Clinical Rotations: An Optometry Student's Guide to Patient Encounters

Aug 5, 2020
5 min read
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Clinical rotations can be exciting and overwhelming! Here are some tips for improving your clinical skills and getting the most out of rotations.

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Starting clinical rotations is a very exciting time for every student. You have been diligently studying notes and reading articles for two years, and now it is time to apply that knowledge to patient care. Clinical rotations can be overwhelming; you are expected to perform, interpret and notate a specific set of diagnostic testing; formulate an assessment and plan; and present it to your preceptor, all in a timely manner. Do not fret! Approach each patient analytically and systematically, and you will start to see your efficiency grow.

Below are some tips, pointers and clinical scenarios for you to succeed on your rotations. Let’s walk through your patient encounter.

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Before you start the patient encounter

  1. Review the chart if the patient is established. Familiarize yourself with diagnoses and related findings. For example, you can use your reference materials to quickly remind yourself of the type of contact lens the patient is using.
  2. If the patient is new, start to formulate a plan in your mind. For example, what ADD prescription would a 54 year old need?

Improve your flow in the exam room

  1. Time yourself and keep a log for each type of encounter. This is a sure way of analyzing your efficiency over time.
  2. Keep talking to your patient throughout the examination to expand on his/her chief complaint. You do not have to ask all the questions at the very beginning. Encourage a natural conversation.
  3. Create “stop points” for yourself throughout the examination to notate your findings. For example, perform all functional entrance testing first, then stop to notate, rather than notating after each individual test.
  4. Make a note of any abnormal findings as you go; normal findings can wait until after you have administered dilating drops.

While the patient is dilating

  1. Complete your exam findings.
  2. Synthesize an assessment and plan for the diagnoses you already know, prepare your final prescriptions and any patient recommendations or education materials.

Complete the exam

  1. Finalize your patient recommendations. Take ownership of your assessment and plan to present to your preceptor.
  2. If you do not know the answer, take ownership and ask questions to aid in your understanding.

Presenting to your preceptor

  1. Organize your thoughts and present your findings systematically; i.e. from the anterior to posterior segment.
  2. Engage in discussion with your preceptor about your differential diagnoses. Ask questions.
  3. Be teachable! This is very important. Open your mind to learning a different technique to perform a procedure, or treating a corneal ulcer differently than what you were taught in the classroom. Medical conditions are complex and there are often various ways to treat one disease process. Try not to be rigid in your thought process; instead, be curious and willing to learn.

After the patient leaves

  1. Each case is a learning opportunity. Keep a journal or a log of what each encounter has taught you. The lessons can be related to performance and accuracy, or to a disease process. Examples are, “do not use too much fluorescein during applanation as it will overestimate the IOP readings, or “asymmetric diabetic retinopathy warrants assessment of carotid artery disease.” Review your journal at the end of each week.
  2. Set goals for yourself. If it took you 120 minutes to perform a complete eye examination, try to reduce it by ten minutes next week.
  3. My best advice to understanding a disease process is to always refer to anatomy. Do not memorize facts; instead, understand the changes occurring at the microvascular level to understand diabetic retinopathy.
  4. Refer back to major studies to understand standard treatment protocols.

Use your resources

  1. Use Eyerounds.org to teach yourself how different conditions can present.
  2. Read articles published in Review of Optometry and complete the CE quizzes to test your knowledge.
  3. Review your class notes pertaining to your patient encounters daily.

Don't forget to check out our downloadable clinical cheat sheets!

How to navigate these scenarios

You do not formulate a correct or accurate assessment and plan.

Do not stress about this or take it personally. This is a great learning opportunity for you to improve your diagnostic skills. Ask questions and discuss the case with your classmates so you can all learn.

You do not perform a refraction accurately.

Go back into the exam room and repeat any finding you did not perform accurately.

You are becoming stressed and overwhelmed in the exam room.

Take a break! Step out of the exam room for a few seconds, recollect your thoughts, take a deep breath, and go back in.

You are having difficulty with refraction. It is a particularly difficult case, and you are “spinning your wheels.”

Try working from the habitual prescription if it is available.

Trial frame your findings and work with loose lenses to refine.

Talk to your preceptor. Ask for direction. It is acceptable to ask for help during any point in the examination.

Final thoughts

The most important thing to remember is that you are learning. Learn from your mistakes, adopt humility and monitor your growth. Celebrate your successes. You are a doctor in-the-making.

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About Hardeep Kataria, OD, FAAO

Dr. Hardeep Kataria is originally from the United Kingdom. She completed her undergraduate studies at the University of Florida and is a 2012 graduate from the New England College of Optometry. After completing her residency in Primary Care and Ocular Disease, she relocated to the sunny west coast of Los Angeles, California. She practices in a medical office primarily managing dry eye disease and medical glaucoma. She is passionate about using advanced diagnostic techniques to treat dry eye disease and glaucoma, and enjoys the challenge of complex cases. Outside of optometry, Dr Kataria enjoys weightlifting and enjoying the coastal weather of Southern California.


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