Optometry Problem-Focused Eye Visit Note (Urgent/Same-Day)

A concise template for urgent or same-day optometry visits addressing acute eye complaints such as red eye, pain, trauma, or flashes/floaters. Emphasizes laterality documentation, explicit safety screening, and required…

Document Type

clinical note / Progress Note

Specialties

Optometry
Created by Augustun

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Header

  • Date/Time: [Encounter date and time]
  • Patient: [Patient name / identifier]
  • Clinician: [Clinician name and role]
  • Reason for Urgent/Same-Day Visit: [Patient-stated reason or referral source]

Chief Complaint

[Presenting symptom(s) in patient language] — [OD / OS / OU / laterality unclear] (Use verbatim phrasing when descriptive.)

Priority statement: [Sight-threatening conditions being ruled out] (Briefly note the key urgent diagnoses being considered.)

History

[Focused HPI in paragraph format covering: onset and timing; laterality; location (surface vs deep); current vision compared to baseline; pain and photophobia characteristics; relevant context including contact lens wear (type, hygiene, overnight use), trauma mechanism, chemical exposure, or foreign body risk; prior similar episodes; self-treatment attempted]

Pertinent Ocular History: [Prior ocular disease, surgeries, current ophthalmic medications]

Relevant Medical Conditions: [Diabetes / autoimmune disease / immunosuppression / other pertinent conditions]

Current Systemic Medications: [Medication list]

Allergies: [List with reaction type, or "NKDA"]

Safety-Critical Elements:

  • Vision change: [present / absent / not assessed — reason]
  • Severe pain: [present / absent / not assessed — reason]
  • Photophobia: [present / absent / not assessed — reason]
  • Recent trauma: [yes (mechanism/timing) / no / not assessed — reason]
  • Contact lens wear: [yes (type, hygiene, overnight use) / no / not assessed — reason]
  • Neurologic symptoms: [present / absent / not assessed — reason]
  • Flashes/floaters with field loss: [present (characterize) / absent / not assessed — reason]

Examination

(Document OD and OS separately. If an element was not performed, state reason and plan.)

  • Visual Acuity: OD: [VA sc/cc]; OS: [VA sc/cc]; Pinhole if reduced: [OD/OS result] (Method: [Snellen / near card / other])
  • Pupils: [Size/reactivity OD/OS]; RAPD: [present / absent / unable to assess — reason]
  • IOP: OD: [value] mmHg; OS: [value] mmHg; Method: [Goldmann / Tonopen / NCT] (If not measured, document reason and plan.)
  • External/Lids: OD: [findings]; OS: [findings] (Include lid eversion if performed.)
  • Conjunctiva/Sclera: OD: [findings]; OS: [findings]
  • Cornea: OD: [findings]; OS: [findings] (Include fluorescein staining pattern and Seidel test if performed.)
  • Anterior Chamber: OD: [depth, cells/flare]; OS: [depth, cells/flare]
  • Iris: OD: [findings]; OS: [findings]
  • Lens: OD: [findings]; OS: [findings]
  • Posterior Segment: [undilated / dilated] — OD: [findings]; OS: [findings] (If dilation not performed, state reason and plan.)

Additional exam elements as indicated: [Confrontation fields, extraocular movements, preauricular nodes, color vision — include only if performed]

Deferred/Limited Elements: [Elements not performed, reasons, and plan to complete or refer]

Assessment

(List problems in descending urgency. Include laterality, working diagnosis or "undifferentiated," key supporting findings, do-not-miss differential, and risk statement when vision-threatening pathology not excluded.)

1. [OD / OS / OU] — [Working diagnosis or "Undifferentiated (symptom)"]: [Key supporting findings]. Differential includes [do-not-miss conditions]. [Risk statement if applicable — e.g., "Cannot exclude X without dilated exam."]

2. [OD / OS / OU] — [Working diagnosis]: [Key supporting findings]. Differential includes [do-not-miss conditions]. [Risk statement if applicable]

(Add additional problems as needed.)

Plan

(Address each problem with treatment details, restrictions, follow-up, and referrals.)

Problem 1: [Medication name, concentration, dose, frequency, duration]. [Restrictions: contact lens holiday / protective eyewear / activity limits as applicable]. Follow-up: [timing and rationale]. [Referral if indicated: service, urgency, communication method].

Problem 2: [Treatment, restrictions, follow-up, referral details as applicable].

Return Precautions Reviewed: [worsening pain / increased photophobia / decreased vision / new flashes or floaters / curtain, veil, or field loss / inability to use medications / fever or systemic symptoms — include precautions relevant to this patient's condition]. Patient verbalized understanding: [yes / no — if no, explain].

Procedure

(Include only if a procedure was performed.)

  • Procedure: [Foreign body removal / Irrigation / Other]
  • Indication: [Indication]
  • Consent: [Verbal / Written] — risks and benefits discussed
  • Technique: [Brief description]
  • Findings: [Key findings]
  • Complications: [None / Describe]
  • Post-procedure instructions: [Instructions, medications, follow-up]

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