2019 Paraoptometric Handbook (Final 100418)

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CPC™ | 243 N. LINDBERGH BLVD, FLOOR 1 | ST.

LOUIS, MO 63141-7881

PTC | 1350 BROADWAY-17th FLOOR| NEW YORK, NY 10018


Purpose of the Handbook

This handbook has been produced to help you better understand what paraoptometric
certification is, the process and procedures to become certified, and how to stay certified by
renewing your certification. It also contains necessary information about the Certified
Paraoptometric (CPO™), Certified Paraoptometric Assistant (CPOA™), Certified
Paraoptometric Technician (CPOT™), and Certified Paraoptometric Coder (CPOC)
Examinations.

Paraoptometric certification was developed and continues to be maintained by a respected


panel of American Optometric Association paraoptometrics and optometrists. The AOA
Commission on Paraoptometric Certification created the certification program to encourage
continuing education and knowledge as the field of optometric assisting grows.

The CPOTM, CPOATM, and CPOTTM examinations are accredited by the National Commission
for Certifying Agencies (NCCA). The NCCA accreditation serves as a benchmark on how
organizations should conduct certification and clearly distinguishes the excellence and value
of CPC certification.

Please read this entire handbook and refer to it first whenever questions arise. We also
suggest you retain it for future reference. Candidates are responsible for reading these
instructions carefully. If you have any questions, we encourage you to contact us using the
email address or phone number listed below.

This handbook is subject to change without notice.

Commission on Paraoptometric Certification (CPC)


243 North Lindbergh Boulevard, Floor 1
St. Louis MO 63141-7881
[email protected]
www.aoa.org
(800) 365-2219 ext. 4210

Revised Nov 2018 (updated 3/14/19)


Table of Contents

2019 Examination Schedule ....................................................................................................... 1


General Information .................................................................................................................... 2
Certification Level Descriptions ................................................................................................... 2
Objectives of Certification............................................................................................................ 2
Eligibility (All Examination Levels) .................................................................................................... 3-4
CPO Exam ................................................................................................................................. 3
CPOA Exam............................................................................................................................... 3
CPOT Written Exam.................................................................................................................. 3
CPOT Clinical Exam.................................................................................................................. 3-4
CPOC Exam .............................................................................................................................. 4
Testing Locations and Fees ......................................................................................................... 4-5
Test Locations.......................................................................................................................... 4
Exam Details and Fees............................................................................................................ 5
Refunds .................................................................................................................................... 5
Examination Information & Application Procedures .................................................................... 6-8
Application Instructions and Required Documentation ........................................................ 6
Completion of Application ....................................................................................................... 7
Special Needs – Compliance with Americans with Disabilities Act (ADA) ........................... 8
Statement on Nondiscrimination Policy ................................................................................. 8
Preparing for the Exam ................................................................................................................ 8
Testing Software Demo ........................................................................................................... 8
Examination Appointments ......................................................................................................... 9-11
Scheduling Your Examination Appointment........................................................................... 9
International Testing ............................................................................................................... 9
Transferring or Rescheduling an Examination Appointment ................................................ 9
Rules for the Examination ....................................................................................................... 10
CPO, CPOA, CPOT & CPOC Candidates ............................................................................ 10
CPOC Candidates Only ...................................................................................................... 10
Admission to Testing Site ........................................................................................................ 11
After the Exam – Next Steps....................................................................................................... 11-12
Exam Results ........................................................................................................................... 11
Accessing Exam Results.......................................................................................................... 11
Confidentiality .......................................................................................................................... 11
Retesting Policy ....................................................................................................................... 11
Attaining Certification .............................................................................................................. 11
Code of Conduct for Certified Paraoptometrics ..................................................................... 12
Maintaining a Current Certification ........................................................................................ 12-13
Renewal Requirements & Guidelines .................................................................................... 13
Loss of Certification .......................................................................................................................... 14-15
Morals Policy ............................................................................................................................ 14
Revocation of Certification ...................................................................................................... 14
Misconduct - Violation Process ............................................................................................... 14-15
Grievance Appeal Procedure .................................................................................................. 15
Grievance Appeal Process ...................................................................................................... 15
CPO Examination ......................................................................................................................... 16-18
Outline ...................................................................................................................................... 16-17
Study Map ................................................................................................................................ 17-18
CPOA Examination ....................................................................................................................... 19-24

i
Table of Contents (cont’d)
Outline ..................................................................................................................................... 19-22
Recommended Reference Material ....................................................................................... 23-24
Study Map ................................................................................................................................ 25
CPOT Written Examination........................................................................................................... 25-29
Outline ..................................................................................................................................... 29
Recommended Reference Material ....................................................................................... 29
Study Map ................................................................................................................................ 30-31
CPOT Clinical Examination .......................................................................................................... 32-35
Outline ..................................................................................................................................... 32-34
Recommended Reference Material ....................................................................................... 34-35
Study Map ................................................................................................................................ 35
Certified Paraoptometric Coder Examination ............................................................................. 36-41
Outline ..................................................................................................................................... 36-39
Recommended Reference Material ....................................................................................... 39
Study Map ................................................................................................................................ 39-41
AOA Marketplace – How to Place an Order ................................................................................. 42
Appendix A – Optometric Assistant/Technician Program Codes ................................................. 43
Appendix B – Certification Renewal Guidelines .......................................................................... 44-47
CPO, CPOA, CPOT Renewal Guidelines .................................................................................... 44-45
CPOC Renewal Guidelines ........................................................................................................ 46-47
Notes ......................................................................................................................................... 48

ii
2019 EXAMINATION SCHEDULE

 Applications are accepted until 9 pm Eastern time on the application deadline date.

 Late applications are accepted until 9 pm Eastern time on the late application deadline and in
addition to the examination fee, a $50 late fee will apply.

 Payment must be received at PTC at least 14 days prior to the beginning of the testing period.
 The examinations are administered during established two-week testing periods four times
yearly, Monday through Saturday excluding holidays, at computer-based testing facilities
managed by PSI. Scheduling is done on a first-come-first-served basis.

 It is the candidate’s responsibility to make their appointment with PSI. (See page 9)

Testing Dates Application Deadline Late Application Deadline


($50 late fee will be incurred for (Applications will not be
application submitted after this accepted after this date)
date)
February 9 – 23, 2019 December 28, 2018 January 11, 2019

May 4 – 18, 2019 March 21, 2019 April 4, 2019

August 10 – 24, 2019 June 26, 2019 July 10, 2019

November 2 -16, 2019* September 18, 2019 October 2, 2019

*Paraoptometrics whose renewal is due in 2019 and who wish to test in November for the next level of
certification, must submit their renewal to the CPC office in St. Louis, MO for processing no later than Sep. 1,
2019 so that eligibility can be verified by the November application deadline. CPO and CPOA certifications
must be current at the time of testing when attempting the next level examination. (Certifications expire on
Oct. 31 and therefore must be renewed prior to the November application deadline so eligibility can be
verified.)

All paraoptometrics who hold a certification granted by the Commission on Paraoptometric Certification (CPC)
are required to participate in approved eye care related continuing education for the duration of their
certification. Every third year they must meet the renewal requirements in effect at that time to retain a
current certification status. The requirements for renewal include submission of proof of having attended or
participated in acceptable and documented continuing education (as outlined in the renewal guidelines) with
payment of the appropriate renewal fee by the renewal deadline. Failure to meet all the requirements for
renewal by the posted deadline will result in loss of certification and credentials.
For more specific information on certification renewal, see Pages 12-13 and Appendix B.

1
GENERAL INFORMATION
All levels of the certified paraoptometric examinations are prepared and administered by the Commission on
Paraoptometric Certification (CPC) with the assistance of Professional Testing Corporation (PTC). The purpose
of the examinations is to assure a level of knowledge to perform the functions of a certified paraoptometric at
entry, intermediate, and advanced levels, as well as the specialty certification for paraoptometric coders.
Those who complete the examination(s) with a passing score will be certified with the Commission on
Paraoptometric Certification.

The development of the CPC examinations begins with a job analysis, which results in identification of the
major domains of practice through a survey of the knowledge, skills, and abilities needed for competent
performance. The outline of the examinations’ contents and specifications are derived from the results of the
job analysis, including the establishment of the relative emphasis or weight for each of the major sections.

Experienced practitioners are asked to draft questions for the examinations. These draft questions are
reviewed by a panel of subject matter experts in the profession and are edited, as needed, for consistency,
accuracy, grammatical correctness, and conciseness of presentation, so that each item is testing for
knowledge and application of content and not for reading skills.

Drafts of the examinations are drawn from the items that have been reviewed and approved for use by subject
matter experts. The CPC reviews all the items on the examination one last time to ensure they are written
clearly, have one and only one correct response, and are appropriate for the examinations. The CPC also
participates in an exercise to determine the passing score and equates each new form of the examination.

CERTIFICATION LEVEL DESCRIPTIONS


Certified Paraoptometric (CPO)
A CPO™ is a person who has attained national recognition via certification by demonstrating an understanding
of the concepts used in optometric care.

Certified Paraoptometric Assistant (CPOA)


A CPOA™ is a person who has attained national recognition via certification by demonstrating the ability to
apply the concepts used in optometric care.

Certified Paraoptometric Technician (CPOT)


A CPOT™ is a person who has attained national recognition via certification by demonstrating the ability to
understand, apply, and interrelate the concepts used in optometric care.

Certified Paraoptometric Coder (CPOC)


A CPOC is a person who has attained national recognition via certification by demonstrating proficiency,
expertise, and validating superior knowledge in an optometric coding environment

OBJECTIVES OF CERTIFICATION
To promote excellence in the field of optometry by:
• Recognizing formally those individuals who meet all requirements of the Commission on
Paraoptometric Certification.
• Encouraging continued professional growth of the paraoptometric.
• Establishing and measuring the level of knowledge required for certification; thereby, assisting the
employer, public, and members of the health professions in the assessment of paraoptometrics.

2
ELIGIBILITY
Applications are randomly audited and verified.

Certified Paraoptometric (CPO) Exam


To sit for the CPO examination, the following requirements must be met:
A. A minimum of a high school diploma or equivalent and
B. A minimum of six (6) months full-time employment (40 hours per week or equivalent) in the eye care
field.

Certified Paraoptometric Assistant (CPOA) Exam


To sit for the CPOA examination, one of the following requirements must be met:
A. Hold a current CPO designation at the time of testing and verify a minimum of six months’ additional
full-time employment in the eye care field as a Certified Paraoptometric (CPO). Or
B. Be a graduate or student* (see note page 4) currently enrolled and in good standing in the last
semester of study at a CPC-approved optometric assistant program (refer to Appendix A for a listing of
approved programs). Graduates of approved optometric assistant programs, as listed in this
handbook, are eligible to sit for the examination directly without having been CPO certified if the
program was completed and candidate graduated within the last five years. Or
C. Provide proof of at least three (3) years of recent eye care experience. Requires submission of a
completed CPOA Reference Form signed by the current employer with the candidate’s current
resume’. Form must be approved by CPC prior to applying for examination.

