Proforma Ophthalmic History
Proforma Ophthalmic History
Proforma Ophthalmic History
to understand the impact of the condition on the patient and identify any obstacles
to treatment.
This is also your opportunity to focus on the patient as a person and to form a
relationship of trust, respect and mutual understanding.
Tip: You can use this bulleted list as a checklist Copy and keep it where you can
see it during history taking to help you to stay on track and ensure that you will
not miss anything important.
Respect the patient's privacy and confidentiality while taking the history
Ask questions that are direct, simple and clear. Avoid using medical terms and
explain things in ordinary language as much as possible.
Be a good listener. Avoid interrupting or rushing the patient. Show them that you
are listening and paying attention: make eye contact as appropriate and ask if you
are not sure about something they said. It is often useful to use open questions
(e.g., how are you?) and closed questions (e.g., yes/no answers) to help focus the
discussion.
Try to see things from the patient's point of view and make an effort to understand
them and their circumstances, especially when these are very different from your
own.
Be aware that patients who are older, or who have disabilities (including hearing
impairment, speech difficulties or a learning disability) may need a bit more time
or may struggle to express themselves. This may cause them some anxiety, so remain
patient and reassure them that you are there to listen.
Address and mobile phone number, for follow-up and to identify patients from areas
with endemic diseases
Age and gender, for noting down and ruling out any diseases associated with
different age groups and/or sex
Language
Disability
Recording the age, gender, language and disability status of patients allows you to
monitor who is, and is not, coming to your eye clinic or hospital. Compare these
figures with the population to identify groups that are under-represented, e.g.,
girls with other disabilities, and plan ways to reach out to them.
Record the main presenting symptoms in the patient's own words and in a
chronological order. The four main groups of symptoms are:
A reduced ability to read small print or see near objects after the age of 40 years
Any other specific eye symptom, such as double vision, swelling of an eyelid,
watering or squint.
Severity
History of past trauma to the eye may explain occurrence of conditions such as
cataract and retinal detachment
History of eye surgery. It is important to ask about any ocular surgery in the past
such as cataract extraction, muscle surgery, glaucoma, or retinal surgery
Other symptoms. Ask whether the patient has any other specific eye symptoms.
Medication history
Ask about present and past medications for both ocular and medical conditions.
Don't overlook any medications that the patient may have stopped taking some time
ago. Some medications are important in the etiology of ocular conditions.
It is also helpful to ask whether the patient has been able to use the medication
as prescribed (their compliance). If a medication is ineffective, you want to know
whether the patient is actually using the medication as prescribed, for example
glaucoma medications.
Using your own discretion, it is helpful to find out whether access to medication
prescribed is a problem. This helps to ascertain whether cost or other concerns are
a potential reason for non-compliance. There could also be practical issues, such
as difficulty instilling eyedrops or forgetting to do so.
Allergies
Ask about any allergies to medications or other substances.
Social history
Birth and immunisation history
For children, the birth history (prematurity) and immunisation status can be
important.