Hess charting

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Here is a comprehensive overview of Hess charting, drawn from Kanski's Clinical Ophthalmology:

Hess Chart (and Lees Screen)

Purpose

A Hess chart is plotted to aid in the diagnosis and monitoring of incomitant strabismus — conditions such as:
  • Extraocular muscle palsy (3rd, 4th, or 6th nerve paresis)
  • Mechanical or myopathic limitation (thyroid ophthalmopathy, blow-out fracture, myasthenia gravis)
It measures dissociated ocular position as a proxy for extraocular muscle action. Results should always be interpreted alongside other investigations (e.g. field of binocular single vision, prism cover test).

The Hess Screen (Technique)

  • The screen displays a tangent pattern on a dark-grey background with red lights at cardinal positions of gaze — a central field (15° from primary position) and a peripheral field (30°); each square = 5° of ocular rotation.
  • The eyes are dissociated using red/green goggles: red lens over the fixating eye, green lens over the non-fixating eye.
  • Red lights are illuminated one at a time; the patient superimpose a green pointer over each red light.
  • The goggles are then reversed and the test repeated for the other eye.
  • Software exists to plot Hess charts on a standard computer screen.

The Lees Screen (Alternative)

  • Two opalescent glass screens at right angles, bisected by a two-sided plane mirror — this dissociates the eyes without coloured lenses.
  • The examiner indicates a target on the illuminated screen; the patient places a pointer on the non-illuminated screen where they perceive the target to be.
  • The patient is rotated 90° to repeat for the other eye.

Interpretation Rules

Key principle:
Chart FeatureMeaning
Smaller chartEye with the paretic muscle
Larger chartEye with the overacting yoke muscle
  • The greatest restriction on the smaller chart falls in the direction of action of the paretic muscle.
  • The greatest expansion on the larger chart falls in the direction of action of the yoke muscle.
  • The angle of deviation is estimated from the disparity between the plotted point and the template (each square = 5°).
Example — Right lateral rectus palsy (Fig. 18.41):
Hess chart of a recent right lateral rectus palsy
Right chart (smaller) shows restriction to the right; Left chart (larger) shows expansion to the left — overaction of the left medial rectus (yoke of right LR).

Changes with Time

Progressive changes in the Hess chart are characteristic and clinically useful as a prognostic indicator and to guide management:
  1. Early (acute palsy): Underaction of the paretic muscle + overaction of its yoke muscle → charts are very incomitant and diagnosis is straightforward.
  2. With secondary contracture: The ipsilateral antagonist develops secondary overaction → this causes inhibitional palsy of the antagonist's yoke, which appears as underaction — and may mimic a palsy of the contralateral muscle.
  3. Late (longstanding): The two charts become progressively concomitant; it may be impossible to identify the originally paretic muscle.
Hess chart changes over time in right superior rectus palsy
(A) Underaction of right SR + overaction of left IO; (B) secondary overaction of right IR → inhibitional palsy of left SO; (C) concomitant charts — original palsy indeterminate.

Clinical Examples

Left 3rd nerve palsy:
  • Left chart (paretic eye): much smaller; underaction of all muscles except LR
  • Right chart (yoke eye): larger; overaction of all muscles except MR and IR
  • Left exotropia visible: fixation spots deviated laterally; secondary deviation > primary deviation (hallmark of paretic squint)
Right 4th nerve (SO) palsy — recently acquired:
  • Right chart: underaction of right SO (depression in adduction)
  • Left chart: overaction of left IO (yoke of right SO)
Congenital vs. acquired 4th nerve palsy: Congenital palsies show a more comitant pattern with less separation between the two charts, reflecting long-standing compensatory changes.

