PART 1 OF A 3-PART SERIES
Ophthalmic Technician Continuing Education
Increasing Your Clinical Value:
Opportunities for Ophthalmic Technicians to Get Involved with Allergy Patients
By Jodi Luchs, MD, FACS, and Loraine Huemmer, COT, CRC
Release Date: July, 2012
Expiration Date: June 30, 2013
Faculty/Editorial Board:
Jodi Luchs, MD, FACS, and Loraine Huemmer, COT, CRC
Sponsors/Support:
Supported by an Independent Educational Grant from Allergan, Inc.
This course has been submitted to JCAHPO for consideration of CE credit.
This course is not sponsored by JCAHPO; only reviewed for compliance with JCAHPO standards and criteria and awarded continuing education credit accordingly; therefore, JCAHPO cannot predict the effectiveness of the program or assure its quality in substance and presentation.
Copyright 2012, Review of Ophthalmology®. All rights reserved. The opinions expressed in this supplement to Review of Ophthalmology do not necessarily reflect the views, or imply endorsement, of the editor or publisher. Copyright 2012, Review of Ophthalmology. All rights reserved.
One of the most common conditions that lead patients to make an
ophthalmic appointment is a red,
itchy eye. In fact, each year, more
than 50 million Americans suffer
from allergic diseases. Allergies are
the sixth leading cause of chronic
disease in the United States, with
an estimated 20 percent of the
general population suffering from
allergic conjunctivitis.1 Because the
patient history can offer important
clues to making a diagnosis, the role
of the ophthalmic technician is an
important one—and a well-trained
tech is an invaluable asset to the
clinician. Not only will this monograph provide a comprehensive
review of this common condition,
but it will also detail the care of the
allergy patient, including the part
of the ophthalmic technician in the
process. First and foremost, a basic
understanding of ocular allergies
is crucial to any healthcare professional successfully managing allergy
patients.
The 411 on Ocular Allergies
Interestingly, the prevalence
of allergic disease in general has
increased over the past several
decades, likely due to a combination of environmental, cultural and
technological factors. One hypothesis for this increase, known as the
"hygiene hypothesis", suggests that
early exposure to nonpathogenic
microorganisms in childhood may
promote immune system maturation and protect from the development of an allergy later on, whereas
a lack of exposure in early life may
disrupt normal development of
regulatory immune activity and increase the risk of allergic disease.2,3 Thus, according to this hypothesis, as our societies and cultures
evolved and became cleaner—with
the advance of industrialization
and technology—the incidence of
allergy increased.
Contrary to the statistic mentioned in the previous section, one
study suggests that up to 40 percent
of the population is currently
affected by ocular allergies.4 In another study of 5,000 children with
allergies, almost one-third of them
had ocular-only symptoms.5,6 Ocular
allergy can affect patients' lives in
multiple ways. It can limit where
patients can go, take away the enjoyment of outdoor activities, affect
work-related activities, leisure time
activities, the ability to read or work
on a computer, social functioning,
and it can also make contact lens
wear, which is very important to
many patients, unpleasant or even
impossible. Thus, this prevalent
condition deserves our attention as
eyecare professionals.
Many people who suffer from
chronic allergies are often undiagnosed. Furthermore, many individuals who have chronic ocular
allergies self-medicate their symp
toms with over-the-counter (OTC)
products, rather than seek medical
attention. When OTC products
no longer control their symptoms,
these patients will then present to
an eyecare professional for help.
However, these patients generally
don't walk in identifying themselves
as ocular allergy patients. They may
present with a variety of stories,
clinical signs or symptoms, and it
is up to the eyecare professional to
sort out the underlying cause(s).
Because ocular allergy shares many
signs and symptoms with other
ocular surface diseases and can
present in a wide variety of ways,
this task of identifying the cause is
not always straightforward. To help
make the task of correctly identifying ocular allergies easier, let's
delve even deeper, with a look at
the biologic and physical manifestations of this common condition.
Back to Basics
Allergic conjunctivitis is inflammation of the conjunctiva that is
caused by an allergic reaction.
Because the large majority of eye
allergies involve the conjunctiva,
the terms "ocular allergy," and "allergic conjunctivitis" are often used
synonymously.
