cleinman, an optometry-focused business consultancy that helps independent practices improve performance, plan for growth, and navigate transitions. A University of Lethbridge graduate with a Bachelor of Management, Matt analyzes financial and operational data to uncover trends, clarify key metrics, and help practice owners make informed decisions. His work also supports practice valuations by giving buyers a clear, reliable picture of business performance. In this episode…Data is only useful when it’s accurate, consistent, and easy to understand. When the numbers are messy, owners can miss problems, opportunities, and warning signs. So what does bad data actually cost an optometry practice? According to Matt Hickerty, a reporting analyst with a background in quantitative and qualitative analysis, the answer starts with the decisions owners make from numbers they may not fully trust. Clean data can reveal where revenue is coming from, where expenses are climbing, which locations or providers are performing well, and where “leaky buckets” may be hurting profitability. Matt recommends reviewing financials regularly, organizing the chart of accounts clearly, and comparing key performance indicators over time rather than waiting until a sale is approaching. Reliable data also reduces uncertainty for potential buyers, which can strengthen confidence in the business and support a better practice valuation. In this episode of the Cleinman Connect Podcast, Kim Carson talks with Matt Hickerty, Reporting Analyst at Cleinman, about the real cost of bad data in your practice. Matt explains how clean data improves decisions, exposes missed profit opportunities, and strengthens valuation. He also covers financial organization, buyer trust, and why owners should start cleaning up their numbers now.
From Kindergarten to the Boardroom Part 2: I.C.O.N.I.C. Leadership
2026/09/09
Dani Driusso is a speaker, consultant, author, and educator specializing in sustainable confidence, ethical leadership, communication, and community building. Through her work with organizations, she helps leaders and teams strengthen collaboration, build trust, and create more supportive workplace cultures. Dani has connected with more than 400 leaders and educators through her initiatives, speaks nationwide on sustainable confidence and compassionate leadership, and is the author of Get Off Your A$$ & Into Your Life. In this episode…Strong leadership is often built through everyday interactions, not big speeches or sweeping decisions. The way leaders communicate, respond to mistakes, and support their teams can directly shape workplace culture. So what does people-centered, effective leadership actually look like? Dani Driusso, an educator and consultant specializing in confidence, leadership, and community building, offers a practical answer through her I.C.O.N.I.C. Leadership Framework. Built around integrity, communication, ownership, nuance, and capacity and consent, the framework encourages leaders to align their actions with their values, pay attention to what behavior communicates, and take responsibility when trust needs to be repaired. Dani also highlights the importance of understanding different lived experiences and checking an employee’s capacity before adding more to their workload. These habits can help leaders improve team communication, prevent burnout, strengthen trust, and create a healthier workplace culture. In this episode of the Cleinman Connect Podcast, Kim Carson talks with Dani Driusso, speaker, consultant, author, and educator, about building stronger workplace cultures through effective leadership. Dani explores values-driven leadership, behavior as communication, and understanding team capacity. She also shares how thoughtful details can improve the patient experience.
From Kindergarten to the Boardroom Part 1: Lessons in Confidence & Culture
2026/09/02
Dani Driusso is a speaker, consultant, author, and educator specializing in sustainable confidence, ethical leadership, communication, and community building. Through her work with organizations, she helps leaders and teams strengthen collaboration, build trust, and create more supportive workplace cultures. Dani has connected with more than 400 leaders and educators through her initiatives, speaks nationwide on sustainable confidence and compassionate leadership, and is the author of Get Off Your A$$ & Into Your Life. In this episode…Kindergarten classrooms and boardrooms have more in common than they seem. In both, confidence, communication, trust, and the ability to recover from mistakes shape how people work together. What can those shared dynamics teach us about building stronger workplace cultures? According to Dani Driusso, an educator and consultant specializing in confidence, leadership, and community building, adults and children thrive under many of the same conditions: clarity, trust, and space to learn together. Rather than assuming people should already understand expectations, leaders can communicate more clearly, stay curious about different perspectives, and treat team members as collaborators instead of subordinates. Dani also emphasizes that strong leadership means admitting when you are wrong, repairing trust when it is damaged, and working alongside your team when challenges arise. These habits help create cultures where people feel safer contributing ideas, taking risks, and finding meaning in their roles. In this episode of the Cleinman Connect Podcast, Kim Carson talks with Dani Driusso, speaker, consultant, author, and educator, about what kindergarten can teach us about confidence and workplace culture. Dani explores clear communication, collaborative leadership, and rebuilding trust after mistakes. She also touches on finding meaning in your role and showing people what you have to offer.
