Recording Plan Information

1. Click the Surgery - Plan - Mgmt tab on the ExamWRITER chart window.
2. Click the Plan bar.

   The Plan window opens.

3. Select the appropriate External Exam, Vision Impressions, Anterior Segment, Prescription Pad, Routine Ophthalmoscopy, and Ocular Conditions check boxes.
   • Blue text is a heading for the black or red text below it.
   • Red text signifies that the corresponding check box has been previously selected and information relating to that text has been previously recorded.
   • To write medication prescriptions, go to Writing Medication Prescriptions.
   • To record contact lens care regimes, go to Recording Contact Lens Care Regimes.
   • To print prescriptions, go to Recording Patient Management Information.
4. Click Process or right-click anywhere in the Plan window.

   Depending on the boxes that you checked, various windows will open with additional check boxes.

5. Select the appropriate check boxes and click Process.
   • To record selected information for the right, left, or both eyes, first select OD, OS, or OU from the Eye drop-down menu and then select the appropriate check box(es) for the right, left, or both eyes.
   • To add custom text, first select the appropriate check box(es), then click Custom Text, type the text, and click OK.
   • To clear previous selections on the form, click Reset Form.

In addition to the procedure above, watch this video for more information.