The pathophysiology of this
common condition involves a
type-1, IgE-mediated hypersensitivity response facilitated by the
exposure of a sensitized mast cell in the conjunctiva to a particular
antigen. Antigen in the air dissolves
in the tear film and penetrates the
conjunctiva, where it can bind to
the antigen-specific IgE on the
surface of mast cells. This binding
triggers a cascade of intracellular
events, including calcium influx
and phosphorylations, leading to
the release of pre-formed granules from the mast cell cytoplasm.
These pre-formed granules contain
pre-formed inflammatory mediators, the most notable of which is
histamine.
At the same time, the mast cell
is stimulated to produce other
inflammatory mediators, including
prostaglandins and other cytokines.
Of all of the mediators produced
and released by the mast cell, it
is primarily the histamine that is
responsible for the classic signs and
symptoms of allergic conjunctivitis:
itch, redness and swelling. Histamine binds to histamine receptors
on nerve endings in the conjunctiva
to produce an itching sensation. It
also binds to the histamine receptors on the conjunctival vasculature
to produce vasodilation and an
increase in vascular permeability—
producing redness and swelling
(chemosis).
The release of histamine and other mediators also attracts other inflammatory cells into the conjunctiva such as eosinophils, neutrophils,
macrophages, monocytes, lymphocytes and others. Once these
cells arrive in the conjunctiva, they
too become activated and secrete
inflammatory mediators, which
prolong and propagate the allergic
inflammatory response. Thus, it is
clear that allergic conjunctivitis is
much more than merely itchy eyes
and mast cells. It is a multicellular,
allergic inflammatory cascade. Not
surprisingly, treatment of the allergy patient requires a comprehensive approach. But before we get
into the treatment of this condition,
we should review the clinical signs
and symptoms that are often associated with allergic conjunctivitis.
When It's More Than Just Allergy… |
Two unique situations deserve a special mention: contact lens
wearers with ocular allergy and patients who have co-existing dry
eye and allergy.
Contact lens wear and allergy. One-third (33 percent) of
respondents to an online survey about eyes and allergies identified
themselves as contact lens wearers and of these, 12 percent admit
to having dropped out of their lenses because of allergies.7 Ocular
allergy is a well-known cause of reduced contact lens wearing
time and contact lens intolerance. Contact lenses can trap antigen
in the tear film against the ocular surface, thereby precipitating or
worsening ocular allergy symptoms.
While contact lens wearers who also suffer from ocular allergies
may come in complaining of itching, they may not volunteer information that they are increasing the frequency of rewetting drop use
to enhance their comfort, or that they are taking their lenses out
earlier. In fact, a survey by the Allergy and Asthma Foundation of
America revealed that almost three-quarters of patients who wear
contact lenses and suffer from ocular allergies use one of those
strategies to cope with continued wear, while more than 40 percent
stop wearing their lenses altogether during allergy season.7 Those
behaviors are probably overlooked by many eyecare providers, but
are important to elucidate because we can make a major impact
on the quality of these patient's lives by effectively treating their
ocular allergy. |
Reduced contact lens comfort can have detrimental effects on
work performance, impair enjoyment of leisure time, interfere with
the ability to perform activities of daily living, and reduce self-perception of appearance if patients switch from contact lens to
spectacle wear. Therefore, clinicians should not overlook the potential for effectively treating allergies, which are causing contact lens
intolerance, in order to produce important secondary benefits for
patients' lives. For allergy sufferers who want to remain in contact
lenses, many physicians recommend the use of single-use contact
lenses.
Dry eye and allergy. Because many allergic conjunctivitis
patients have some degree of dry eye, treating both conditions is
often necessary in order to achieve an optimal outcome.
The use of artificial tears can be very beneficial in these patients
and thus should not be overlooked. In addition to relieving dry
eye symptoms by lubricating the eye, they also reduce allergy
symptoms by diluting or washing away antigens and inflammatory mediators from the tear film. Topical cyclosporine is also an
effective treatment for patients with allergic conjunctivitis and dry
eye disease. In addition to reducing ocular surface inflammation,
improving tear production and stabilizing the tear film, this drug's
immunomodulatory activity may have some therapeutic benefit in
the allergic inflammatory cascade as well as the cycle of inflammation in dry eye disease. |
Clinical Signs and Symptoms
The clinical signs of allergic
conjunctivitis include conjunctival
hyperemia, chemosis, lid edema
and a stringy mucous discharge.
