The School-Based Ophthalmic Technician / Patient Services Coordinator is a multi-functional role responsiblefor supporting school-based eye care operations from patient registration through clinical work-up and opticalcoordination. This individual serves as the onsite operational lead for patient service activities and must becomfortable balancing administrative, clinical, and optical responsibilities.
The position requires strong organizational skills, a high level of independence, excellent customer service,and the ability to work effectively with children, parents, school staff, providers, and clinic leadership.
Front Desk and Patient Services Responsibilities:
• Serve as the primary point of contact for students, parents, guardians, school staff, and patients at theschool-based site.
• Register patients and verify demographic information, consent forms, and all required intake
documentation.
• Obtain insurance information, verify eligibility and benefits, and help confirm coverage for exams, testing,and optical services.
• Coordinate scheduling, rescheduling, follow-up visits, referrals, and patient communication.
• Answer phones, return messages, and assist with day-to-day patient service needs and site coordination.
• Maintain accurate records and ensure that required administrative documentation is complete andproperly filed.
Clinical and Technician Responsibilities:
• Escort patients and manage patient flow through the school-based clinic environment.
• Obtain case history, chief complaint, ocular history, medication history, allergies, and other relevantscreening information.
• Perform visual acuity testing, lensometry, autorefractions, keratometry, confrontation fields, andpreliminary examination testing.
• Perform tonometry, pachymetry, refraction, dilation, and additional ordered work-up procedures inaccordance with clinic protocol.
• Perform diagnostic testing including OCT, visual fields, photography, and related ophthalmic testing asindicated.
• Document testing and clinical information accurately in the electronic health record and prepare patientsfor provider review, including telehealth workflows where applicable.
• Support care coordination and assist with provider communication, follow-up planning, and completionof visit workflows.
Optical Responsibilities:
• Assist patients and families with frame selection and basic education on lenses, eyewear options, andcovered benefits.
• Obtain pupillary distance, fitting measurements, and other dispensing information as required.
• Review spectacle prescriptions with patients and families and explain copays, upgrades, and opticalcoverage in a clear manner.
• Process optical orders accurately, monitor order status, and assist with dispensing, adjustments, andpickup coordination.
• Help maintain optical inventory, organization, and a professional presentation of optical material.