Surgical Counselor

Kleiman Evangelista Eye Centers; Dallas, Northern (TX, KY); Hybrid; USD 30,000 - 36,000; Full time

Benefits offered by this job

Medical

Dental

Vision Discounts

401(k) with company match

Life Insurance

Disability options

Employee Assistance Program

Time off

Company holidays

Job summary

EVP EyeCare in Dallas seeks a Surgical Counselor to educate patients on cataract and LASIK options and guide them through pre‑certification and scheduling. You will coordinate paperwork, discuss implant choices and financing, and handle post‑op follow‑ups with patients and referring providers.

Required are a high school diploma, 2+ years in a medical office, and strong insurance knowledge. Bilingual Spanish is preferred, with a patient‑centered, empathetic approach and attention to detail.

Qualifications

• High school diploma or GED required.
• At least two years in a medical office setting.
• Prior Surgical Counseling and sales experience preferred.
• Knowledge of insurance carrier policies and processes.
• Bilingual in Spanish preferred.

Responsibilities

• Counsel and educate patients about upcoming surgery and lens options.
• Set surgery dates and manage post‑op appointments.
• Send paperwork to authorization specialists for eligibility and benefits.
• Obtain pre-certifications from carriers and discuss financing options.
• Coordinate communication with referring optometrists and staff.

Skills

Medical office exp

Sales experience

Bilingual Spanish

Insurance knowledge

Empathy

Attention to detail

EHR proficiency

Communication skills

Education

High school diploma or GED

Tools

EHR system

Word processing

Job description

Job Details

Job Location: Dallas - DALLAS, TX 75231

Salary Range: $22.05 - $26.00 Hourly

POSITION SUMMARY

EVP Eyecare is a privately held, portfolio company of The Cortec Group. Based in Denver, Colorado, EVP owns and operates a super-regional network of eyecare practices and surgical centers that conduct business under premier brands in Colorado, Texas and Arizona. We believe that delivering on an outstanding patient experience starts with building an outstanding employee experience.Our mission is to improve people’s lives through better vision and outstanding patient experiences.Our Surgical Counselors are responsible for introducing and educating our patients on the cataract and LASIK surgery experience and are responsible for taking our patients through the process of preparing for the surgical day by coordinating scheduling, gathering needed documentation for pre-certification, providing patient education and knowledge of insurance carrier.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Counsel and educate the patient about their upcoming surgery and lens options
• Set surgery dates, including all post-surgical/treatment appointments
• Send necessary paperwork to authorization specialist for eligibility, benefits and authorization
• Confirm pre-certification from insurance carriers received prior to procedure
• Discuss implant options and self-pay fees including financing options
• Collect fees for specialty lenses
• Collect co-insurance or co-pays when applicable
• Issue refunds for cancelled surgeries
• Create H&P’s
• Send for Medical or Retinal clearance as necessary
• Obtain eyelid surgery authorizations
• Answer patient calls
• Send surgery operative notes, transfer of care letter, post-op form and post-op drop instructions to referring Optometrists (may be owned by Co-Man instead of Surgical Counselor)
• QA surgery charts

QualificationsMINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• High school diploma or general education degree (GED).
• At least two years of work experience in a medical office setting.
• Prior Surgical Counseling experience preferred.
• Previous sales background is required.
• Knowledge of insurance carrier policies and procedures
• Use of kindness, empathy and patience when dealing with our patient population
• Attention to detail
• Comfortable with sales aspect of specialty lenses
• Ability to multi-task
• Ability to work as a team member
• Requires skills in operating computers, EHR, word processing software, fax machines and copier machines.
• Cooperates and effectively communicates with all staff members and physicians about patient matters.
• Word processing software, Microsoft Word.
• Bilingual in Spanish preferred
• Knowledge of basic eye care and hygienic methods and practices involving the treatment of the eye.
• Strong organizational and interpersonal skills including the ability to manage interactions with difficult people.
• Knowledge of medical terminology.
• Strong knowledge of pharmacy abbreviations

BENEFITS

• Medical
• Dental
• Vision Discounts
• 401(k) with company match
• Life Insurance
• Short Term & Long-Term Disability options
• Employee Assistance Program
• generous time off plans
• company paid holidays

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

EVP EyeCare provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.