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Job Description
Optometric Technician OC Optometry Group - 2.7 Newport Beach, CA Job Details Full-time 9 hours ago Qualifications Patient room cleaning Health insurance authorizations Patient comfort Computer operation Communication with suppliers Eye health maintenance patient education Patient scheduling systems Patient rooming Equipment safety procedures Maintaining an organized workspace Ophthalmic medical procedure assistance Phone communication Pre-examination patient preparation Payment processing Labeling Operations coordination Assisting with diagnostic tests and procedures Visual acuity testing Medical scheduling Preparing medical treatment area Medical diagnostic testing EMR/EHR Patient history taking One-on-one patient counseling Visual field testing Ophthalmic history taking Ophthalmic diagnostic imaging equipment Medical billing and coding communication with insurance companies Health record tracking Organizational skills Full Job Description Job Description We are seeking a detail-oriented, proactive, and patient-focused Optometric Technician to join our optometry office. This role supports the doctor and clinical team by performing patient pre-testing, gathering medical and vision history, assisting with contact lens training, maintaining exam room flow, and helping ensure an efficient and positive patient experience. The ideal candidate is organized, reliable, comfortable working with patients, and able to balance clinical support with administrative tasks. This position requires strong attention to detail, clear communication, and the ability to work efficiently in a fast-paced healthcare environment.
OUR CORE VALUES
HAPPI Our team is guided by our HAPPI core values. We are looking for someone who reflects these values in daily interactions with patients and team members.
Helpful:
Be a respectful, positive, and supportive team player.
Accountable:
Do what you say you will do and follow through on responsibilities.
Patient-Centric:
Prioritize patient needs and help create an excellent patient experience.
Perseverance:
Show grit, stay solution-focused, and work through challenges with a positive attitude.
Integrity:
Do the right thing, even when no one is watching. Responsibilities 1. Patient Pre-Testing and Support Perform preliminary testing for patients before the doctor's examination. Gather and document patient medical history, vision concerns, medications, allergies, and reason for visit. Perform testing such as autorefraction, lensometry, visual acuity, tonometry, retinal imaging, visual field screening, OCT, and other diagnostic testing as directed by the doctor. Prepare patients for the optometrist's examination by ensuring testing is complete, accurate, and properly documented. Communicate relevant patient concerns or testing issues to the doctor and clinical team. 2. Contact Lens Training and Patient Education Train patients on contact lens insertion, removal, hygiene, and proper lens care. Provide patient education for soft contact lenses, rigid gas permeable lenses, specialty contact lenses, and other lens types as needed. Ensure patients feel comfortable and confident before leaving with trial lenses. Review contact lens wear schedules, cleaning instructions, and safety precautions. Communicate patient challenges or concerns with contact lens training to doctor 3. Patient Flow and Rooming Escort patients to testing areas and exam rooms in a warm and professional manner. Support smooth patient flow by preparing rooms, monitoring patient status, and communicating with doctors and team members. Clean and sanitize exam rooms, equipment, and testing areas between patients according to office protocols. Help minimize patient wait times by staying aware of the schedule and assisting where needed. Prepare exam rooms and testing areas for the next patient to keep the clinic running efficiently. 4. Administrative Assistance Assist the administrative team with appointment-related tasks, including recalls, confirmations, and schedule support. Communicate with the front desk regarding patient readiness, delays, testing needs, and doctor availability. Help maintain accurate patient records by updating information and documenting completed testing. Support patient communication as needed by phone, text, or in person. Assist with general office tasks that support daily operations. 5. Insurance Coordination and Billing Assist with insurance-related tasks, including obtaining authorizations when needed. Support the billing process for non-frame-related claims and diagnostic testing claims. Assist with posting Explanation of Payment statements as assigned. Work collaboratively with the office's insurance or billing specialist to support accurate and timely claim submission. Communicate any insurance or authorization concerns to the appropriate team member before services are performed. 6. Contact Lens (CL) Management Organize and maintain contact lens trial inventory. Ensure trial lenses are stocked, labeled, accessible, and easy for the team to locate. Track low inventory and coordinate reordering with vendors or suppliers. Maintain an organized contact lens area to support efficient patient trials and follow-ups. Assist with contact lens orders, trial lens tracking, and patient communication as needed. 7. Office Organization and Maintenance Help maintain a clean, organized, and professional clinical environment. Keep testing areas, exam rooms, and equipment clean and ready for patients. Assist with general tidying, restocking, and organization throughout the office. Follow office procedures for equipment care, sanitation, and supply management. Support a team environment by helping where needed during busy clinic flow. Skills & Qualifications Previous experience as an optometric technician, ophthalmic technician, medical assistant, or similar healthcare role preferred. Knowledge of basic optometric procedures and pre-testing preferred. Experience with contact lens training and patient education is a plus. Familiarity with insurance authorizations, billing support, and Explanation of Payment processing is a plus. Strong communication skills and ability to explain instructions clearly and patiently. Excellent organizational skills and attention to detail. Ability to multitask and work efficiently in a fast-paced clinical setting. Basic computer skills and ability to learn EHR, scheduling, and practice management systems. Friendly, professional, and patient-focused demeanor. Reliable attendance and punctuality are required.
