Lead Optometric Technician

The Lead Technician will facilitate the smooth and efficient processing of new and returning 

patients throughout testing and treatment procedures. Will strive to anticipate the needs of 

patients and Doctors. Will provide direction to other technicians to maximize patient flow. Will 

model pleasant, professional, and collaborative behavior and ensure compliance with HIPAA 

regulations. The ideal candidate will possess advanced clinical skills, strong leadership qualities, 

and a commitment to delivering high-quality patient care.

Essential Functions:

•  Greet patients in a pleasant and professional manner to ensure a positive experience.
•  Obtain and/or update patient history in EHR chart
•  Perform pre-exam testing including A/R, mini V/F, color VA’s stereo vision, lensometer reading, VA’s, pupil check, motility, IOP’s and dilation
•  Perform diagnostic testing including OCT, fundus and slit-lamp photos, VF
•  Assist Doctors with minor procedures
•  Train and support new technicians
•  Communicate with other technicians to optimize efficient patient flow throughout the clinic

Key Responsibilities:

•  Team Leadership: Supervise and mentor a team of ophthalmic/optometric technicians, providing guidance, training, and performance evaluations.
•  Clinic Operations: Manage daily clinic flow to ensure timely patient care and optimal resource utilization.
•  Patient Care: Perform comprehensive visual acuity tests, refractometry, intraocular pressure measurements, and other diagnostic procedures.
•  Equipment Management: Oversee the maintenance and calibration of ophthalmic equipment, ensuring all devices are in proper working condition.
•  Quality Assurance: Develop and implement protocols to maintain high standards of patient care and safety.
•  Administrative Duties: Coordinate scheduling, manage inventory of clinical supplies, and ensure compliance with regulatory requirements.

Auxiliary Functions:

•  Open, stock, clean and close procedure, and exam rooms.
•  Maintain inventory of medical and back-office supplies and provide order list to Clinic 

Manager

•  Monitor proper cleaning of clinic equipment including slit lamp, indirect, lenses, instruments in the autoclave, etc.
•  Direct patients with filled script to Optical Department
•  Assist Doctors in satellite offices as needed
•  Pull and fill patient charts
•  Fax prescription refills and pre-authorization requests as needed
•  Make patient appointment confirmation calls and perform recall tasks
•  Other duties as assigned.

Knowledge, Skills and Abilities:

•  Knowledge of clinical testing equipment and proper testing procedures
•  Skilled in establishing and maintaining effective working relationships with employees at all levels. 
•  Skilled in exercising a high degree of initiative, judgment and decision making. 
•  Skilled in maintaining a consistently pleasant, collaborative, and professional demeanor. 
•  Ability to effectively train new employees on clinical procedures and equipment
•  Ability to maintain strict confidentiality regarding all patient, company and employee information. 
•  Ability to communicate effectively verbally and in writing.
•  Ability to work independently with minimal supervision.
•  Ability to logically approach clinic problems/issues, establish facts and recommend appropriate resolutions. 
•  Ability to maintain an organized work area and meet departmental and organizational deadlines. 

Minimum Qualifications:

Education:

•  High school diploma or equivalent required.
•  Completion of an accredited Ophthalmic Technician program (COT, COMT, or CPO-T) is preferred.

Experience:

•  Minimum of one year of clinic technician experience required.

Skills:

•  Proficiency in performing advanced ophthalmic diagnostic tests.
•  Strong leadership and team management abilities.
•  Excellent communication and interpersonal skills.
•  Detail-oriented with strong organizational skills.
•  Ability to multitask and adapt in a fast-paced clinical environment.

Working Conditions: This position requires standing for extended periods and the ability to assist 

patients with mobility challenges. Some travel between clinic locations within California may be 

necessary.

Physical Requirements/Typical Working Conditions 

Environment: Primarily a temperature-controlled facility. 

•  Work may require prolonged standing, some bending, stooping, and stretching. 
•  Requires eye-hand coordination and manual dexterity sufficient to operate clinical testing equipment, a keyboard, mouse, and standard office equipment. 
•  Requires normal range of hearing and eyesight to communicate in person, by phone, or over video. 
•  Requires occasional lifting of papers or boxes up to 30 pounds. 

Essential Physical Tasks

•  Sight – sufficient to read physical documents, and images on a computer monitor. 
•  Smell – sufficient to discern smoke/something burning, and other odors.
•  Hear – sufficient to hold face to face/telephone/video call conversations, and to discern other ambient noises. 
•  Touch – sufficient to operate keyboard, mouse, other standard office equipment, and writing implements. 
•  Physical ability/strength – sufficient to lift, twist, turn, reach, climb, kneel, squat, sit, walk, stand, bend as needed throughout a standard shift.