The key functional responsibility of the Optical Receptionist is to manage the first impression of the practice for all patients and guests.

The Optical Receptionist is the usually the first interaction a patient or guest has with the practice, displaying the brand value and reputation is of highest importance.

The Optical Receptionist is responsible for welcoming all new and existing patients and guests to the optical showroom. This may occur via front desk reception, telephone, email, etc.

The Optical Receptionist will check-in and check-out patients.

Responsibilities

Job Responsibilities :

• Greet patients in a friendly fashion in person or by phone conversation
• Direct patients to sign in at the reception counter
• Coordinate phone inquiries and direct accordingly
• Gather patient information that is not currently in the EHR (i.e. insurance cards)
• Communicate with Patient to update about pending orders and / or direct to optician
• Receive the doctor handoff and gather information needed to relay to the optician
• File VSP patient’s daily insurance orders on Eye-finity
• Record all patient jobs going out to the labs to ensure tracking back up, in the event any materials get lost in process
• Coordinate outgoing shipments via courier and FedEx, UPS .
• Breakdown charts daily and distributes forms to appropriate departments
• Enter all medical service charges in patient’s ledger with accurate date and insurance ER coding
• Accept all types of payments including cash, check, and credit cards
• Be observant at all times to offer assist as needed and to prevent potential shoplifting
• Perform other duties as required

Required Skills

Competencies :

Frequent Interaction with Others

Must demonstrate the ability to manage multiple interruptions on a continual basis, always maintaining friendly interactions with team members, patients and guests of the practice.

Customer Orientation

The Optical Receptionist should be patient focused and displays a desire work within the practice’s brand values to deliver exceptional customer service.

Team Player

Exhibits the ability to work well within the team environment, supporting all members of the team in delivering on the patient experience.

Brand Championship

As the first point of contact, the Optical Receptionist must consistently display behaviors that champion the brand value proposition of the practice.

Detail Orientation

Must have the ability to maintain a high level of detail orientation despite frequent interruptions. Accuracy and diligence with regard to patient records, scheduling and file maintenance is required.

Pace of the Environment

Must be able to work at a fast pace.Effectively handling multiple tasks at one time, focusing on patient flow and experience.

Supervision

Under supervision of the Optical Manager. Must be able to complete duties without close supervision.

Confidentiality

Last updated : 2024-06-21