Recording Exam Set Findings in the Visit Overview (Web)

For routine eye exams, the Simple Eye Exam is sufficient. However, some cases require more detail, and the Eye Exam sets are templates for documenting those cases.

Tabs are displayed along the side of the Eye Exam screen showing the various sections of the eye exam. The default exam set includes findings for external eyes, conjunctiva, cornea, iris, lens, discs, and fundus. When you initially access the eye exam, all sections of the default exam set are set to normal. This saves you time because you only have to record abnormal findings.

  1. Open a patient visit. To learn how, go to Creating or Opening a Visit (Web).
  2. Click the Ocular Exam button under the Actions tab.
  3. Locate the Exam section and click Perform Exam.

    The Perform Exam screen opens to the New Exam Sets window. Continue by selecting an exam type and documenting the findings.

  1. Open the Eye Exam. To learn how, go to Open the Eye Exam.
  2. Click Eye Exam.

    The Eye Exam Details screen opens to the External tab.

  3. If you’re performing this section of the exam, select the check box for the exam description.

    OR

    If you’re not performing this section of the exam, clear the check box for the exam description.

    The description for the right and left eye is prepopulated with a description of normal findings.

  4. Edit the default normal text as needed. These edits are sticky, so you'll always be presented with your latest edited text when you return to this screen.
  5. Select the options in the OD description and OS description columns that correspond to your findings.

    OR

    If Advanced Mode is enabled, type to search or add new custom findings. To learn more about Advanced Mode, go to Using Advanced Mode in the Visit Overview (Web).

  6. Click Copy to OS or Copy to OD as needed to copy the selections for one eye to the other.
  7. Move through sections of the exam by clicking the section tab along the left side of the screen.

    You only need to click through the sections in which a finding is abnormal.

  8. If you make an error in recording your findings and want to start over with a blank exam set, click Reset Exam.
  9. When you finish recording your findings, click Done with Exam.