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Apprenticeship training course

Optical assistant 2022 (level 3)

Helping customers in the optical retail environment.

Qualification level
Equivalent to A level.
Typical duration
18 months
Apprenticeship category
Health and science
Maximum funding
Maximum amount government will fund
for apprenticeship training.
Skills an apprentice will learn
  • Deliver customer service which aligns with company values, beliefs and purposes
  • Identify when and who to refer to when supervision is required such as ocular emergencies, screening, dispensing and collections of restricted categories
  • Work within the limits of policies, procedures, and regulated activity such as GDPR, NHS, GOC, Health and Safety at Work and safeguarding
  • Follow employer’s guidelines and expectations for presentation and team working
  • Identify and meet customer needs within the optical environment
  • Communicate with customers and the optical team to maximise understanding
  • Refer customers needing communication support such as language, hearing, visual or learning difficulties to appropriate services
  • Follow health and safety legislation in the optical environment including customer safety, hygiene, and infection control
  • Follow safe use instructions when using optical equipment such as adjustment tools, screening equipment and measuring equipment
  • Follow procedures and processes for first aid, accident and incident reporting or evacuations
  • Provide the benefits and limitations of the different services (e.g. sight tests, contact lenses) and extended services (e.g. minor eye condition services, low vision services) to the customers within the optical environment
  • Offer non-prescribed products such as contact lens solutions, common ophthalmic drops, ready readers, magnifiers, and other accessories to customers
  • Select appointments, recall information, appointment types and exemptions on the employer’s system, and maintain accurate records, e.g. customer details
  • Report and record ocular emergencies following correct employer procedures
  • Accurately prepare clinical records for use following employer procedures
  • Accurately complete customer pre-appointment procedures
  • Use product tolerances to validate product accuracy
  • Use lens measuring equipment to identify prescriptions and lens measurements
  • Identify lens types using engravings such as progressive lenses and safety spectacles and remark lenses where required
  • Interpret the spectacle prescription to identify a range of vision correction options suitable for the customer
  • Offer suitable lens products to the customer based on customer needs and preferences, using features and benefits to highlight suitability
  • Offer specialised products to the customer based on their needs and preferences, using features and benefits to highlight suitability
  • Offer suitable frames to the customer based on their needs and preferences, using features and benefits to highlight suitability
  • Identify frame fitting suitability including facial, frame and spectacle lens measurements required to process spectacle orders for the customer
  • Process spectacle orders, payments and arrange collections, offering relevant promotions to the customer where appropriate
  • Identify and check visual acuity for near vision spectacle, explaining adaption as required
  • Fit spectacle frames through the use of questioning, measurements, and tools
  • Use tools correctly to adjust frame without causing damage
  • Provide advice and guidance on frame fitting, lens care and after sales service
  • Identify guarantees and warranties of optical products and adhere to the Sales of Good Act
  • Manage customer concerns and or complaints in line with employer procedures
  • Use problem solving techniques to identify concern and or complaint causes
  • Communicate with customers to resolve concerns or complaints within the limits of their own authority
  • Follow remake procedures
  • Follow repair procedures
  • Recognise and resolve customer complaints e.g. poor fitting, incorrect measurements, or offer alternative options in line with business requirements
  • Participate in training and development activities to maintain own practice
  • Participate in appraisal, obtain feedback, and use self-reflection to plan further development opportunities and identify available career opportunities to support progression
  • Adapt approach for customers with ocular conditions such as glaucoma, cataracts, macular degeneration, diabetes

Full information on Optical assistant 2022 (level 3) is available from the Institute for Apprenticeships and Technical Education.

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