That said, it is rare for patients to
present to their ophthalmologist's
office with these signs. Usually,
by the time they have arrived in
our offices, the acute redness and
swelling have resolved, leaving a
relatively white and quiet eye. Occasionally, a fine papillary reaction
can be observed on the palpebral
conjunctiva, which can help aid
in the diagnosis. Thus, because a
patient's appearance may be deceiving, it is crucial to take a complete
history in order to ensure a proper
diagnosis and treatment regimen.
The ophthalmic technician is
often the first point of contact and
the first history taker in the patient
encounter; therefore, it is crucial that they have a high index of suspicion for allergy and ocular surface
disease. Furthermore, it is critical
that they ask the appropriate questions, thus allowing the physician
to key in on the issue of allergy and
treat appropriately.
As we are all aware, the hallmark
symptom of ocular allergy is itch.
However, many patients don't present to our offices simply complaining of itch, or with acute findings
of red, swollen eyes. Sometimes,
similar to what happens with their
clinical signs, patients with ocular
allergy start out with itch symptoms, which lead to rubbing and
secondary redness and irritation.
But often, their episode of itchiness
and redness occurred days or weeks
prior to their visit, and by the time
they present to our offices, their
eyes look relatively white and quiet
upon presentation. And occasionally, some of these even forget about
their prior episode of itch. They
may present complaining about
dry eyes, contact lens intolerance,
difficulty working on a computer,
episodic redness, etc.—all symptoms that may also suggest other
ocular surface diseases such as dry
eye or blepharitis.
The most common forms of allergic conjunctivitis fall into two
major categories: seasonal and
perennial. Both are—by far—the
most common presenting forms of
ocular allergic disease, however,
they are (fortunately) the least
severe and generally don't produce
sight-threatening sequelae.
Seasonal or Perennial?
Not sure if a patient is suffering
from seasonal allergic conjunctivitis (SAC) or perennial allergic
conjunctivitis (PAC)? Following is
an explanation of the differences
between the two forms.
SAC. This is the most common
form of allergic conjunctivitis.5 Approximately 90 percent of all ocular
allergy cases are seasonal and are
linked to pollen-related allergies,
according to Mark B. Abelson,
MD, senior clinical scientist at
Schepens Eye Research Center.8 Patients suffering from this form
of allergic conjunctivitis present
most commonly in the spring and/
or fall, although symptoms can last
throughout the summer. Symptoms
include itchy eyes and/or a burning
sensation and are usually bilateral,
though there may be asymmetric
involvement. It is helpful to keep in
mind that ocular symptoms are often accompanied by nasal and pharyngeal symptoms, such as a runny
nose and scratchy throat. Clinical
signs include watery discharge,
white exudates that become stringy
with chronicity, mild injection
of the conjunctival surfaces with
varied levels of conjunctival edema
and papillary hypertrophy along the
tarsal conjunctival surface.
Airborne pollens from trees,
grasses and weeds are the most
common allergens for this type of
allergy. However, it is incorrect to
conclude that these patients only
experience symptoms for a few
weeks out of the year. Consider,
for example, the fact that one
study, which surveyed 124 allergic
conjunctivitis patients, found that
46 percent—almost half—of eye
allergy patients are affected by two
allergy seasons per year. Furthermore, 18.5 percent of these patients
reported that a single allergy season
lasts more than 3 months.9,10 Another large survey demonstrated that
ocular allergic symptoms were present in almost every month of the
year—not only during peak spring
or fall allergy season.4 Because the
onset of SAC symptoms is seasonally related to specific circulating
airborne allergens, it is important
to consider the location and climate
where the patient resides when assessing them. For example, mango
pollen peaks in the air in December
and January, whereas grass pollens
are associated with increased ocular
symptoms during the spring as
well as during "Indian summer" in
the fall. Considering these points,
patients with SAC may experience
ocular allergy symptoms throughout
most of the year.