Building Patient Loyalty Beyond the Price Tag
2026/08/26
Cole Currie is the Business Development Manager at Marketing4ECPs, a digital marketing agency dedicated to helping independent eye care practices grow. With over seven years of performance marketing experience, Cole has guided hundreds of practice owners through proven frameworks that drive measurable revenue growth and eliminate wasteful spending. He draws on his background as both a content strategist and copywriter, as well as his deep understanding of optometry and patient behavior, to deliver data-driven strategies that help practices compete with larger corporate chains. In this episode…Patients have plenty of choices for eye care, from independent practices to big-box retailers and online eyewear brands. Price may get attention, but lasting loyalty often comes down to the patient experience. So what makes an independent practice worth coming back to? Drawing from his experience in performance marketing and optometry business development, Cole Currie believes stronger patient relationships begin with listening. Instead of simply selling eyewear or moving patients through an eye exam, practices can learn what matters to each person, offer personalized guidance, and help them find solutions that fit their lifestyle and long-term needs. Cole also points to the value of making patients feel heard, educated, and genuinely cared for throughout every interaction. When practices focus on trust, service, and meaningful connection, they can build patient loyalty without relying on lower prices to compete. In this episode of the Cleinman Connect Podcast, Kim Carson talks with Cole Currie, Business Development Manager at Marketing4ECPs, about building patient loyalty beyond price. Cole shares how listening builds trust, why personalized guidance improves the patient experience, and what makes eye care feel premium. He also touches on practice metrics and marketing strategies that support long-term growth.
Mindset Shifts: Personal Development For Professional Fulfillment
2026/08/19
Dr. Beth Repp is the Medical Director, Cataract Surgeon, and General Ophthalmologist at Eye Surgeons Associates, a comprehensive eye care practice serving the Quad Cities and surrounding communities. In her clinical work, she treats cataracts and provides care for retinal conditions, including intraocular injections. Dr. Repp also started Beth Repp Coaching, where she helps overextended professionals and high achievers manage their minds and lives, and she hosts Up and Not Crying, a podcast about mindset, personal growth, resilience, and intentional living. In this episode…Professional fulfillment can be hard to find when your schedule is packed, and your instinct is to keep doing more. For high achievers and healthcare professionals, constant productivity can make it difficult to separate meaningful work from obligations that drain time and energy. What intentional mindset shifts could make work and life feel more fulfilling? Dr. Beth Repp, an eye care professional and life coach, believes greater fulfillment often starts with doing less, not more. She encourages people to look closely at their schedules, responsibilities, and goals, then cut or delegate what no longer aligns with their values while making more room for the work and activities that energize them. Dr. Repp also recommends a simple morning mindset practice: take 5-10 minutes to review the day ahead, decide how you want to show up, and move through the day with more intention instead of constantly reacting. These personal development strategies can help reduce overwhelm, support a better work-life balance, and create a stronger sense of purpose. In this episode of the Cleinman Connect Podcast, Kim Carson talks with Dr. Beth Repp, Medical Director, Cataract Surgeon, and General Ophthalmologist at Eye Surgeons Associates and Life Coach at Beth Repp Coaching, about mindset shifts for greater professional fulfillment. Dr. Repp shares how doing less, aligning priorities with your values, and starting the day with intention can reduce overwhelm. She also discusses delegation, sustainable routines, and creating space for what matters most.
[Optometrist Unleashed] Part 2: Buying Practices, Metrics That Matter, and Prioritizing Initiatives
2026/08/12
Dr. Wes McCann is the Founder of Doctors Vision Group, a network of 15 Ontario optometry practices delivering modern, full-scope eye care. He leads practice acquisitions, integration, technology investment, financial strategy, and team development. Dr. McCann is also an optometrist, educator, and speaker who has lectured at hundreds of industry events and published in Review of Optometry and Review of Myopia Management. A 2024 Contact Lens Institute Culture Award honoree, he is recognized for improving patient experiences and practice outcomes. In this episode…Buying an optometry practice takes more than finding a good opportunity — it requires knowing which numbers matter and where to invest first. How can owners use practice metrics and ROI to make smarter decisions and build a stronger business? Dr. Wes McCann, an optometrist and experienced multi-practice owner, recommends using measurable performance to guide both acquisitions and ongoing practice improvement. Revenue per patient, dispensing rates, imaging capture rates, and revenue per doctor day can help owners identify opportunities, benchmark performance, and coach their teams more effectively. Dr. McCann stresses understanding the barriers behind an underperforming initiative before abandoning it, while delegating to strong team members and specialists instead of trying to manage everything alone. The goal is to combine good data with flexibility, disciplined investment, and continuous improvement. In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Dr. Trevor Miranda continues his conversation with Dr. Wes McCann, Founder of Doctors Vision Group, about buying practices and prioritizing growth. Dr. McCann covers key practice metrics, benchmarking, and ROI-driven initiatives. He also discusses delegation, innovation, and overcoming fear around acquisition debt.
