Optometry Assistant

    • Job Tracking ID: 2022-1041
    • Job Location: Petaluma, CA
    • Job Level: Entry Level (less than 2 years)
    • Level of Education: High School/GED
    • Job Type: Full-Time/Regular
    • Date Updated: January 20, 2022
    • Years of Experience: Up to 2 Years
    • Starting Date: ASAP
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Job Description:

The Petaluma Health Center is an eleven-time award winner in the North Bay Business Journal’s Best Places to Work for 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011 and 2009 and we were named as one of the Healthiest Companies in the North Bay' by the North Bay Business Journal for the last 5 consecutive years!


Summary: The Optometry Assistant works closely with the Optometrist to provide optometry services to patients. The Optometry Assistant performs a variety of tasks that support the patient’s optometry visit, including preparing exam schedules, chart preparation, readying exam rooms, greeting patients and performing basic vision tests. When fully trained, the optometry assistant may also provide direct optical (eye wear) services to patients.


Areas of Responsibility:


Office Procedures - Operations:

  • Assist with opening/closing the office
  • Maintain cleanliness and appearance of exam rooms, pre-testing rooms and dispensing area
  • Record referral information
  • Maintain OSHA standards and forms
    • Practice standard safety precautions to ensure safety to self, other staff and patients, including handling of contained waste and sharps, and cleaning of exam rooms and equipment
    • Manage frame bar
    • Communicate with lab/courier service
    • Order and track prescriptions
    • Ensure that all logs, forms, records and charts are complete, thorough and accurate.
    • Back-up front desk receptionist with phones and greeting patients as needed
    • Assist Office manager, as requested, with:
      • Inventory, ordering and pricing of frames
      • Inventory and ordering of accessories/cases/pharmaceuticals
      • Maintaining the lab, dispensary and contact lens inventory
      • Ordering other supplies for the dispensing area
  • Document freezer & refrigerator temperature (if applicable for any eye meds) and takes appropriate action to maintain correct temperatures


Assisting with Optometry Appointments:

  • Prepares treatment rooms, equipment and supplies in a timely manner to ensure optimum flow
    • Ensures that equipment is properly sterilized, rooms stocked, cleaned and ready for each scheduled procedure
    • Assist with collection of patient History of Present Illness (HPI)
      • Complete pre-testing work-up as needed, including but not limited to: cleaning exam rooms and equipment, Blood Pressure, Pulse, Auto-refractor, Fields, neutralizing glasses, Color Test, OCT/HVF, Fundus Photography.
      • Document HPI, vitals, and test results in the electronic health record
      • Assist Optometrist as needed
      • Escort patients to dispensary/front desk
      • Schedule follow up appointments as needed.
      • Follow up with patients regarding eye health and prescription issues as needed (telephone encounters)


Providing Optical (Eye Wear) Services:

  • Assist patients with frame and lens selection/styling, lens edging and tinting, and frame adjusting/repairs
  • Dispense and adjust eyewear
  • Take lens measurements (segs, OC's, vertexdistance)
  • Verify all Rx's (eyewear and contact lenses)
  • Visual merchandising
  • Documentation and ordering:
    • Enter prescriptions into electronic health record
    • Document online for insurance billing
    • Enter lab orders online
    • Provide patient education – lifestyle, dispensing, eye wear care
    • Maintain the general appearance and cleanliness of lab area


Contact Lenses:

  • Inventory, order and price contact lenses
  • Provide contact lens training
  • Manage trial contact lenses (“diagnostics”)
  • Escalate to optometrist for contact lens prescription check if needed

Experience and Skills:

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.



  • High school diploma or equivalent
  • 2+ years of optometry experience preferred; 2+ years of customer experience required
  • Paraoptometric certification preferred


Desired Skills:

  • Strong communication skills, verbal and written
  • Experience and demonstration of strong customer service skills
  • Excellent oral and written communication skills
  • Basic working knowledge of insurance coverage, claims submission and preauthorization process
  • Sensitivity to the needs and situations of multi-cultural populations from a variety of income levels
  • Excellent attention to detail


Language Skills: Ability to effectively present information and respond to questions and requests from patients, co-workers, and others as necessary. Bilingual in English and Spanish; verbal required, written preferred.


Mathematical Skills: Ability to add, subtract, multiply, divide in all units of measure, using whole numbers, common fractions and decimals.


Reasoning Ability: Ability to recognize problems, collect data and establish facts.


Computer Skills: High level of computer literacy and proficient in MS Office (Word, Excel and Outlook), electronic medical records, web applications and the ability to type 35 words per minute.


Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Movement within health center complex environment repeatedly throughout the day
    • Ability to write by hand, use phone, use computer keyboard and mouse extensively to perform general office functions
    • Manual wrist and finger dexterity and wrist-finger speed sufficient to perform repetitive actions for extended periods of time
    • Ability to effectively communicate by hearing continuously and speech in a manner which can be understood by a diverse population
    • Ability to give and follow verbal and written instructions with attention to detail and accuracy
      • Must have visual acuity near and far (20 inches to 20 feet), depth perception, field of vision, ability to focus on an object, ability to identify and distinguish colors
      • Ability to sit or stand for extended periods of time (minimum periods of one hour at a time)
        • Ability to frequently walk, bend, squat, stoop, kneel, twist, crouch, and climb with the use of a step stool
        • Ability to grasp, hold and pick up and reach with hands and arms
        • Ability to frequently lift and or move up to 15 pounds (supplies and equipment)
        • Ability to occasionally lift and carry up to 35 pounds (periodic lifting of supplies or equipment)
        • Ability to coordinate multiple tasks simultaneously
        • Ability to travel to and from other health center sites and community locations


Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.


While performing the duties of this job, the employee is regularly exposed to general office and health center area environment with frequent interruptions by staff, visitors and phones. The work environment is a clean, well-lit, well-ventilated, and temperature-controlled environment. The noise level in the work environment is usually moderate. The hours of duty are Monday through Friday during the business day. The employee must be willing to work varied hours to accommodate meetings and special functions.