Patient Educator
About The Position
The Patient Educator interfaces between prospective surgery patients and medical, technical, and administrative staff. The role provides in-person or virtual screenings, balanced education, and counseling about surgical benefits and options, including intraocular lens options (ATIOLs), pricing, and payment or financing. Education may begin before a scheduled cataract or refractive surgery evaluation through email, phone, or text, with verbal, written, or video-based information. In the office, the educator generally meets with patients after technician exam procedures and before they see the physician. The role also supports ATIOL program development, patient follow-up, relationship management systems, and the collection and tracking of marketing and patient outcome data. The position is based in Blue Ash, Ohio, and requires flexibility, a broad knowledge base, travel to multiple work locations when needed, and the ability to work over 40 hours and weekends when applicable.
Requirements
- High school diploma or GED equivalent.
- Desire to gain industry knowledge and training.
- Initiative in accomplishing practice goals.
- Ability to grow, adapt, and accept change.
- Ability to create a positive work environment and be team-oriented and patient-focused.
- Ability to interact courteously and professionally with employees at all levels.
- Reliable transportation allowing travel to multiple work locations with minimal notice.
- Commitment to work over 40 hours to meet business needs.
- Ability to work weekends when applicable.
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Nice To Haves
- Certified Ophthalmic Assistant (COA) or Certified Ophthalmic Technician (COT) certification.
- Experience in financial counseling.
- Experience working with insurance.
Responsibilities
- Provide exceptional customer service during every patient encounter, in person and by phone.
- Greet patients promptly and professionally, and manage patient and physician schedules and patient flow with urgency.
- Comply with company policies and procedures, including HIPAA.
- Discuss patients’ post-surgery vision goals, daily activities, and hobbies.
- Explain eye anatomy, cataract or refractive surgery, lens or package options, and the benefits and limitations of available technologies.
- Provide ATIOL educational materials through video platforms, links, printed materials, and other modalities, and help maintain patient access to those materials.
- Explain lens or package pricing and payment or financing options.
- Communicate patients’ vision goals and ATIOL interest to physicians.
- Communicate relevant ocular history related to possible ATIOL candidacy.
- Coordinate with practice staff to ensure seamless patient transfers.
- Facilitate professional, timely communications between patients, physicians, referring physicians, and surgeons through phone, email, portals, or other channels.
- Collaborate with administration and marketing on patient incentive letters, promotions, and patient testimonials for practice materials and social media.
- Compile and generate patient data using tracking tools or spreadsheets.
- Send practice, product, treatment, and financing information to non-closed leads by email or mail.
- Follow up with non-closed leads by phone, email, portal, or mail and record progress using tracking tools or spreadsheets.
- Perform other duties as assigned.
Benefits
- Full benefits package, including medical, vision, dental, and life insurance.
- 401(k) with employer matching.
- Paid time off and paid holidays.
- Paid maternity leave.
- Optical education reimbursement.
- Competitive base pay.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