[Optometrist Unleashed] Part 1: Buying Practices, Metrics That Matter, and Prioritizing Initiatives
2026/08/05
Dr. Wes McCann is the Founder of Doctors Vision Group, a network of 15 Ontario optometry practices delivering modern, full-scope eye care. He leads practice acquisitions, integration, technology investment, financial strategy, and team development. Dr. McCann is also an optometrist, educator, and speaker who has lectured at hundreds of industry events and published in Review of Optometry and Review of Myopia Management. A 2024 Contact Lens Institute Culture Award honoree, he is recognized for improving patient experiences and practice outcomes. In this episode…Buying an optometry practice requires more than recognizing growth potential. Owners must understand what they are purchasing, which numbers reveal the practice’s true health, and where to invest first. How can they make those decisions with greater confidence? Dr. Wes McCann, an optometrist experienced in acquiring and managing multiple practices, believes buyers should evaluate what a practice has already achieved rather than pay for unrealized opportunity. He recommends examining cultural fit, labor ratios, revenue per patient, dispensing rates, EBITDA, and post-financing cash flow before moving forward. Dr. McCann also suggests ranking technology and operational initiatives by their expected return, ensuring each investment covers its costs after associate compensation. This disciplined approach helps owners reduce acquisition risk and direct resources toward the improvements that matter most. In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Dr. Trevor Miranda talks with Dr. Wes McCann, Founder of Doctors Vision Group, about buying and improving optometry practices. Dr. McCann explains how to evaluate acquisition opportunities, identify the metrics that reveal financial health, and prioritize initiatives by ROI. He also discusses pricing, technology investments, and team performance.
Why Your Practice Needs Video Marketing
2026/07/29
Lila Swiatylo is an Account Manager at Marketing4ECPs, a full-service digital marketing agency that helps specialized businesses build visibility and achieve their growth goals. With more than 14 years in marketing and customer service, she develops strategies for niche brands and helps clients build visibility. An expert in social media and video marketing, Lila also teaches eye care professionals to create engaging content for Instagram, TikTok, and YouTube. Her creative work and contribution to company culture earned POD Marketing’s Unicorn Award. In this episode…Video gives optometry practices a practical way to educate patients, show personality, and stay visible online. Still, many teams assume effective content requires polished production or confident presenters. How can practices make video marketing easier without sacrificing results? Drawing on her expertise in social media, content creation, and niche marketing, Lila Swiatylo recommends keeping video simple, authentic, and consistent. Practices can involve camera-shy employees through B-roll and voiceovers, adapt existing trends, and focus on one platform before expanding. Rather than chasing follower counts, Lila suggests tracking views, shares, watch time, and website clicks to see what drives attention and action. Captions can also support search visibility by helping Google connect videos with patient questions. A sustainable strategy comes from experimenting, learning from each post, and building trust over time. In this episode of the Cleinman Connect Podcast, Kim Carson talks with Lila Swiatylo, Account Manager at Marketing4ECPs, about why video marketing matters for optometry practices. Lila explains how to involve camera-shy staff, choose the right platforms, and measure meaningful results. She also touches on SEO, content batching, and adapting trends without losing authenticity.
