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.

Updated By the Career Education Institute Curriculum Team
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 taskTrainedObservedSigned 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

  1. Introduction to the Ophthalmic Technician Role
  2. A Day on the Job
  3. Essential Ophthalmic Technician Vocabulary
  4. Core Duties and Responsibilities
  5. Common Tasks, Step by Step
  6. Tools, Equipment and Technology
  7. Safety, Compliance and Professional Standards
  8. Skills Employers Look For
  9. Launching Your Ophthalmic Technician Career
  10. Final Knowledge Check
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