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Ophthalmology — Comprehensive Eye Examination Template

Ophthalmology Ophthalmology Updated: 11/26/2025

The Comprehensive Eye Examination Template is designed for ophthalmologists evaluating patients with visual complaints. This template documents complete ocular history, anterior and posterior segment examination, and management planning. Supports appropriate billing for comprehensive eye exams (92004, 92014) and includes sections for visual acuity, refraction, slit lamp examination, fundoscopy, and IOP measurement. Ideal for general ophthalmology practices and comprehensive eye care centers.

Template

Visit Information

Date: [Date]
Visit type: New patient / Established / Comprehensive annual
Referring physician: [Name] / Self-referred
Reason for visit: [Chief complaint]

Chief Complaint

[Primary visual concern]
Duration: [X] days/weeks/months/years
Eye(s) affected: Right / Left / Both
Current status: Stable / Worsening / Fluctuating

History of Present Illness

For Visual Changes

Type: Decreased vision / Blurred vision / Distorted vision / Double vision / Floaters / Flashes
Onset: Sudden / Gradual
Constant / Intermittent
Distance / Near / Both
Associated: Pain / Redness / Discharge / Photophobia / Halos
Impact on activities: [Driving, reading, etc.]

For Eye Pain

Location: Ocular / Periorbital / Retrobulbar
Character: Sharp / Dull / Pressure / Foreign body sensation
Severity: [X]/10
Timing: Constant / Intermittent / Movement-related
Associated: Vision change / Redness / Discharge / Photophobia / Nausea

For Red Eye

Duration: [X] days
Discharge: None / Watery / Mucoid / Purulent
Itching: Yes / No
Pain: Yes / No
Vision change: Yes / No
Contact lens wear: Yes / No — [Type, wear schedule, hygiene]
Recent URI: Yes / No
Exposure: [Sick contacts, allergens, chemicals]

For Flashes/Floaters

Onset: Sudden / Gradual
Quantity: [Number of floaters, frequency of flashes]
Pattern: [Description]
Location in field: [Central, peripheral, specific quadrant]
Associated: Curtain/shadow / Vision loss / Trauma
Risk factors: Myopia / Prior eye surgery / Family history RD

Ocular History

Past Eye Problems

Refractive error: None / Myopia / Hyperopia / Astigmatism / Presbyopia
Glaucoma: No / Yes — Type: [X], Duration: [X]
Cataracts: No / Yes — [Status]
Macular degeneration: No / Yes — Type: [Dry/wet], [R/L]
Diabetic retinopathy: No / Yes — [Stage]
Retinal detachment: No / Yes — [Date, treatment, eye]
Dry eye: No / Yes — [Severity, treatment]
Uveitis: No / Yes — [Type, etiology]
Strabismus/amblyopia: No / Yes — [History]
Other: [List]

Prior Eye Surgery

ProcedureEyeDateSurgeon
Cataract/IOL[R/L][Date][Name]
LASIK/PRK[R/L][Date]
Glaucoma surgery[R/L][Date]
Retinal surgery[R/L][Date]
Other

Eye Medications

Current eye drops:

MedicationEyeFrequencyDuration
[Drug][R/L/OU][X times/day][X]

Compliance: Good / Fair / Poor
Side effects: None / [List]

Glasses/Contact Lenses

Glasses: No / Yes — Age: [X] years
Contact lenses: No / Yes

  • Type: Soft / RGP / Hybrid / Scleral
  • Wear schedule: Daily disposable / Extended / [X]
  • Hours/day: [X]
  • Last replaced: [Date]

Medical History

Diabetes: No / Yes — Duration: [X] years, A1c: [X]%
Hypertension: No / Yes
Autoimmune/inflammatory: No / Yes — [Type]
Thyroid disease: No / Yes — [Graves, hypothyroid]
Connective tissue: No / Yes — [RA, lupus, sarcoid]
Neurologic: No / Yes — [MS, myasthenia, stroke]
Cancer: No / Yes — [Type — relevance to eye]

Medications

[Current systemic medications — note those with ocular effects]
Hydroxychloroquine: No / Yes — Duration: [X] years, dose: [X] mg
Steroids: No / Yes — [Route, duration]
Anticoagulants: No / Yes — [Type]
Tamoxifen: No / Yes
Amiodarone: No / Yes
Other: [List]

Allergies

[Drug allergies, especially to eye drops]
Sulfa: No / Yes
Latex: No / Yes
Contrast: No / Yes

