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Optometrist —
Intake
Pre-testing
Lifestyle
Clinical Notes
Refraction
Spectacle Recommendation
Contact Lenses
Actions
Handoff
Step 1
Patient intake
Enter the patient's name to load their pre-consultation answers. If they didn't complete the form, fill in manually.
No patient loaded yet. Enter a name above or fill in manually below.
Last eye exam When was the patient's previous eye exam?
Habitual prescription Rx of current specs (read off if available)
SphereCylAxis
OD
OS
Habitual VA With current specs on
Distance VANear VA
OD
OS
Binoc
Current specs — patient feedback
Distance blur
Near blur
Intermediate difficulty
Fit issue
Lens damage
Progressive adaptation
Style change
Currently wears contact lenses
Switch on if the patient walked in wearing CLs (or wears them at home).
Habitual CL prescription
Right eye (OD)
Left eye (OS)
Step 2
Pre-testing
Pre-test measurements taken before the optometric workup — auto-refractor, keratometry, retinoscopy, IOPs.
Auto-refractor
SphereCylAxis
OD
OS
Keratometry Flat & steep — also visible on Contact Lenses tab
Flat (D)@ axisSteep (D)@ axis
OD
OS
Retinoscopy
SphereCylAxis
OD
OS
Intraocular pressure
Pre-testing notes
Step 3
Lifestyle & visual needs
How the patient uses their vision day-to-day — drives the lens recommendation.
Lifestyle notes
Screen heavy
Night driving
First-time progressive
Experienced progressive
Outdoor
Budget-sensitive
Premium
High adaptation
Visual needs Select all that apply — drives lens recommendation
💻 Screen / computer
🌙 Night driving
☀️ Outdoor / UV
⚽ Sport
🏢 Office / near work
📚 Heavy reading
🚗 General driving
🆕 First-time progressive
⚠️ Adaptation sensitive
Screen use detail
📱 Phone
📲 Tablet
💻 Laptop
🖥️ Desktop
Driving & outdoor
Hobbies & sports
Cycling
Running
Hiking
Golf
Racquet sports
Watersports
Reading
Crafting
Gardening
Gaming
Gym
Photography
Step 4
Clinical notes
Record the key findings and discussion from the consultation.
Chief complaint
Blurred distance
Blurred near
Intermittent blur
Eye strain
Progressive difficulty
Unhappy with specs
Routine
CL check
Pathology check
Licence renewal
Teacher advised
Dry eyes
External observations
Head tilt
Gait
Wheelchair
Carer present
Heterochromia
Anisocoria
Strabismus
Ptosis
VA without correction (unaided)
Distance VANear VA
OD
OS
Accepts Snellen (6/6), decimal (0.8), LP, NLP, FC, HM
Anterior segment
LLC clear
Cornea / AC clear
Lens clear
MGD
Dry eye
Early cataract
Pinguecula
Pterygium
Posterior segment
Discs healthy
Maculae flat
Vessels normal
Periphery clear
OCT normal
VF normal
See fundus photo
See OCT report
Referred
Diagnosis flags Select all that apply
Dry eye
Glaucoma suspect
Cataract
Macular concern
Diabetic retinopathy
Adaptation concern
Previous surgery
Referral needed
All clear ✓
Additional notes & discussion
Vision therapy
Poor adaptation history
Previous surgery
Step 5
Refraction
Enter the final corrected prescription.
Habitual prescription From Intake — edits here sync back
SphereCylAxisADD
OD
OS
Subjective Refraction Raw findings — auto-mirrors to Final Prescription below
Sphere Cyl Axis Prism Base VA
OD
OS
Final Prescription Dispensed Rx — surfacing, handoff & quote read from this
Sphere Cyl Axis Prism Base VA
OD
OS
Binocular vision
Step 6
Spectacle recommendation
Select the recommended tier and configure lens details. The patient will see a clean version of this.
Recommended tier
Good
Standard design
Reliable everyday option. Good for budget-conscious patients or simpler visual demands.
Better
Wide-field design
Wider viewing zones for all-day comfort. Most commonly chosen by regular wearers.
Best
Maximum-field design
Widest field of vision, easiest adaptation. Ideal for heavy wearers and screen users.
Lens configuration
Auto-evaluated from Rx (Sph beyond ±4.00, Cyl beyond ±2.00, or any prism). Tick to override.
Auto
📋 Selection menu
Click through Supplier → Material → Type → Index → Lens. Best for newer optometrists, dispensers and the quote flow.
✍️ Manual entry
Type the product directly (e.g. "Seiko Brilliance 1.6 clear SLC Ultra"). Fastest for experienced clinicians who know the product.
Recommendation notes for dispenser
Tiers discussed
Leaning best
Show lower tiers
First-time — adaptation
Blue light priority
High cyl
Lightweight
Sporty
Brand requested
CL drops + instruction
Rx requested
Poor hearing
Awaiting frame
Quote lenses only
Own frame indemnity
Second pair recommended
Was a second pair discussed and suggested?
📋 Selection menu
Step through the lens catalogue.
✍️ Manual entry
Type the second-pair product directly.
Additional pairs (3rd / 4th)
For when the patient is getting more than two pairs. Quote each extra pair as a separate quote in dv-quote; record the details here for the consultation record.
3rd pair
4th pair
Tip — open a separate quote in dv-quote for each extra pair. Once that quote has its own consultation ID, paste it into the “Linked quote” field above so the audit trail is preserved.
Step 7
Contact lenses
Contact-lens-specific measurements, prescription and lens selection. Skip if not relevant for this visit.
Contact lenses discussed / fitted
Switch on if contact lenses are part of this visit. Leave off for spectacle-only consultations.
CL-specific measurements
Flat@ axisSteep@ axis
OD
OS
📋 Selection menu
Step through the contact lens catalogue with prices.
✍️ Manual entry
Type the contact lens product directly.
Switch off to choose different lenses per eye.
Total supplied = 2 × this (one per eye)
Contact lens prescription
Right eye (OD)
Left eye (OS)
Right eye (OD) — Add
Left eye (OS) — Add
Step 8
Actions
Follow-up, recall, and patient documents to generate from this consultation.
Follow-up required
Does this patient need a follow-up appointment?
📅 Recall
📄 Generate documents
Generate documents from this consultation. The buttons are placeholders — full document generation ships in a later spec.
Step 9
Dispensing handoff
This is the structured summary for your dispenser. Print it or hand them the iPad.