GOC Standard 7: Conducting Appropriate Assessments and Referrals in Optical Practice

Providing Safe, Effective, and Timely Patient Care

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Clinical Examination Techniques

Hand reaching for eyeglasses on display

Clinical tests should be chosen to answer specific questions raised by the history. A fixed battery may waste time and obscure signal with noise. Valid results depend on appropriate sequencing, attention to test reliability, and adaptation for patient needs without compromising clinical meaning.[1]

Selecting and sequencing tests

  • Start with observation and VA to anchor functional status; add pinhole to parse refractive versus organic causes.[1][6]
  • Choose targeted tests (IOP, fields, OCT, gonioscopy, dilation) based on differential diagnoses and risk.[3]
  • Escalate from screening to diagnostic methods when red flags or discordant findings arise; avoid duplicating tests that will not change management.[1][3]

Adapting tests responsibly

Children may need shorter tasks, larger targets, and positive reinforcement. Older adults may benefit from slower pacing, larger print, and better illumination. Patients with low vision often need functional assessments and objective tests. D/deaf patients require face-to-face explanations and written prompts. Autistic patients may need reduced stimuli and predictable sequences.[7][8][9]

Record adaptations and reliability so future clinicians can interpret results appropriately.

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Ensuring validity and reliability

  • Calibrate equipment, control ambient light for fields and imaging, and repeat borderline results.[4][3]
  • Record pertinent negatives that meaningfully narrow the differential (no RAPD, no photopsia, no corneal stain).[2][5]
  • Prioritise tests that alter management; defer low-yield tests when time or tolerance is limited, provided safety is not compromised.[1][3]

Using Digital Data Wisely

Many clinical tests now generate digital outputs—such as OCT scans, automated visual fields, or AI-supported risk scores. While these tools add value, they must be interpreted with professional judgement rather than taken at face value.

  • Cross-check automated results against clinical findings and the patient’s history to confirm plausibility.

  • Be alert to artefacts, poor test reliability, or outputs that conflict with examination findings.

  • Use digital technologies as a complement, not a substitute, for clinical reasoning.

  • Explain digital results in plain language so patients understand their relevance and limitations.

Applying critical judgement ensures that digital data supports, rather than overrides, safe clinical decision-making.[6][7]

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