Surgery Counselor

Job Summary

The Surgery Counselor is responsible for assisting patients with all aspects of pre-operative preparation to promote confidence in their medical care and ensure a smooth surgical experience. This role serves as a key liaison between the physician’s office, surgical facility, patient, and primary care physician. The coordinator also educates patients on insurance coverage, including co‑insurance and deductibles, and completes all required documentation accurately and efficiently.

• High school diploma or equivalent required; some college coursework preferred.
• Minimum of two (2) years of experience in a surgical specialty practice.
• Ophthalmology experience preferred.

• Excellent communication and interpersonal skills.
• Strong organizational skills with exceptional attention to detail.
• Effective problem‑solving abilities.
• Proven ability to meet deadlines in a fast‑paced environment.
• Ability to work both independently and collaboratively as part of a team.
• Demonstrated computer literacy.
• Ability to meet patient surgical scheduling volumes as established by the Lead Technician.

• Act as an effective liaison between patients, surgeons, primary care physicians, and surgical facilities throughout the pre‑operative process.
• Schedule all patient surgeries and pre‑operative appointments, including those with primary care physicians, surgical facilities, ophthalmologists, or technicians.
• Schedule post‑operative appointments as required.
• Arrange patient transportation when necessary.
• Notify patients of all scheduled appointments in a timely manner.
• Prepare surgery folders and post‑operative kits.
• Send required H&P forms, laboratory requests, EKGs, and radiology orders to primary care physicians.
• Collect and organize all required surgical documentation, including bookings, lens orders, insurance information, H&Ps, and signed consent forms, and transfer them to the surgical facility.
• Answer telephone inquiries from patients, family members, and primary care physicians regarding surgeries and related concerns.
• Contact patients two days prior to surgery to confirm arrival time, answer questions, and review medication instructions.
• Perform other duties as assigned.