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Building Common Protocols

This topic contains recommendations for building several common protocols. If you don't know the steps for creating protocols, go to Creating and Editing Protocols before using the following charts.

The protocols below are separated into two categories: Eye Exam Protocols and Diagnosis Protocols. When applying protocols, apply only one eye exam protocol, and then pair it with one or more diagnosis protocols.

Eye Exam Protocols

Protocol Name Eye Exam Filters
Eye Exam, Dilated Dilated: ON
Discs: ON
Eye Exam, No Dilation

Dilated: OFF

Discs: ON

Eye Exam, No Dilation or Discs

Dilated: OFF

Discs: OFF

Protocols are sorted alphabetically by default. If you want your Eye Exam Protocols to appear at the beginning of your list of protocols, consider entering a single punctuation mark such as "." or "_" before the protocol name.

Diagnosis Protocols

Remember to indicate the location of any diagnoses, findings, and plans that are "OU" by clicking both eyes on the eye diagram.
Protocol Name Diagnosis Findings/Assessment Plans
Myopia OU

Myopia

--

Counseling - Refractive Disorder

Refraction

F/U for Next Visit Refractive

Hyperopia OU Hyperopia --

Counseling - Refractive Disorder

Refraction

F/U for Next Visit Refractive

Presbyopia OU Presbyopia --

Counseling - Refractive Disorder

Refraction

F/U for Next Visit Refractive

Red Eye OU Acute Conjunctivitis

conjunctival hyperemia OU

Counseling - Acute Conjunctivitis

F/U for Next Visit

Dry Eye OU Dry Eye Syndrome

reduced tear meniscus OU

bulbar conjunctival punctate staining OU

Counseling - Dry Eye

F/U for Next Visit Dry Eye

Blepharitis MGD OU Blepharitis

seborrhea OU

blocked mebomian glands OU

Counseling - Blepharitis

F/U for Next Visit

Anterior Segment Emergency

Anterior Seg Tests --

External Photos

F/U for Next Visit

Posterior Segment Emergency

Retina Tests --

Fundus Photos

F/U for Next Visit

Type 2 Diabetic w/ No Retinopathy OU

Type II Diabetes Without Complication

no iris neovascularization OU

no diabetic retinopathy OU

Counseling - Diabetes II
Choroidal Nevus OU Choroidal Nevus

pigmented choroidal lesion on the right peripheral retina at 5 and left peripheral retina at 3

Counseling - Choroidal Nevus

F/U for Next Visit Retina

Fundus Photos

Vitreal Floaters Flashes OU Vitreous Floaters

posterior vitreous detachment with glial disc tissue separation on the right and left branch retinal arteries

floating opacities on the right and left optic disc as well as the right and left branch retinal arteries

Counseling - Vitreous Floaters

F/U for Next Visit Retina

Ocular Hypertension OU

Ocular Hypertension

--

Counseling - Ocular Hypertension

F/U for Next Visit Glaucoma

Fundus Photos

Mild ARMD OU

Macular Degeneration

AMD Severity Scale: Category 2 - Early Stage AMD

Retinal Thickening: 0 - No Retinal Thickening

Hemorrhage: 0 - No Hemorrhage

Counseling - Macular Degeneration

F/U for Next Visit Retina

Fundus Photos

OCT Retinal

Primary Open Angle Glaucoma OU

Primary Open Angle Glaucoma (POAG)

enlarged cup to disc ratio on the right and left branch retinal arteries

Counseling - POAG

F/U for Next Visit Glaucoma

Disc Photos

OCT Optic Nerve