Ophthalmic Technician - Patient Educator

About the role

Full‑time position providing education, marketing, and sales of premium vision corrective services to patients before they see the physician. Duties include accurate documentation and summarization of ocular examinations, maintaining patient flow, assisting ophthalmologists with clinical functions, administering eye medications, instructing patients on eye care, applying dressings, and supporting in‑office lasers and procedures.

Responsibilities

• Conduct pre‑consultation sessions to explain the benefits and options of premium vision corrective services (advanced lenses, laser treatments, other procedures) and answer patient questions.
• Utilize visual aids, brochures, and digital media to enhance patient understanding.
• Develop and implement marketing strategies to promote premium vision corrective services within the practice.
• Identify and engage potential candidates for premium packages through patient interactions and consultations.
• Present premium service packages professionally, emphasizing benefits and long‑term value, and achieve sales targets set by the practice.
• Gather and record detailed patient history and data relevant to vision corrective services; prepare patients for physician consultation.
• Collaborate with the clinical team to ensure a seamless transition from education/sales to physician consultation and treatment.
• Provide follow‑up support to patients who purchase premium packages, address post‑consultation concerns, and collect/analyze patient feedback to improve educational and sales approaches.
• Stay current with advancements in vision corrective technologies; participate in ongoing training and assist in training new staff on promotion and education of premium services.
• Summarize and document ophthalmologist findings during examinations (charting, additions to chief complaint, assessment, treatment recommendations, justification when appropriate).
• Monitor patient verbal and non‑verbal communication during ophthalmologist instructions; repeat information or provide education materials as needed.
• Operate ophthalmic equipment and stereopsis testing; sterilize and maintain instruments.
• Assist patients with inserting or removing contact lenses.
• Mentor and train newer technicians; ensure clinic flow and prioritize technician duties.
• Perform other duties as required.

Requirements

• Strong knowledge of vision corrective procedures and technologies.
• Proven experience in patient education and sales, preferably within a medical or ophthalmic practice.
• Demonstrated excellence in communication skills; ability to convey ideas verbally and in writing.
• Ability to explain complex medical information clearly and understandably.
• Proficient with electronic medical records (EMR) systems, Microsoft Office, and G‑suite.
• High school diploma or equivalent.
• Certified Ophthalmic Technician (COT) or Certified Ophthalmic Assistant (COA) preferred.
• Minimum of 2 years of experience in an ophthalmic setting.

Benefits