Surgical Counselor & Patient Experience Pro

Eye Health Vision; Dartmouth (MA); On-site; USD 25,000 - 35,000; Full time

Benefits offered by this job

Generous benefits package

PTO

Medical

Vision

STD/LTD/LIFE

401K

Job summary

Eye Health Vision in Dartmouth, MA is seeking a Surgical Counselor/Scribe to provide administrative and scheduling support for surgical procedures. The role focuses on identifying patient needs, guiding product selections, and explaining financing options while coordinating appointments and documenting goals.

The candidate should have ophthalmic or medical assistant background, proficiency in Excel/Word, and knowledge of medical terminology.

Qualifications

• Experience as Ophthalmic Tech or Medical Assistant.
• Proficient Computer Skills – with background in Excel and Microsoft Word
• Knowledge of Medical Terminology

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 and document responses.
• 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.

Skills

Consultative sales

Active listening

Customer experience

Proactive

Drive for results

Teamwork

Adaptability

Lifelong learning

Education

Ophthalmic Technician experience

Medical Assistant certification

Associate or Bachelor’s degree

Tools

Excel

Microsoft Word

Job description

Eye Health Vision in Dartmouth, MA is seeking a Surgical Counselor/Scribe to provide administrative and scheduling support for surgical procedures. The role focuses on identifying patient needs, guiding product selections, and explaining financing options while coordinating appointments and documenting goals.

The candidate should have ophthalmic or medical assistant background, proficiency in Excel/Word, and knowledge of medical terminology.