Certified Paraoptometric Technician (CPOT) Written Exam


To sit for the CPOT written examination, one of the following requirements must be met:
A. Must hold a current CPOA designation at the time of testing and verify a minimum of six months’
additional full-time employment in the eye care field as a Certified Paraoptometric Assistant (CPOA).
Or
B. Be a graduate or student** (see note page 4) currently enrolled and in good standing in the last
semester of study at an ACOE (Accreditation Council on Optometric Education) approved optometric
technician program (refer to Appendix A for a listing of approved technician programs). Graduates of
approved optometric technician programs are eligible to sit for the written examination directly without
meeting the eligibility “A” criteria if the program was completed and candidate graduated within the
last five (5) years.
Certified Paraoptometric Technician (CPOT) Clinical Exam
To sit for the CPOT clinical examination, one of the following requirements must be met:
A. Must hold a current CPOA designation at the time of testing and verify a minimum of six months’
additional full-time employment in the eye care field as a Certified Paraoptometric Assistant (CPOA).
Or
B. Graduates or students** (see note page 4) currently enrolled and in good standing in their last
semester of study at an ACOE (Accreditation Council on Optometric Education) approved optometric
technician program are eligible to sit for the clinical examination directly without meeting the eligibility
“A” criteria. Graduates of approved optometric technician programs must have completed and
graduated within the last five years. (Refer to Appendix A for a listing of approved technician
programs.)

NOTE: All candidates seeking the CPOT designation (including graduates and students of approved
optometric technician programs) must pass both the CPOT Written and the CPOT Clinical examinations
within an 18-month period before being considered a Certified Paraoptometric Technician.

3
CPC recommends completing the CPOT written examination prior to attempting the CPOT clinical
examination. However, this is only a recommendation and not a requirement.

** Students will be required to submit verification of completion of and graduation from the program
before their test results will be released to them. The examination fee will not be refunded to students
who do not complete their program.

Certified Paraoptometric Coder (CPOC) Exam


To sit for the CPOC examination, the following requirements must be met:
A. A minimum of a high school diploma or equivalent, and
B. A minimum of two (2) years employment in the medical coding and billing field.

TESTING LOCATIONS AND FEES


The examinations are administered during an established two-week testing period four times yearly, Monday
through Saturday, excluding holidays, at computer-based testing facilities managed by PSI. Scheduling is
done on a first-come-first-served basis.

Test Locations
 To find a testing center, visit www.ptcny.com/cbt/sites.htm or call PSI at 800.207.1288.
 The sponsor is Commission on Paraoptometric Certification (CPC), not the American Optometric
Association.
 Candidates will not be able to schedule an examination appointment until the Scheduling
Authorization has been received by email from PTC.
 It is recommended that candidates add [email protected] to their email contacts or to their safe
email list to ensure that the Scheduling Authorization does not end up in a junk or spam mail folder.
 It is the candidate’s responsibility to make their own testing appointment.
 Candidates not receiving a Scheduling Authorization at least three (3) weeks prior to the beginning of
the testing period must contact Professional Testing Corporation at 212.356.0660.

4
Exam Details & Fees
The CPC examinations are composed of objective multiple-choice questions. The number of questions on
each exam is noted in the table below. The pretest questions are randomly distributed throughout the
examination and do not count towards a candidate’s score as they are being evaluated to determine if they
perform well enough statistically to be introduced as scored items on a future exam. Only the scored items
count towards the candidate’s final score.

# of
Time Limit to
# of Scored Additional
Examination Application Fee Complete
Items on Exam Pre-test
Exam
Items
Certified Paraoptometric
$280 100 20 2 hours
(CPO)
Certified Paraoptometric
$300 200 20 3 hours
Assistant (CPOA)
Certified Paraoptometric
Technician Written $300 225 25 3 hours
(CPOT)
Certified Paraoptometric
Technician Clinical $300 100 13 2 hours
(CPOT)
Certified Paraoptometric
$280 125 0 2 hours
Coder (CPOC)
Late fee is charged in addition to the exam
application fee when application is submitted
Late Application $50
between the first application deadline and the late
application deadline. This fee is non-refundable.
This portion of the examination fee is non-
Administrative Fee $95
refundable.
Applies when candidate requests to transfer to the
Application Transfer Fee $200 next available testing period. See pages 9-10 for
transfer and rescheduling information.

Applies to candidates testing outside of the US


International Testing $100
and Canada (see page 9 for details)

Once the application has been received and eligibility is verified, the candidate will receive an email
confirmation from [email protected] at the candidate’s email address shown on the application.

Refunds
Refunds may be issued in cases of medical or family emergencies, or other special circumstances on a case
by case basis as determined by the CPC. Documentation may be requested. Requests must be received in
writing at [email protected] prior to the end of the testing period for which the candidate has applied. The
administrative fee portion of the examination application fee ($95) is non-refundable. Refunds will be
processed within three (3) weeks of the close of the testing period.

No refunds will be issued for applying for the incorrect examination or testing period, for failing to make an
examination appointment, or for failing to appear at your scheduled appointment.

5
EXAMINATION INFORMATION & APPLICATION PROCEDURES

Application Instructions & Required Documentation


All candidates must have their own individual email address. The email address on the application must not
be a shared business email address. If the application is being submitted by a representative on behalf of the
candidate, provide only the registered candidate’s personal or business email address. Applications that are
using duplicate email addresses within the same testing period will be rejected.
1. Read and follow the directions on the application and in this handbook. All applications must be
completed online and submitted electronically. Click “apply online” to start a new application on
Professional Testing Corporation’s website: www.ptcny.com/clients/cpc/
2. High school diplomas do not need to be uploaded for the CPO examination.
3. When submitting an examination application for the CPOA examination, candidates must attach one of
the following:
a. A copy of their current CPO certificate, or
b. A copy of their graduation certificate (see note below) from a CPC-approved optometric
assistant program, or
c. Approval letter from CPC indicating they may bypass the CPO examination
Do not submit a CPOA Reference Form Application that has not been approved by the CPC with your
examination application!

4. Candidates for the CPOT examination (written or clinical) must attach one of the following:
a. A copy of their current CPOA certificate, or
b. A copy of their graduation certificate (see note below) from an ACOE-approved paraoptometric
technician program
5. The online examination application must be received on or before the application deadline for the test
period listed in this handbook (see page 1). Fees must be received 14 days prior to the beginning of
the testing period.
6. All correspondence regarding the application and fees should be directed to Professional Testing
Corporation at [email protected] or 212.356.0660.
7. Applicants will receive an emailed confirmation of application from PTC within 1-3 days of submitting
the application.

Note: When the graduation certificates are not yet available, program directors from schools that
offer approved optometric assistant or technician programs may submit a list of eligible students to
the CPC in lieu of a graduation certificate if applications are submitted during the last semester of
the program.

6
Completion of Application
Candidates must complete the examination application in full, using their legal name exactly as it appears on
their current driver’s license, passport or U.S. military ID.

Before submitting your application, review it to be certain your name is correctly spelled and that you have
selected:
• The correct examination, and
• The correct examination period

It is the applicant’s responsibility to ensure that they have applied for the correct examination. No refunds will
be issued for applying for the incorrect examination or testing period.

It is also the candidate’s responsibility to ensure their name is correctly spelled on the application.
Certificates provided to passing candidates will be spelled exactly as it was submitted on the application. A
$10 fee will be charged for re-issuing certificates in a corrected name.

The completed application must be submitted online by the application deadlines shown on page 1 of this
handbook and the examination fee must be received 14 days prior to the beginning of the testing period. If
payment is being made by check or money order (see note below) complete the online application and mail
payment to:

CPC Examinations
Professional Testing Corporation
1350 Broadway, Suite 800
New York, NY 10018

NOTE: Checks and money orders are to be made payable in U.S. funds to Professional Testing
Corporation. Be certain payment clearly indicates candidate name and appropriate examination
level. Print the payment form provided by PTC and include with the payment. Payment must be
received by Professional Testing Corporation at least 14 days prior to the start of the examination
period for which you have applied.

If you discover at any point after submitting your application and before appearing at your
examination appointment, that a mistake has been made on your application, you must contact
Professional Testing Corporation at 212.356.0660.

Also notify the Commission on Paraoptometric Certification of any misspelling of your name and any
address changes by contacting [email protected] or by phone at 314.983.4210.

7
Special Needs - Compliance with Americans with Disabilities Act (ADA)
The Commission on Paraoptometric Certification and Professional Testing Corporation supports the intent of
and complies with the Americans with Disabilities Act (ADA). Both organizations will take steps reasonably
necessary to make certification accessible to persons with disabilities covered under the ADA. Appropriate
and effective modification and/or auxiliary aids will be provided to persons with such disabilities unless doing
so would impose an undue burden on the Commission’s programs or fundamentally alter the measurement of
skills or knowledge that the programs are intended to test.

Special testing arrangements may be made upon receipt of the application, examination fee, and a completed
and signed Request for Special Needs Accommodations Form, available from www.ptcny.com or by calling
PTC at 212.356.0660. This form must be uploaded with the online application at least eight weeks before
the testing period begins. Please use this form if you need to bring a service dog, medication, food or
beverages needed for a medical condition with you to the testing center.

Information supplied on the Request for Special Accommodations Form will only be used to determine the
need for special accommodations and will be kept confidential.

Statement on Nondiscrimination Policy


The Commission on Paraoptometric Certification does not discriminate against any individual based on race,
color, religion, gender, national origin, age, disability or any other characteristic protected by law.

PREPARING FOR THE EXAM

Preparing for the Examination


CPC examinations are designed to cover the knowledge and skills to be most effective in the optometric
practice. Below are ideas to help you prepare:

• Read the entire content outline as the exam will include items for every area and may include
questions on the sub-categories.
• Study from one or all the recommended references or other resources.
• Take the free sample examination on the CPC website (if available).
• Gather items you will need for admission to the exam several days before your appointment (your
current driver’s license, passport or U.S. military ID and suggested textbooks for use during the CPOC
exam only).
• Get plenty of rest the night before.
• Prior to driving to the examination location, study a map and/or directions so you aren’t rushing to get
to the location.

Testing Software Demo


Testing software demo can be viewed online by visiting www.ptcny.com/cbt/demo.htm. This online demo can
provide you with an idea about the features of the testing software.

8
EXAMINATION APPOINTMENTS
Scheduling Your Examination Appointment
Within six (6) weeks prior to the first day of the testing period, Professional Testing Corporation will email a
Scheduling Authorization to registered candidates. The Scheduling Authorization includes instructions on how
to schedule your examination appointment as well as the dates during which testing is available. Appointment
times are first-come, first-served, so schedule your appointment as soon as you receive your Scheduling
Authorization to maximize your chance of testing at your preferred location and on your preferred date.

CPOT Clinical Examination candidates cannot schedule their appointment on their own. A representative from
PSI will contact CPOT Clinical Examination candidates directly for scheduling 3-5 days after candidate receives
his or her Scheduling Authorization. If you do not receive a call from PSI to schedule your appointment within
this timeframe contact Professional Testing Corporation immediately by calling 212.356.0660.

