Managing Ocular History Questions

For clinical staff, you can choose which ocular conditions and surgeries appear by default within the patient's Clipboard. This enables you to reduce the number of questions the provider or tech must scroll through during the patient history. However, clinical staff can search for and add conditions and surgeries to an individual patient's Clipboard as needed to complete the patient's history. Any questions previously answered on the patient Clipboard will still remain visible no matter which conditions and surgeries are hidden.

What do you want to do?
  1. Log in to the Eyefinity EHR web application as an administrator.
  2. Click the Clipboard/Kiosk/Portal Settings tab at the top of the page.

    OR

    Locate and expand the Patient Clipboard, Kiosk, and Portal Settings section and click the Manage Sections button.

  3. Click the Ocular History tab on the left side of the page.
  1. Navigate to the Ocular History tab. For more information, go to Open the ocular history settings.
  2. For each condition and surgery you've enabled, click the Patient Term Description drop-down menu select the description that patients see within the portal and kiosk.
  3. Click Save to apply your changes.
  1. Navigate to the Ocular History tab. For more information, go to Open the ocular history settings.
  2. For each ocular condition or surgery, select the Clipboard and Portal check box to display the condition to clinical staff in the Clipboard and to patients in the portal. Deselect the check box to hide the condition or surgery from everyone.
  3. For each ocular condition and surgery you've enabled, select the New and Existing check boxes to display the condition or surgery to new and established patients within the kiosk.

    When you deselect the Clipboard and Portal check box, the condition or surgery is hidden from the patient Clipboard, the patient portal, and the kiosk. However, clinical staff can search for and add conditions and surgeries to an individual patient's Clipboard as needed to complete the patient's history.

    Conditions and surgeries that display a lock icon rather than a check box are required for legal or regulatory reasons and cannot be hidden.

  4. Click Save to apply your changes.
  1. Navigate to the Ocular History tab. For more information, go to Open the ocular history settings.
  2. Type a condition name or SNOMED in the Search to Add field.
  3. Select the condition from the list of available matches.

    If the condition isn't already listed, it's appended to the bottom of the list.

  4. Select the Clipboard and Portal and Kiosk Patients check boxes as needed. For more information, go to Manage where ocular history questions appear.
  5. Click Save to apply your changes.
  1. Navigate to the Ocular History tab. For more information, go to Open the ocular history settings.
  2. Locate the ocular condition or surgery and click the Delete  icon in the right column.
  3. Click Save to apply your changes.

    To restore a deleted condition or surgery, go to Add a new ocular history question.