how to do orthtopics evaluation

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I now have comprehensive content. Here is a complete guide to the orthoptics evaluation:

Orthoptics Evaluation

An orthoptic evaluation is a systematic assessment of binocular vision and ocular motility - the ability to use both eyes together as a coordinated pair. It is performed by orthoptists, ophthalmologists, and optometrists, and follows a standard sequence.

1. History Taking

Before any testing, gather:
  • Chief complaint: diplopia (double vision), headaches, reading difficulty, squint noticed by others
  • Onset and duration (sudden vs. gradual)
  • Constant vs. intermittent symptoms
  • Associated neurological symptoms (suggests cranial nerve palsy, multiple sclerosis, stroke)
  • Relevant past ocular, medical, and family history
  • Current spectacle correction

2. Visual Acuity (VA)

  • Measure with best refractive correction in place
  • Test each eye uniocularly (monocularly), then binocularly
  • Use standard LogMAR or Snellen charts for adults
  • Use Cardiff cards, Teller acuity cards, or preferential looking for infants/pre-verbal children
  • Test near VA as well, especially in accommodative disorders, nystagmus, and amblyopia treatment monitoring
  • If a head posture is present, test vision both with and without it

3. Cover Test (CT)

The cover test is the cornerstone of orthoptic examination - it detects and characterizes deviations.

Cover-Uncover Test

  • Detects a manifest deviation (tropia/strabismus)
  • Cover one eye; watch the uncovered eye for a re-fixation movement
  • No movement = no manifest deviation
  • Movement indicates the uncovered eye was not fixating (i.e., it was the deviating eye)
  • Repeat for both eyes

Alternate Cover Test

  • Detects a latent deviation (phoria) by dissociating binocular vision
  • Rapidly alternate the cover between eyes; watch for refixation movements when each eye is uncovered
  • Adduction on uncover = exophoria; abduction on uncover = esophoria
  • Performed at near (1/3m), distance (3-6m), and far distance (>6m)
  • Always test with and without spectacles - a 10 prism dioptre (PD) difference between measurements indicates an accommodative deviation
  • Test in the primary position and with compensatory head posture if present

Abbreviations Commonly Used

TermMeaning
OrthoOrthophoria (no deviation)
ET / XTEsotropia / Exotropia
HTHypertropia
E(T) / X(T)Intermittent esotropia / exotropia
SOP / IOPSuperior/inferior oblique palsy

4. Measurement of Deviation

Hirschberg Test

  • A rough, objective estimate of strabismus angle
  • Shine a light at the patient's eyes and observe the corneal light reflex position
  • Central reflex = orthophoria; reflex near the pupil border ≈ 10-15°; near the limbus ≈ 40°
  • Useful when formal testing is not possible (young children, non-cooperative patients)

Krimsky Test

  • Like Hirschberg, but prisms are added until corneal reflexes are centered
  • Useful in young children and non-cooperative patients

Prism Cover Test (PCT)

  • The gold standard for measuring the angle of deviation in prism dioptres (PD)
  • Perform the alternate cover test while increasing prism strength (using a prism bar) until no refixation movement is seen
  • Prism base is placed opposite to the direction of deviation (e.g., base-out for esotropia)
  • The end-point is when movement is neutralized; confirm by going just past (reversal) then reducing back
  • Performed in primary position, all 9 positions of gaze (important for paretic squints), near and far

Maddox Rod

  • Dissociates the eyes by converting a point of light into a streak
  • Used to detect and measure heterophoria (latent deviations)
  • Red glass rod in front of one eye; patient states whether the streak passes through the light (orthophoria), or is displaced (phoria)
  • Measures both horizontal and vertical deviations

Maddox Wing

  • Used to measure near heterophoria (at 1/3m)
  • Right eye sees arrows, left eye sees numbers
  • Patient reports which number the arrow points to for horizontal, vertical, and cyclophoria

5. Ocular Motility (OM)

  • Assesses muscle function and eye movement disorders
  • Patient fixes on a light held ~50 cm away; head is kept stationary
  • Follow the light into 8 positions of gaze (right, upper-right, upper, upper-left, left, lower-left, lower, lower-right)
Versions (both eyes together): Observe for any change in deviation and perform an alternate cover test in each position
Ductions (one eye at a time, with fellow eye occluded): Assess full uniocular range of movement
Key point: In neurological (paretic) conditions, the duction movement is greater than the version; in mechanical restriction, the degree of movement is equal.

