About The Position

The Patient Educator acts as a liaison between patients interested in surgery and the medical, technical, and administrative staff. This role involves providing in-person or virtual screenings, balanced education, and counseling to prospective patients regarding the benefits and options of surgery, including discussions on cost, payment, and intraocular lens options (ATIOLs). The educator may also assist in maintaining relationship management systems by performing data entry for marketing and outcome data. Patient education ideally begins before the patient's scheduled cataract or refractive surgery evaluation, involving contact via email, phone, or text messages, and sharing information verbally, in writing, or through video links. Once in the office, the Patient Educator meets with the patient after technician exam procedures and before they see the physician.

Requirements

  • Desire to gain industry knowledge and training
  • Demonstrates initiative in accomplishing practice goals
  • Ability to grow, adapt, and accept change
  • Consistently creating a positive work environment by being team-oriented and patient-focused
  • Ability to interact with all levels of employees in a courteous, professional manner at all times
  • Reliable transportation that would allow employee to go to multiple work locations with minimal notice
  • Commitment to work over 40 hours to meet the needs of the business
  • Ability to work weekends when applicable
  • High School diploma or GED equivalent is required
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Nice To Haves

  • Experience in financial counseling is preferred
  • Experience working with insurance is preferred

Responsibilities

  • Provides exceptional customer service during every patient encounter (in person or via phone)
  • Displays a professional attitude, greets patients promptly with a smile, and thanks them when they leave
  • Practices urgency at all times with patients’ time, as well as doctors’ time and schedule, and manages patient flow
  • Complies with all company policies and procedures, including HIPAA (Health Insurance Portability and Accountability)
  • Serves as support to patients for patient education, counseling, and inquiries:
  • Discussion of patient's vision goals for after surgery
  • Discussion of patient's daily living activities and hobbies
  • Explanation of eye anatomy and the cataract or refractive surgical procedure
  • Explanation of each lens or package options and the benefits and limitations of these technologies (as appropriate for patient's needs)
  • Provides ATIOL educational materials to patients through different modalities (i.e., Rendia, video links, printed materials, etc.), and assists with maintaining patient access to these materials throughout the practice
  • Provides explanation of lens or package pricing structure and payment/financing options with prospective patients
  • Serves as the liaison between patients and physicians:
  • Communicates patient's vision goals and ATIOL interest
  • Communicates past ocular history as related to potential candidacy for ATIOL (i.e., refractive surgery, monovision, contact lens wear, astigmatism, trauma, pathology, etc.)
  • Coordinates with practice staff to ensure seamless patient transfers
  • Facilitates prompt, professional, patient-friendly communications (i.e., phone calls, emails, portal, etc.) between patient and physician or referring physician and surgeon
  • Assists in the practice development of ATIOL Program:
  • Collaborates with administration for patient incentive letters, marketing for promotions, and gathering patient testimonials for practice materials and social media
  • Compiles and generates patient data using tracking tools and/or spreadsheets
  • Sends practice, product and/or treatment, and financing information via email or mail to non-closed leads
  • Follows up with non-closed leads via phone, email, portal or mail and records progress using tracking tools and/or spreadsheets
  • Job may require other duties as assigned

Benefits

  • Full Benefits Package - Medical, Vision, Dental and Life Insurance
  • 401k + Employer Matching
  • Paid Time Off and Paid Holidays
  • Paid Maternity Leave
  • Optical Education Reimbursement
  • Competitive Base Pay
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