History & Chief Complaint
Two tabs cover everything you type about the patient's background and why they're in the chair today: History and Cc hpi.
History tab
The History tab is a big form of every background section the doctor might touch. Everything auto-saves as you type.
Ocular History (top)
Prior eye surgery, prior eye trauma, prior eye diagnosis. Tick None if the patient has nothing to report. Free-text Notes box on the right for anything not covered by the checkboxes.
Last Exam — date of the patient's most recent eye exam (elsewhere). Tick None if this is their first.
CL Current Wear — do they currently wear contacts? If yes, tick SCL (soft) or RGP (rigid gas permeable) or fill Other. Then pick Modality (Daily / Biweekly / Monthly / Annually / Other) and note their Solutions.
Primary Care Physician
Name of the patient's PCP + two optional fields for additional physicians (specialist, urgent care, etc.).
Medications / Allergies
Two lists. Type a medication and click Add, or tick No Medications. Same for allergies. What you enter here syncs to the persistent widgets in the right sidebar so it stays visible on every other tab.
Additional history sections below (Family / Social / ROS / Occupation) live on this same tab — scroll down to reach them.
Cc hpi tab
The Chief Complaint & HPI tab is where you write the story of this visit:
- Chief Complaint — one line: "blurred distance vision for 2 months" / "annual eye exam" / etc.
- Secondary Complaint — anything else the patient mentioned.
- HPI (History of Present Illness) — structured or free-text description: onset, duration, severity, associated symptoms, prior treatments.
The HPI form has both a structured version (drop-downs for onset, severity, etc.) and a free-text version — use whichever your practice prefers.