Performs verbal interview with patient prior to visit with OD to determine medical issues and reasons for their visit for communication to OD prior to appointment Enters patient information in Electronic Health Records (EEHR) Assists ODs to care for patients in a timely, effective manner, as close to appointed schedule as possible Instructs patients on medical care as prescribed by the doctor's treatment plan and schedules follow up appointments as needed Discusses Lasik with patients and identifies patients interested in Lasik by reviewing patient information forms May be required to schedule referral appointments with Ophthalmologists, Diagnostic follow-up visits, and other specialty referrals, and complete appropriate paperwork Records and maintains patient records / files in compliance with company, federal, and state policies (HIPAA) Responds to patient's telephone inquiries regarding medication, treatment, problems referring to the OD as necessary Completes proper coding of procedures for payment collection May be required to perform diagnostic testing using specialty equipment (OCT, Visual Field, Pachymetry, Retinal Camera. Etc.) Corresponds with Doctor offices (internal and external) regarding patient and insurance referrals Supports the OD with patient education as instructed by the Optometrist Documents medical findings and communication between doctor and patient in Electronic Medical Records and assists with clerical duties related to medical documentation (participating practices only) Participates in Practice meetings / projects as requested Ensures that maximum OD utilization occurs through pre-appointment confirmation, daily appointment confirmation, contacting patients from recall listings, partnership with the manager's outreach, etc.