Any candidate not receiving a Scheduling Authorization at least three (3) weeks before the beginning of the
testing period should contact Professional Testing Corporation at 212.356.0660 for a duplicate.

NOTE: It is your responsibility as the candidate to contact PSI to schedule the examination
appointment. No refunds are issued for failing to make an appointment or to appear at your
scheduled appointment.

International Testing
Candidates outside of the United States and Canada must complete and submit the Request for Special Testing
Center Form found on the www.ptcny.com homepage. This form must be submitted with your application and
fees. Fees for testing at an international computer test center (outside of the United States and Canada) are
$100.00 in addition to the examination fee. PTC will arrange a computer-based examination at an international
test center for you.

Transferring or Rescheduling an Examination Appointment


Note: PSI does not have the authority to transfer applications from one testing period to another, to issue
refunds, or to make any other decisions or promises regarding the candidate’s examination status.

To transfer your application to the next testing period:


A. A candidate who applies to take the examination but then wishes to take it during a different testing
period, may be granted a one-time transfer to the next immediate testing period. A $200 application
transfer fee will apply, and the fee must be paid at least 14 days prior to the beginning of the testing
period.
B. The candidate must submit a new application at www.ptcny.com for the next testing period by the
application deadline and pay the $200 application transfer fee. Applications received by the late
application date must include the additional $50 late application fee. The candidate is responsible for
contacting PSI to cancel their examination appointment, if one had been scheduled.
C. The candidate is responsible for contacting PSI to cancel their examination appointment, if one had
been scheduled.
D. If a candidate fails to test during the original testing period and does not submit a transfer application
and pay the required fee as outlined in this handbook, or fails to keep their scheduled appointment
with PSI, the application will be closed and all fees that were paid will be forfeited. No refunds will be
issued.

It is no longer a requirement to contact CPC to transfer an application to the next testing period. If you have
questions about transferring or rescheduling, contact Professional Testing Corporation at 212.356.0660.

9
The $200 transfer fee can be avoided by rescheduling and taking the exam within the two-week testing period
for which you originally registered.

To cancel your appointment or reschedule to a different date within the two-week testing period:
A. Contact PSI at 833.207.1288 no later than noon, Eastern time, of the second business day PRIOR to
your scheduled appointment to reschedule the appointment.
B. Rescheduling is subject to the availability of appointments at PSI.
C. Candidates may select a different testing site at which to complete their examination if no
appointments are available at the original testing site.
D. If you fail to keep the scheduled appointment, the entire examination fee will be forfeited, and
registrant will be marked as a “no show.”
E. There is no fee for rescheduling within the two-week testing period for which you have registered.

Rules for the Examination


CPO, CPOA, CPOT & CPOC Candidates
A. All electronic devices that can be used to record, transmit, receive, or play back audio, photographic,
text, or video content, including but not limited to cell phones, laptop computers, tablets, Bluetooth
devices, all wearable technology such as smart watches, MP3 players such as iPods, pagers, cameras,
and voice recorders are not permitted to be used and cannot be taken into the examination room.
B. Simple, non-programmable calculators are permitted (not allowed in CPOC examination).
C. No books or reference materials may be taken into the examination room (with exception of CPOC
candidates – see below.)
D. No test materials, documents, or memoranda of any sort are to be taken from the examination room
except for the preliminary score report.
E. No questions concerning content of the examination may be asked during the examination. The
candidate should read carefully the directions that are provided on-screen at the beginning of the
examination session.
F. Candidates are prohibited from leaving the testing room while their examination is in session, with the
sole exception of using the restroom.
G. Bulky clothing, such as sweatshirts (hoodies), jackets, coats and hats, except hats worn for religious
reasons, may not be worn while taking the examination.
H. All watches and “Fitbit” type devices cannot be worn during the examination. It is suggested that these
items are not brought to the test center.

CPOC Candidates ONLY


This is an open-book examination based on ICD-10. Only the following bound text books will be permitted.

• CPT® (Current Procedural Terminology) Standard or Professional Edition (current edition


recommended)
• Codes for Optometry (current edition recommended)

All textbooks must be bound volumes without other added or loose materials.
Writing or highlighting in the book is acceptable. Frequently used pages may also be turned down or
marked using a paper clip. No Post-It type notes or loose book marks are allowed.

10
Admission to Testing Site
Your current (unexpired) driver’s license, passport or U.S. military ID must be presented to gain admission to
the testing center. Temporary or paper forms of identification will not be accepted. We suggest that you bring
a printed copy of your Scheduling Authorization as well as your PSI appointment confirmation to your
appointment.

A. Failure to present your current (unexpired) driver’s license, passport or U.S. military ID will prevent you
from testing.
B. It is highly recommended that you become familiar with the testing site.
C. Arrival at the testing site at the appointed time is the responsibility of the candidate.
D. Plan for weather, traffic, parking, and any security requirements that are specific to the testing
location.
E. Late arrival may prevent you from testing.

AFTER THE EXAM – NEXT STEPS


Exam Results
At the end of the examination, candidates will receive a printout that confirms their completion of the
examination as well as an unofficial pass/fail test result report prior to leaving the testing center. Candidates
are not eligible to use credentials (CPO, CPOA, CPOT or CPOC) until their official score report is received.
Professional Testing Corporation will email official score reports to candidates via the personal email address
used on their examination applications. The scores will be emailed within four (4) weeks of the close of the
testing period and will notify candidates on whether they have officially passed or failed the examination.
Scores on the major areas of the examination and on the total examination will also be reported. The passing
score is determined by the Commission on Paraoptometric Certification. Failure to receive the report of
results should be reported to Professional Testing Corporation at 212.356.0660.

Accessing Exam Results


Candidates will receive an email from PTC notifying them that the results are ready for viewing. Candidates will
be provided a link to access their scores. The scores are password protected; candidates will need their email
address from their examination application as well as their application pin. Results are available for 30 days.
After this period candidates needing to access their score reports will need to file a Request for Duplicate
Score Report form available at www.ptcny.com.

Confidentiality
The CPC will release the individual test scores ONLY to the individual candidate. Any questions concerning
test results should be referred to Professional Testing Corporation at 212.356.0660.

Retesting Policy
Retesting within the same two-week period is not allowed. Candidates who do not pass the examination are
eligible to retake the examination beginning with the next regularly scheduled two-week examination period.
Candidates must submit a new application and fee each time they retest.

Attaining Certification
After the examination, the CPC will mail a certificate suitable for framing to passing candidates. Certification
pins are available for order through the CPC office. Those who pass the examination will be added to the
roster of certified paraoptometrics of the Commission on Paraoptometric Certification.

Reminder: CPOT examination candidates (including graduates and students of approved technician
programs) must pass both the CPOT written and clinical examination within an 18-month period before
receiving a certificate.

11
After receiving official notification by mail from Professional Testing Corporation:

• Candidates who achieve a passing score on the CPC Certified Paraoptometric Examination are eligible
to use the CPO designation after their name.
• Candidates who achieve a passing score on the CPC Certified Paraoptometric Assistant (CPOA)
Examination are eligible to use the CPOA designation after their name.
• Candidates who achieve a passing score on both the CPC Certified Paraoptometric Technician Written
and Clinical (CPOT) Examinations are eligible to use the CPOT designation after their name.
• Candidates who achieve a passing score on the CPC Certified Paraoptometric Coder (CPOC)
Examination are eligible to use the CPOC designation after their name.

CPC certification is recognized for a period of three years. A database of certified paraoptometrics is
maintained by the CPC and may be reported in its publications and/or website.

Code of Conduct for Certified Paraoptometrics


Paraoptometrics who have been certified by the Commission on Paraoptometric Certification are expected to
abide by a Code of Conduct. Inasmuch as certification represents to the public an attained level of knowledge
and/or skill, it therefore is incumbent upon each paraoptometric to:

1. Place the welfare of the patient above all else.


2. Maintain patient confidentiality.
3. Treat patients with respect and a caring attitude regardless of their backgrounds, preferences, or
prejudices.
4. Avoid gossip and expression of personal biases.
5. Promote ways for maintaining visual health and eye care to both patients and the public.
6. Continue an ongoing educational process to upgrade and enhance paraoptometric skills.
7. Conduct oneself in a professional manner in the office and be an exemplary citizen within the
community.
8. Support colleagues in efforts to achieve maximum level of certification.

Maintaining a Current Certification


To keep a certification current, Certified Paraoptometrics (CPO), Certified Paraoptometrics Assistants (CPOA),
and Certified Paraoptometric Technicians (CPOT) and Certified Paraoptometric Coders (CPOC) must
participate in continuing education.

• All certifications are renewable every three years.

• All credits must be earned during the 3-year renewal cycle. If unsure of the time-period in which you
may earn credits toward renewal, contact the CPC office.

• Guidelines for renewal of certification (see Appendix B) are always available on the AOA website,
www.aoa.org.

For the CPO, CPOA or CPOT:

1. Certification is renewable every three years by Nov. 1 and subsequent to the completion of 18 hours
of approved required education and submission of a recertification fee.

12
2. A minimum of nine (9) credit hours must be CPC-approved, and no more than a total of nine (9) credits
from COPE, ABO, NCLE, or IJCAHPO will be accepted.

For the CPOC:

1. Certification is renewable every three years by May 31 and subsequent to the completion of 9 hours of
approved required education and submission of a recertification fee.

2. Because the CPOC is a specialty certification, all continuing education credits must be coding or billing
related, within specific domains (topics), and from the organizations listed in the CPOC renewal
guidelines only.

Renewal Requirements & Guidelines


The CPC renewal program ensures certified paraoptometrics remain current in optometric assisting skills and
knowledge. The purpose of renewal is to ensure that certified paraoptometrics maintain their competence to
practice by increasing their knowledge, honing their skills, encouraging interaction with peers and meeting
professional standards.

All paraoptometrics who hold a certification granted by the Commission on Paraoptometric Certification (CPC)
are required to participate in eye care related continuing education for the duration of their certification.
Every third year they must meet the renewal requirements in effect at that time to retain a current
certification status. The requirements for renewal include acceptable and documented continuing education
as outlined in the renewal guidelines and payment of the appropriate renewal fee by the renewal deadline.
Credits must be earned during the 3-year renewal cycle. Failure to meet all the requirements will result in
loss of certification and credentials.

Renewal Schedule and Fees


CPOTM, CPOATM, and CPOTTM Guidelines: As a courtesy, renewal statements are emailed beginning in February
of the renewal year. Renewal documents and payment are due every third year on or before Nov. 1, and the
cycle is set on a calendar year. For example, if one earns a CPO certification anytime between January -
December 2019, the renewal will be due on or before Nov. 1, 2022.
Renewal Fee: $95 (if received at the CPC office on or before Nov. 1)
Late Renewal Fee: $195 (if received at the CPC office between Nov 2-30)
CPO, CPOA, or CPOT certifications that are not renewed by Nov. 30 in the appropriate renewal year will be
dropped and the paraoptometric's status will become "uncertified."

