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Optometrist Template

Optomate Notes

A professional Optometrist template for healthcare professionals.
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About this template

Streamline your optometry practice with the "Optomate Notes" template, designed specifically for optometrists to efficiently document comprehensive eye examinations. This intuitive clinical note template ensures all critical aspects of a patient's visit are covered, from detailed ocular history and visual symptoms to objective assessments and precise dispensing recommendations. Perfect for routine check-ups, contact lens reviews, and specific symptom investigations, it helps capture diagnosis and management plans with clarity. Utilising Heidi, your AI medical scribe, this template will effortlessly populate your notes, enabling you to focus more on patient care and less on administrative tasks, enhancing the accuracy and completeness of your clinical documentation.

Preview template

Clinician Specialty: Optometrist Reason for Presentation: Routine eye exam. Last review was 12 months ago. Ocular History: Patient has worn spectacles for myopia since age 12. No history of ocular surgeries, trauma, or significant eye conditions. Visual Symptoms: Reports occasional mild eye strain at the end of the day, particularly after prolonged computer use. No blurring, double vision, photophobia, floaters, or flashes. Medical and Family History: No significant systemic conditions affecting ocular health. Patient denies diabetes or hypertension. Family history notable for maternal grandmother with glaucoma (diagnosed [age 70]). Patient denies current medications. No known allergies. Objective Assessment: • Unaided VA: RE 6/12, LE 6/18 • Corrected VA (current spectacles): RE 6/6, LE 6/6 • Refraction: RE -2.50 DS, LE -2.75 DS • Ocular Motility: Full and smooth in all gazes. No nystagmus. • Pupillary Responses: PERRLA (Pupils Equal, Round, Reactive to Light and Accommodation). No afferent pupillary defect. • Anterior Segment: Lids and lashes clear. Conjunctiva white and quiet. Cornea clear. Anterior chamber deep and clear. Iris flat and intact. Lens clear. No signs of inflammation or pathology. • Fundus: Optic disc margins sharp, pink. C/D ratio 0.3 horizontally and vertically in both eyes. Macula flat with healthy foveal reflex. Retinal vessels normal calibre, no hemorrhages or exudates. Peripheral retina attached and clear. Contact Lens / Optical Device Assessment: Patient currently wears spectacles for distance correction. Not interested in contact lenses at this time. Dispensing Recommendations: Recommended new spectacles with updated prescription: RE -2.75 DS, LE -3.00 DS. Advised anti-reflective coating for reduced glare and improved visual comfort, especially for computer use. Discussed possibility of blue light filter lenses for prolonged digital screen exposure. No sunglasses or transitions recommended at this time. Diagnosis and Management Plan: Diagnosis: Myopia with presbyopic symptoms (early eye strain due to accommodative effort). Management Plan: • Prescribed new spectacles with updated prescription for optimal visual correction and to alleviate eye strain. • Advised 20-20-20 rule for computer use (every 20 minutes, look at something 20 feet away for 20 seconds) to reduce eye strain. • Recommended lubricating eye drops (e.g., Hylo-Forte) 2-3 times daily as needed for dry eyes, if symptoms persist. • Scheduled follow-up appointment in 12 months for routine eye examination, or sooner if any new symptoms arise.
Reason for Presentation: [reason for presentation] (Specify whether this is a routine eye exam, vision check, contact lens review, or for specific symptoms like blurred vision, eye pain, red eye, floaters, etc. If this is a review, note when the last review was. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) [ocular history] (Document history of eye conditions, surgeries, glasses/contact lens use, trauma, and previous eye care visits. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) [visual symptoms] (Describe visual symptoms such as blurring, double vision, eye strain, photophobia, floaters or flashes. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) Medical and Family History: [medical and family history] (Record systemic conditions affecting ocular health, e.g. diabetes, hypertension, followed by list of medications and dosage, and relevant family history, e.g. glaucoma, macular degeneration. Include in brackets when the patient was diagnosed. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) Objective Assessment: [objective assessment] (Include unaided and corrected visual acuity, refraction, ocular motility, pupillary responses, anterior segment and fundus findings. Use dot points and abbreviations: RE for right eye, LE for left eye. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) Contact Lens / Optical Device Assessment: [contact lens assessment] (Document the type of lens, prescription right and left, fit, comfort, visual performance, and any changes or issues with contact lenses, spectacles, or low vision aids. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) Dispensing Recommendations: [dispensing recommendations] (Outline recommendations about glasses, lens type, index of lens, any sunglasses or transitions. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) Diagnosis and Management Plan: [diagnosis] (Provide diagnostic impression based on symptoms and exam findings. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.) [management plan] (Outline treatment, referrals, prescriptions, patient advice, follow-up timing, or tests ordered. Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely.)
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Specialty

Optometrist

Used

2 times

Type

Note

Last edited

3/6/2026

Created by

Kat Y

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