Lead Patient Counselor Key-Whitman Eye
Surgery Partners · Dallas, US
Posted Nov 12, 2026
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About the job
Accessibility Note:
Surgery Partners is committed to complying with all applicable provisions of the Americans with Disabilities Act, as amended (“ADA”), and applicable state and local laws. It is the Company’s policy not to discriminate against any qualified people or applicant with regard to any terms or conditions of employment on the basis of such individual’s disability. Consistent with this policy of non-discrimination, the Company will provide reasonable accommodations to an individual with a disability, as defined in the ADA or applicable law, who has made the Company aware of his/her disability, unless doing so would cause an undue hardship to the Company. If you are an applicant and need a reasonable accommodation when applying for job opportunities within the Company or request a reasonable accommodation to utilize the Company’s online employment application, please contact talentacquisition@surgerypartners.com
Located at Key Whitman Clinic - Dallas, TX
POSITION TITLE: Lead Patient Counselor
POSITION SUMMARY:
The Patient Counselor Lead provides training, guidance and support to Patient Counselors in their daily responsibilities.
ESSENTIAL DUITIES AND RESPONSIBILITIES:
- Assists with implementation of new processes and workflows
- Provides training and ongoing support to Patient Counselors to promote consistency and effectiveness in daily operations
- Supports the implementation of new processes, workflows, and operational initiatives while providing guidance and training to Patient Counselors
- Serves as a resource for Patient Counselors by providing training, coaching, and operational guidance without direct supervisory responsibility
- Meet and counsel any prospective patient and educate them on the benefits of vision correction procedures and answering any general questions
- Educate patients on the procedure and obtain necessary patient history and payment information
- Discuss financing/payment options with patient
- Scheduling patient surgeries and post-op appointments
- Follow up on any previous counseled patient that has not selected a vision correction procedure
- Work closely with surgeons to select the best vision correction option
- Required to use ophthalmic equipment to screen potential candidates for Lasik surgery
- Counsels and evaluates Patient Counselor staff to ensure standards of performance and professional behavior are being met
- Works with the Director of Business Development on providing feedback for timely evaluation reviews for the Patient Counselor staff
MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
- Bachelor's degree preferred; equivalent combination of relevant education and experience will be considered
- Minimum of 3 years of experience working in a clinical healthcare environment required.
- Proficient in Microsoft Office, specifically with Excel and Word; Experience with electronic medica record systems (EMRs) is required
- Ability to work effectively and present information and respond to questions from groups of colleagues, patients and physicians
- Knowledge of compliance requirements and clinic policies and procedures
Benefits:
- Comprehensive health, dental, and vision insurance
- Health Savings Account with an employer contribution
- Life Insurance
- PTO
- 401(k) retirement plan with a company match
- And more!
Equal Employment Opportunity & Work Force Diversity
Our organization is an equal opportunity employer and will not discriminate against any employee or applicant for employment based on race, color, creed, sex, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, parental status, sexual orientation, veteran status, genetic testing results or any other consideration made unlawful by federal, state or local laws. This practice relates to all personnel matters such as compensation, benefits, training, promotions, transfers, layoffs, etc. Furthermore, our organization is committed to going beyond the legal requirements of equal employment opportunity to take positive actions which ensure diversity in the workplace and result in a multi-cultural organization.
Surgery Partners conducts pre-employment screenings including but not limited to criminal background checks and drug testing.