Ophthalmic Technician how-to

How to Do a Patient Workup

Workups prepare the doctor’s visit.

Updated By the Career Education Institute Curriculum Team
Quick answer

Workups prepare the doctor’s visit. In short: review; take; test, then complete the remaining steps below.

Step by step

  1. Review the reason for visit.

  2. Take history and medications.

  3. Test acuity.

  4. Check pressure.

  5. Dilate if ordered.

  6. Document clearly.

Safety reminders for ophthalmic technicians

  • Clean equipment between patients
  • Check allergies before drops
  • Warn patients about dilation effects
  • Follow infection control

Visual acuity · Snellen chart · Tonometry · Dilation · OCT · Visual field: see the full ophthalmic technician glossary.

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