Clinical Specialist - EVW

Visionworks•Vestal, NY

2d•Onsite

About The Position

The Clinical Specialist/Optometric Assistant helps ensure a positive patient experience by preparing patients for onsite and remote examinations, completing preliminary diagnostic tests, and explaining each step of the process. The role serves as a liaison between patients and Optometrists and supports the initial stages of the patient journey. The Clinical Specialist assists with registration, patient care, clinical testing, documentation, remote examinations, and transitions to retail associates. The position also supports appointment scheduling, insurance preauthorization, contact lens services, patient questions, clinic readiness, and compliance with patient privacy and data security requirements. Training is provided, and required clinical certifications must be completed.

Requirements

One year of related experience.
High school diploma, GED, or equivalent related job experience.
Medical office or business professionalism.
Strong customer service and communication skills.
Ability to interact, coordinate, and collaborate with patients and team members.
Detail-oriented, organized, energetic, self-motivated, and able to work as a team member.
Ability to solve problems, multitask, and work under stress with interruptions and deadlines.
Ability to demonstrate empathy in interactions.
Ability to read, analyze, and interpret insurance forms.
Ability to follow procedures and instructions and read English.
Ability to operate electronic software platforms and enter data efficiently and accurately.
Ability to work changing schedules and travel between stores as business demands require.
Ability to use computers, electronic tablets, and pre-testing instruments effectively.
Ability to reach above shoulder continuously.
Ability to sit, stand, use hands and fingers to handle, feel, pick, or pinch, and talk or hear for much of the work time.
Ability to occasionally walk and reach with hands and arms, and frequently lift or move up to 20 pounds.

Nice To Haves

Optical or healthcare background.

Responsibilities

Register patients and gather and submit relevant medical history and ocular health information into the EMR.
Assist the onsite doctor with patient care and eye examinations.
Explain preliminary testing to patients, administer tests, and accurately document results in the EMR.
Guide patients through remote eye examinations, including pre-testing and specialty testing, and document results.
Initiate remote technician and doctor video conferences and assist them with additional testing for remote exams.
After exams, transition patients to retail associates and convey the doctor's recommendations.
Understand MVC plans and explain plan benefits to patients.
Preauthorize insurance according to standard operating procedures.
Partner with retail associates to schedule appointments and manage exam books according to company guidelines, including contacting patients who miss or cancel appointments.
Maintain patient flow to support doctor effectiveness.
Answer patients’ clinical questions in person and over the telephone.
Triage ocular emergencies and schedule annual eye exams.
Maintain complete and accurate patient records according to company standards.
Instruct patients on contact lens insertion, removal, cleaning, care, and handling.
Place diagnostic contact lens orders, maintain stock, and notify patients when lenses are available for dispensing.
Maintain working knowledge of contact lens brands and parameters, and accurately pull contact lens trials when requested by the doctor.
Maintain doctor equipment and clinical supplies, keep the environment clean and healthy, and ensure equipment is covered nightly.
Participate in specialized training and complete required clinical certifications.
Work flexible schedules and travel to other locations as business needs require.
Comply with HIPAA requirements and company privacy and security guidelines.
Complete additional essential responsibilities as assigned in response to changing business needs.