Printable · for optometrists
Pre-exam questionnaire
Print it, hand it to the client on arrival, keep it in the file. The text below is the same one clients sign when they book online through the booking software.
Eye exam intake
Health information for your eye exam. Answer what you know — nothing here is a diagnosis. The consent wording is a starting point, not legal advice: adapt it to your province, your insurer and your professional order.
Client name
Phone
When was your last eye exam? *
Do you wear *
- Glasses
- Contact lenses
- Neither
Any of these lately?
- Blurry vision
- Headaches
- Dry or itchy eyes
- Flashes or floaters
- Double vision
- None
Known eye conditions, in you or your family (glaucoma, cataracts, macular degeneration)
Do you have diabetes? *
- Yes
- No
Current medications
Signature
Printed name
Date
This form is a starting point, not legal advice. Have it reviewed for your province or state before use.
Business name
v1
Intake and consent form
When was your last eye exam? *
Do you wear *
- Glasses
- Contact lenses
- Neither
Any of these lately?
- Blurry vision
- Headaches
- Dry or itchy eyes
- Flashes or floaters
- Double vision
- None
Known eye conditions, in you or your family (glaucoma, cataracts, macular degeneration)
Do you have diabetes? *
- Yes
- No
Current medications
Next step
Have clients fill this in when they book online.
The booking software shows this exact form before the calendar, takes the signature and a deposit, and keeps the answers with the appointment. Add or remove a question yourself.
Booking software · Essential: $2,700 to $4,500, or from $250 a month
This sheet comes with your booking · Pre-exam questionnaire
See the booking for optometrists · Letter, 8.5 × 11 in, one page.
