Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Heather Montgomery

Sackets Harbor,NY

Summary

Results-driven Ophthalmic Clinical Manager and Cataract Counselor with 9 years of progressive experience in ophthalmology practice management, patient education, and surgical conversion optimization. Proven track record of achieving a 48% cataract surgery conversion rate through strategic patient counseling, clinical workflow leadership, and team development. Skilled in operational oversight, staff supervision, surgical coordination, and delivering exceptional patient-centered care.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Ophthalmic Clinical Manager

Center For Sight
Watertown, NY
10.2024 - Current
  • Oversee daily clinical operations for a high-volume ophthalmology practice.
  • Supervise and mentor clinical staff, including technicians and front-office personnel.
  • Implement workflow improvements to increase patient efficiency and satisfaction.
  • Improve practice performance and revenue growth.
  • Ensure compliance with HIPAA, OSHA, and regulatory standards.

Cataract Counselor /Surgical Assistant

Center For Sight
Watertown, NY
09.2019 - 10.2024
  • Maintain a 48% intraocular lens conversion rate through structured education and personalized patient consultations.
  • Provide detailed explanations of cataract diagnosis, surgical procedures, lens options (premium vs. standard IOLs), and postoperative expectations.
  • Coordinate surgical scheduling, insurance verification, and financial counseling.
  • Address patient concerns with empathy and clarity, improving trust and surgical acceptance rates.
  • Collaborate closely with ophthalmologists to align patient care plans and surgical readiness.
  • Surgical assistant for 200+ cataract procedures, providing sterile field preparation, instrument handling, patient positioning, and intraoperative support.
  • Assisted in blepharoplasty procedures, supporting oculoplastic surgical preparation and intraoperative workflow.
  • Maintained strict sterile technique and OR protocol compliance.
  • Coordinated pre-op and post-op patient care instructions to ensure optimal surgical outcomes.

Key Achievements:

  • Increased surgical conversion rate to 48% through implementation of structured counseling protocols.
  • Reduced scheduling gaps and improved surgical calendar utilization.
  • Improved patient satisfaction scores through enhanced education and follow-up systems.
  • Streamlined technician training process, reducing onboarding time.

Ophthalmic Technician

Center For Sight
Watertown, NY
09.2016 - 09.2019
  • Performed preliminary testing including visual acuity, refractions, tonometry, OCT, visual fields, B-Scan and A-Scan
  • Assisted physicians with exams and minor procedures
  • Educated patients on treatment plans and medication usage.
  • Prepared patients for surgical consultations.
  • Maintained inventory of ophthalmic supplies, ensuring availability for clinical procedures.
  • Triaged phone calls from patients and outside contacts and handled in order of importance.
  • Trained new ophthalmic technicians on clinic protocols, fostering teamwork within the practice.
  • Assisted ophthalmologists in performing complex ocular procedures, ensuring high-quality patient outcomes.
  • Maintained a clean and organized work environment for optimal patient care and equipment maintenance.
  • Recorded patient history to help ophthalmologists determine diagnoses and treatment plans.

Education

Belleville - Henderson Central School
Belleville, NY

Skills

  • Cataract Surgery Counseling & Conversion Strategy
  • Clinical Operations Management
  • Surgical Assisting (Cataract & Oculoplastic)
  • Staff Leadership & Training
  • Patient Education & Rapport Building
  • Premium IOL Counseling
  • Insurance & Financial Coordination
  • EMR/EHR Systems
  • Compliance & Quality Assurance
  • Effective communication
  • Staff guidance
  • Onboarding and coaching

Certification

Bausch + Lomb Femtosecond Laser-Assisted Cataract Surgery Certification

COA- Currently obtaining

Timeline

Ophthalmic Clinical Manager

Center For Sight
10.2024 - Current

Cataract Counselor /Surgical Assistant

Center For Sight
09.2019 - 10.2024

Ophthalmic Technician

Center For Sight
09.2016 - 09.2019

Belleville - Henderson Central School