— Kanski's Clinical Ophthalmology: A Systematic Approach, 10th Edition

For 20 marks

Here is a structured 20-mark answer on Hess charting:

Hess Chart

Definition and Purpose (2 marks)

The Hess chart is a diagnostic and monitoring tool used in the assessment of incomitant strabismus. It plots dissociated ocular positions as a measure of extraocular muscle action. It is used in conditions such as:
  • Cranial nerve palsies (3rd, 4th, 6th)
  • Thyroid eye disease
  • Blow-out fracture of the orbit
  • Myasthenia gravis

Principle (2 marks)

The test is based on Hering's law of equal innervation — equal and simultaneous innervation is sent to yoke muscles. By dissociating the eyes and asking the patient to place one eye's image over the other, any deviation caused by muscle under/overaction is recorded. The difference between the two charts reflects the primary and secondary deviations.

Equipment and Setup (2 marks)

  • A tangent screen with a grid pattern; each square = 5° of ocular rotation
  • Central field = 15° from primary position; peripheral field = 30°
  • Eyes dissociated using red/green goggles: red lens over the fixating eye, green lens over the non-fixating eye
  • Red lights are illuminated at cardinal positions; the patient uses a green pointer to superimpose over each red light
  • Procedure is repeated with goggles reversed (other eye fixates)

Lees Screen (Alternative) (2 marks)

  • Uses two opalescent glass screens at right angles, bisected by a two-sided plane mirror — no coloured lenses needed
  • The examiner indicates a target on the illuminated screen; the patient places a pointer on the non-illuminated screen at the perceived matching position
  • Patient is rotated 90° and the procedure repeated for the other eye
  • Considered more accurate as it eliminates colour rivalry

Reading and Interpretation (4 marks)

FeatureInterpretation
Smaller chartEye with the paretic muscle
Larger chartEye with the overacting yoke muscle
Greatest restriction on smaller chartDirection of action of the paretic muscle
Greatest expansion on larger chartDirection of action of the yoke muscle
Each square of disparity= 5° of deviation
Example — Right lateral rectus palsy:
  • Right (smaller) chart: restricted laterally → underaction of right LR
  • Left (larger) chart: expanded medially → overaction of left MR (yoke of right LR)
  • Secondary deviation > primary deviation confirms a neurogenic/paretic cause

Changes with Time (4 marks)

Stage 1 — Acute:
  • Underaction of paretic muscle; overaction of its yoke muscle
  • Charts are markedly incomitant → diagnosis straightforward
Stage 2 — Secondary contracture:
  • Ipsilateral antagonist (e.g. right IR in right SR palsy) develops secondary contracture and overaction
  • This causes inhibitional (secondary) palsy of its yoke muscle (left SO)
  • May be mistaken for a primary palsy of the contralateral muscle
Stage 3 — Spread of comitance:
  • Both charts become progressively concomitant
  • Original paretic muscle may no longer be identifiable
  • Sequential charting over time is crucial to avoid misdiagnosis

Clinical Examples (2 marks)

Right 6th nerve palsy:
  • Right chart (smaller): restriction to the right
  • Left chart (larger): expansion to the left
Left 3rd nerve palsy:
  • Left chart (smaller): underaction of all muscles except LR
  • Right chart (larger): overaction of all muscles except MR and IR
  • Left exotropia: fixation spots deviated laterally in both charts
Right 4th nerve (SO) palsy:
  • Right chart: restriction in depression-adduction (field of right SO)
  • Left chart: expansion in elevation-adduction (overaction of left IO, yoke of right SO)

Clinical Uses and Limitations (2 marks)

Uses:
  • Diagnosis of which muscle/nerve is affected
  • Monitoring recovery or deterioration
  • Timing of surgical intervention (charts should be stable for ≥6 months before surgery)
  • Differentiating neurogenic, myopathic, and mechanical causes
Limitations:
  • Requires the patient to have some degree of binocular vision — not valid in dense amblyopia or suppression
  • Results must be interpreted alongside prism cover test and field of binocular single vision
  • Long-standing palsies with spread of comitance can be difficult to interpret

— Kanski's Clinical Ophthalmology: A Systematic Approach, 10th Edition
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