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1. Medical assistant
2. Electronic records
3. Medical terminology and anatomy
4. The fundamentals of infection control
5. Introduction to vital signs
6. The patient interview and history
7. The physical examination
8. Appointment scheduling
9. Insurance billing
10. Diagnostic coding and the ICD-10-CM System
11. Procedural coding
12. Medical billing and reimbursement essentials
13. Assisting with medical specialties
14. Assisting with the musculoskeletal system
15. Assisting with the cardiovascular system
16. Assisting with the respiratory system
17. Assisting with the nervous system
18. Anatomy and physiology of the urinary system
19. Assisting in obstetrics and gynecology
20. Assisting in endocrinology
21. Assisting in ophthalmology & otolaryngology
21.1 Anatomy and physiology of the eye
21.2 Major ocular disorders: cataracts, glaucoma, and retinal disease
21.3 Refractive errors and common eye infections
21.4 Diseases and disorders of the ear
21.5 The medical assistant's role in eye examinations
21.6 The medical assistant's role in ear examinations and treatments
22. Assisting in gastroenterology
23. Assisting in the immune & lymphatic systems
24. Assisting in pediatrics: the developmental stages and care
25. The medical assistant’s role in caring for the older patient
26. The role of the medical assistant in physical therapy examination and assessment
27. Preparing for minor surgery: room, solutions, and supplies
28. Introduction to the clinical laboratory
29. Urinalysis
30. Blood collection
31. Analysis of blood
32. Electrocardiography and heart structure
33. The principles of pharmacology
34. Essential calculations and measurement systems
35. Solid, liquid, & solutions medication doses
36. Administering medications
37. Metabolism and core nutrient roles
38. Medical emergencies in the healthcare setting
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21.5 The medical assistant's role in eye examinations
Achievable CCMA
21. Assisting in ophthalmology & otolaryngology
Our CCMA course is currently in development and is a work-in-progress.

The medical assistant's role in eye examinations

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As a medical assistant, you may be involved in assisting with the examination, diagnostic procedures, and treatments. Having an understanding of what will be required of you during those processes will help you provide the best possible care for your patients and be the best assistant for your provider. The following sections describe your role.

Assisting with the examination and diagnostic procedures of the eye

In a primary care department, the examination of the eye is a screening examination. If the provider suspects that there may be an issue with a patient’s eyes, the patient will likely be sent to an ophthalmologist for further evaluation and treatment. There are several screening diagnostic procedures that a medical assistant can administer when directed to do so by the provider. The following sections discuss how the medical assistant is involved in the examination and diagnostic procedures of the eye.

Assisting with the examination of the eye

A complete examination of the eye is technical and requires expensive equipment and the expertise of an ophthalmologist or optometrist. However, a primary care provider performs some basic examinations and treatments of the eye. The ophthalmoscope is used to examine the interior of the eye. It projects a bright, narrow beam of light through the lens and illuminates the interior parts of the eye and retina. It is helpful for detecting disorders of the eyes and certain systemic disorders, such as capillary changes that occur with diabetes mellitus.

The eyelids are examined for edema, which may be the result of nephrosis, heart failure, allergy, or thyroid deficiency. Blepharoptosis, also called ptosis, is drooping of the upper eyelid that can be caused by a disorder of the third cranial nerve, muscular weakness as seen in muscular dystrophy, or myasthenia gravis.

The pupils of the eyes are normally round and equal. Normal pupils constrict rapidly in response to light. This is demonstrated by shining a bright, pinpoint light into one eye from the side of the patient’s head. The pupil of an illuminated eye constricts, and the pupil of the other eye constricts equally. This test is called light and accommodation (L&A). The eyes of an older patient do not accommodate as well as those of a younger person. Each eye is checked this way. The patient is then asked to look at the provider’s finger as it is moved directly toward the patient’s nose to check for eye coordination. If the pupils are equal and round, respond normally to light, and adjust and focus on objects at different distances in a reasonable length of time, the provider charts the acronym PERRLA (which stands for “pupils, equal, round, reactive to, light [and], accommodation”).

PERRLA P Pupils E Equal R Round R Reactive to L Light (and) A Accommodation

Special techniques used in the ophthalmologist’s office include examinations performed with a slit lamp biomicroscope. This device is used to view fine details in the anterior segments of the eye. It may be used to view a foreign body because it gives a well-illuminated and highly magnified view of the area. For this examination, the provider first orders the administration of a mydriatic eye A patient with exophthalmia (abnormal protrusion of the eye, possibly resulting from an overactive thyroid or a tumor behind the eyeball) is checked with an exophthalmometer. This instrument measures how far the eye protrudes beyond the edge of the eye socket and helps determine the level of tissue swelling and enlargement behind the eye.

