Ophthalmology Template Guide

Enhance Visual HealthDocumentation withPrecision

From subtle acuity changes to post-op care, our template provides a structured format to document patient encounters with confidence, clarity, and speed.

Specialized for Eye Care: Built for routine exams, acute evaluations, and surgical follow-ups in any ophthalmology setting.

Ophthalmology Template

🔍 Why an Ophthalmology Template Matters

The eye is a complex, highly specialized organ. A clear, standardized format ensures that no detail is missed and communication with other providers is seamless.

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Consistent & Complete Exams

Ensures no critical findings are missed during routine or complex eye examinations.

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Efficient Data Recording

Quickly document ocular history, test results, and imaging interpretations.

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Structured Surgical Workflow

Streamlines documentation for pre-operative, intra-operative, and post-op care.

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Accurate Billing & Coding

Aligns clinical notes with ICD-10 and CPT standards for proper reimbursement.

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Enhanced Communication

Provides clear, standardized notes for co-management and referrals.

👩‍⚕️ Who Uses This Template?

Ophthalmologists

Optometrists

Ophthalmic Technicians & Assistants

Retina, Glaucoma, and Cornea Specialists

Pediatric & Neuro-Ophthalmologists

Surgical Eye Centers & Hospitals

🧩 Inside the Ophthalmology Template

Our template guides you through every essential aspect of the eye exam, diagnostics, and care planning—without slowing you down.

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1. Chief Complaint (CC)

The patient's primary vision concern or ocular symptom in their own words.

Example:

"Blurry vision in left eye for 3 days."

2. History of Present Illness (HPI)

Document the onset, duration, severity, and progression of symptoms.

Key Components:

  • Laterality (unilateral vs. bilateral)
  • Type of visual change (blurred, distorted, field loss)
  • Associated symptoms (pain, floaters, photophobia)
  • History of trauma or recent interventions

Example:

"Patient reports gradual blurring in left eye, worse in the morning, no associated pain or redness."

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3. Ocular & Medical History

Document past ocular conditions and relevant systemic diseases.

Key Components:

  • Glaucoma, cataracts, AMD, diabetic retinopathy
  • Diabetes, hypertension, autoimmune diseases
  • Family history of significant eye conditions

Example:

"History of Type 2 Diabetes for 10 years, no known family history of glaucoma."

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4. Medications & Allergies

Include all ophthalmic drops, systemic meds, supplements, and drug allergies.

Example:

"Latanoprost 1 gtt OU HS. Metformin 500mg BID. NKDA."

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5. Review of Systems (ROS)

A focused ROS related to visual and neurological complaints.

Example:

"+ Blurred vision, - eye pain, - photophobia, - diplopia, - headaches."

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6. Visual Function & Exam Findings

A comprehensive section to document all objective exam data systematically.

Key Components:

  • Visual Acuity (VA): OD: 20/20, OS: 20/40
  • Pupils: Equal, round, reactive to light; no RAPD
  • Extraocular Movements (EOM): Full and smooth
  • Intraocular Pressure (IOP): OD: 16 | OS: 18
  • Slit Lamp Exam: Cornea, conjunctiva, lens status
  • Dilated Fundus Exam (DFE): Disc, vessels, macula, periphery

Example:

"VA OD: 20/20, OS: 20/40. IOP OD: 16, OS: 18. DFE shows drusen OS."

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7. Diagnostic Tests & Imaging

Include interpretations of OCT, Fundus Photos, Visual Fields, etc.

Example:

"OCT OS: Subretinal fluid present; suggestive of central serous retinopathy."

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8. Assessment/Diagnosis

Provide ocular diagnoses with laterality and specific ICD-10 codes.

Example:

"H35.31 – Nonexudative age-related macular degeneration, left eye."

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9. Plan of Care

Outline medical management, surgical planning, education, and follow-up.

Key Components:

  • Medication initiation/adjustment (e.g., drops, injections)
  • Surgical recommendations (e.g., cataract extraction)
  • Referrals (e.g., to retina or glaucoma specialist)
  • Lifestyle/safety guidance and next visit timeline

Example:

"Start AREDS2 vitamins, monitor with OCT in 6 weeks, advise use of Amsler grid daily."

🧪 Use Case Examples

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Glaucoma Monitoring

CC:
“Follow-up for glaucoma”
Exam:
IOPs stable at 15/16. Optic nerves unchanged.
Assessment:
Primary open-angle glaucoma, stable.
Plan:
Continue latanoprost OU, monitor IOP & HVF in 4 months.
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Diabetic Eye Exam

CC:
“Annual diabetic eye exam”
Exam:
Mild NPDR OU, no macular edema on exam or OCT.
Assessment:
Mild non-proliferative diabetic retinopathy.
Plan:
Counsel on glycemic control, annual f/u, notify PCP of findings.
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Cataract Evaluation

CC:
“Blurred vision, nighttime glare”
Exam:
VA 20/50 OS with 2+ nuclear sclerotic cataract.
Assessment:
Visually significant cataract, left eye.
Plan:
Discuss phacoemulsification surgery, refer for pre-op measurements.

⚠️Common Ophthalmology Note Pitfalls

  • !Missing laterality (OD, OS, OU)—critical for diagnosis and billing
  • !Unclear exam structure, especially for slit lamp and fundus exams
  • !Not including an interpretation summary for imaging tests
  • !A generic plan that isn't customized to diagnosis and severity

Best Practices for Ophthalmology Notes

  • Always include Visual Acuity (VA), IOP, and fundus findings
  • Document both subjective symptoms and objective measurements
  • Be specific in laterality and use standardized terminology
  • Align diagnosis and procedure codes with clinical notes
  • Capture patient education and informed consent when relevant

🛡️Compliance & Billing Alignment

Our Ophthalmology Template ensures:

  • ICD-10 accuracy for all eye conditions, including laterality
  • CPT compliance for office visits, procedures, and imaging
  • Audit-readiness for surgical cases and complex medical management
  • Comprehensive documentation for MIPS/QPP reporting

Simplify Eye Care Documentation with SCRIBE AI

Our template integrates AI-powered support to help you document faster, maintain accuracy for legal and billing protection, and support better patient outcomes with clearer records.

Document Faster
Without Missing Data
Maintain Accuracy
For Legal & Billing
Customize Plans
By Specialty
Improve Outcomes
With Clear Records

👁️ Conclusion

Whether managing diabetic eye disease, evaluating surgical candidates, or tracking glaucoma, great eye care starts with great documentation. Our template brings structure, precision, and speed to every exam so you can focus more on your patients. Start seeing documentation differently. Start with SCRIBE AI.