CPOCTM Guidelines: As a courtesy, renewal statements are emailed in January of the renewal year. Renewal
documents and payment are due every third year on or before May 31, and the cycle is set on a calendar year.
For example, if one earns a CPOC certification anytime between January - December 2019, the renewal will be
due on or before May 31, 2022.
Renewal Fee: $95 (if received at the CPC office on or before May 31)
Late Renewal Fee: $195 (if received at the CPC office between June 1-30)
CPOC certifications that are not renewed by June 30 in the appropriate renewal year will be dropped and the
paraoptometric's status will become "uncertified."

Mail certification renewals to: AOA-CPC, 243 N. Lindbergh Blvd., Floor 1, St. Louis, MO 63141

13
LOSS OF CERTIFICATION

Upon failure to maintain a certified status, the individual will then be classified "non-certified." Once so
classified, the individual must immediately refrain from using/displaying all related Commission on
Paraoptometric Certification abbreviations on all certificates, cards, logos, and pins. Consequences for
anyone claiming certification when not certified will be determined by the CPC, pursuant to written guidelines
established by the Commission. Should an individual wish to become recertified, they must retest at the level
they had previously attained within three (3) years of the lapse of their certification. Under no circumstances
will an individual be allowed to test for a level they have not previously attained.

Morals Policy
Applicants for paraoptometric certification are expected to be of high moral character. Should the CPC receive
evidence that a candidate has engaged in inappropriate actions or behavior regarding the application or
testing process or has made any false representation pertaining to his/her certification status, that individual
will be subject to disqualification or such other penalty as determined by the CPC.

Revocation of Certification
Certification will be revoked for any of the following reasons:

• Falsification of an application or results report


• Misrepresentation of certification status
• Unethical conduct

The CPC provides the appeal mechanism for challenging revocation of certification. It is the responsibility of
the individual to initiate this process by contacting [email protected] or phoning 800.365.2219 ext. 4210.

Misconduct - Violation Process


The CPC will investigate allegations concerning alleged misconduct by paraoptometrics and/or Commission
members and/or its consultants regarding violation of certification policies and procedures. Allegations of
misconduct must be in writing, signed, and delivered directly to certification staff within 120 days of the
alleged violation(s). The information received will be forwarded to the CPC Commission Chair. Supporting
documentation should be submitted with the complaint.

The Commission will review the allegation and take one of the following actions:

• Dismiss the allegation on grounds it lacked sufficient evidence or merit to commence an


investigation; or

• Attempt to resolve the issues with the parties involved should the allegation appear to be a
misunderstanding; or,

• Conduct a full investigation of the allegation and if deemed necessary, appoint a hearing panel.

Should an investigation be warranted, the Commission Chair will appoint a three-member panel within 45
days of the receipt of the allegation. The panel will consist of three CPOTs chosen by the Commission Chair,
one of whom will act as the panel’s chair. The panel shall give not less than 30 days’ notice to the subject of
the investigation of the right to appear before the panel, give testimony, confront witnesses and evidence
presented and to be represented by counsel. General Counsel shall assist the panel in conducting the
proceeding.

14
The panel will convene within 60 days of its appointment. A record will be kept of all testimony. Upon
conclusion of the hearing, the panel shall deliberate and render its written decision within 30 days. The
panel’s decision shall be final unless appealed within 30 days in writing to the full Commission.

If appealed, the Commission will review the panel’s findings within 30 days and inform the parties involved of
its decision. The Commission’s decision on appeal is final and cannot be appealed.

All decisions on appeal by the Commission, as well as on hearing by the panel, concerning allegations, be they
dismissed, resolved, or investigated, will be delivered in writing to all parties involved by certified mail with
return receipt.

Grievance Appeal Procedure


All candidates for certification have the right to appeal alleged grievances concerning but not limited to:
scoring, eligibility, equipment failure, exemption from certification requirements, and administrative
procedures. Appeals must be received by the Commission on Paraoptometric Certification within 30 days
after the examination results are sent to candidates. All appeals must be in writing and sent by certified mail
along with supporting documents to Commission on Paraoptometric Certification, 243 N. Lindbergh
Boulevard, Floor 1, St. Louis, MO 63141. The Commission will consider the appeal at its next regularly
scheduled meeting, and the appellant will be notified in writing of its decision. The Commission's decision on
all appeals is final.

Grievance Appeal Process


When an appeal is received by the Commission on Paraoptometric Certification, the chairperson will appoint
one (1) commissioner to serve as an independent reviewer who will discuss the alleged grievance with the
appellant and others as to whether the facts as stated are correct and whether there are mitigating factors
and/or personal/professional situations not stated in the appeal. The independent reviewer will be neither a
supporter nor a detractor in presenting his/her findings to the Commission. The independent reviewer will
refrain from making any recommendation regarding the Commission's decision. The independent reviewer
does not have a vote in the Commission's decision.

15
CERTIFIED PARAOPTOMETRIC EXAMINATION – CPO
Outline
This outline will provide you with information on the content of the Certified Paraoptometric (CPO)
Examination. The following outline includes a brief explanation of the areas covered on the examination. You
should be familiar with all the terms, meanings and uses. All 100 scored questions (as well as additional pre-
test questions) on the examination are of the objective, multiple-choice type. Passing score is determined by
the CPC.

I. Basic Science (27%)


A. Anatomy
1. Definitions of Anatomical Parts
2. Function
B. Common Eye Disorders
1. Definitions
2. Causes
C. Terminology
1. Prefixes
2. Suffixes
3. Root Words
D. Basic Pharmacology
II. Clinical Principles and Procedures (35%)
A. Eye Examination
1. Case History
2. Visual Acuity
3. Automated Keratometry/Topography
4. Retinoscopy
5. Subjective Refraction
6. Ophthalmoscopy
7. Binocular Vision
8. Tonometry
9. Visual Fields
10. Biomicroscopy
11. Fundus Photography
12. Tomography
13. Blood Pressure Measurements
B. Refractive Status
1. Emmetropia
2. Myopia
3. Hyperopia
4. Astigmatism
5. Presbyopia
6. Accommodation
C. Contact Lenses
1. Soft
2. Gas Permeable
3. Care and Handling
4. Patient Education
5. Base Curve Radius
6. Lens Power
7. Overall Diameter
8. Optical Zone Diameter
9. Peripheral Curves

16
10. Edge and Center Thickness
III. Ophthalmic Optics and Dispensing (20%)
A. Ophthalmic Prescriptions
1. Components of a Lens Prescription
2. Add Power
3. Prism
4. Optics
B. Ophthalmic Lenses
1. Types of Lenses
2. Lens Materials
3. Neutralization
C. Ophthalmic Dispensing
1. Frame Anatomy
2. Sizes and Measurements
3. Basics of Frame Selection
4. PD/Segment Height
5. Ordering
6. Basic Adjustments
IV. Professional Issues (18%)
A. Eye care Specialists and Ancillary Personnel
B. Practice Management
1. Telephone Techniques
2. Appointments
3. Record Filing Systems
4. Recalls
5. Fee Presentation
6. Collections
7. Third Party Payments
8. HIPAA
9. Hygiene and Infection Control
10. Ethics
C. Business Skills
1. Computer Applications
2. Basic Business Technology
3. Health Information Technology (HIT)
a. HIT definitions

Study Map
You may prepare for the CPO examination using study resources available through the AOA and various internet
sources as well as hard-copy optometric texts. The attached map lists the subject matter of the examination
content along with suggested resources with which to prepare. The study map on the following pages connects
the individual sections of the examination to suggested study resources. The listing of these resources does not
constitute a CPC endorsement of these sources and does not imply a guarantee that candidates will be successful
in passing the CPO Examination if they are used to prepare for the examination. Please note that some websites
shown require a membership sign-in and password.
1. Basic Science
AOA Marketplace
 CPO Study Guide Book (PS-04B) or CPO Study Guide CD (PS-04CD)
 CPO Flash Cards (PS-11)
 CPO Review Course (PS19)
 Anatomy & Physiology Education Module (PS-07)
 Paraoptometric Skill Builder – Level 1 (PS-25)

17
 CPO Study Bundle (PS-20)
Other
 Glossary of All Eye and Vision Conditions - aoa.org/patients-and-public/eye-and-vision-
problems/glossary-of-eye-and-vision-conditions
 Root Eye Dictionary - www.rooteyedictionary.com/

2. Clinical Principles and Procedures


AOA Marketplace
 CPO Study Guide Book (PS-04B) or CPO Study Guide CD (PS-04CD)
 CPO Flash Cards (PS-11)
 CPO Review Course (PS-19)
 Special Procedures Education Module (PS-09)
 Soft Contact Lens Wear and Care Education Module (PS-10)
 Fitting Toric Soft Contact Lenses Education Module (PS-12)
 Paraoptometric Skill Builder – Level 1 (PS-25)
 CPO Study Bundle (PS-20)
Other
 Eye and Vision Problems – aoa.org/patients-and-public/eye-and-vision-problems
 Glossary of All Eye and Vision Conditions – aoa.org/patients-and-public/eye-and-vision-
problems/glossary-of-eye-and-vision-conditions
 AOA Contact Lens and Cornea– aoa.org/optometrists/membership/aoa-sections/contact-
lens-and-cornea-section
 AOA Vision Rehabilitation– aoa.org/optometrists/membership/aoa-sections/vision-
rehabilitation-section

3. Ophthalmic Optics and Dispensing


AOA Marketplace
 CPO Study Guide Book (PS-04B) or CPO Study Guide CD (PS-04)
 CPO Flash Cards (PS-11)
 CPO Review Course (PS-19)
 ABCs of Optical Dispensing Education Module (PS-03)
 Ophthalmic Dispending Education Module (PS-08)
 Optimizing Efficiency in the Optical Dispensary Education Module (PS-13)
 CPO Certification Study Bundle (PS-20)
 Paraoptometric Skill Builder Level 1 (PS-25)
Other
 AOA Vision Rehabilitation– aoa.org/optometrists/membership/aoa-sections/vision-
rehabilitation-section
 AOA Sports Vision– aoa.org/optometrists/membership/aoa-sections/sports-vision-section

4. Professional Issues
AOA Marketplace
 CPO Study Guide Book (PS-04B) or CPO Study Guide CD (PS-04)
 CPO Flash Cards (PS-11)
 CPO Review Course (PS-19)
 Practice Management 101 Education Module (PS-06)
Other
 Basic Business Terminology – articles.bplans.com/business-term-glossary/

18
CERTIFIED PARAOPTOMETRIC ASSISTANT – CPOA
Outline
This outline will provide you with information on the content of the Certified Paraoptometric Assistant (CPOA)
examination. The following outline includes a brief explanation of the expanded areas to be tested, in addition
to areas inclusive of the CPO outline. You should be familiar with all the terms, meanings and uses, and with
the instrumentation needed for data gathering or testing procedures. All 200 scored questions on the
examination are of the objective, multiple choice type. Passing score is determined by the CPC.