PAC. As the name suggests, PAC
tends to produce year-round symptoms because the causative antigens
are always present. Additionally,
it is more likely than SAC to be
associated with perennial rhinitis.5 The prevalence of PAC is considered a variant of SAC and is much
lower than that of SAC.11 And while
symptoms of PAC are the same as
those of SAC, they tend to be less
severe.12 Dust mites are the most
common cause of this type of allergy, although pet dander—especially
cat dander—is another common offending agent. Pet dander remains
suspended in the air for extended
periods of time, which allows it
to settle on just about everything
including carpets, furniture, clothing, etc., thereby producing chronic
exposure and consequently, chronic
symptoms for susceptible individuals. Interestingly, even patients
suffering from PAC can experience
seasonal worsening of their symptoms. Other antigens that can cause
PAC include mold, cockroaches,
dust, cosmetics, tobacco smoke and
pollutants.
More severe forms of ocular
allergic diseases include vernal
keratoconjunctivitis and atopic
keratoconjunctivitis, which are less
common and can produce sight-threatening consequences in some
patients. Also of importance, many
patients with allergic conjunctivitis
may also suffer from other ocular
surface diseases such as blepharitis
and dry eye.
Keep in Mind the Possibility of
Co-existing Conditions
For example, the ocular surface
inflammation created by allergic
conjunctivitis may act as a trigger
for the inflammatory cycle at the
heart of the pathophysiology of dry
eye.14,15 Similarly, many patients
with ocular allergies may take oral
antihistamines for their ocular
symptoms or associated nasal symptoms. However, these medications can often dry the eyes, thereby paradoxically worsening ocular allergy
symptoms. Ultimately, as the dry
eye symptoms worsen, so will the
symptoms of ocular allergy. Why is
this? Dry eye syndrome limits the
eye's ability to flush antigens from
the ocular surface, allowing them
to become concentrated in the tear
film, thereby increasing the potential for antigens to access mast cells
in the conjunctiva. Furthermore, a
compromised ocular surface, as is
often demonstrated by the ocular
surface staining pattern we see in
patients with dry eyes, may allow
antigens in the tear film to gain
greater access to mast cells in the
conjunctiva.
Blepharitis can also increase
ocular allergy symptoms in several
ways. Posterior blepharitis, which
is associated with meibomian
gland dysfunction, can result in
an abnormal lipid layer of the tear
film, which can interfere with the
spreading of tears over the ocular
surface and increased evaporative
loss of the tear film, resulting in a
concentration of dissolved antigen
on the ocular surface. This, in turn,
may result in an exacerbation of allergic signs and symptoms. Anterior blepharitis may produce itching
of the lid margins often confused
with allergy. Furthermore, both
posterior and anterior blepharitis
can produce red eyes, lid swelling
and symptoms of burning, irritation and foreign body sensation
often confused with ocular allergy.
Identification of allergy patients
begins with a patient history,
which is the key diagnostic tool for
detecting ocular allergies, often
making it possible for clinicians
to diagnose allergic conjunctivitis
even before examining the patient.
All Hands on Deck
In today's fast-paced world, ophthalmic medical personnel (OMPs, i.e., certified ophthalmic technicians, certified ophthalmic assistants, certified ophthalmic medical
technologists and those working
toward certification while employed
in an ophthalmological office) play
an important role in providing data
that are important to the physician
in order to provide the appropriate
level of care and treatment to patients. Securing a history takes skill
and requires a team effort between
the OMPs and the physician.
The role of the ophthalmic
technician will vary a bit with the
attitudes and instructions of the
supervising eye doctor. It is always
advisable to know how in-depth
your physician wants the history
and workup. It is best to develop a
systematic method of questioning
and to perform the history in
a friendly yet professional manner.
If a patient has confidence in you
and trusts you, then you will be
able to obtain more information
from them.
When ocular allergies are involved, the accuracy, consistency
and efficiency of the ophthalmic
technician becomes extremely
important. The patient's presenting
symptoms are an important aspect
of the history and invariably include
some degree of itch—usually ocular
itch or periocular itch, or both.
