History Taking/Triage/Documentation Flashcards
Greeting
Identifying/Introduce yourself
Explain your role in the exam
Identify person(s) accompanying the patient (HIPAA)
Chief Complaint
Purpose of visit recorded in the patient’s own words
History or present illness (HPI)
Supporting Information for the chief complaint' Physician referral Symptoms Sudden or gradual How long have the symptoms been present Has patient had these symptoms before Severity Frequency Course-better, worse, no change Associated signs and symptoms Previous treatment Medication Surgery Glasses change Treatment by any other providers Review of systems: Respiratory systems (lungs) Cardiovascular systems (heart and blood vessels) Endocrine system (hormonal) Nervous System (neurological) Digestive and excretory system (gastrointestinal and urological)
Past ocular history
Eye glasses-refraction stable Contact lens wear Any previous eye surgery Any ocular trauma, or eye disease Infections
Ocular Medications
Eye drops, ointments, or oral medications for eye condition
Dosage
Strength
Last taken
Compliance (patient follows the advice of the doctor, and takes the prescribed drugs in the quantities prescribed)
Past medical History
Medical conditions-i.e., diabetes, hypertension, etc. Length of illness Duration of treatment Hospitalizations Trauma Surgeries Mental Status Pediatrics Full term/premature Birth compliance Developmental History
Systematic medications
Prescribed medications Dosage Strength Duration Compliance Over the counter medications/suppliments Dosage Strength Duration
Social and Vocational History
Smoking How much Duration Alcohol (ETOH) How much-e.g. socially Duration Abuse Recreation drugs How much Duration Employment/profession Hobbies Weight loss/weight gain Marital Status/children
Family History
Ocular history
Systemic
Allergies
True allergies to medication(s) are hives or difficulty breathing.
Any other reaction is considered sensitivity and not a tru allergic reaction.
Ocular and systems medications (type of reaction)
Dyes
Contact lenses/solutions
Tape/latex
Seasonal
Environmental
Food
Scribe
Recording either in written form or electronically “verbatim” what the physician states while examining the patient.
Necessary documentation
A statement and signature of the ophthalmic technician stating that he/she recorded exactly what was stated by the physician and the physician’s name.
Complete
Statement and signature by the physician verifying that he/she indeed stated what was recorded and that the ophthalmic technician did record it
Telephone triage
Gather information
Determine the urgency of patient’s complaint
Proper triage is critical
An error in judgement may cause:
Pain and suffering
Loss of vision
Potential legal problems
Gathering information
It is important to be calm and reassuring when speaking to patients with urgent concerns:
Speak to the caller as though you are speaking face to face
When patients have an urgent concerns, they want to speak with someone who is concerned, reassuring and knowledgeable.
Be calm, but gather the needed information quickly and concisely
Listen carefully and document accurately
A patient with high anxiety needs reassurance even if the situation is not truly emergency
What information is needed?
Begin the triage process by recording patient’s answer to these questions:
What is the chief complaint?
Common urgent complaints may be blurred vision or loss of vision, eye pain, redness, discharge, light sensitivity or an acute injury.
Which eye is involved?
How did it happen? (for injuries)
When did the symptoms start?
Was the onset sudden or gradual?
Are the symptoms constant or intermittent?
Are the symptoms getting better, worse, or about the same?
Did you go to emergency room or your primary care physician before contacting our office?
have you ever had anything like this happen in the past?
Triage
prioritization of patient care (or victims during a disaster) based on illness/injury, severity, prognosis, and resource availability.
Emergent problems
True ocular emergencies-see as soon as possible
Urgent problems
Need same-day appointment
Priority Problems
Appointment within days
Routine problems
Routine appointments
Emergent problems-tru ocular emergencies (ask patient to come to office immediately)
Sudden loss of vision-painful
Sudden loss of vision-painless
Sudden loss of vision, painless with flashes, floaters
Penetrating injury
Chemical burns
Acute proptosis (bulging or protruding eyeballs) with loss of vision
Blunt trauma with sudden loss of vision and proptosis
Sudden loss of vision with headache
Sudden onset of diplopia with headache
Sudden loss of vision-painful
Red eye with severe pain, rainbow-colored halos, a cloudy cornea
Possible acute angle-closure glaucoma
Immediately measures to lower IOP
Definitive treatment with laser or surgery