I. Office Operations (15%)


A. Practice Management
1. Patient Education
B. Records Management
1. Filing
2. Confidentiality/Safeguards
3. Ownership/Release
4. Legal/Ethical Issues
C. Telephone Techniques
1. Scheduling
2. Emergencies/Urgencies
3. Triage
4. Message Taking
5. Handling Complaints
D. Recall
E. Office Finances
1. Accounts Receivable/Payable
2. Banking Procedures
3. Billing
4. Insurance
F. Professional Issues
1. Scope of Roles and Functions
2. Liability and Malpractice
3. Conduct, Confidentiality, Ethics
4. Hygiene and Infection Control
G. Health Information Technology
1. Electronic Health Records/Electronic Medical Records (EHR/EMR)
2. Basic Terminology
II. Ophthalmic Optics and Dispensing (20%)
A. Prescriptions
1. Components
a. Sphere, cylinder, axis
b. Add power
c. Prism
d. Measurements
2. Optical Crosses
3. Transposition
4. Decentration Calculations
5. Vertex and Effective Power
6. Verification
a. Instruments
b. Prentice’s prism formula
c. Optics
B. Lenses

19
1. Lens Forms
2. Lens Types
3. Lens Styles
4. Powers/Focal Length
5. Lens Materials
6. Index of Refraction
7. Impact Resistance
8. FDA/ANSI Standards
9. Special Prescription Considerations
a. High powers
b. Fresnel prisms
c. Industrial/occupational
10. Tints and Coatings
C. Frame Selection
1. Types of Frames
2. Parts of Frames
D. Adjustment and Dispensing
1. Alignment
2. Procedures
3. Tools
4. Techniques
5. Pliers
6. Pads
7. Repair
III. Testing and Procedures (18%)
A. Purpose and Preliminary Testing
1. Visual Skills
2. Interpupillary Distance
3. Near Point of Convergence
4. Near Point of Accommodation
5. Cover Testing
6. Fusion/Suppression
7. Worth Four Dot
8. Maddox Rod
B. Pupillary Responses
C. Case History
D. Visual Acuity
1. Procedures
2. Monocular and Binocular
3. Pinhole Acuity
4. Measurement Systems/Charts
5. Recording Results
E. Color Vision
1. Procedures and Recording
2. Types of Tests
F. Stereo Acuity
1. Purpose of Test
2. Types of Tests
3. Procedures
G. Examination Instrumentation
1. Retinoscope
2. Ophthalmoscope
3. Biomicroscope/Slit Lamp
4. Phoropter

20
5. Automated Keratometer
6. Photography
7. Optical Coherence Tomography
8. Other
IV. Special Procedures (17%)
A. Contact Lenses
1. Terminology
2. Materials
3. Soft and Gas Permeable Comparisons
4. Care and Handling
5. Patient Instruction
6. Verification/Measurements
7. Special Lens Designs and Uses
B. Tonometry
1. Instrumentation/Types
2. Procedures/Causes
C. Visual Fields
1. Instrumentation/Types
2. Procedures/Measurements
3. Defects
4. Physiological Blind Spot
5. Recording
D. Sphygmomanometry
E. First Aid/CPR/Emergencies
F. Vision Rehabilitation
G. Surgery
V. Refractive Status of the Eye and Binocularity (13%)
A. Refractive Errors
1. Types
a. Myopia
b. Hyperopia
c. Astigmatism
2. Presbyopia
3. Causes
4. Corrective Lenses
5. Photophobia
B. Refractive Conditions
1. Types
a. Aphakia
b. Anisometropia
c. Aniseikonia
d. Amblyopia
2. Causes
C. Eye Movements
1. Versions, Ductions, Rotations, Pursuits and Saccades
2. Convergence and Divergence
3. Binocular Vision
4. Accommodative Mechanism
5. Stereopsis
VI. Basic Ocular Anatomy and Physiology (17%)
A. General Anatomy and Physiology
1. Anterior Adnexa

21
2. Orbit
3. Bones
4. Anterior Segment
5. Posterior Segment
6. Crystalline Lens
7. Aqueous/Vitreous
8. Retina
9. Extra-Ocular Muscles
10. Visual Pathway
11. Cornea
B. Basic Functions of Anatomical Structures
1. Lacrimal System
2. Anterior Chamber
3. Anterior Angle
4. Posterior Chamber
C. Common Pathological and Functional Disorders
1. Lids
2. Conjunctivitis
3. Glaucoma
4. Cataracts
5. Corneal Problems
6. Retinal Disorders
7. Legal Blindness
8. Macular Degeneration
D. Basic Ocular Pharmacology
1. Types
a. Mydriatics
b. Miotics
c. Cycloplegics
d. Anesthetics
2. Instillation/Instruction
a. Solutions
b. Ointment

Recommended Reference Material


Listed below are general references that may be useful in preparing for the CPOA Examination. The listing of
these resources does not constitute a CPC endorsement of these resources and does not imply a guarantee
that candidates will be successful in passing the CPOA Examination. Please see the CPOA Study Map for
additional sources.

 Brooks, Clifford W. and Irving M. Borish


System for Ophthalmic Dispensing. 3rd ed.
Butterworth-Heinemann, 2006

 Kanski, Jack J.
Clinical Ophthalmology, A Test Yourself Atlas. 3rd ed.
Butterworth-Heinemann, 2008

 Mannis, Mark J. et. al.


Contact Lenses in Ophthalmic Practice
Springer-Verlag, Inc., 2004

 Stein, Harold A. et. al.


Ophthalmic Assistant: A Text for Allied and Associated Ophthalmic Personnel. 9th ed.
Mosby, 2013

22
Study Map
You may prepare for the CPOA Examination using study resources available through the AOA and various
internet sources as well as hard-copy optometric texts. The attached map lists the subject matter of the
examination content along with suggested resources with which to prepare. The study map on the following
pages connects the individual sections of the examination to suggested study resources. The listing of these
resources does not constitute a CPC endorsement of these sources and does not imply a guarantee that
candidates will be successful in passing the CPOA Examination, if they are used to prepare for the examination.
Please note that some websites shown require a membership sign-in and password.

1. Office Operations
AOA Marketplace
 Practice Management 101 Education Module (PS-06)
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians(PS-01)
 Paraoptometric Skill Builder Intermediate – Level 2 (PS-26)

2. Ophthalmic Optics and Dispensing


AOA Marketplace
 Ophthalmic Dispensing Education Module (PS-08)
 Optimizing Efficiency in the Optical Dispensary Education Module (PS-13)
 Introduction to Freeform® Education Module (PS-18)
 ABCs of Optical Dispensing Education Module (PS-07)
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians(PS-01)
 Paraoptometric Skill Builder Intermediate Level 2 (PS-26)

3. Testing and Procedures


AOA Marketplace
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians(PS-01)
 Paraoptometric Skill Builder Intermediate Level 2 (PS-26)

4. Special Procedures
AOA Marketplace
 Special Procedures Education Module (PS-09)
 Fitting Toric Soft Contact Lenses Education Module (PS-12)
 Soft Contact Lens Wear and Care Education Module (PS-10)
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)

5. Refractive Status of the Eye and Binocularity


AOA Marketplace
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 Paraoptometric Skill Builder Intermediate Level 2 (PS-26)
Other
 Eye and Vision Problems – aoa.org/patients-and-public/eye-and-vision-problems
 Glossary of All Eye and Vision Conditions – aoa.org/patients-and-public/eye-and-vision-
problems/glossary-of-eye-and-vision-conditions
 AOA Contact Lens and Cornea – aoa.org/optometrists/membership/aoa-sections/contact-
lens-and-cornea-section

23
 AOA Vision Rehabilitation – aoa.org/optometrists/membership/aoa-sections/vision-
rehabilitation-section

6. Basic Ocular Anatomy and Physiology


AOA Marketplace
 Anatomy and Physiology Education Module (PS-07)
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 Paraoptometric Skill Builder Intermediate Level 2 (PS-26)
Other
 Eye and Vision Problems – aoa.org/patients-and-public/eye-and-vision-problems
 Glossary of All Eye and Vision Conditions – aoa.org/patients-and-public/eye-and-vision-
problems/glossary-of-eye-and-vision-conditions

24
CERTIFIED PARAOPTOMETRIC TECHNICIAN WRITTEN
EXAMINATION – CPOT WRITTEN
Outline
This outline will provide you with information on the content of the Certified Paraoptometric Technician (CPOT)
written examination. The following outline includes a brief explanation of the expanded areas to be tested, in
addition to areas inclusive of the CPO and CPOA outlines. You should be familiar with all the terms, meanings
and uses, and with the instrumentation needed for data gathering or testing procedures. All 225 questions
(as well as additional pre-test questions) on the examination are of the objective, multiple choice types.
Passing score is determined by the CPC.

I. Pre-Testing Procedures (20%)


A. Case History
1. Components
a. Chief complaint
b. Medical and ocular history
(1) patient
(2) family
c. Occupation and avocation
B. Visual Acuity
1. Types and Charts
2. Procedures
3. Conversion
C. Vision Screening and Preliminary Testing Techniques
1. Visual Skills
2. PD – Interpupillary Distance
3. Muscle Balance
a. Cover test
b. Hirschberg test
c. Maddox rod
d. Other
4. Near Point of Convergence
5. Pursuits, Rotations, Saccades
6. Eye Dominance
7. Fusion
8. Pupillary Responses
D. Color Vision
1. Types of Tests
a. Pseudoisochromatic plates
b. Hue discrimination
c. Anomaloscope
d. Other
2. Procedures
3. Significance of Testing
a. Incidence
b. Causes
4. Classification of Disorders
E. Stereo Acuity
1. Types of Tests
2. Procedures
3. Significance of Testing
II. Clinical Procedures (28%)
A. Corneal Topography/Automated Keratometry

25
1. Procedure
2. Interpretation
B. Tonometry
1. Instrumentation
a. Applanation
b. Indentation (impression)
c. Noncontact
2. Procedures
C. Visual Fields
1. Instrumentation
a. Confrontation
b. Flat central field screening
c. Flat central field testing
d. Perimetry
2. Procedures
3. Classification of Defects
4. Purpose
5. Terminology
D. Sphygmomanometry
E. Contact Lenses
1. Types
a. Parameters
b. Materials
2. Pre-Fitting Evaluation
3. Ordering Procedures
4. Verification
5. Care and Handling Techniques
a. Patient
(1) application and removal
(2) solutions
(3) adaptation
b. Office
6. Fitting Theories
7. Special Lens Designs
8. Progress Evaluation
9. Modification
10. Related Ocular Problems
a. Giant papillary conjunctivitis
b. Keratitis
c. Abrasion
d. Pseudomonas
e. Acanthamoeba
f. Other
F. Vision Therapy
1. Anomalies and Associated Procedures
2. Equipment and Techniques
G. Triage/First Aid
1. Non-Ocular Involvement
2. Ocular Involvement
H. Vision Rehabilitation
1. Classification
2. Aids
3. Patient Instruction
I. Special Ocular Procedures