Family History

Glaucoma: No / Yes — [Relationship]
Macular degeneration: No / Yes — [Relationship]
Cataracts: No / Yes — [Relationship]
Retinal detachment: No / Yes — [Relationship]
Blindness: No / Yes — [Relationship, cause]

Social History

Tobacco: Current / Former / Never — Pack-years: [X]
Alcohol: [Quantity]
Occupation: [Visual demands, exposures]
Driving: Yes / No — [Restrictions]
Eye protection use: [Sports, work]

Physical Examination

Visual Acuity

Right Eye (OD)Left Eye (OS)
Distance uncorrected[20/X][20/X]
Distance with glasses[20/X][20/X]
Distance pinhole[20/X][20/X]
Near uncorrected[J#][J#]
Near with glasses[J#][J#]

Refraction (if performed)

ODOS
Sphere[+/-X.XX][+/-X.XX]
Cylinder[+/-X.XX][+/-X.XX]
Axis[X]°[X]°
Add[+X.XX][+X.XX]
Best corrected VA[20/X][20/X]

Cycloplegic: No / Yes — [Method]

Pupils

ODOS
Size (light)[X] mm[X] mm
Size (dark)[X] mm[X] mm
ShapeRound / [Irregular]Round / [Irregular]
ReactionBrisk / Sluggish / FixedBrisk / Sluggish / Fixed

RAPD: None / Present [OD/OS]

Extraocular Motility

Versions: Full / [Limitation — specify direction, eye]
Ductions: Full / [Limitation]
Alignment: Orthophoric / [Tropia/phoria — type, magnitude]
Cover test: [Results]
Diplopia: None / [Description]

Confrontation Visual Fields

OD: Full / [Defect — type, location]
OS: Full / [Defect — type, location]

Intraocular Pressure

Method: Goldmann / Tonopen / iCare / NCT
Time: [X:XX AM/PM]

ODOS
IOP[X] mmHg[X] mmHg

CCT (if measured): OD [X] μm, OS [X] μm

External Examination

Lids/Lashes:
FindingODOS
PositionNormal / [Ptosis, entropion, ectropion][Findings]
LashesNormal / [Trichiasis, madarosis][Findings]
Meibomian glandsNormal / [Plugging, atrophy][Findings]
LesionsNone / [Description][Findings]
Lacrimal:

Puncta: Patent / [Stenotic]
TBUT: [X] seconds (normal >10)
Schirmer's: [X] mm/5 min (if performed)

Conjunctiva:
FindingODOS
InjectionNone / [Diffuse, sectoral, ciliary][Findings]
DischargeNone / [Watery, mucoid, purulent][Findings]
ChemosisAbsent / Present[Findings]
Follicles/papillaeNone / [Location][Findings]
LesionsNone / [Description][Findings]

Slit Lamp Examination

Cornea:
FindingODOS
ClarityClear / [Edema, opacity][Findings]
EpitheliumIntact / [SPK, erosion, ulcer][Findings]
StromaClear / [Infiltrate, scar, dystrophy][Findings]
EndotheliumNormal / [Guttae, cell loss][Findings]
ArcusNone / Present[Findings]
KPNone / [Fine, mutton fat][Findings]
FluoresceinNegative / [Staining pattern][Findings]
Anterior Chamber:
FindingODOS
DepthNormal / Shallow / Deep[Findings]
Cell0 / [1+ to 4+][Findings]
Flare0 / [1+ to 4+][Findings]
HypopyonNone / [Height][Findings]
HyphemaNone / [Extent][Findings]
Iris:
FindingODOS
Color[Brown, blue, etc.][Color]
PatternNormal / [Atrophy, synechiae][Findings]
NVINone / Present[Findings]
Surgical[Iridotomy, iridectomy][Findings]
Lens:
FindingODOS
StatusPhakic / Pseudophakic / Aphakic[Status]
PositionCentered / [Subluxed][Findings]
ClarityClear / Cataract: [NS/Cortical/PSC grade][Findings]
IOL[Type if known][Type]

Gonioscopy (if indicated)

Method: [4-mirror, Goldmann, Zeiss]

QuadrantODOS
Superior[Grade 0-4, Shaffer][Grade]
Inferior[Grade][Grade]
Nasal[Grade][Grade]
Temporal[Grade][Grade]

PAS: None / [Location, extent]
NVA: None / Present
Pigment: [Grade]
Angle recession: None / [Extent]

Dilated Fundus Examination

Dilation: [Tropicamide 1%, Phenylephrine 2.5%] at [Time]

