- Salary
- $7+
- Location
- Philippines
- Workplace
- Remote
- Type
- Contract
- Source
- Pinpoint
Description
Reports Optimization Specialist - Freelance, Remote
Department: Specialized Roles
Employment Type: Part Time
Location: Philippines
Reporting To: Client via Magic
Compensation: $7.00 / hour
Description
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 Beyond reports, this person will also give the practice's outdated, hard-to-maintain website a more usable home, so the team can keep it current without outside help.
The Impact you’ll make
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
Skills, Knowledge and Expertise
Required:
- Demonstrated experience converting audio recordings or transcripts into polished, professional written reports
- Hands-on comfort using AI tools (e.g., Claude or similar) to draft or accelerate written content
- Working knowledge of, or willingness to be trained on, HIPAA requirements and PHI handling best practices
- Experience with website platforms such as Squarespace and/or GoDaddy, including basic site updates or migration
- Proven ability to work independently against a set template with minimal supervision
Your superpowers are...
-
Technical:
- Fluency with AI drafting tools (Claude or equivalent) and transcription tools (Heidi or similar)
- Strong writing, editing, and formatting skills for polished, client-ready documents
- Familiarity with Trello or comparable task/project management tools
- Working knowledge of website platforms (Squarespace, GoDaddy) and basic CMS maintenance
- Comfort working from existing recorded sessions (e.g., Fathom or similar meeting/recording tools) provided by the client
- Proficiency with Google Workspace (or equivalent) and secure, HIPAA-compliant file storage practices
- Careful, detail-oriented data entry, especially with clinical or sensitive information
-
Soft skills / traits:
- Fast without cutting corners — speed and accuracy at the same time
- Self-directed and comfortable owning a process end-to-end
- Clear, proactive communicator who flags issues before they become problems
- Organized and dependable, especially under deadline pressure during peak seasons
- A natural problem-solver who looks for ways to improve a workflow, not just follow it
WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
You should apply if...
- You're the kind of person who gets energy from turning a messy process into a smooth one — and you don't just want to follow a workflow, you want to make it better.
- You take patient data and confidentiality seriously, and HIPAA compliance feels like a responsibility you're glad to own rather than a box to check.
- You're comfortable being trusted with independent work: given a template and a recording, you can be relied upon to produce something accurate and polished without needing hand-holding. And when things get busy, you don't get rattled — you get focused.
What to expect...
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
Working Hours:
- 20 hours per week
- Flexible scheduling: options include 4 hours/day Monday–Friday (typical prior schedule was 1:00–5:00 PM) or consolidated hours over 3 days — schedule can be agreed upon so long as tasks are completed.
Compensation:
- $7 per hour
- No benefits package included
Benefits
Skills
ComplianceProject ManagementHIPAA