26
1. Ocular Photography
2. Ophthalmic Ultrasound
3. Potential Acuity Measurement
4. Contrast Sensitivity
5. Biomicroscopy
6. Surgery
7. Other
III. Ophthalmic Optics and Dispensing (18%)
A. Optical Principles of Light
1. Lenses
2. Mirrors
3. Refraction
4. Reflection
5. Focal Length Calculations
B. Prescriptions
1. Components
a. Lens power
b. Major reference point
c. Prism
d. Other
2. Ordering
3. Optical Crosses
4. Transposition
5. Decentration
6. Verification and Neutralization
7. Equivalent Power
8. Refractive vs. Effective Power
9. Vertex Distance
C. Lenses
1. Materials
a. Characteristics
b. Thickness and weight
c. Impact resistance
2. Forms
a. Convex and concave
b. Sphere, cylinder, spherocylinder
c. Base curves
3. Types
a. Single vision
b. Multifocals
(1) characteristics
(2) add, intermediate powers
(3) segment design
c. Special prescription considerations
(1) Aphakic
(2) high minus
(3) industrial/occupational
(4) other
4. Blank Size
5. Tints and Coatings
a. Colors
b. Photochromic
c. Polarized
d. Ultraviolet

27
e. Anti-reflection
f. Scratch coat
g. Other
6. Index of Refraction
7. Prisms
a. Purpose, use, function
b. Optics of prism
c. Prentice’s rule
D. Frame Selection
1. Materials
2. Styling
3. Sizing and Measurement
a. Frame fit
b. Segment placement
c. Major reference point
4. Frame Repair
E. Adjustment
1. Frame Alignment
2. Adjustment Procedures
a. Frame materials
b. Tools
c. Techniques
3. Patient Instruction
4. Frame Repair
IV. Refractive Status of the Eye and Binocularity (12%)
A. Refractive Errors
1. Types
a. Myopia
b. Hyperopia
c. Astigmatism
2. Causes
3. Corrective Lenses
B. Refractive Conditions
1. Types
a. Aphakia
b. Anisometropia
c. Aniseikonia
d. Amblyopia
2. Causes
3. Corrective Lenses
C. Eye Movements
1. Versions
2. Vergence
D. Binocular Vision
1. Fusion
2. Disorders
a. Phoria
b. Tropia
c. Other
3. Accommodative Mechanism
4. AC/A Ratio
V. Anatomy and Physiology (15%)
A. General Anatomy and Physiology

28
1. Major Systems
2. Functions of Major Systems
3. Extra-Ocular Muscles
B. Eye
1. Structure
2. Function
3. Pathology
a. Glaucoma
b. Cataracts
c. Corneal problems
d. Retinal problems
e. Conjunctiva
f. Iris
g. Ocular adnexa
h. Visual pathway
i. Dry eye
4. Pharmacology
a. Diagnostic agents
b. Therapeutic agents
c. Techniques
VI. Practice Management (7%)
A. Office Management
B. Professional Issues
1. Professional and Paraprofessional Functions
2. Liability and Malpractice
3. Conduct, Confidentiality, and Ethics
4. Hygiene and Infection Control
C. Government Rules and Regulations
D. Health Information Technology

Recommended Reference Material


Listed below are general references that may be useful in preparing for the CPOT written examination. The
listing of these resources does not constitute a CPC endorsement of these resources and does not imply a
guarantee that candidates will be successful in passing the CPOT written examination. Please see the CPOT
written examination Study Map for additional sources.

 Brooks, Clifford W. and Irving M. Borish


System for Ophthalmic Dispensing. 3rd ed.
Butterworth-Heinemann, 2006

 Kanski, Jack J.
Clinical Ophthalmology, A Test Yourself Atlas. 3rd ed.
Butterworth-Heinemann, 2008

 Mannis, Mark J. et. al.


Contact Lenses in Ophthalmic Practice
Springer-Verlag, Inc., 2004

 Stein, Harold A. et. al.


Ophthalmic Assistant: A Text for Allied and Associated Ophthalmic Personnel. 9th ed.
Mosby, 2013

29
Study Map
You may prepare for the CPOT written examination using study resources available through the AOA and various
internet sources as well as hard copy optometric texts. The attached map lists the subject matter of the
examination content along with suggested resources with which to prepare. The study map on the following
pages connects the individual sections of the examination to suggested study resources. The listing of these
resources does not constitute a CPC endorsement of these sources and does not imply a guarantee that
candidates will be successful in passing the CPOT Written Examination if they are used to prepare for the
examination. Please note that some websites shown require a membership sign-in and password.

1. Pre-Testing Procedures
AOA Marketplace
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 Paraoptometric Skill Builder Advanced Level 3 (PS-27)
2. Clinical Procedures
AOA Marketplace
 Special Procedures Education Module (PS-09)
 Fitting Toric Soft Contact Lens Education Module (PS-12)
 Soft Contact Lens Wear and Care Education Module (PS-10)
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 Paraoptometric Skill Builder Advanced Level 3 (PS-27)

Other
 Eye and Vision Problems – aoa.org/patients-and-public/eye-and-vision-problems
 Glossary of All Eye and Vision Conditions – aoa.org/patients-and-public/eye-and-vision-
problems/glossary-of-eye-and-vision-conditions
 AOA Contact Lens and Cornea – aoa.org/optometrists/membership/aoa-sections/contact-
lens-and-cornea-section
 AOA Vision Rehabilitation – aoa.org/optometrists/membership/aoa-sections/vision-
rehabilitation-section

3. Ophthalmic Optics and Dispensing


AOA Marketplace
 Special Procedures Education Module (PS-09)
 Fitting Toric Soft Contact Lens Education Module (PS-12)
 Soft Contact Lens Wear and Care Education Module (PS-10)
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 Paraoptometric Skill Builder Advanced Level 3 (PS-27)
Other
 Eye and Vision Problems – aoa.org/patients-and-public/eye-and-vision-problems
 Glossary of All Eye and Vision Conditions – aoa.org/patients-and-public/eye-and-vision-
problems/glossary-of-eye-and-vision-conditions
 AOA Contact Lens and Cornea– aoa.org/optometrists/membership/aoa-sections/contact-
lens-and-cornea-section
 AOA Vision Rehabilitation – aoa.org/optometrists/membership/aoa-sections/vision-
rehabilitation-section

30
4. Refractive Status of the Eye and Binocularity
AOA Marketplace
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 Paraoptometric Skill Builder Advanced Level 3 (PS-27)
Other
 Eye and Vision Problems – aoa.org/patients-and-public/eye-and-vision-problems
 Glossary of All Eye and Vision Conditions – aoa.org/patients-and-public/eye-and-vision-
problems/glossary-of-eye-and-vision-conditions
 AOA Contact Lens and Cornea – aoa.org/optometrists/membership/aoa-sections/contact-
lens-and-cornea-section
 AOA Vision Rehabilitation – aoa.org/optometrists/membership/aoa-sections/vision-
rehabilitation-section

5. Anatomy and Physiology


AOA Marketplace
 Anatomy and Physiology Education Module (PS-07)
 CPOA/CPOT Study Flash Cards (Sets 1, 2, 3 & 4) (PS-14, PS-15, PS-16, PS-17)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 Paraoptometric Skill Builder Advanced Level 3 (PS-27)
Other
 AOA Vision Rehabilitation – aoa.org/optometrists/membership/aoa-sections/vision-
rehabilitation-section
 AOA Sports Vision– aoa.org/optometrists/membership/aoa-sections/sports-vision-section

31
CERTIFIED PARAOPTOMETRIC TECHNICIAN CLINICAL
EXAMINATION – CPOT CLINICAL
Outline
This outline will provide you with information on the content of the Certified Paraoptometric Technician (CPOT)
clinical examination. The following outline includes a brief explanation of the expanded areas to be tested, in
addition to areas inclusive of the CPO, CPOA, and CPOT written examination outlines. You should be familiar
with all the terms, meanings and uses, and with the operation of instrumentation needed for data gathering or
testing procedures. All 100 questions (as well as additional pre-test questions) on the examination are of the
objective, multiple-choice type. Passing score is determined by the CPC.

I. Case History Scenarios (10%)


A. Patient Communication
1. Eye Contact
2. Intonation
3. Language
B. Content/Documentation
1. Chief Complaint
2. Ocular/Medical History
3. Allergies and Medications
4. Family Ocular/Medical History
II. Pretesting Procedures (30%)
A. Visual Acuity
1. Patient Explanation/Communication
2. Unaided Near and Far
3. Aided Near and Far
4. Lighting
5. Recording
B. Stereopsis (Stereo Fly)
1. Patient Explanation/Communication
2. Lighting
3. Distance
4. Recording
C. Color Vision
1. Patient Explanation/Communication
2. Lighting
3. Distance
4. Monocularly
5. Recording
D. Ocular Motility
1. Patient Explanation/Communication
2. Lighting
3. Distance
4. Recording
E. Confrontation Visual Fields
1. Patient Explanation/Communication
2. Distance
3. Proper Monocular Procedure
4. Recording
F. Pupillary Response
1. Patient Explanation/Communication
2. Lighting
3. Direct

32
4. Consensual
5. Swinging Flashlight Test
6. Recording (Example: PERRLA)
G. Cover Test
1. Patient Explanation/Communication
2. Lighting
3. Near
4. Far
5. Recording
III. Special Procedures (30%)
A. Manual Blood Pressure Measurement
1. Patient Explanation/Communication
2. Proper Positioning of Arm and Sphygmomanometer
3. Recording
B. Insertion and Removal of Soft Contact Lenses
1. Patient Explanation/Communication
2. Asepsis
3. Proper Solution
4. Various Techniques, Materials/Designs
C. Insertion and Removal of Gas Permeable Lenses
1. Patient Explanation/Communication
2. Asepsis
3. Proper Solution
4. Proper Technique
D. Tonometry Techniques
1. Patient Explanation/Communication
2. Asepsis
3. Proper Technique
4. Recording
E. Pachymetry Technique
1. Patient Explanation/Communication
2. Asepsis
3. Proper Technique
4. Recording
F. Instillation of Eye Drop Medications
1. Patient Explanation/Communication
2. Asepsis
3. Proper Medication
4. Proper Technique
5. Recording
G. Automated Visual Fields
1. Patient Explanation/Communication
2. Proper Technique
3. Terminology
H. Imaging
1. Internal
a. Patient explanation/communication
b. Proper technique
c. Terminology
2. External
a. Patient explanation/communication
b. Proper technique
c. Terminology

33
IV. Optical Dispensing Techniques and Recording (30%)
A. Manual Lensometry and Neutralization Techniques
1. Single Vision Rx
2. Bifocal Rx
3. Trifocal Rx
4. Progressive Rx
a. Standard
b. High definition
(1) face form
(2) vertex distance
5. Specialty Rx
B. Prism Measurements
1. Identification
2. Direction/Orientation
3. Recording
C. Lens Measurements
1. Seg Height
2. Optical Centers
3. Center Thickness
4. Base Curve Measurement
a. Proper technique
b. Recording
D. Pupillary Distance
1. Standard Millimeter Ruler
2. Pupillometer
3. Binocular
4. Monocular
E. Frame Measurements
1. Eye Size
2. Bridge Size
3. Temple Length
F. Frame Adjustments
1. Common Adjustment Problems
2. Tools and Techniques

Recommended Reference Material


Listed below are general references that may be useful in preparing for the CPOT clinical examination. The
listing of these resources does not constitute a CPC endorsement of these resources and does not imply a
guarantee that candidates will be successful in passing the CPOT clinical examination. Please see the CPOT
clinical examination study map for additional sources.
 Brooks, Clifford W. and Irving M. Borish
System for Ophthalmic Dispensing. 3rd ed.
Butterworth-Heinemann, 2006
 Kanski, Jack J.
Clinical Ophthalmology, A Test Yourself Atlas. 3rd ed.
Butterworth-Heinemann, 2008.
 Mannis, Mark J. et. al.
Contact Lenses in Ophthalmic Practice.
Springer-Verlag, Inc., 2004.