The Allergy Cascade
Although not specifically part of the ophthalmic technician's scope of responsibility and training, knowledge of the allergic cascade will aid in the understanding of the
body's response to allergens in general.
The allergy cascade can be a multi-faceted complex set of cause and reaction, setting
off other allergens in the body. Patient perception of their allergies' interference with
daily life activities, cosmetic appearance and overall quality of life is gaining importance.
Keeping pace with this emphasis, there are now tools such as questionnaires with
which to measure quality of life. Many present clinical research projects are including
specifically designed quality-of-life questionnaires in their studies to better understand
the psyche of the patients involved and the effect on lifestyle. Our body's immune system
is designed to constantly be on the lookout for intruders. It has the ability to distinguish
between "self" and "non-self" (foreign substances such as inhaled ragweed) from which
it will tirelessly work to protect us. An allergic response is the body's overreaction to
some substance it believes to be a threat to the body. The substance is perceived as an
attacker that threatens the bodily system, and the immune system will subsequently
produce specific antibodies to combat this threat.
An allergic cascade refers to the chain of events that takes place when an allergen
triggers an allergic response. It is the unique sequence of chemical releases in the body
that take place in response to an allergen. The end result of this chain is the release of
histamines and other chemicals that bring on typical allergy symptoms. Individuals may
first become sensitive to an allergen before an allergic reaction can take place. This
process involves the immune system mistakenly perceiving an allergen again. Links in
the chain that make up an allergic cascade include:
- Proteins in the allergen, which are mistakenly recognized as threatening.
- The production of specialized antibodies to deal with this perceived threat.
- The antibodies attach to mast cells containing chemicals, one of which is histamines. The more severe the allergy, the more mast cells there are in the eye.13
- The histamines circulate in the body, causing allergic reaction symptoms.
- Symptoms can affect eyes, nose, lungs, throat, skin and digestive tract.13
When inhaled, the same allergen that produces allergic conjunctivitis can cause nasal
symptoms. If it goes into the lower airway, the patient can get lung symptoms. The physician will decide what specifically to target with treatment. The target depends on the
type of allergy the patient is suffering from and the severity (mild, moderate or severe) of
that allergic condition. |
Other common symptoms include
burning, tearing, sensitivity to light
or a gritty or foreign body sensation. Physical examination and slit
lamp exam are, of course, also important for ruling out other causes
of the patient's symptoms, including
dry eyes, blepharitis, rosacea and
medication toxicity. The physician
will be interested in known allergens or exposures, including pets,
as well as the frequency, severity and duration of the patient's
symptoms. The patient history
should also include the presence
of any associated systemic allergic
conditions such as asthma, allergic
rhinitis or eczema.
A family history of allergies is
also important to note because it
is a significant risk factor for the
development of ocular allergies.
The history should also include the
efficacy of any previous medical
treatments the patient has used,
including OTC formulations. These
pieces of information only take a
moment to collect, but are crucial
in helping the physician distinguish
patients who have occasional allergy
symptoms from those with more
chronic long-term and recurrent
disease. Many physicians find that
it is also helpful to include some
degree of the severity of the itch.16 Some even use the patient's own
words in quotes, such as "I could
not stop rubbing" or "I wanted to
rub my eyes out" versus " they itch
occasionally".
When inquiring with a patient
about allergies, one question not to
ask is "Do you have any allergies?".
It is too general a question. Instead,
by breaking the question down into
categories, you can elicit are more
accurate responses. In general,
specific types of allergic responses
should be inquired about such as:
- Do you have any allergy to
medication, either prescriptions or
over-the-counter?
- Do you have any allergies to
food, tape, latex, animals or any
general substances?
- Do you have any seasonal al
lergies, or do you have allergies
throughout the year?
- Do you use any over-the-counter allergy medications? (This question is extremely important because
the patient may be masking signs of
an allergy through the use of these
medications.)
- Do you have problems using
eye drops? (This question will help
evaluate how compliant the patient
will be during the course of treatment and assists the physician in
determining whether the patient
will do better trying a once-a-day drop approach versus drops
throughout the day.)
