Key information

  1. Reference: OCC1377C
  2. Date updated: 09/03/2023
  3. Level: 3
  4. Route: Health and science
  5. Regulated occupation: No

Details of the occupational standard

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Occupation summary

This occupation is found in the healthcare industry including small practices, large multiple practices, or within a person’s home or care facility. It is a support role assisting an Optometrist and/or Dispensing Optician.

The broad purpose of the occupation is to interpret a prescription to identify the appropriate optical device to meet the need of the prescription and customer. To review spectacles for quality, prescription, measurement and accuracy and the effects on the eye and vision.  Optical Assistants need to be able to identify the appropriate optical appliance, such as spectacles, contact lenses or magnifiers to meet the individual's needs, and be able to explain the features and benefits of these, using non-technical, customer friendly language. Optical assistants need to be able to problem solve and manage customer expectations ensuring that products meet the specification.

In addition to core knowledge and skills, Optical Assistants will complete specialist knowledge and skills relevant to the optical environment they are working in, choosing from one of the following options:

  • Providing screening services to customers (pre-screening)
  • Delivering services independently in people’s homes or care settings (domiciliary)
  • Working with customers with contact lens. (insertion and removal)


 In their daily work, an employee in this occupation interacts with:

  • Patients, service users and carers
  • Other members of the multidisciplinary team, including GPs, optometrists, ophthalmologists, orthoptists and optical assistants
  • Administration, management and other non-clinical staff like receptionists and retail managers
  • Clinical staff including optometrists and dispensing opticians.

An employee in this occupation will be responsible for:

  • Accurately interpreting a prescription and selecting the most appropriate optical appliance.
  • Providing accurate and appropriate advice to customers within the scope of their job role.
  • Managing clinical appointments.
  • Delivering responsive customer experience.
  • Using an extensive range of technical equipment and tools to provide optical services.
  • The safety and wellbeing of themselves and the customers.
  • Collaborating with team members and supporting professional colleagues to provide optical services.

Typical job titles include:

Optical Assistant

Core occupation duties

Duty KSBs

Duty 1 Act within the limits of own competence and within agreed ways of working, following the relevant local and national standards, policies, standard operating procedures used in the workplace.

K1 K2 K3 K4

S1 S2 S3

B1 B2 B3 B4 B5 B6

Duty 2 Promote and provide a high level of service and care throughout the customer journey.

K5 K6 K7 K8 K9

S5 S6 S7

B1 B2 B3 B4 B5 B6

Duty 3 Maintain the health, safety and security of yourself, customers and others in the workplace by identifying risks and taking appropriate action to keep people safe.

K8 K9 K10

S8 S9 S10

B1 B2 B3 B4 B5 B6

Duty 4 Identify customer needs and offer the appropriate services and products to meet those needs.

K1 K2 K3 K4 K5 K6 K7 K11 K12 K39 K40

S1 S2 S3 S4 S5 S6 S7 S11 S12 S39

B1 B2 B3 B4 B5 B6

Duty 5 Provide and maintain a triage and appointment booking service for customers.

K1 K2 K3 K5 K6 K7 K14 K15 K16 K17

S1 S2 S3 S4 S5 S6 S7 S13 S14

B1 B2 B3 B4 B5 B6

Duty 6 Provide a pre-appointment service for customers, gaining valid consent.

K1 K3 K4 K5 K6 K7 K8 K9 K11 K13 K14 K17 K21 K22 K23 K24 K26 K41

S1 S3 S4 S5 S6 S7 S8 S11 S14 S16 S21 S22 S25

B1 B2 B3 B4 B5 B6

Duty 7 Review spectacles for quality, prescription and measurement accuracy.

