Optometric Technician

Optometric Technician works in conjunction with doctors to perform patient care activities, pre‑testing, post‑exam duties, specialty testing, and maintain the doctor’s appointment schedule to deliver a professional and pleasant patient experience.

• Preliminary evaluation of patients prior to exam by the OD, including dilation, topicals, diagnostic medications, Optomap, etc.
• Verbal interview with patient prior to visit with OD to determine medical issues and reasons for their visit for communication to OD prior to appointment.
• Enter patient information in Electronic Health Records (EEHR).
• Assist ODs to care for patients in a timely, effective manner, as close to appointed schedule as possible.
• Instruct patients on medical care as prescribed by the doctor’s treatment plan and schedule follow‑up appointments as needed.
• Discuss Lasik with patients and identify patients interested in Lasik by reviewing patient information forms.
• Schedule referral appointments with Ophthalmologists, diagnostic follow‑up visits, and other specialty referrals, and complete appropriate paperwork.
• Record and maintain patient records/files in compliance with company, federal, and state policies (HIPAA).
• Respond to patient’s telephone inquiries regarding medication, treatment, problems by referring to the OD as necessary.
• Complete proper coding of procedures for payment collection.
• Perform diagnostic testing using specialty equipment (OCT, Visual Field, Pachymetry, Retinal Camera, etc.).
• Correspond with doctor offices (internal and external) regarding patient and insurance referrals.
• Support the OD with patient education as instructed by the Optometrist.
• Document medical findings and communication between doctor and patient in Electronic Medical Records and assist with clerical duties related to medical documentation (participating practices only).
• Participate in practice meetings/projects as requested.
• Ensure that maximum OD utilization occurs through pre‑appointment confirmation, daily appointment confirmation, contacting patients from recall listings, partnership with the manager’s outreach, etc.
• Call all no‑shows or cancelled patients to reschedule appointments.
• Perform contact lens insertion and removal classes (I&R) and manage the contact lens trial inventory.
• Perform end‑of‑day responsibilities to include opti‑schedule wrap‑up, end‑of‑day checklist, etc.
• Make recommendations for efficiencies, processes, etc. that will deliver either quality, cost savings, and/or profitability improvements within the practice and/or across the organization.
• Perform other duties within the practice as requested and as time allows.

• High School or GED qualification.
• Entry‑level PC skills to include MC Office, Windows, and Word Processing.
• Demonstrated ability to work successfully in a team environment, functioning for the good of the team over the individual.
• Excellent verbal and written communication skills to effectively and professionally collaborate with co‑workers and patients.

• Experience evaluating patients for eye exams and dispensing eye exam medications.
• Familiarity with medical terms associated with eye treatment.
• Experience maintaining patients’ records/files per HIPAA regulations.
• Industry certification (CPO, CPOA, CPOT) preferred but not required.

• This position requires the ability to communicate and exchange information, utilize equipment necessary to perform the job, and move about the office.