34
 Stein, Harold A. et. al.
Ophthalmic Assistant: A Text for Allied and Associated Ophthalmic Personnel. 9th ed.
Mosby, 2013.

Study Map
You may prepare for the CPOT clinical examination using study resources available through the AOA and various
internet sources as well as hard-copy optometric texts. The attached map lists the subject matter of the
examination content along with suggested resources with which to prepare. The study map on the following
pages connects the individual sections of the examination to suggested study resources. The listing of these
resources does not constitute a CPC endorsement of these sources and does not imply a guarantee that
candidates will be successful in passing the CPOT clinical examination if they are used to prepare for the
examination. Please note that some websites shown require a membership sign-in and password.

1. Case History
AOA Marketplace
 CPO Study Guide (PS04B or PS04CD)
 Paraoptometric Skill Builder Beginner Level 1 (PS-25)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 Practice Management 101 Education Module (PS-06)

2. Pre-Testing Procedures
AOA Marketplace
 Paraoptometric Skill Builder Beginner Level 1 (PS-25)
 Paraoptometric Skill Builder Intermediate Level 2 (PS-26)
 Paraoptometric Skill Builder Advanced Level 3 (PS-27)
 Self-Study Course – Paraoptometric Assistants and Technicians (PS-01)
 CPOA & CPOT Study Flash Cards Set Three (PS-15)
3. Special Procedures
AOA Marketplace
 CPO Study Guide (PS04B or PS04CD)
 Paraoptometric Skill Builder Beginner Level 1 (PS-25)
 Paraoptometric Skill Builder Intermediate Level 2 (PS-26)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 CPOA & CPOT Study Flash Cards Set Three (PS-15)
 Special Procedures Education Module (PS-09)
 Fitting Toric Soft Contact Lenses Education Module (PS-12)
 Soft Contact Lens Wear & Care Education Module (PS-10)

4. Optical Dispensing Techniques and Recording


AOA Marketplace
 CPO Study Guide (PS04B or PS04CD)
 Paraoptometric Skill Builder Beginner Level 1 (PS-25)
 Paraoptometric Skill Builder Intermediate Level 2 (PS-26)
 Paraoptometric Skill Builder Advanced Level 3 (PS-27)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)
 The ABCs of Optical Dispensing Education Module (PS-03)
 Ophthalmic Dispensing Education Module (PS-08)

35
CERTIFIED PARAOPTOMETRIC CODER EXAMINATION – CPOC
Outline
This outline will provide you with information on the content of the Certified Paraoptometric Coder (CPOC)
examination. The following outline includes a brief explanation of the areas covered on the examination. You
should be familiar with all the terms, meanings and use. All 125 questions (as well as additional pre-test
questions) on the examination are of the objective, multiple choice type. Passing score is determined by the
CPC.

I. Anatomy and Physiology (8%)


A. Eye Anatomy
1. Definitions
2. Functions
B. Pathology and Pharmacology
1. Disease Definitions
2. Common Treatments
II. Medical Terminology (8%)
A. Prefix
1. Numbers
2. Conditions
3. Directions/Positions
B. Suffix
1. Procedures
2. Conditions
C. Root Words
D. Abbreviations
III. Review of Current Procedural Terminology® (AMA) (22%)
A. Development of Procedure Codes
1. Initial Purpose
2. Evolution of the System
3. Current Maintenance
B. Evaluation and Management (E/M) Services Guidelines
1. Definitions of Elements of a Service
2. Determination of Extent of E/M Components
3. Determination of Level of E/M
a. Role of the Documentation Guidelines for the E & M Services (1995 and 1997 editions)
C. Evaluation and Management Categories
1. Office Services Definitions
a. New patient 99201-99205
b. Established patient 99211-99215
2. Subsequent Nursing Facility Care Services Definitions
a. New or established patient 99307-99310
D. Surgery Guidelines
1. Follow-Up Care
2. Surgical Package Definition
3. Multiple Procedures
4. Surgical Materials/Supplies
E. Ocular System Surgeries
1. Removal of Foreign Body Definitions
a. (e.g. 65205, 65210, 65220, 65222)
2. Eyelids Procedures Definitions
a. (e.g. 67800-67850, 67820, 67938)
b. Applicable global periods

36
3. Lacrimal System Procedures Definitions
a. (e.g. 68761, 68801-68840)
b. Applicable global periods
4. Co-management Procedures
a. Intraocular Lens Procedures Definitions
(1) (e.g. 66982, 66984, 66821)
(2) Applicable global periods
b. Other Surgical Procedures Definitions
(1) (e.g. 65710, 66500, 66600, 67107)
F. Diagnostic Procedures
1. Guidelines
2. Definition
a. (e.g. 76514, 76510, 76516, 76519)
G. Ophthalmic Guidelines
1. Definitions of Service Levels
H. General Ophthalmic Services Definitions
1. New Patient 92002, 92004
2. Established Patient 92012, 92014
I. Special Ophthalmic Services Definitions
1. (e.g. 92015, 92020, 92071, 92081, 92082, 92083, 92100, 92133, 92134, 92060,
92065)
J. Ophthalmoscopy Definitions
1. (e.g. 92225, 92226, 92250)
K. Other Specialized Service Definitions
1. (e.g. 92283, 92285, 92230)
L. Contact Lens Services
1. Guidelines
2. Definitions
a. (e.g. 92310-92326)
M. Spectacle Services
1. Guidelines
2. Definitions
a. (e.g. 92340-92371)
N. Category II Codes
1. Guidelines
a. Modifier
2. Medicare Physician Quality Reporting System (PQRS, formerly PQRI)
a. Purpose and current use
b. PQRS measures related to optometric care
O. Category II Modifiers
1. Definitions
2. Types of Modifiers
a. 1P, 2P, 3P, 8P
IV. Diagnosis Codes (24%)
A. Development of Diagnostic Codes
1. Initial Purpose
2. Evolution of the System
3. Current Maintenance
B. International Classification of Diseases-Ninth Edition (ICD-10)
1. Guidelines
2. Categorization
3. Supplementary Codes
a. Guidelines for Use
C. Health Care Procedures Classification System (HCPCS)

37
1. Guidelines
2. Definitions
a. Spectacle codes V2100-V2799
b. Contact lens codes V2500-V2599
c. Low vision codes V2600-V2615
d. Prosthetics codes V2623-V2632
e. Frame codes V2020-V2025
3. HCPCS modifiers
D. Medicare Correct Coding Initiative (CCI)
1. History and Purpose
2. Manual Guidelines
3. Review of CCI Edits Table
E. Overview of ICD-10
1. Purpose
2. Implementation Date
V. Medical Records (paper/electronic) (14%)
A. Documentation Guidelines for The Evaluation and Management Services (1995 And 1997 Editions)
1. Organization of Medical Records
2. Collection of Information
a. Use of abbreviations
3. Correction of Information
B. Retaining and Purging
1. Statute of Limitations
2. Protection of Privacy
C. Health Information Privacy and Accessibility Act
1. History and Purpose
2. Disclosures of Protected Health Information (PHI)
D. Medical Records Reviews and Audits
1. Internal
2. External
E. Reasonable and Necessary (Formerly “Medical Necessity”)
1. Advance, Beneficiary Notice (ABN Form)
a. Purpose
b. Form requirements
F. Office Records
1. HIPAA Guidelines
2. Payment Policies
a. Billing
3. Storage
a. Scanning
b. Off-site
G. Employee Relations
1. Communication
2. Corrective Action
3. Disciplinary Actions
4. Office Policy
VI. Claim Filing (12%)
A. CMS – 1500 Form
1. Completion Guidelines
2. Example Form
B. Timely Filing
C. Redeterminations/Appeals

38
VII. Compliance (12%)
A. Compliance Program
1. Purpose
2. Development
B. Contracts and Agreements
1. Medicare
a. Definition/description
b. Scope of practice
c. Current policies
(1) National Coverage Determinations (NCDs)
(2) Local Coverage Determinations (LCDs)
d. Medicare Provider Manual Overview
C. Other Carriers
1. Government
2. Private Plans
3. Third Party

Recommended Reference Material


Listed below are general references that may be useful in preparing for the CPOC examination. The listing of
these resources does not constitute a CPC endorsement of these sources and does not imply a guarantee that
candidates will be successful in passing the CPOC examination.

AOA Marketplace
 Current Procedural Terminology (CPT®) Standard or Professional Edition (current edition
recommended)
 Codes for Optometry (current edition recommended)

Study Map
You may prepare for the Certified Paraoptometric Coder (CPOC) examination using study resources available
through the AOA and various other internet sources as well as hard copy optometric texts. The study map below
lists the subject matter of the examination content along with some study resources. The study map connects
available resources to individual sections of the examination. The listing of these resources does not constitute
a CPC endorsement concerning these resources and does not imply a guarantee that their use will ensure
candidates are successful in passing the Certified Paraoptometric Coder examination. Please note that some
web sites shown require a membership sign-in and password.

1. Anatomy and Physiology


AOA Marketplace
 Current Procedural Terminology (CPT®) Standard or Professional Edition (current edition
recommended)
 CPO Review Course (PS-19)
 CPOA Review Course (PS-142)
 Anatomy and Physiology Education Module (PS-07)
 CPO Study Guide (PS-04)
 Self Study Course for Paraoptometric Assistants and Technicians (PS01)
 Insurance Processing Flash Cards (PS21)

Other
 www.aoa.org/patients-and-public/resources-for-teachers/how-your-eyes-work?sso=y
 www.aoa.org/patients-and-public/eye-and-vision-problems/glossary-of-eye-and-vision-
conditions?sso=y

39
2. Medical Terminology
AOA Marketplace
 Current Procedural Terminology (CPT®) Standard or Professional Edition (current edition
recommended
 CPO Review Course (PS-19)
 Anatomy and Physiology Education Module (PS-07)
 CPO Study Guide (PS-04)
 Self-Study Course for Paraoptometric Assistants and Technicians (PS-01)

3. Review of CPT
AOA Marketplace
 Current Procedural Terminology (CPT®) Standard or Professional Edition (current edition
recommended)
 Codes for Optometry (current edition recommended)
 Insurance Processing Flash Cards (PS21)
Other
 Centers for Medicare and Medicaid Services - Evaluation & Management Services Guide
o www.cms.gov/Outreach-and-Education/Medicare-Learning-Network-
MLN/MLNEdWebGuide/EMDOC.html
o www.cms.gov/Outreach-and-Education/Medicare-Learning-Network-
MLN/MLNEdWebGuide/Downloads/97Docguidelines.pdf

