Optometry Patient Care Coordinator

REPORTING RELATIONSHIPS 

Position Reports to: Optometry Clinic Manager

Positions Supervised: None 

POSITION SUMMARY  

This position will serve as the primary point of contact for patients, ensuring a positive experience from scheduling to follow-up. Responsibilities include appointment coordination, patient record management, insurance verification, and support for clinical tasks such as pretesting and contact lens training. The ideal candidate will foster patient loyalty by creating a welcoming and positive experience. This role requires building and maintaining strong personal connections with new individuals on a daily basis. Spanish-speaking skills are highly preferred.

This is an on-site, full-time position (40 hours per week), and includes eligibility for all RMU benefits, including health, dental, vision, life insurance, short- and long-term disability, 401(k), and more. In addition, this position receives 17 paid holidays annually, 3 paid floating holidays annually, and accrual of paid vacation and paid sick time. 

KEY RESPONSIBILITIES

• Patient Interaction: Welcome patients in person and by phone; maintain confidentiality; assist with scheduling and paperwork; contact patient referrals
• Scheduling: Manage provider calendars across multiple locations; confirm appointments; optimize patient flow; keep patient appointments on schedule by notifying the provider of the patient's arrival
• Insurance & Billing: Verify benefits, obtain authorizations, and review coverage with patients.
• Records Management: Collect payments; update patient accounts; scan and record exam information; Protect patients' rights by maintaining the confidentiality of personal and financial information.
• Clinic Support: Maintain reception area; assist with pretesting and contact lens training; cross-train for technician/optician duties.
• Other Duties: Perform additional tasks as assigned by the Clinic Manager.

QUALIFICATIONS

Education: High school diploma/GED required.

Experience: Minimum 1 year in medical reception; insurance and billing experience preferred.

Skills:

• Exceptional customer service and written / verbal communication 
• Detail-oriented, organized, and tech-savvy
• Ability to multitask and work collaboratively
• Professionalism and reliability
• Spanish-speaking highly preferred

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION 

Finger dexterity: 

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together 

Talking: 

Especially where one must convey detailed or important instructions or ideas accurately, loudly, or quickly 

Average Hearing: 

Able to hear average or normal conversations and receive ordinary information 

Average Visual Abilities: 

Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery 

Physical Strength: 

Sedentary work.  Sitting most of the time.  Exerts up to 10 lbs. of force occasionally (Almost all office jobs) 

WORKING CONDITIONS 

None: 

No hazardous or significantly unpleasant conditions (Such as in a typical office) 

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION 

Reasoning Ability: 

Ability to deal with a variety of variables under only limited standardization 

Able to interpret various instructions 

Mathematics Ability: 

Ability to perform basic math skills, use decimals to compute ratios and percentages, and draw and interpret graphs 

Language Ability: 

Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias; Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar  

Ability to communicate distinctly with appropriate pauses and emphasis; correct pronunciation (or sign equivalent); and variation in word order using present, pe