Forms and Tools for Your Practice

Below are downloadable materials to help you manage your eye care practice, such as a satisfaction questionnaire and an action plan. You will also find forms and tools such as questionnaires and trackers to help you assess patients, get them started on treatment, and track their progress.

We will frequently add new materials to this website. To be alerted when new materials are available, simply enter your information in the Register for Updates box to the right.

Click on the categories below to access helpful glaucoma, dry eye, or allergy forms and tools.

Glaucoma Practice Management Tools

Sample Action Plan for Practice Enhancement

One-page plan for listing actions to be performed, staff member responsible for each, and the timeline for completion

Download

Dry Eye Practice Management Tools

Dry Eye Patient Satisfaction Program

Steps to obtaining meaningful data that help gauge the satisfaction level of patients

Download

Glaucoma Forms and Tools

Glaucoma Tracker Sheet #1

A flow sheet to collect and track information such as intraocular pressure, visual field, and other test results over time

Download

Glaucoma Tracker Sheet #2

Similar to Tracker Sheet #1, but with additional questions to collect information about allergies, family history, and more

Download

Glaucoma Start-up Sheet With Treatment Plan

One-page patient handout that sets expectations for the treatment plan and includes an area to write their new medication, dosing, and any special instructions

Download

Dry Eye Forms and Tools

Dry Eye Questionnaire

One-page questionnaire for use in the waiting room to collect a brief medical history and relevant personal data related to dry eye

Download

Dry Eye Quiz

A short, 1-page screener to quickly assess your patients' degree of eye irritation and sensitivity

Download

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