Any positive response should
concisely document the type of
allergen, the reaction the patient
suffers, when it occurs and how
long it lasts. It is important not to
interpret for the patient. The interpretation of history and symptoms
is the domain of the physician who
assembles all information gathered
from the history and the ophthalmic exam to develop a diagnosis
and treatment plan. Some allergies
can be genetic, such as those to
cow's milk or animal dander, while
others, such as poison ivy or a wasp
sting, are not. Some physicians may
want their technicians to question
patients regarding family allergies
in general.
When gathering information for
the physician, ophthalmic technician can also incorporate specific
questions such as:
- Do you ever suffer from red
eyes, itchy eyes, watery eyes or
swollen eyelids?
- Do you use OTC eye drops to
treat red, itchy, watery eyes or swollen eyelids?
- Do you take any oral allergy
medications?
Always remember to note the
frequency of use of any affirmative answers to the above, as well
as when the last dose was taken if
presently in use.
A thorough history is the foundation for the examination and
diagnosis of patients, as well as
their successful treatment. Once
a good history is obtained, the
ophthalmologist can direct the
examination with greater purpose
and take it to the next level with
regard to history, symptoms and
level of discomfort. Here, the next
logical step in the management of a
patient with allergic conjunctivitis
is the determination of a treatment
plan. While ophthalmic technicians
are not directly involved in this
area, it is still of great benefit for us
to possess knowledge about what
therapies patients are using in the
event that any issues arise.
Treating Ocular Allergy
with Success
Because patients have access to
an array of OTC medications, it is
important for ophthalmic technicians to bring this into their history
taking and to record self-medication attempts for the doctor. Some
medications may mask symptoms,
while others may become addictive
and cause a rebound effect when
the patient attempts to discontinue
the use of the medication. It is also
important to note how compliant
the patient is when treatments
are attempted. Topical ophthalmic products for the treatment of
ocular allergies at the disposal of
the physician include artificial tears,
vasoconstrictor/antihistamines,
antihistamines, mast cell stabilizers,
mast cell stabilizers/antihistamines,
NSAIDs, and steroids. Side effects
of topical steroids may make the
physician reluctant to prescribe
these medications. Side effects can
include some or all of the following:
increase of intraocular pressure,
cataract formation or exacerbation
of cataracts, and worsening of ocular infections such as viral or fungal
keratitis.18
Initial treatment strategies flow
directly from the patient's presenting history. The long-term management of chronic allergy patients
often involves a combined approach, including medical therapy
for the ocular disease along with co-management with an allergist to
better identify the underlying causative allergens and to help manage
any associated systemic findings.
However, these patients must also
be educated about their allergic
disease. It is essential to teach
them about the difference between
instant gratification and long-term control of their symptoms.
Because many of these patients
self-medicate their symptoms, they
must be educated that while these
products may produce instant relief
of their itch, their long-term use
can produce chronic symptoms that may prove difficult to clear up until
the underlying allergic process is
controlled. Again, co-management
with an allergist can be helpful
when attempting to discuss with patients how to change their current
patterns of exposure to allergen and
self-medication.
Brush Up On Your Reporting Skills |
The importance of taking a careful history in ocular allergy patients is clear. Doing so can help us gain insight into the presence
of underlying allergy, as well other ocular surface diseases. Introduce yourself while escorting the patient to the examination lane.
Explain to the patient that the physician has asked you to obtain
information and measurements to assist them with the patient's
eye exam. Some patients are extremely nervous, and a smile can
go a long way to make them more comfortable with the process.
For us it may just be a job and we may participate in many exams
each day, but to the patient, it's their eyes.
While performing a work-up, the ophthalmic tech becomes a
reporter focusing on the patient, just as a newspaper reporter will
develop their stories by filling in the "who, what, where, when, how
and why". We already know "who" the patient is, and can leave
the "why" for the physician to focus on as a diagnosis and treatment. History questions can fill in the "what" (the chief complaint),
"where" (the complaint or symptom and the location), the "when"
(the start of the complaint) and finally, the "how" (how long the
complaint lasts).
It's extremely helpful—and often necessary—for us to report on
the "who, what, where, when, how and why" of each patient that
sets foot in the exam room. Obviously the "who" is the patient, and
the "why" can be left up to the physician. But the rest—the "what,
where, when and how"—will need filling in.
