Visual-Eyes
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Streamlining Consent Documentation in Optometric Exams

With increased focus on patient consent and documentation, especially with recent changes in British Columbia, clinics are being asked to ensure patients are informed and their consent is clearly recorded. While these expectations are not new, there is more attention on capturing consent during the exam, particularly around procedures, physical contact, and potential side effects. Visual-Eyes offers practical ways to support this within your existing workflow:

  • Visual Forms: Collect explicit consent in advance with patient sign-off
  • Exam Panels: Create or modify custom panels to track consent where appropriate
    • Use treatment-specific panels to document warnings and side effects
    • Add custom checkboxes to track consent for routine interactions, such as touching the patient’s face
  • In Development: Adding consent options within exam panels to further support consent and warning documentation


By building consent into the flow of the exam, Visual-Eyes helps keep documentation consistent and easy to manage, while supporting clear communication with patients and confidence that expectations are being met.

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