Vitreous:
FindingODOS
ClarityClear / [Haze, cells][Findings]
PVDAbsent / Present / Partial[Status]
HemorrhageNone / [Location][Findings]
Optic Nerve:
FindingODOS
C/D ratio[0.X][0.X]
RimHealthy / [Thinning — location][Findings]
ColorPink / Pale[Findings]
MarginsSharp / [Blurred][Findings]
NVDNone / Present[Findings]
HemorrhageNone / [Location][Findings]
RNFLIntact / [Defect][Findings]
Macula:
FindingODOS
Foveal reflexPresent / Absent[Findings]
DrusenNone / [Few/many, hard/soft][Findings]
RPE changesNone / [Description][Findings]
EdemaNone / [CME, DME][Findings]
CNV/scarringNone / [Description][Findings]
ERMNone / Present[Findings]
HemorrhageNone / [Description][Findings]
Vessels:
FindingODOS
A/V ratio[Normal/narrow][Findings]
Crossing changesNone / [AV nicking][Findings]
NVENone / [Location][Findings]
HemorrhagesNone / [Dot/blot, flame][Findings]
Cotton woolNone / [Location][Findings]
ExudatesNone / [Location][Findings]
Peripheral Retina:
FindingODOS
LatticeNone / [Location][Findings]
Holes/tearsNone / [Location][Findings]
DetachmentNone / [Location, extent][Findings]
Other[Description][Description]

Diagnostic Testing

OCT (if performed)

Macula OCT:

  • OD: [Normal / CME / ERM / Drusen / CNV / etc.]
  • OS: [Findings]
  • Central foveal thickness: OD [X] μm, OS [X] μm

RNFL OCT:

  • OD: Average [X] μm — [Normal / Borderline / Abnormal]
  • OS: Average [X] μm — [Normal / Borderline / Abnormal]
  • Pattern: [Global thinning / Focal defect — location]

Visual Fields (if performed)

Test: [HVF 24-2, 10-2, Goldmann]
Reliability: OD [Fixation, FP, FN] / OS [Reliability]
OD: [Normal / Defect — type, location]
OS: [Normal / Defect — type, location]
MD: OD [X] dB, OS [X] dB
Progression: Stable / [Worsening — rate]

Other Testing

Fundus photos: [Obtained/reviewed]
Fluorescein angiography: [Findings]
ICG angiography: [Findings]
Pachymetry: OD [X] μm, OS [X] μm
A/B scan ultrasound: [Findings]
Topography/tomography: [Findings]

Assessment

1) [Primary diagnosis] — [OD/OS/OU]
Severity: [Mild/moderate/severe]
Stability: [Stable/progressing]
2) [Secondary diagnoses]
3) [Refractive status]

Plan

Medical Treatment

  • [ ] Continue current eye drops
  • [ ] Start: [Medication, dosing, eye]
  • [ ] Change: [Medication adjustment]
  • [ ] Discontinue: [Medication]
  • [ ] Artificial tears: [Type, frequency]

Procedures

  • [ ] No procedures indicated
  • [ ] Laser: [Type — LPI, SLT, PRP, focal, YAG]
  • [ ] Injection: [Anti-VEGF, steroid — drug, eye]
  • [ ] Minor procedure: [Chalazion, punctal plugs, etc.]

Surgical Planning

  • [ ] No surgery indicated
  • [ ] Cataract surgery discussed — [Scheduled / To schedule]
  • [ ] Glaucoma surgery discussed
  • [ ] Retinal surgery referral
  • [ ] Oculoplastic referral

New Glasses/Contacts

  • [ ] Glasses prescription given
  • [ ] Contact lens fitting
  • [ ] Refraction needed at follow-up
  • [ ] Low vision referral

Additional Testing

  • [ ] OCT
  • [ ] Visual fields
  • [ ] Fundus photography
  • [ ] Fluorescein angiography
  • [ ] B-scan ultrasound
  • [ ] ERG/VEP
  • [ ] Other: [Specify]

Referrals

  • [ ] Retina specialist
  • [ ] Glaucoma specialist
  • [ ] Cornea specialist
  • [ ] Oculoplastics
  • [ ] Neuro-ophthalmology
  • [ ] Pediatric ophthalmology
  • [ ] Low vision services
  • [ ] PCP for systemic workup

Patient Education

  • Diagnosis explained
  • Treatment rationale
  • Medication instructions
  • Signs of emergency (RD symptoms, acute vision loss, pain)
  • Driving restrictions (if applicable)

Follow-up

Return: [X] weeks/months

  • For: [Exam, testing, treatment response]
  • Sooner if: [Vision change, pain, floaters/flashes]

Communication

Report sent to: [Referring physician, PCP]
Surgery scheduling: [If applicable]

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