Optician Performance Review Form

Streamline Your Optical Practice with Professional Performance Reviews

Managing an optical practice or retail optometry business requires balancing clinical expertise with exceptional customer service and sales performance. Whether you're an optometrist, optical manager, or eyewear retailer, evaluating your opticians' performance across technical skills, customer interactions, and business metrics is essential for maintaining high standards and growing your practice.

This Optician Performance Review Form provides a structured framework for assessing your optical team members across five critical areas: frame selection assistance, lens dispensing accuracy, insurance processing efficiency, customer service excellence, and sales target achievement. Instead of juggling spreadsheets or paper-based evaluations, this template gives you a professional, consistent way to document performance, identify training opportunities, and support career development.

Why Paperform for Optical Practice Management

Paperform makes it simple to customize performance reviews for your specific practice needs. Add your branding, adjust rating scales, include photo examples of best practices, and use conditional logic to create different review paths for junior opticians versus senior staff. Reviews can be completed by managers, include self-assessment sections, or even gather 360-degree feedback from colleagues.

With built-in calculations, you can automatically score performance metrics and generate overall ratings. Submissions sync directly to your HR system, Google Sheets, or practice management software via Stepper workflows—so reviews are documented, tracked, and accessible when you need them for compensation decisions, promotion planning, or compliance audits.

For multi-location optical practices or franchise operations, Paperform's Agency+ tier lets you manage review templates across all sites while maintaining consistent standards. And with SOC 2 compliance and secure data handling, sensitive employee performance information stays protected.

Turn performance management into a streamlined, professional process that helps your optical team excel—without the administrative burden.