Documenting Refractions in the in the Visit Overview (Web)

1. Open a patient visit. To learn how, go to Creating or Opening a Visit (Web).
2. Locate the Vision Summary section, click Add Tests, and select Glasses.

3. The Eyeglasses screen opens. Continue documenting the wearing prescription.

1. Add an eyeglass wearing prescription. To learn how, go to Add an eyeglass wearing prescription.
2. Select the Eyeglass Type, Eyeglass Usage, and Eyeglass Options as needed.
3. Document the Binocular PD Distance and Binocular PD Near as needed.
4. Import a previous refraction. To learn how, go to Viewing Refraction History and Importing Refractions in the Visit Overview (Web).

   OR

   Enter the details for the patient’s eyeglasses:

   1. Select the values for the Eyeglass Prescription from the drop-down menus.

      Click the Manual check box to type the prescription values manually rather than select the values from drop-down menus.

      Click the Set to 20/20 OU and Set to J1+OU links to populate the Visual Acuities fields with those values.

   2. To copy the prescription for the right eye to the left eye, click Copy OD to OS.
5. Document the patient's visual acuities as needed:
   1. Click the Additional Visual Acuity tab.
   2. Select the patient’s Distance Vision and Near Vision from the drop-down menus.
6. Click Save.

1. Open a patient visit. To learn how, go to Creating or Opening a Visit (Web).
2. Locate the Vision Summary section, click Add Tests, and select Auto Refraction (ARx).

If your practice uses the Equipment Integration, the Auto Refractions tab may be automatically populated with readings from the autorefractor.

3. Import a previous refraction. To learn how, go to Viewing Refraction History and Importing Refractions in the Visit Overview (Web).

   OR

   Enter the refraction details manually:

   1. Select the refraction values from the drop-down menus.
   2. To copy the prescription for the right eye to the left eye, tap Copy OD to OS.
4. Select an Auto Refraction Type.
5. Enter the Binocular PD (distance and near) as needed.
6. Document the Additional Refraction Fields, like horizontal prism, vertical prism, base, slab off, vertical decentration, monocular pupillary distance (distance and near), and underlying condition as needed.

7. Click the Set to 20/20 OU and Set to J1+OU links to populate the Visual Acuities fields with those values.

8. Document the patient's visual acuities as needed:
   1. Click the Additional Visual Acuity tab.
   2. Select the patient’s Distance Vision and Near Vision from the drop-down menus.
9. Click Save.

1. Open a patient visit. To learn how, go to Creating or Opening a Visit (Web).
2. Locate the Vision Summary section, click Add Tests, and select Refractions (MRx/CRx).
3. In the Refraction Type drop-down, select Manifest Refraction.
4. Ensure the Generate Dx option is selected if you want Encompass to automatically create a refractive diagnosis and plan based on the refraction.
5. Select a Usage Type.
6. Import a previous refraction. To learn how, go to Viewing Refraction History and Importing Refractions in the Visit Overview (Web).

   OR

   Enter the refraction details manually:

   1. Select the refraction values from the drop-down menus.
   2. To copy the prescription for the right eye to the left eye, tap Copy OD to OS.

   3. Click the Set to 20/20 OU and Set to J1+OU links to populate the Visual Acuities fields with those values.

7. Document the Additional Refraction Fields, like horizontal prism, vertical prism, base, slab off, vertical decentration, monocular pupillary distance (distance and near), and underlying condition as needed.
8. Document the patient's visual acuities as needed:
   1. Click the Additional Visual Acuity tab.
   2. Select the patient’s Distance Vision and Near Vision from the drop-down menus.
9. Click Save.

1. Open a patient visit. To learn how, go to Creating or Opening a Visit (Web).
2. Locate the Vision Summary section, click Add Tests, and select Refractions (MRx/CRx)
3. In the Refraction Type drop-down, select Cycloplegic Refraction.
4. Select a Usage Type.
5. Import a previous refraction. To learn how, go to Viewing Refraction History and Importing Refractions in the Visit Overview (Web).

   OR

   Enter the refraction details manually:

   1. Select the refraction values from the drop-down menus.
   2. To copy the prescription for the right eye to the left eye, tap Copy OD to OS.

   3. Click the Set to 20/20 OU and Set to J1+OU links to populate the Visual Acuities fields with those values.

6. Document the Additional Refraction Fields, like horizontal prism, vertical prism, base, slab off, vertical decentration, monocular pupillary distance (distance and near), and underlying condition as needed.
7. Document the patient's visual acuities as needed:
   1. Tap the Additional Visual Acuity tab.
   2. Select the patient’s Distance Vision and Near Vision from the drop-down menus.
8. Click Save.

1. Open a patient visit. To learn how, go to Creating or Opening a Visit (Web).
2. Locate the Vision Summary section, click Add Tests, and select Refractions (MRx/CRx).
3. In the Refraction Type drop-down, select Retinoscopy.
4. Select a Usage Type.
5. Import a previous refraction. To learn how, go to Viewing Refraction History and Importing Refractions in the Visit Overview (Web).

   OR

   Enter the refraction details manually:

   1. Select the refraction values from the drop-down menus.
   2. To copy the prescription for the right eye to the left eye, tap Copy OD to OS.

   3. Click the Set to 20/20 OU and Set to J1+OU links to populate the Visual Acuities fields with those values.

6. Document the Additional Refraction Fields, like horizontal prism, vertical prism, base, slab off, vertical decentration, monocular pupillary distance (distance and near), and underlying condition as needed.
7. Document the patient's visual acuities as needed:
   1. Click the Additional Visual Acuity tab.
   2. Select the patient’s Distance Vision and Near Vision from the drop-down menus.
8. Click Save.

There are multiple ways to create a final glasses prescription: create a final prescription from a refraction or add a new final glasses prescription.

1. Open a patient visit. To learn how, go to Creating or Opening a Visit (Web).
2. Locate the Vision Summary section, click Add Tests, and select Refractions (MRx/CRx).
3. Locate a suitable refraction and click the Create Final Rx link.
4. Select a Usage Type.

   The prescription is automatically set to Active. The Start Date is based on the current date. The Expiration Date is based on your practice's facility settings.

5. Import a previous refraction. To learn how, go to Viewing Refraction History and Importing Refractions in the Visit Overview (Web).

   OR

   Enter the refraction details manually:

   1. Select the refraction values from the drop-down menus.
   2. To copy the prescription for the right eye to the left eye, tap Copy OD to OS.

   3. Tap the Set to 20/20 OU and Set to J1+OU links to populate the Visual Acuities fields with those values.

6. Document the Additional Refraction Fields, like horizontal prism, vertical prism, base, slab off, vertical decentration, monocular pupillary distance (distance and near), and underlying condition as needed.
7. Document the patient's visual acuities as needed:
   1. Click the Additional Visual Acuity tab.
   2. Select the patient’s Distance Vision and Near Vision from the drop-down menus.
8. Click Save.