What. The chief complaint (CC) tells us why the patient has
come in for an exam. It is an essential part of every chart note,
significantly affecting coding and reimbursement. According to the
1997 Documentation Guidelines for Evaluation and Management
Services, "the CC is a concise statement describing the symptom,
problem, condition, diagnosis, physician recommended return, or
other factor that is the reason for the encounter usually stated in
the patient's words". Whenever necessary, the ophthalmic technician can use the patient's exact words in quotes. It is also important to note whether or not the complaint is unilateral or bilateral.
Family history may hold a clue to the source of their allergy, as well
as their work situation (factory allergens, etc.) or environment (new
construction, job change, new pet, new detergent, and move to a
new section of the country).
Where, when and how. The history of present illness (HPI)
is related directly to the chief complaint and delves further into
it. Evaluation and Management (E/M) guidelines define it as "a
chronological description of the development of the patient's
present |
illness from the first sign and/or symptom or from the
previous encounter to the present." HPI may be reported using one
or more of the following elements: location, quality, severity, duration, timing, context, modifying factors and associated signs and
symptoms. Subjective symptoms relate to how the patient actually
feels (e.g., pain and nausea) and are not observable by another.
Objective symptoms (e.g., redness or swelling) are observable by
another. Two Medicare carriers, Palmetto GBA and Noridian, have
determined that "ancillary staff may question the patient regarding
the CC, but that does not meet criteria for documentation of the
HPI. Information gathered may be used as preliminary information
but needs to be confirmed and completed by the physician."17 The
ophthalmic tech and the physician need to work as a team to accomplish this aspect of the history.
In keeping with Medicare instructions, "a medical assistant or
technician may take the chief complaint and note it but only the
physician may perform the HPI." By providing details in the history
portion of a workup, the ophthalmic technician makes it easy for
the physician to review the information for accuracy and provide an
arena for the doctor to discuss the issue with the patient to direct
the conversation toward a diagnosis and a treatment plan.
Ask patients to describe their symptoms. When do they occur?
When are their symptoms worse? Is there anything that can make
it better? Is there anything that makes it worse? Are there pets in
the home? What type of work does the patient do? Where do they
work? Where do they spend most of their time? What are their
hobbies?
It is also important to ask about a family history of allergy
because when both parents have allergies, their children have
a greater than 50 percent chance of having an allergy as well.2 We also need to ask patients about exposure to dusts, pollutants,
vapors or other occupational exposures. Additionally, it is important
to ask about symptoms of ocular surface disease in general, such
as dry eyes, irritation, burning, foreign body sensation, tearing or
contact lens intolerance. Patients may not report these symptoms
because they may not consider them "abnormal" for them, yet
they may have a significant functional impact on their lives. Many
patients will admit that they thought these symptoms were "normal
for age" or that they have simply "learned to deal" with them. Thus,
a positive review of symptoms should prompt additional questions
regarding specific allergy symptoms such as itch, as well as many
of the factors mentioned above. |
Key elements in the patient
history may provide crucial information about lifestyle modifications, which may greatly benefit
our patients. For example, we may
counsel patients to try to avoid outdoor activities when pollen counts
are high, drying clothes outside on
the clothesline, driving with the
car windows open during allergy
season, having the household pet
enter or sleep in the bedroom, and
to close windows in the house. It
is important to remind patients to
minimize their exposure to the allergens that trigger their symptoms
whenever possible. Aside from
making lifestyle changes—be they
temporary or permanent—patients
may also find relief from a variety
of products.
Non-pharmacological treatments. Options such as artificial
tears and cool compresses are helpful, especially in milder cases, for
relief of itch and swelling. The use
of artificial tears can be very beneficial in these patients, and should
not be overlooked. In addition
to relieving dry eye symptoms by
lubricating the eye, artificial tears
also reduce allergy symptoms by diluting or washing away antigens and
inflammatory mediators in from the
tear film.
Medical therapy. When conservative non-pharmacological measures prove insufficient, medical
therapy is indicated. Typically, topical therapy is more effective than
systemic therapy with oral antihistamines for treating ocular symptoms.
