Surgical Counselor

Eye Health Vision Centers; Dartmouth (MA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

STD

LTD

LIFE

401K

Job summary

Eye Health Vision Centers is seeking a Surgical Counselor to provide administrative and scheduling support for all surgical procedures in our Dartmouth-area offices. The role focuses on identifying patients' needs, explaining products and services, and guiding decisions that align with patients’ goals.

The position requires knowledge of ophthalmic services, strong communication, and the ability to coordinate financing options and appointment scheduling.

Qualifications

• Experience in ophthalmic settings or medical assisting is preferred.
• Ability to explain products/services and financing options clearly.
• Proven ability to collect and verify patient information and consent.

Responsibilities

• Discusses lens options with patient after the doctor visit.
• Develop criteria to profile patients for services.
• Coordinate with physician/carrier for financing decisions.
• Schedule surgical and post-operative appointments.
• Review medications and medical history; ensure consent forms are complete.
• Verify insurance and communicate financial responsibility to patients.

Skills

Consultative sales

Active listening

Customer focus

Proactivity

Results oriented

Efficiency

Teamwork

Adaptability

Education

Ophthalmic Technician

Medical Assistant

Associate/Bachelor degree preferred

Tools

Excel

MS Word

Job description

Eye Health Vision Centers have been proudly providing the Dartmouth, Fairhaven, Fall River, Taunton MA and Middletown RI communities with advanced technology and eye care services for over four decades.

Responsible for providing administrative and scheduling support for all the surgical procedures. The Surgical Counselor is a highly motivated and energetic individual who has the ability to effectively identify patients’ clinical needs and personal preferences and help them to select products and services based on their personal goals. To be successful, this team member will need to be knowledgeable of all products and services, able to develop a rapport and identify customers’ needs, able to match solutions to needs, answer questions and concerns and help patients make good decisions. The Surgical Counselor will also be responsible for working with patients on financing options/payment terms, etc., scheduling operative procedures and follow-up appointments and reviewing the surgical packet with the patient/family (operative consent, preoperative and post-operative instructions, patient rights and responsibilities etc.)

Duties And Responsibilities

• Discusses lens options with patient after the patient has met with the doctor.
• Develop criteria for profiling patients for regular and/or premium services/products
• Develop process to learn about patients and provide information to help with informed decision making
• Meet with patients and discuss their goals, preferences and options
• Coordinate discussions with physician and carrier for financing company to finalize decision
• Follow standard operating procedures including but not limited to the following:
• Prepare and provide/send patient information packets
• Schedule surgical appointments and post-operative appointments with patients
• Review medications, medical history form, rights and responsibilities of patient
• Obtain medical clearance for patient for surgery as directed by surgeon
• Review fasting policy for surgical procedure
• Ensure necessary consent forms signed (medical and financial)
• Review patient clinical record to ensure all necessary measurements and testing have been completed
• Verify health insurances and communicate financial responsibility and options with the patient
• Prepare surgical clinical record and all necessary records prior to surgery
• Review operative consent with the patient/family
• Review preoperative and postoperative instructions with the patient/family and answer questions about the operative process
• Arrange transportation services as necessary.

Benefits

• We offer a generous benefits package.
• PTO
• Medical
• Dental
• Vision
• STD, LTD, LIFE
• 401K

Knowledge, Skills And Abilities

• Consultative sales skills - Understands the sales process and able to identify prospects. The ability to understand patient needs/preferences and educate customer and help them make informed decisions.
• Exceptional listening skills- Ability to identify and quantify patients’ buying signals. Knowledgeable about products, services, results and financing options. Articulate and professional in manner and presentation.
• Exceptional Customer Experience - Understands and anticipates customer needs, takes action to meet customer’s needs. Strives to exceed customer expectations. Keeps patient as focus of role.
• Proactive- Keep others informed. Ask for help when needed, brings service challenges to supervisor
• Drive for Results - Strives for improving the delivery of services with a commitment to continuous improvement
• Focus on Efficiency - Utilizes technology, innovation, and process improvements to continuously improve efficiency and effectiveness
• Teamwork- Participates as a team member and establishes strong working relationships with teammates and across the organization
• Celebrates Change- Receptive to new ideas and responds to changes with flexibility and optimism.
• Must possess the physical, mental, and cognitive skills needed to complete essential tasks, including abilities such as learning, remembering, focusing, categorizing, and integrating information for comprehension, problem-solving, and timely decision-making.
• Continues Learning and Improvement- Acknowledges own strengths and development needs and works to strengthen capabilities

Education And Experience

• Experience as Ophthalmic Tech or Medical Assistant. Associate Degree or Bachelor's Degree preferred.
• Proficient Computer Skills - with background in Excel and Microsoft Word
• Knowledge of Medical Terminology

PHYSICAL DEMANDS

• Sitting, Standing, Bending, Reaching, Stooping, Walking and Lifting
• Computer use
• Ability to see, hear, and speak with sufficient capability to perform assigned tasks Driving independently to other facilities

We are committed to a policy of non-discrimination and equal employment opportunity. All patients, employees, applicants, and other constituents of our clinical groups will be treated with respect and dignity regardless of race, national origin, gender, age, religion, disability, veteran status, marital/domestic partner status, parental status, sexual orientation, and gender identity and/or expression, other dimensions of diversity or common human decency. We value diversity in thought and culture and welcome highly skilled, capable, competent, collegial members to our team.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.