Pre-Education Counselor/Surgery Scheduler

Commonwealth Eye Surgery•Lexington, KY

8d•$18 - $25

About The Position

This role combines Pre-Education Counselor and Surgery Scheduler responsibilities. The Pre-Education Counselor contacts patients before cataract surgery evaluations to introduce Commonwealth Eye Surgery, explain what to expect, and provide an overview of cataract surgery, refractive cataract surgery (RCS/RCS+), and vision-correction options. The role introduces potential out-of-pocket expenses for elective upgrades without guaranteeing insurance coverage or final pricing, and gathers patients’ questions, lifestyle preferences, visual goals, and concerns to prepare them for discussions with their provider. The Surgery Scheduler coordinates the patient’s surgical journey after evaluation and surgical recommendation. This includes scheduling procedures and pre- and post-operative appointments, reviewing surgical recommendations and financial obligations, and ensuring surgical plans, consents, medications, and documentation are complete and accurate. The role coordinates with Billing, clinical staff, and referring providers to support surgical readiness; provides instructions and protocol-based medication guidance; and maintains timely communication and follow-up with patients. Both functions require exceptional patient service, accurate and consistent communication, careful documentation, timely follow-through, collaboration across teams, appropriate escalation of clinical questions, and support for patient understanding, departmental productivity, satisfaction, and operational efficiency. Patients should be supported in informed decision-making without pressure to choose elective upgrades.

Responsibilities

Coordinate patients’ surgical journey after evaluation and surgical recommendation.
Schedule surgical procedures and coordinate pre- and post-operative appointments.
Review surgical recommendations, RCS/RCS+ options, and associated patient financial obligations.
Ensure surgical plans, consents, medications, and required documentation are complete and accurate.
Coordinate with Billing, clinical staff, and referring providers to ensure surgical readiness.
Provide surgical instructions, medication guidance within established protocols, and follow-up support.
Communicate with patients about scheduling changes, questions, and outstanding surgical needs.
Contact patients before scheduled cataract evaluations to introduce Commonwealth Eye Surgery and explain what to expect during the visit.
Educate patients about cataract surgery, RCS/RCS+, and available vision-correction options.
Introduce potential out-of-pocket expenses for elective surgical upgrades without guaranteeing insurance coverage or final pricing.
Identify patient questions, lifestyle preferences, visual goals, and concerns to prepare them for discussions with their provider.
Document completed calls, patient interests, concerns, and relevant information in the designated practice system.
Track unsuccessful contact attempts, prioritize outstanding calls, and communicate relevant information to Surgery Scheduling and clinical teams.
Monitor assigned outreach, call completion, patient engagement, and opportunities for improvement.
Support a smooth transition from pre-education to clinical evaluation and surgical scheduling.
Deliver exceptional patient service and maintain professionalism.
Communicate accurate, consistent information regarding surgical options and practice procedures.
Promote patient understanding and informed decision-making without pressuring patients into elective upgrades.
Maintain accurate documentation and timely follow-through.
Collaborate with providers, clinical teams, Billing, and practice leadership.
Identify concerns, communicate barriers, and escalate clinical questions appropriately.
Support departmental productivity, patient satisfaction, and operational efficiency.