6. Binocular Single Vision (BSV) Status

Worth Four-Dot Test

  • Uses red-green glasses to dissociate the two eyes
  • Patient views 4 lights (1 red, 2 green, 1 white)
  • 4 lights seen = BSV present
  • 2 red lights = right eye suppression
  • 3 green lights = left eye suppression
  • 5 lights = diplopia
  • Alternating = alternating suppression

Bagolini Striated Glasses

  • A natural viewing test for BSV, anomalous retinal correspondence (ARC), or suppression
  • Lenses placed at 45° and 135° before each eye; each eye sees a streak at 90° to the other
  • An "X" crossing at the centre = BSV (if eyes are straight) or harmonious ARC (if strabismus present)
  • Single streak only = suppression

Convergence (Near Point of Convergence)

  • A target is slowly moved toward the patient's nose; note the point at which one eye diverges (breaks) and when it recovers
  • Normal: convergence maintained to ~6 cm
  • Convergence insufficiency: fails before 6 cm and may not recover easily

7. Sensory Fusion and Stereopsis

Assessed with the synoptophore (major amblyoscope) - a large instrument providing separate images to each eye:
GradeFunctionExample target
1st gradeSimultaneous perceptionLion in a cage
2nd gradeSensory fusion (motor fusion range tested)Two rabbits, each incomplete
3rd gradeStereopsis (depth perception)A bucket in 3D
Simpler clinical tests for stereopsis:
  • Randot / TNO / Lang stereotest (at 40 cm)
  • Frisby stereotest

8. Prism Fusion Range (PFR)

  • Measures motor fusion - the ability to maintain BSV while making vergence movements
  • Performed with prism bars: horizontal (base-out and base-in) and vertical (base-down and base-up)
  • Recorded in prism dioptres
  • Extended vertical fusion range suggests a long-standing 4th nerve palsy (vs. recently acquired)

9. Detection of Anomalous Retinal Correspondence (ARC)

Assessed on the synoptophore by comparing:
  • Subjective angle (where the patient perceives images to align)
  • Objective angle (measured by cover test / corneal reflex)
If they differ, ARC is present. Harmonious ARC = objective angle equals the angle of anomaly (patient has adapted and may have BSV despite strabismus). Inharmonious ARC = the angles differ by a different amount.
Also detected with:
  • Bagolini glasses
  • 4-prism dioptre base-out test (for microtropia)

10. Additional / Specialist Tests

Depending on the clinical picture:
  • Hess chart - maps the field of action of each extraocular muscle; invaluable for diagnosing and monitoring paretic squints and tracking progression
  • Lancaster red-green test - similar purpose to Hess chart
  • Bielschowsky head-tilt test - for suspected 4th nerve palsy; the hypertropia increases when the head is tilted toward the affected side
  • Forced duction test - passive movement of the eye under topical anaesthesia; distinguishes paresis from mechanical restriction
  • Parks-Bielschowsky three-step test - systematic identification of a paretic vertical muscle

Summary Sequence

  1. History
  2. Visual acuity (distance + near, each eye + binocular)
  3. Cover test (cover-uncover + alternate cover, near + distance, with/without glasses)
  4. Measurement of deviation (PCT, Hirschberg/Krimsky if needed)
  5. Ocular motility (versions + ductions, 8 positions)
  6. Binocular status (Worth four-dot, Bagolini, convergence)
  7. Fusion + stereopsis (synoptophore, Randot, TNO)
  8. Prism fusion range
  9. Specialist tests as indicated (Hess chart, head-tilt test, etc.)
Source: Kanski's Clinical Ophthalmology, 10th ed.; Eye News - Making Sense of the Orthoptic Assessment
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