Highlighting Practice Culture With Cleinman's New Excellence Awards
2026/07/22
Amanda Van Voris is the Senior Director of Client Solutions at Cleinman, a consulting firm that helps independent optometry practices strengthen performance, operations, leadership, and growth. With more than 20 years at the company, she provides strategic and operational guidance across people, finance, and systems. Amanda helps owners navigate complex development plans, improve team performance, build leadership resilience, and create sustainable practices through planning, benchmarking, and intentional change. Meagan Staab is the Director of Client Support and Insights at Cleinman. She leads the development and use of information-management systems, benchmarking tools, client portals, and performance reporting. Meagan helps practices select meaningful KPIs, compare results with relevant benchmarks, strengthen accountability, and turn consistent data review into clearer decisions and measurable growth. In this episode…Strong practice culture is often reflected in the everyday choices that shape how people work, grow, and support one another. Recognition can make that work more visible while reinforcing the behaviors that help teams thrive. What does it take to build a culture worthy of celebration? Amanda Van Voris, an advisor experienced in practice growth, leadership, and team development, and Meagan Staab, an expert in business intelligence, benchmarking, and performance improvement, point to intentionality as the answer. Amanda recommends creating career paths, developing employees, celebrating shared wins, and gathering honest team feedback, while Meagan emphasizes clear purpose, accountability, measurable goals, employee voice, and daily discipline. Together, their insights show that culture should be treated as a strategic driver of retention, recruiting, patient experience, and sustainable growth. In this episode of the Cleinman Connect Podcast, Kim Carson discusses practice culture with Amanda Van Voris, Senior Director of Client Solutions at Cleinman, and Meagan Staab, Director of Client Support and Insights at Cleinman. Amanda and Meagan explain why culture deserves recognition, how intentional leadership supports growth, and what makes a strong award nomination. They also touch on employee feedback, career paths, and employer branding.
AI Is Changing How Patients Find You
2026/07/15
Kieran Chrysler is the Manager of Organic Strategy at Citizen, a marketing agency helping senior living brands grow through digital strategy and AI-era search visibility. In her role, she manages a team of strategists and helps communities bridge classic SEO with generative engine optimization, ensuring AI-driven discovery still reflects authentic human experiences. Kieran brings experience across healthcare, government, retail, publishing, and eyecare marketing, with expertise in SEO, GEO, brand visibility, and practical AI workflows. In this episode…Search is becoming less about typing a few words into Google and more about asking detailed questions and expecting tailored answers. As patients use AI tools to find care that matches their exact needs, how can an optometry practice make sure it shows up? Kieran Chrysler, an SEO and GEO strategist, explains that the answer starts with clarity, specificity, and consistency across a practice’s digital presence. Instead of relying only on broad keywords, practices need to clearly communicate what they offer, what makes them different, and where that information can be verified through reviews, community presence, and trusted third-party channels that help patients choose confidently. Kieran emphasizes that AI search is becoming more personalized, which means businesses must make their unique selling points easy for both people and AI crawlers to understand. For practices, the path to stronger visibility now means making sure the website, brand story, patient experience, and social proof all reinforce the same credible message. In this episode of the Cleinman Connect Podcast, Kim Carson talks with Kieran Chrysler, Manager of Organic Strategy at Citizen, about how AI is changing how patients find optometry practices. Kieran explains GEO, AI-driven buyer behavior, and the role of reviews in search visibility. She also touches on community branding and using AI to simplify internal workflows.
The Hidden Driver of Practice Growth: Employee Engagement
2026/07/08
Dr. Alanna Wilson is the Owner and an Optometrist at Lakeland Family Eyecare, a family-focused practice offering comprehensive eye care, eyewear, contact lenses, dry eye therapy, and specialty services in Bonnyville and St. Paul, Alberta. Dr. Wilson brings experience in family eye care and ocular disease, with training that included externships at a VA hospital and a LASIK/cataract surgery center in Florida. She helps lead patient care, team culture, and practice operations across this multi-doctor, multi-location business. Olivia Leduc is the Manager of Strategic HR Services at Cleinman, where she leads the HR support team to ensure that HR policies, processes, and documentation are compliant, efficient, and built to support scalable business operations. With experience in leadership, HR, and recruitment process development, Olivia drives improvements in operational efficiency and talent retention for clients. In this episode…Practice growth is often measured through new patients, revenue, expanded services, or stronger marketing. But the experience patients remember is shaped every day by the people answering questions, solving problems, and carrying the culture into each interaction. When employees feel heard, recognized, and aligned, how much more effectively can a practice grow? Dr. Alanna Wilson, an optometrist and multi-location practice owner, and Olivia Leduc, a strategic HR services leader, both see employee engagement as a growth lever rather than just an HR concern. Dr. Wilson shares how anonymous engagement surveys helped uncover what her team needed most, including clearer communication, consistent feedback, and more intentional recognition. Olivia explains that practices often expect employees to perform consistently before they have defined expectations, core values, and performance conversations in place. The takeaway is simple but powerful: engaged teams are more likely to stay, contribute ideas, strengthen culture, and deliver a patient experience that supports long-term practice growth. In this episode of the Cleinman Connect Podcast, Tyler Kemp chats with Dr. Alanna Wilson, Owner and an Optometrist at Lakeland Family Eyecare, and Olivia Leduc, Manager of Strategic HR Services at Cleinman, about employee engagement as a driver of practice growth. Dr. Wilson and Olivia discuss surveys, feedback, and core values. They also touch on recognition, one-on-ones, and proactive HR systems.
