AI Automation and Reports Optimization Specialist - Freelance, Remote

Department: Specialized Roles

Location: Philippines

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 Beyond reports, this person will also give the practice's outdated, hard-to-maintain website a more usable home, so the team can keep it current without outside help.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