Handling Patient Records and Optical Measurements for Optical Staff

Accurate entries, measurements, privacy and handover in everyday optical practice

  • Reputation

    No token earned yet.

    Reach 50 points to earn the Peridot (Trainee Level).

  • CPD Certificates

    Certificates

    You have CPD Certificates for 0 courses.

  • Exam Cup

    No cup earned yet.

    Average at least 80% in exams to earn the Bronze Cup.

Launch offer: Certificates are currently free when you create a free account and log in. Log in for free access

Recording optical measurements within role

Optician adjusting trial frame on adult female patient

Optical assistants may take or record measurements for dispensing support, collections, repairs, pre-screening or order preparation. Only record measurements you are trained, authorised and supervised to take.

A measurement is useful only when another person can interpret it. Numbers without labels, units, frame details or any note of uncertainty can cause errors later.

Record measurements clearly

  • Use correct labels: mark right and left, monocular or binocular, and distance or near where relevant.
  • Use correct units: record millimetres, dioptres, prism direction or other units exactly as local procedure requires.
  • Include context: note the task, chosen frame, lens type, patient position or device method where relevant.
  • Identify the author: make clear who took or entered the measurement.
  • Show uncertainty: record difficulties such as repeated attempts, movement, poor fixation or patient discomfort.
  • Hand over limits: pass anything outside your training to a dispensing optician, optometrist or authorised colleague.

PD and dispensing measurements

Pupillary distance is a clear example. PD is a dispensing measurement used to help make spectacles, not a clinical interpretation for support staff to provide. If your role includes taking PD, follow the local method and record whether it is monocular or binocular and what it relates to.

Fitting heights, frame dimensions and lens options need context. A measurement taken for one frame or fitting position may not be safe for another. If the patient changes frame, posture or lens choice, check local procedure to see whether a new measurement is required.

Scenario

An assistant cannot obtain a comfortable PD and fitting height on a new frame. To avoid delaying the order, they estimate from the patient's old spectacles and enter the numbers without noting their uncertainty.

Why is this risky?

 

Good measurement records show the number, the context, the author and any uncertainty.

Ask Dr. Aiden


Rate this page


Course tools & details Study tools, course details, quality and recommendations
Funding & COI Media Credits