[Optometrist Unleashed] Vision, Vines & Remote Communities
2026/07/01
Dr. Davinder Sidhu is the optometrist behind The Genuwine OD, an educational and consulting platform focused on evidence-based eye care, private practice growth, dry eye, leadership, and the eye-brain connection. He provides comprehensive eye care in British Columbia, with experience in ocular disease, surgical co-management, contact lenses, binocular vision, pediatrics, and neuro-ophthalmology. Additionally, Dr. Sidhu advises clinics on KPIs, patient flow, operations, and clinical systems, drawing from his experience building clinics and consulting with optometry practices. He is also the Co-owner and Director of Operations at Vasanti Estate Winery, an award-winning, family-owned South Okanagan winery rooted in the Sidhu family’s farming heritage. In this episode…Optometry can look very different depending on where it is practiced, who it serves, and how widely a clinician is willing to define the profession. From remote communities to practice systems, patient education, and family winemaking, what does it take to build a career that is both clinically grounded and creatively expansive? For Dr. Davinder Sidhu, an optometrist, practice owner, consultant, and educator focused on evidence-based eye care and practice growth, the answer starts with refusing to fit into a single mold. He explains that optometrists can build careers around their strengths, whether that means serving rural and Indigenous communities, developing efficient clinic systems, educating patients online, or branching into entrepreneurship. Dr. Sidhu emphasizes the importance of mapping the patient journey, tracking meaningful KPIs like revenue per hour, and using tools such as AI and teleoptometry to expand access without losing the human side of care. His perspective turns “unconventional” into a practical strategy for creating more resilient practices, stronger teams, and more meaningful patient experiences. In this episode of the Cleinman Connect Podcast's Optometrist Unleashed series, Dr. Trevor Miranda chats with Dr. Davinder Sidhu, the optometrist behind The Genuwine OD and the Co-owner and Director of Operations at Vasanti Estate Winery, about vision care, business, and vines. Dr. Sidhu shares lessons from remote BC clinics, optometry KPIs, and the patient experience. He also touches on AI, teleoptometry, neuroscience, wine hospitality, and unconventional career paths.
Part 2: Taking Ownership of Your Optical Boutique
2026/06/24
Michele Self is the Program Facilitator at Cleinman, a consulting firm that helps independent optometry practices improve operations, strengthen teams, and grow sustainably. She facilitates FrameWorks, Cleinman’s peer-to-peer program for opticians, where she guides discussions, shares optical best practices, and helps teams improve performance, patient care, and profitability. Michele is also the Owner of A Spectacular Gaze LLC, which provides on-site optician training and inventory management for private practices. In this episode…In optical practices, small operational gaps can quietly shape the entire patient experience, often surfacing only when trust is already strained. Delays in communication, unclear job status, and inconsistent coordination can all build unnoticed over time. So what actually keeps these breakdowns from happening in the first place? Michele Self, an opticianry and optical operations expert, points to ownership, communication, and system visibility as the foundation of stronger performance. Rather than reacting to lab issues after the fact, she stresses proactively contacting patients when problems arise to preserve trust. Michele also emphasizes daily tracking of lab jobs to catch delays early and reduce risk beyond standard turnaround expectations, while noting that many remakes stem from preventable fitting or measurement errors. Her core message centers on building consistent systems that stop issues before they reach the patient. In this episode of the Cleinman Connect Podcast, Michele Self, Program Facilitator at Cleinman, is back with Kim Carson to discuss improving communication, accountability, and workflow systems in optical practices. Michele explores patient communication during lab errors, tracking job delays, and reducing remake rates through better processes. She also covers lab flexibility, prescription accuracy, and how optician education and training improve overall practice performance.

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