Clinical Optometric Procedures: Patient Profile And Case History
OPTOMETRY · SEMESTER 2 Clinical Optometric Procedures: Patient Profile And Case History Visual Optics and Assessment START READING NOTES Contents of This Topic Clinical Optometric Procedures: Patient Profile And Case History Hobbies/Lifestyle Surname D.O.B.: Gender: Figure 2.1 Communication Ametropia/Presbyopia R Right L Left Occ. Ointment Gutt. Drops Chapter 3-1(Additional) INTRODUCTION FACE / HEAD July 2010, Version 1 1 – 2 Figure 1 ORBIT/RIM ADNEXAE Functional Assessment July 2010, Version 1 1 – 4 July 2010, Version 1 1 – 5 July 2010, Version 1 1 – 6 THYROID ASSESSMENT July 2010, Version 1 1 – 7 CORNEA Cotton Wisp Method July 2010, Version 1 1 – 8 Anterior Chamber Depth Figure 3 July 2010, Version 1 1 – 9 Clinical Optometric Procedures: Patient Profile And Case History CHAPTER 2 – PATIENT PROFILE AND CASE HISTORY This chapter will include a review of: Patient profile Case history PATIENT PROFILE A patient’s profile is essential in every eye exam. It involves the extraction of information on the demographics of the patient and their profile in terms of his or her family life, education, marital status, etc. It has been suggested that a patient profile will allow the practitioner to be effective in providing patient care if he or she has knowledge of the patient’s profile. The demographic information extracted facilitates future communication with the patient. In addition, the significance of the information gathered in this part of the examination is linked in large part to susceptibility to normal or abnormal conditions of vision or ocular health. For example, a patient who is approximately 50 years of age is likely to complain of near vision problems due to age related changes in focusing ability at a near distance (presbyopia). In the broader sense, information elicited also informs the practitioner’s differential diagnosis or formulation of a tentative diagnosis. Information extracted includes the following aspects: Name of patient Address Contact details Age Occupation Race/ethnicity Gender Hobbies/Lifestyle Education level These aspects are the first that are recorded in the patient record card (Table 2.1) Table 2.1 Patient profile aspect of the record card (Adapted from Clinical Procedures in Primary Eyecare Care: DB Elliot) EYE EXAMINATION RECORD CARD PX ID First name: Age Date: Surname D.O.B.: Gender: Address: Contact number: Occupation: Hobbies: Race: International Centre for Eyecare Education CASE HISTORY The Case History comprises a numerous aspects, viz. 1. Communication 2. The Chief Complaint 3. Patient’s Ocular History 4. Patient’s Ocular Health 5. Medications 6. Allergies 7. Family Ocular and Medical History 8. Vocational And Avocational visual Requirement Introduction Generally, case histories are taken at the beginning of a consultation. However, with experience the eyecare practitioner will notice that history taking continues throughout the examination as more information arises from conversations, occurring during the course of the examination. A case history should be taken in an appropriate location so that the patient is free to provide as much information as they can without any apprehension and respectful to the patient’s privacy. Ideally the practitioner should be facing the patient and should be positioned at about the same level. Room lights should be on fully. These simple guidelines will allow the patient to be more comfortable with the eyecare practitioner and establishes a good rapport with the patient. Main Objectives of a Case History 1. To elicit reasons for visit 2. To ascertain patient’s expectations 3. To acquire relevant background information 4. To determine the specific tests or procedures that should be performed during the examination 5. To form a tentative diagnosis 1. Communication Figure 2.1 Communication Greet the patient with confidence. Introduce yourself. Be professional Establish a relationship of trust Show genuine interest Be courteous and respectful Ask open-ended questions. For example, an open ended question would be: “what difficulties are you experiencing with your vision?” while a closed-ended question would be: “can you see clearly at distance?” Open-ended questions (open probing) are more likely to elicit useful information, e.g. ‘How does your eye feel?’, rather than ‘Does your eye feel painful? If necessary, list symptoms or conditions to elicit specific information. Generally, asking questions which can be answered by a simple ‘yes’ or ‘no’ (closed probing) should be avoided, unless such a response is all that is sought. To ensure that a comprehensive case history is obtained, questions should be asked in a logical sequence. Repetitive or redundant questions avoided. Questions should be asked in a clear and concise manner. The use of jargon and technical terms must be avoided under all circumstances. Either a standard form or a structured approach can be employed. There are six elements that are essential in a case history. They include: The chief complaint, patient’s medical history, visual and ocular history, medication and allergy history, family ocular and medical history and vocational and avocational visual requirements. 2. The Chief Complaint The chief complaint is usually the primary reason for the patient seeking consultation. The patient’s chief complaint may be a symptom that is concerning them. One may be able to elicit the chief complaint by asking: “What is the reason for your visit?’’ “What brings you to the practice today?’’ “What seems to be the problem?’’ How to explore the Chief Complaint? Once the chief complaint(s) has/have been elicited, more details must be elicited from the patient. Depending on the complaint the following questions will help gather detailed information. For example, if the patient comes in complaining of a HEADACHE, the information gathered about headache would cover the following aspects which can be remembered by using the pneumonic DR. FALLOPPES. The pneumonic is elaborated as follows: Description of the complaint/symptoms: What is the main complaint? Duration: How long does it last? Sometimes symptoms can present themselves for short periods of time due to their association with other systemic conditions. For example, migraine sufferers would usually experience a visual aura that lasts for approximately 20 minutes before the headache presents itself Relief or remitting factors: What relieves it? Both of these factors would contribute to one establishing