K9 K11 K12 K22 K24 K25 K28 K29 K30 K31 K32 K33 K34

S9 S17 S18 S19 S20 S28 S29 S31 S32 S33 S34 S35 S36 S37

B1 B2 B3 B4 B5 B6

Duty 8 Provide a (product recommendation, measurement and fitting) dispensing service for customers requiring spectacles.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K20 K21 K22 K23 K24 K25 K26 K27 K28 K29 K30 K31 K34

S1 S2 S3 S4 S5 S6 S7 S8 S9 S11 S12 S15 S19 S20 S21 S22 S23 S24 S25 S27 S28 S29 S30 S36 S37

B1 B2 B3 B4 B5 B6

Duty 9 Provide a spectacle collection, fitting and adjustment service.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K18 K20 K21 K23 K24 K25 K26 K31 K33 K34 K35

S1 S2 S3 S4 S5 S6 S7 S8 S9 S11 S12 S15 S20 S21 S22 S23 S24 S26 S27 S28 S29 S30 S31 S32 S33 S36

B1 B2 B3 B4 B5 B6

Duty 10 Provide and maintain a concern handling service for customers and manage queries.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K16 K18 K19 K20 K21 K22 K23 K24 K25 K26 K27 K28 K29 K30

S1 S2 S3 S4 S5 S6 S7 S8 S9 S11 S12 S14 S15 S17 S18 S19 S20 S21 S22 S23 S24 S25 S26 S27 S28 S29 S30 S31 S32 S33 S34 S35 S36 S37

B1 B2 B3 B4 B5 B6

Duty 11 Meet personal and business targets and goals on an ongoing basis.

K1 K4 K36 K37 K38

S1 S4 S38

B1 B2 B3 B4 B5 B6

Option duties

Option 3: Domiciliary Optical Assistant duties

Duty KSBs

Duty 14 Provide a service to people in their homes or other care settings (domiciliary care).

K1 K2 K3 K4 K5 K6 K7 K8 K48 K49 K51

S1 S2 S4 S5 S6 S7 S8 S48 S49 S50 S51 S52 S53

B1 B2 B3 B4 B5 B6

KSBs

Knowledge

K1: Employer or company values, beliefs and purpose Back to Duty

K2: Patient referral processes and procedures and the implications of not following procedures Back to Duty

K3: Policies, procedures, and regulated activities within the Optical working environment, such as GDPR, NHS, GOC health and safety and safeguarding Back to Duty

K4: Importance of personal presentation, time management and teamwork Back to Duty

K5: Different customer types and needs within the optical environment Back to Duty

K6: Communication principles and techniques to use to communicate at work to reduce barriers of communication Back to Duty

K7: Wider services that are available to support customers with specific needs such as non-English speaking, non-verbal, profoundly deaf, learning needs Back to Duty

K8: Health and safety at work legislation relevant to working in the optical environment, including hygiene and infection control measures and customer safety Back to Duty

K48: How to independently plan and manage own workload and assess and mitigate risk Back to Duty

K49: How to manage own wellbeing and resources Back to Duty

K51: Environments they will work in, including patient/ customer types Back to Duty

Skills

S1: Deliver customer service which aligns with company values, beliefs and purposes Back to Duty

S2: Identify when and who to refer to when supervision is required such as ocular emergencies, screening, dispensing and collections of restricted categories Back to Duty

S4: Follow employer’s guidelines and expectations for presentation and team working Back to Duty

S5: Identify and meet customer needs within the optical environment Back to Duty

S6: Communicate with customers and the optical team to maximise understanding Back to Duty

S7: Refer customers needing communication support such as language, hearing, visual or learning difficulties to appropriate services Back to Duty

S8: Follow health and safety legislation in the optical environment including customer safety, hygiene, and infection control Back to Duty

S48: Recognise a customer’s ability to make an informed decision Back to Duty

S49: Tell the customer what the sight test includes and how it is carried out Back to Duty

S50: Work independently to plan and manage workload Back to Duty

S51: Assess and mitigate risk in patient’s home to ensure an appropriate eye test can be delivered Back to Duty

S52: Mange own wellbeing and resources Back to Duty

S53: Maintain team communications when working remotely Back to Duty

Behaviours

B1: Treat people with dignity and respect. Back to Duty

B2: Show discretion and empathy for those you work with Back to Duty

B3: Be adaptable, reliable and committed Back to Duty

B4: Be caring and compassionate Back to Duty

B5: Show resilience and self-awareness Back to Duty

B6: Show openness and integrity at all times Back to Duty

T Level in healthcare science

Awarding organisation: NCFE

Qualification type: T Level Qualification level: 4 Qualification approved: 19/01/2021

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