About this role
About the Client Our client is a well-established optometry practice known for delivering thorough, high-quality vision assessments to its patients. The practice is entering a new phase of growth and is modernizing its internal operations — particularly its clinical report-writing process and its digital presence — to keep pace with patient demand. It's a small, closely-run team where the owner is directly involved in day-to-day operations and values precision, dependability, and speed. Why does this role exist? Every patient assessment currently requires a detailed 5–6 page report, and producing each one manually takes close to four hours — a bottleneck that creates real backlogs during the practice's busiest seasons. This role exists to close that gap: to build and run an AI-assisted report-writing workflow (transcription → AI-generated draft → expert human review) that gets accurate, polished reports out the door faster, without compromising quality or patient data security. Beyond reports, this person will also give the practice's outdated, hard-to-maintain website a more usable home, so the team can keep it current without outside help. AI-Assisted Report Production Transcribe recorded patient assessments using Heidi (or the provided transcription tool) Feed transcripts into Claude (or an equivalent AI tool) to generate a first-draft report Manually review, edit, and finalize each report against the practice's template and quality standard Clinical Data Accuracy Enter data from assessment forms into the appropriate report sections Cross-check clinical details for accuracy before reports are finalized Flag inconsistencies or missing information for clarification Workflow & Process Improvement Help refine the AI + human report workflow to steadily reduce turnaround time Document standard operating procedures (SOPs) for the AI-assisted report process Recommend and implement tool or process improvements as they're identified Website Migration & Maintenance Migrate the practice's website from GoDaddy to a more user-friendly platform (e.g., Squarespace), or recommend a suitable alternative Structure the site so events, photos, and content can be updated easily going forward Provide ongoing updates and usability recommendations post-migration Task Management & Communication Track tasks, priorities, and status updates in Trello (or a similar tool) Communicate proactively with the team on questions, edits, and timelines Follow HIPAA-compliant practices for accessing, handling, and storing PHI at every step