Onboarding plan
Ophthalmic Technician Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new ophthalmic technician from first day to full productivity.
Ophthalmic Technician onboarding at a glance
Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.
Before day one
- Confirm start date, schedule, pay and supervisor in writing
- Verify required credentials: Certified Ophthalmic Assistant (COA), Certified Ophthalmic Technician (COT) (as applicable)
- Prepare equipment and access: tonometers; autorefractors; OCT scanners; visual field machines
- Assign a buddy or preceptor
- Enroll the new hire in Ophthalmic Technician training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Clean equipment between patients
- Check allergies before drops
- Warn patients about dilation effects
- Follow infection control
- Shadow an experienced ophthalmic technician through a full shift
- Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)
Days 1–30: learn
Goal: perform core tasks safely under supervision.
- Supervised practice: measure visual acuity
- Supervised practice: run a visual field test
- Supervised practice: do a patient workup
- Training modules 4–7: duties, step-by-step tasks, tools and safety
- 30-day check-in: confidence, questions and early wins
Days 31–60: contribute
Goal: handle a regular workload independently.
- Take patient histories: independently
- Test visual acuity: independently
- Measure eye pressure: independently
- Dilate pupils: independently
- Competency sign-offs completed (see checklist below)
- Training final knowledge check and certificate of completion
- 60-day check-in
Days 61–90: own
Goal: full productivity and a growth plan.
- Meet productivity and quality targets for the role
- Begin cross-training on a secondary task
- Agree on a credential goal (for example, Certified Ophthalmic Assistant (COA))
- Discuss the career path: Ophthalmic Assistant → Ophthalmic Technician → Ophthalmic Technologist
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Measure Visual Acuity | |||
| Run a Visual Field Test | |||
| Do a Patient Workup | |||
| Visual acuity testing | |||
| Tonometry | |||
| OCT imaging | |||
| Visual fields |
How to measure onboarding success
- Days until the new hire works without a preceptor
- Competency sign-offs completed on time
- Documentation or charting error rate
- 90-day retention
How Ophthalmic Technician training maps to this plan
- Introduction to the Ophthalmic Technician Role
- A Day on the Job
- Essential Ophthalmic Technician Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Ophthalmic Technician Career
- Final Knowledge Check
