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Ophthalmology History Taking
Source: Kanski's Clinical Ophthalmology: A Systematic Approach, 10th Edition
Overview
Before examining the patient, a thorough ophthalmic history must be taken. The depth of history depends on the presenting visual symptoms and suspected disease. A basic history is divided into the following categories:
1. Main Complaint (Chief Complaint)
For every symptom, characterize it using these five dimensions:
| Dimension | What to Ask |
|---|
| (a) Rapidity of onset | Sudden vs. gradual? Instantaneous (vascular) or over days/weeks (inflammatory/degenerative)? |
| (b) Circumstances of onset | What was the patient doing? Any trauma, systemic illness, or preceding event? |
| (c) Severity | How much does it affect function? Reading, driving, daily activities? |
| (d) Duration | How long have symptoms been present? |
| (e) Frequency | Constant vs. intermittent? Episodic (e.g., angle closure)? |
2. Characterizing Common Ophthalmic Symptoms
Vision Loss
- Monocular vs. binocular - critical for localization (monocular = pre-chiasmal; binocular = chiasmal or post-chiasmal)
- Central vs. peripheral field loss
- Transient vs. permanent (amaurosis fugax = TIA of the eye)
- Sudden painless - consider vascular (CRAO, CRVO, AION)
- Painful - consider acute angle-closure glaucoma, uveitis, optic neuritis
Floaters & Flashes
- New floaters/flashes = posterior vitreous detachment until proven otherwise; must rule out retinal tear or detachment
- Ask about a "curtain" or "shadow" in the visual field (retinal detachment)
Pain
- Sharp/aching - corneal, anterior segment
- Deep/periorbital - acute angle closure, orbital disease, optic neuritis (pain on eye movement)
- Foreign body sensation/grittiness - conjunctiva, cornea, dry eye
Redness
- Acute vs. chronic; unilateral vs. bilateral
- With or without discharge (purulent = bacterial; watery = viral/allergic)
- Ciliary flush (limbal injection) vs. conjunctival injection - ciliary flush indicates anterior segment inflammation
Diplopia
- Monocular (persists when one eye closed) = lens/corneal problem or functional
- Binocular (resolves when one eye closed) = extraocular muscle or cranial nerve pathology
- Constant vs. intermittent; direction of gaze that worsens it
Other Symptoms to Ask About
- Photophobia (uveitis, keratitis, migraine)
- Epiphora / watering (drainage failure vs. hypersecretion - drainage failure worsens in cold/wind)
- Distortion / metamorphopsia (macular disease)
- Halos around lights (corneal edema, acute angle closure)
- Colour vision changes (optic nerve disease)
- Night blindness / nyctalopia (retinitis pigmentosa, vitamin A deficiency)
- Photopsia (flashes of light - vitreoretinal traction)
3. Past Ocular History
- Previous ocular surgery (cataract, glaucoma, refractive surgery - note: refractive surgery affects IOP readings)
- Previous ocular inflammation (uveitis, keratitis)
- Trauma (blunt or penetrating)
- Refractive status - myopia increases risk of POAG and retinal detachment; hypermetropia increases risk of angle-closure glaucoma
- Previous ocular treatments (laser, injections)
- Use of spectacles or contact lenses; compliance and hygiene
4. Past Medical History
Key systemic conditions with ophthalmic relevance:
| Condition | Ophthalmic Relevance |
|---|
| Diabetes mellitus | Diabetic retinopathy, macular edema, rubeosis iridis |
| Hypertension | Hypertensive retinopathy, vascular occlusions |
| Cardiovascular disease | Retinal artery/vein occlusions |
| Asthma / heart failure / heart block / peripheral vascular disease | Contraindication to topical beta-blockers (e.g., timolol) |
| Thyroid disease | Thyroid eye disease (Graves' orbitopathy) |
