Quick handoff template from pretest to optical

I put together a one-page handoff that travels on the tray — PD/OC heights, lifestyle notes, and the doctor’s priorities (e.g., near first) — so the optician has what they need without digging in the chart. Since January we’ve seen fewer remakes and smoother consults using it; happy to share the file if you want to adapt it.

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@OP ‘near first’ is gold; we added a tiny ‘non-adapt’ checkbox and a line for last lens design, which cut our lens swaps and speeds up coating recs. Small caveat: we print it on bright paper and push frame A/B/DBL to a QR link so the sheet doesn’t turn into Where’s Waldo — does that fit your flow?

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