4. Diagnosis Codes
AOA Marketplace
 Codes for Optometry (current edition recommended)
Other
 Centers for Medicare and Medicaid Services
o www.cms.gov/medicare/coding/medhcpcsgeninfo/index.html
o www.cms.gov/nationalcorrectcodinited/
o www.cms.gov/ICD10/

5. Medical Records (electronic and paper)


AOA Marketplace
 CPO Study Guide (PS-04)
 CPOA Review Course (PS-142)
Other
 Centers for Medicare and Medicaid Services - Evaluation & Management Services Guide
o www.cms.gov/Outreach-and-Education/Medicare-Learning-Network-
MLN/MLNEdWebGuide/index.html
o www.cms.gov/Outreach-and-Education/Medicare-Learning-Network-
MLN/MLNEdWebGuide/EMDOC.html
o www.cms.gov/center/dme.asp
 U.S. Department of Health & Human Services
o www.hhs.gov/hipaa/
 Medicare Learning Network
o www.cms.gov/MLNProducts/downloads/ABN_Booklet_ICN006266.pdf
o
6. Claim Filing
 Centers for Medicare and Medicaid Services
o www.cms.hhs.gov/MLNMattersArticles/downloads/MM5060.pdf

40
o www.cms.gov/Regulations-and-Guidance/Administrative-
Simplification/NationalProvIdentStand/
 Other
o www.medicare.gov/what-medicare-covers/index.html
o www.nucc.org/index.php?option=com_content&view=article&id=12&Itemid=112
o www.nucc.org/

7. Compliance
 Centers for Medicare and Medicaid Services
o www.cms.gov/DeterminationProcess/
o www.cms.gov/DeterminationProcess/04_LCDs.asp#TopOfPage
o www.cms.gov/Medicare/Compliance-and-Audits/Part-C-and-Part-D-Compliance-and-
Audits/ComplianceProgramPolicyandGuidance.html
o www.oig.hhs.gov/fraud/report-fraud/index.asp
o www.oig.hhs.gov/compliance/101/index.asp

41
HOW TO PLACE AN AOA MARKETPLACE ORDER

WEBSITE: store.aoa.org/

BY EMAIL: [email protected]

TELEPHONE: 800-262-2210

FAX: 314-991-4101 Attn: AOA Marketplace

MAIL: American Optometric Association

Attn: AOA Marketplace

243 N. Lindbergh Blvd., FL 1

St. Louis, MO 63141-7881

42
APPENDIX A

Optometric Assistant & Technician Program Codes


(CPOA and CPOT Candidates Only)
If you have completed a formal training program, please supply the proper code number in the space
indicated on the application form. If you attended a paraoptometric program that is not listed or no longer in
existence, enter “100” and the program name.

Optometric Assistant Programs


102 – Madison Area Technical College – Optometric Assistant Program
108 – Des Moines Area Community College – Optometric/Ophthalmic Program (Discontinued)
109 – Florida Community College – Optometric Assisting Program (Discontinued)
110 – McFatter Vocational-Technical Center – Optometric Assistant Program
111 – Indiana University School of Optometry – Optician/Technician Program (Discontinued)
116 – Traviss Technical Center – Optometric Assisting Program
122 – Manatee Technical College – Optometric Assisting Program
125 – Kaiser Permanente NW – Certified Optometric Assistant Training Program
126 – Tri-Service Optician School
127 – McFatter Technical High School
128 – Community College of Philadelphia – Ophthalmic Technician Program

ACOE Approved Technician Programs


202 – Madison Area Technical College – Optometric Technician Program
208 – Indiana University – Optician/Technician Program (Discontinued)
212 – Miami Valley Career Technology Center – Optometric Technician Program (Discontinued as of 9/2017)
300 – US Army Medical Center and School – Eye Specialty Program
302 – Department of the Air Force – Ophthalmic Apprentice Program

If you are using your completion of the program as the basis for eligibility to take the examination, please
submit a copy of certificate of completion or associate degree with the application form.

43
44
SUBMITTING RENEWAL DOCUMENTATION
♦ Invoices are emailed early in the renewal year. Renewals may be submitted
beginning in January of your renewal year. Participation in
♦ It is your responsibility to keep the CPC informed of your current home or continuing education
business email and mailing address (shared staff email address are not is a REQUIREMENT to
allowed).
maintain a current
♦ Credits must be earned during the three-year renewal cycle and prior to Nov. 1
of your renewal year. paraoptometric
♦ Credits used to renew a CPO, CPOA, or CPOT certification may not also be used certification.
to renew a CPOC certification.
♦ Renew early, don’t wait! Once you have earned the required credits, submit
them with a copy of your renewal invoice and renewal fee to ensure all
requirements have been met before the renewal deadline.
♦ Documentation of credits earned, renewal fee, and renewal invoice must be Failure to meet all of
mailed together in one envelope in your renewal year. Incomplete
submissions will not be processed. the renewal
♦ Keep a photocopy of your entire submission for your records. requirements will
♦ Renewals must be received at the CPC office in St. Louis by Nov. 1 of the
renewal year to avoid late fee and possible loss of certification.
result in loss of
♦ The fee for renewals received after Nov. 1 is $195. certification.
♦ If you require notification of delivery of your documentation, use a carrier that REQUIREMENTS:
provides tracking or signature required delivery service. The CPC is not 18 hours of CE
responsible for non-receipt of renewal notices or submissions. Renewal Fee—$95
♦ When renewal documentation and fee have not been received at the CPC office Renewal Deadline: Nov. 1
by Nov. 30 of the renewal year, the certification will be dropped and status
Late Renewal Fee—$195
will become “non-certified.”
Renewals received after Nov.
WHAT HAPPENS AFTER I SUBMIT MY RENEWAL?
1 must include the late
♦ CPC staff review all items to determine if they are acceptable.
renewal fee.
♦ If requirements are met, a confirmation notice will be emailed to you, followed
Incomplete submissions will
by an updated certificate that will be mailed within 8 weeks.
be returned and renewal will
♦ If requirements are not met, an explanation will be emailed and documents
not be processed.
and fee will be returned to you by mail. (Submit early to avoid possible loss of
certification.)
♦ If certification is lost due to non-renewal, paraoptometric must register, pay
for, and pass the certification examination within three years following the
original renewal due date to reacquire the lost level of certification. Testing
after more than a three-year lapse will require testing beginning at the CPO
level, regardless of the level
◊ ABO—American Board of
previously held. Opticianry
◊ NCLE—National Contact
Lens Examiners
◊ COPE—Council on
Optometric Practitioner
Education
◊ JCAHPO—Joint Commission
on Allied Health
Personnel

45
Commission on Paraoptometric
Certification (CPC)

CERTIFICATION RENEWAL GUIDELINES


FOR THE CERTIFIED PARAOPTOMETRIC CODER (CPOC)
Participation in continuing education assists the professional in remaining
current in his/her field and aware of recent developments in research, theory, CPOC renewals are
and practice. Maintaining a current certification through continuing education due at the CPC office
is a commitment to the principles of career-long and lifelong learning.
in St. Louis by May 31
GENERAL MAINTENANCE REQUIREMENTS
♦ To maintain a current certification, Certified Paraoptometric Coders (CPOCs) of your renewal year.
must submit at least nine (9) hours of approved continuing education every 9 hours of CE of billing or
three years by the May 31 deadline (see details below) with the renewal coding related topics
fee. Renewal Fee—$95
♦ Credits must be earned during the three-year renewal cycle and prior to May Renewal Deadline: May 31
31 of your renewal year. Late Renewal Fee—$195
♦ If unsure if the education is acceptable, contact the CPC office for verification Renewals received after May
before taking a course or prior to submitting for renewal. 31 must include the late
NOTE: All nine hours of CE may be CPC-approved, and may be online or in- renewal fee.
person Incomplete submissions will
education, or a combination of online and in-person education from approved be returned and renewal will
providers listed below. not be processed.
WAYS TO EARN CONTINUING EDUCATION
♦ Attend national, regional, state, or local optometric/paraoptometric
education meetings. (Contact your state organization for details or
[email protected].)
♦ Approved online education (only from education providers listed below) APPROVED TOPICS
♦ Oral presentation of lectures or billing/coding workshops approved by the ♦ Eye Anatomy
CPC ♦ Pathology & Terminology
♦ Authorship of optometric related articles or manuscripts (CPC approval ♦ Medical Terminology
required)
♦ Medical Records
APPROVED EDUCATION PROVIDERS ♦ Compliance
Note: Only the providers listed below are accepted. ♦ HIPAA
Commission on Paraoptometric Certification (CPC) ♦ CPT®
American Optometric Association (AOA) ♦ Modifiers
♦ Diagnosis Codes
Centers for Medicare and Medicaid Services (CMS)
♦ Claim Filing
Council on Optometric Practitioner Education (COPE)
American Medical Association (AMA) - only billing/coding topics

46
SUBMITTING RENEWAL DOCUMENTATION
♦ Invoices are emailed early in the renewal year. Renewals may be submitted
beginning in January of your renewal year.
Participation in
♦ It is your responsibility to keep the CPC informed of your current home or continuing education
business email and mailing address (shared staff email address are not is a REQUIREMENT
allowed). to maintain a current
♦ Credits must be earned during the three-year renewal cycle and prior to May 31
of your renewal year.
paraoptometric
♦ Credits used to renew a CPO, CPOA, or CPOT certification may not also be used certification.
to renew a CPOC certification.
♦ Renew early, don’t wait! Once you have earned the required credits, submit
them with a copy of your renewal invoice and renewal fee to ensure all
requirements have been met before the renewal deadline.
♦ Documentation of credits earned, renewal fee, and renewal invoice must be Failure to meet all of
mailed together in one envelope in your renewal year. Incomplete
submissions will not be processed. the renewal
♦ Keep a photocopy of your entire submission for your records. requirements will
♦ Renewals must be received at the CPC office in St. Louis by May 31 of the result in loss of
renewal year to avoid late fee and possible loss of certification.
♦ The fee for renewals received after May 31 is $195. certification.
♦ If you require notification of delivery of your documentation, use a carrier that 9 hours of CE of billing or
provides tracking or signature required delivery service. The CPC is not coding related topics
responsible for non-receipt of renewal notices or submissions. Renewal Fee—$95
♦ If renewal documentation and fee are not received at the CPC office by June 30 Renewal Deadline: May 31
of the renewal year, the certification will be dropped and status will become Late Renewal Fee—$195
“non-certified.” Renewals received after May
WHAT HAPPENS AFTER I SUBMIT MY RENEWAL?
31 must include the late
♦ CPC staff review all items to determine if they are acceptable.
renewal fee.
♦ If requirements are met, a confirmation notice will be emailed to you, followed
Incomplete submissions will
by an updated certificate that will be mailed within 8 weeks.
be returned and renewal will
♦ If requirements are not met, an explanation will be emailed and documents
not be processed.
and fee will be returned to you by mail. (Submit early to avoid possible loss of
certification.)
♦ If certification is lost due to non-renewal, paraoptometric must register, pay
for, and pass the CPOC certification examination again to reacquire the lost
certification.

[email protected]
800.365.2219
ext. 4210

47
Notes

48

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