| Autoimmune / connective tissue disorders | Uveitis, scleritis, keratoconjunctivitis sicca |
| Head injury / intracranial pathology / stroke | Optic atrophy, visual field defects |
| Migraine / Raynaud's phenomenon | Vasospasm; implicated in NTG |
| Multiple sclerosis | Optic neuritis, internuclear ophthalmoplegia |
| HIV / immunocompromise | CMV retinitis, toxoplasma, opportunistic infections |
| Oral contraceptive pill (long-term) | May increase risk of glaucoma and CRVO |
5. Systemic Medications
Ask specifically about:
- Corticosteroids (topical, inhaled, oral, skin creams) - steroid-induced glaucoma and cataract
- Tamsulosin (alpha-blocker for BPH) - intraoperative floppy iris syndrome (IFIS) during cataract surgery
- Oral beta-blockers - may lower IOP and mask glaucoma
- Chloroquine / hydroxychloroquine - bull's eye maculopathy (retinal toxicity)
- Ethambutol - optic neuropathy
- Amiodarone - corneal microdeposits, optic neuropathy
- Vigabatrin - peripheral visual field constriction
- Bisphosphonates - scleritis, uveitis (rare)
- Sildenafil (PDE5 inhibitors) - non-arteritic anterior ischaemic optic neuropathy (NAION)
- Isotretinoin - dry eye, blepharitis
- Topical glaucoma medications - note compliance and side effects
6. Allergies
- Drug allergies - especially to:
- Antibiotics (topical or systemic)
- Topical glaucoma medications (e.g., brimonidine causing allergic follicular conjunctivitis)
- Acetazolamide is contraindicated in sulfonamide allergy
- Contact lens solutions
- Preservatives in eye drops (e.g., benzalkonium chloride)
7. Family History
- Glaucoma (primary open-angle glaucoma - strong hereditary component)
- Macular degeneration (AMD has genetic risk factors)
- Inherited retinal dystrophies (retinitis pigmentosa, Stargardt's, Best disease)
- Strabismus and amblyopia
- Refractive errors (myopia especially)
- Systemic conditions with ocular manifestations (Marfan syndrome, NF1/2)
8. Social History
- Occupation - computer use (dry eye), occupational hazards (trauma risk), visual requirements for work (drivers, pilots)
- Hobbies - contact sports, DIY (foreign body risk)
- Driving - legally required vision standards
- Smoking - significantly increases risk of AMD and is a risk factor for CRVO
- Alcohol intake - toxic/nutritional optic neuropathy (suspect if combined with poor nutrition or tobacco)
- Living alone / social support - important for low vision planning
9. Review of Systems (Selected)
Always ask about neurological symptoms alongside ophthalmic complaints:
- Headache (raised ICP, giant cell arteritis, migraine)
- Jaw claudication, scalp tenderness, temporal artery tenderness - giant cell arteritis (emergency in patients >50 with sudden visual loss)
- Facial pain (trigeminal)
- Limb weakness, sensory changes (MS, stroke)
- Skin rashes (sarcoid, herpes zoster)
Summary Framework
HISTORY OF PRESENTING COMPLAINT
→ Onset, Duration, Severity, Frequency, Progression
→ Character of visual/ocular symptom (see above)
PAST OCULAR HISTORY
→ Surgery, Trauma, Inflammation, Refractive status
PAST MEDICAL HISTORY
→ Diabetes, HTN, CVS, Autoimmune, Neurological
DRUG HISTORY
→ Steroids, Tamsulosin, Antimalarials, Topical drops
ALLERGIES
→ Drug, preservative, contact lens solution
FAMILY HISTORY
→ Glaucoma, AMD, Retinal dystrophy
SOCIAL HISTORY
→ Occupation, Driving, Smoking, Alcohol
Based on Kanski's Clinical Ophthalmology: A Systematic Approach, 10th Edition - the gold standard ophthalmic reference. All key categories (main complaint, past ocular history, past medical history, systemic medications, allergies, family history, occupation and hobbies) are taken directly from the textbook's Ophthalmic History framework.