Distance visual acuity

Determining distance visual acuity frequently is part of a complete physical examination. It is widely used in schools and industry and is the best single test available for vision screening. Many cases of myopia, astigmatism, and hyperopia have been detected with this routine test. The chart most commonly used is the Snellen alphabetical chart. This chart displays various letters of the alphabet, which the patient must identify in ever smaller font sizes. Patients with limited knowledge of the English alphabet can be tested with the E chart. In addition, a chart that uses pictures and symbols is available. This chart is used for young children or individuals who do not know the alphabet. To avoid patient confusion over the E chart or the symbol chart, the medical assistant should review the charts with patients first to make sure they know how to demonstrate the E visualized or the meaning of each picture or symbol. The symbol on the top line of the chart can be read at 200 feet by people with normal vision. In each of the succeeding rows, from the top down, the size of the symbols is reduced so that a person with normal vision can see them at distances of 100, 70, 50, 40, 30, and 20 feet consecutively.

The patient must not be allowed to study the chart before taking the test. The room or hall should be long enough that the 20-foot distance can be marked off accurately and without interruptions from patient and staff traffic. The chart should be hung at the patient’s eye level and illuminated with maximum light, without glare on the chart. Most adults do not need the standard Snellen chart explained, but if the E chart is used, an explanation must be given as to how the E’s are to be read. The patient may point up or down or right or left toward the part of the letter that is open. If the E chart is to be used for a child, practice with an index card with a large E drawn on it before the child is tested. Turn the card in different directions to simulate the position of the “fingers” of the E on the chart and give children the opportunity to demonstrate the direction of the E fingers by pointing their own fingers in the same direction.

Because this is a gross screening of distance visual acuity, the eyes are typically tested with corrective lenses; therefore, the patient should not remove glasses or contact lenses unless the provider requests it. Indicate in the patient’s health record whether the assessment was done with or without corrective lenses. Record the results of each eye separately and as fractions. The numerator (top number) is the distance of the patient from the chart (always 20 feet), and the denominator (bottom number) is the lowest line read satisfactorily by the patient. For example, if the patient reads the 20 line at 20 feet, the fraction 20/20 is recorded for that eye. The last line the patient can read without squinting or straining and with no more than two mistakes is the line recorded in the patient’s record for that eye. The medical assistant should document the outcomes of the test, specifying the results for each eye and both eyes. The Joint Commission no longer recommends using medical abbreviations for the eyes and ears because they are frequently confused or misinterpreted; therefore, the medical assistant must now document right eye, left eye, and both eyes.

Medical assistant’s role in eye examination, diagnostics, and treatments

  • Assist provider with basic eye exams and screenings
  • Administer diagnostic procedures as directed
  • Document procedures and results accurately

Examination of the eye

  • Use ophthalmoscope to examine interior of eye and retina
  • Check eyelids for edema, ptosis (blepharoptosis), and other abnormalities
  • Assess pupils for PERRLA (Pupils Equal, Round, Reactive to Light and Accommodation)
    • Use light and accommodation (L&A) test
  • Recognize special instruments:
    • Slit lamp biomicroscope (detailed anterior segment exam)
    • Exophthalmometer (measures eye protrusion)

Distance visual acuity

  • Use Snellen chart (alphabet, E chart, or symbol chart)
  • Test at 20 feet, with corrective lenses unless otherwise directed
  • Record results as fractions (e.g., 20/20), document for each eye and both eyes
  • Ensure proper test environment (lighting, chart placement, no prior chart study)

Interpreting Snellen results

  • Numerator: patient’s distance from chart (20 feet)
  • Denominator: distance at which normal vision reads the same line
    • 20/40: patient sees at 20 feet what normal vision sees at 40 feet
    • 20/15: patient sees at 20 feet what normal vision sees at 15 feet

Near visual acuity

  • Use near vision acuity chart, test at 14–16 inches
  • Screen for presbyopia or hyperopia
  • Test each eye separately, document results, note use of corrective lenses and signs of eyestrain

Ishihara color vision test

  • Detects congenital (inherited) and acquired color vision defects
  • Uses polychromatic plates with numbers or line trails
  • Administer in natural daylight or best possible lighting
  • Score: 10+ correct = average, 7 or fewer = possible color deficiency (refer to ophthalmologist)

