Description
Perform administrative and clinical support in an optometry practice under an optometrist's direction. Administrative duties include scheduling, maintaining vision and medical records, verifying insurance, and processing billing. Clinical duties include obtaining ocular histories, pretesting (visual acuity, autorefraction, keratometry, tonometry), preparing patients, assisting with imaging and exams, teaching contact lens care, and instilling eye drops or medications as directed.
- • Interview patients to obtain ocular and medical history, chief complaint, medications, and allergies.
- • Measure visual acuity and perform pretests such as autorefraction, keratometry, and lensometry.
- • Assess pupils, extraocular motility, and confrontation visual fields as directed.
- • Measure intraocular pressure with non-contact or applanation tonometry per protocol.
- • Perform screening tests and imaging, including OCT, fundus photography, and visual field testing.
- • Record histories, test results, and provider findings in the EHR accurately.
- • Escort patients to exam rooms and prepare them and equipment for the optometrist.
- • Instill diagnostic eye drops or topical medications as ordered by the optometrist.
- • Explain procedures, treatment plans, and eye drop schedules to patients.
- • Assist during examinations by scribing and handing instruments or setting up the phoropter.
- • Instruct patients on contact lens insertion, removal, hygiene, and wear schedules.
- • Verify and process contact lens prescriptions and refills per office policy.
- • Clean and disinfect instruments and trial lenses; maintain infection-control standards.
- • Prepare and stock exam and testing rooms; keep areas neat and organized.
- • Schedule appointments, recalls, and urgent visits; manage reminders and confirmations.
- • Verify vision and medical insurance benefits, process claims, and collect payments.
- • Order, receive, and inventory contact lenses, medications, and office or clinical supplies.
- • Set up, calibrate, and maintain optometric equipment and software.
- • Coordinate referrals and transmit records to ophthalmology or primary care.
- • Greet and check in patients; update demographics, consent forms, and HIPAA acknowledgments.
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Last reviewed: Jan 2026
