Crafting Policy in Your Practice

Brittney Wachter, MBA, CPC, COE, OCS, and Jessica Schroeder, MPH, CPC, OCSR’s AAO 2025 session guided leaders to set expectations, build accountability, and more.

By: Sarah Fackler, managing editor, Optometric Management

Ophthalmology Management October 20, 2025

5 Key Takeaways

1

Clear and transparent policies are essential for building accountability and trust within ophthalmic practices.
2

Employee handbooks should encompass broad workplace rules, while standalone policies address specific operational areas.
3

Engaging physicians early in policy creation aligns administrative and clinical leadership, fostering shared expectations.
4

Monthly reviews of key policies during staff meetings reinforce expectations and improve compliance.
5

Addressing policy violations promptly helps maintain fairness and transparency, reducing emotional pitfalls in enforcement.

managing editor

Managing Editor

Affiliations: Optometric Management

Bio: Sarah Fackler serves as managing editor at Optometric Management. In this role, she writes and edits coverage for the publication, including reporting on clinical updates in optometry such as new medications for dry eye disease and presbyopia presented at major meetings including SECO.

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Ophthalmology Management

Crafting Policy in Your Practice

5 Key Takeaways

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