Treatments of the eye

  • Common medications:
    • Topical antibiotic ointments (bacterial infections)
    • Anti-inflammatory agents (reduce inflammation)
    • Anti-infectives (viral infections)
  • Medical assistants should know medication types and uses

Eye irrigation

  • Purpose: relieve inflammation, remove drainage/chemicals/foreign bodies
  • Use sterile technique and equipment
  • If foreign body present:
    • Inspect eye, irrigate as ordered
    • If unsuccessful, cover both eyes and notify supervisor/provider

Instillation of eye medication

  • Administer eye drops or ointments as ordered
  • Use proper dispensing techniques (dropper, squeeze bottle, ointment tube)
  • Document medication administration in patient record

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The medical assistant's role in eye examinations

As a medical assistant, you may be involved in assisting with the examination, diagnostic procedures, and treatments. Having an understanding of what will be required of you during those processes will help you provide the best possible care for your patients and be the best assistant for your provider. The following sections describe your role.

Assisting with the examination and diagnostic procedures of the eye

In a primary care department, the examination of the eye is a screening examination. If the provider suspects that there may be an issue with a patient’s eyes, the patient will likely be sent to an ophthalmologist for further evaluation and treatment. There are several screening diagnostic procedures that a medical assistant can administer when directed to do so by the provider. The following sections discuss how the medical assistant is involved in the examination and diagnostic procedures of the eye.

Assisting with the examination of the eye

A complete examination of the eye is technical and requires expensive equipment and the expertise of an ophthalmologist or optometrist. However, a primary care provider performs some basic examinations and treatments of the eye. The ophthalmoscope is used to examine the interior of the eye. It projects a bright, narrow beam of light through the lens and illuminates the interior parts of the eye and retina. It is helpful for detecting disorders of the eyes and certain systemic disorders, such as capillary changes that occur with diabetes mellitus.

The eyelids are examined for edema, which may be the result of nephrosis, heart failure, allergy, or thyroid deficiency. Blepharoptosis, also called ptosis, is drooping of the upper eyelid that can be caused by a disorder of the third cranial nerve, muscular weakness as seen in muscular dystrophy, or myasthenia gravis.

The pupils of the eyes are normally round and equal. Normal pupils constrict rapidly in response to light. This is demonstrated by shining a bright, pinpoint light into one eye from the side of the patient’s head. The pupil of an illuminated eye constricts, and the pupil of the other eye constricts equally. This test is called light and accommodation (L&A). The eyes of an older patient do not accommodate as well as those of a younger person. Each eye is checked this way. The patient is then asked to look at the provider’s finger as it is moved directly toward the patient’s nose to check for eye coordination. If the pupils are equal and round, respond normally to light, and adjust and focus on objects at different distances in a reasonable length of time, the provider charts the acronym PERRLA (which stands for “pupils, equal, round, reactive to, light [and], accommodation”).

PERRLA P Pupils E Equal R Round R Reactive to L Light (and) A Accommodation

Special techniques used in the ophthalmologist’s office include examinations performed with a slit lamp biomicroscope. This device is used to view fine details in the anterior segments of the eye. It may be used to view a foreign body because it gives a well-illuminated and highly magnified view of the area. For this examination, the provider first orders the administration of a mydriatic eye A patient with exophthalmia (abnormal protrusion of the eye, possibly resulting from an overactive thyroid or a tumor behind the eyeball) is checked with an exophthalmometer. This instrument measures how far the eye protrudes beyond the edge of the eye socket and helps determine the level of tissue swelling and enlargement behind the eye.

Distance visual acuity

Determining distance visual acuity frequently is part of a complete physical examination. It is widely used in schools and industry and is the best single test available for vision screening. Many cases of myopia, astigmatism, and hyperopia have been detected with this routine test. The chart most commonly used is the Snellen alphabetical chart. This chart displays various letters of the alphabet, which the patient must identify in ever smaller font sizes. Patients with limited knowledge of the English alphabet can be tested with the E chart. In addition, a chart that uses pictures and symbols is available. This chart is used for young children or individuals who do not know the alphabet. To avoid patient confusion over the E chart or the symbol chart, the medical assistant should review the charts with patients first to make sure they know how to demonstrate the E visualized or the meaning of each picture or symbol. The symbol on the top line of the chart can be read at 200 feet by people with normal vision. In each of the succeeding rows, from the top down, the size of the symbols is reduced so that a person with normal vision can see them at distances of 100, 70, 50, 40, 30, and 20 feet consecutively.

The patient must not be allowed to study the chart before taking the test. The room or hall should be long enough that the 20-foot distance can be marked off accurately and without interruptions from patient and staff traffic. The chart should be hung at the patient’s eye level and illuminated with maximum light, without glare on the chart. Most adults do not need the standard Snellen chart explained, but if the E chart is used, an explanation must be given as to how the E’s are to be read. The patient may point up or down or right or left toward the part of the letter that is open. If the E chart is to be used for a child, practice with an index card with a large E drawn on it before the child is tested. Turn the card in different directions to simulate the position of the “fingers” of the E on the chart and give children the opportunity to demonstrate the direction of the E fingers by pointing their own fingers in the same direction.

Because this is a gross screening of distance visual acuity, the eyes are typically tested with corrective lenses; therefore, the patient should not remove glasses or contact lenses unless the provider requests it. Indicate in the patient’s health record whether the assessment was done with or without corrective lenses. Record the results of each eye separately and as fractions. The numerator (top number) is the distance of the patient from the chart (always 20 feet), and the denominator (bottom number) is the lowest line read satisfactorily by the patient. For example, if the patient reads the 20 line at 20 feet, the fraction 20/20 is recorded for that eye. The last line the patient can read without squinting or straining and with no more than two mistakes is the line recorded in the patient’s record for that eye. The medical assistant should document the outcomes of the test, specifying the results for each eye and both eyes. The Joint Commission no longer recommends using medical abbreviations for the eyes and ears because they are frequently confused or misinterpreted; therefore, the medical assistant must now document right eye, left eye, and both eyes.

Key points

Medical assistant’s role in eye examination, diagnostics, and treatments

  • Assist provider with basic eye exams and screenings
  • Administer diagnostic procedures as directed
  • Document procedures and results accurately

Examination of the eye

  • Use ophthalmoscope to examine interior of eye and retina
  • Check eyelids for edema, ptosis (blepharoptosis), and other abnormalities
  • Assess pupils for PERRLA (Pupils Equal, Round, Reactive to Light and Accommodation)
    • Use light and accommodation (L&A) test
  • Recognize special instruments:
    • Slit lamp biomicroscope (detailed anterior segment exam)
    • Exophthalmometer (measures eye protrusion)

Distance visual acuity

  • Use Snellen chart (alphabet, E chart, or symbol chart)
  • Test at 20 feet, with corrective lenses unless otherwise directed
  • Record results as fractions (e.g., 20/20), document for each eye and both eyes
  • Ensure proper test environment (lighting, chart placement, no prior chart study)

Interpreting Snellen results

  • Numerator: patient’s distance from chart (20 feet)
  • Denominator: distance at which normal vision reads the same line
    • 20/40: patient sees at 20 feet what normal vision sees at 40 feet
    • 20/15: patient sees at 20 feet what normal vision sees at 15 feet

Near visual acuity

  • Use near vision acuity chart, test at 14–16 inches
  • Screen for presbyopia or hyperopia
  • Test each eye separately, document results, note use of corrective lenses and signs of eyestrain

Ishihara color vision test

  • Detects congenital (inherited) and acquired color vision defects
  • Uses polychromatic plates with numbers or line trails
  • Administer in natural daylight or best possible lighting
  • Score: 10+ correct = average, 7 or fewer = possible color deficiency (refer to ophthalmologist)

Treatments of the eye

  • Common medications:
    • Topical antibiotic ointments (bacterial infections)
    • Anti-inflammatory agents (reduce inflammation)
    • Anti-infectives (viral infections)
  • Medical assistants should know medication types and uses

Eye irrigation

  • Purpose: relieve inflammation, remove drainage/chemicals/foreign bodies
  • Use sterile technique and equipment
  • If foreign body present:
    • Inspect eye, irrigate as ordered
    • If unsuccessful, cover both eyes and notify supervisor/provider

Instillation of eye medication

  • Administer eye drops or ointments as ordered
  • Use proper dispensing techniques (dropper, squeeze bottle, ointment tube)
  • Document medication administration in patient record

More from Assisting in ophthalmology & otolaryngology

  • Anatomy and physiology of the eye
  • Major ocular disorders: cataracts, glaucoma, and retinal disease
  • Refractive errors and common eye infections
  • Diseases and disorders of the ear
  • The medical assistant's role in ear examinations and treatments