Topical therapy, unlike systemic
therapies, is also less likely to produce ocular surface drying, which
might paradoxically worsen allergy
symptoms. When systemic therapy
is indicated (e.g., when the patient
exhibits nasal allergy symptoms),
it may be necessary to counteract
ocular surface drying with artificial
tears and ointments.
Historically, several different
classes of topical medication have
been used to treat the symptoms of
allergic conjunctivitis. OTC topi
cal antihistamine/vasoconstrictor
preparations are certainly effective
in relieving redness, swelling and
itching, but these drugs have no
significant effect on the underlying allergic inflammatory cascade.
Additionally, they are only useful
for short-term relief; long-term use
can be associated with the rebound
phenomenon, where withdrawal
can lead to more severe symptoms
or even ocular surface toxicity.
First-generation mast cell
stabilizers, such as lodoxamide tro-methamine 0.1% (Alomide, Alcon
Laboratories, Inc.) and cromolyn
sodium 4% (Crolom, Bausch +
Lomb, Opticrom, Allergan Pharmaceuticals), are effective in stabilizing mast cells from releasing their
preformed cytoplasmic granules,
which contain histamine. However,
these first-generation medications
often require dosing four to six
times daily and complete stabilization of the mast cells can take
several weeks. In general, these
agents are no longer routinely used
or available.
Topical antihistamines, such as
levocabastine hydrochloride 0.05%
(Livostin, Novartis Ophthalmics)
or emedastine difumarate 0.05%
(Emadine, Alcon Laboratories,
Inc.), can be effective in blocking
histamine receptors on immune
cells, and relieving itch symptoms.
However, like the first-generation
mast cell stabilizers, these drugs
require multiple dosing during the
course of a day and tolerance can
develop to these drugs, making
them less effective over time.
Topical nonsteroidal anti-inflammatory drugs such as ketoro-lac tromethamine 0.5% solution
(Acular, Allergan) can also be
effective for relieving symptoms
of itch, but these drugs are often
associated with significant burning
and stinging side effects, which can
adversely affect patient compliance
with therapy.
The biggest problem with all of
the above-mentioned classes of
drugs is that they only treat the symptoms of allergic conjunctivitis. However, as described above,
allergic conjunctivitis is much more
than just itchy eyes; it's a multi-cellular disease. And although mast
cells certainly play an important
role in eliciting the immediate signs
and symptoms of allergic conjunctivitis (e.g., the immediate itching, redness and swelling), other
cell types, including eosinophils,
neutrophils and macrophages, are
involved in the allergic inflammatory cascade. All of these cells
secrete many inflammatory mediators, which propagate this allergic
response. Therefore, treatment of
allergic conjunctivitis with a drug
that blocks only one particular cell
type or mediator involved in this
process may increase the likelihood
of breakthrough symptoms due to
the short- and long-term effects of
all of the cells and mediators not
inhibited by that drug. That said,
the treatment of ocular allergy with
medication that has an effect on multiple aspects of this cascade may
prove more effective.
Newer medications have an
effect on multiple cells and mediators involved in the entire allergic
pathway, so they may be likely to
provide more comprehensive relief
than the older drugs. The most
frequently prescribed agents fall
into the category of dual-action
antihistamine/mast cell stabilizers.
This class of medication includes
olopatadine HCl 0.1% (Pata-nol, Alcon Pharmaceuticals) and
olopatadine HCl 0.2% (Pataday,
Alcon Pharmaceuticals), ketotifen
fumarate 0.025% (Zaditor, Novar-tis), azelastine HCl 0.05% (Optivar,
Meda Pharmaceuticals), epinastine
HCl 0.05% (Elestat, Allergan Pharmaceuticals), bepotastine besilate 1.5% (Bepreve, ISTA Pharmaceuticals) and alcaftadine 0.25% (Lasta-caft, Allergan Pharmaceuticals).
These agents also have effects on
other cells involved in the allergic
cascade, most notably eosinophils.
Furthermore, these agents are
dosed twice daily, or in the case of olopatadine or alcaftadine, once
daily, which can significantly improve compliance with these drugs,
compared to the older-generation
agents. Chronic use of these multi-action medications for our patients
suffering from chronic or perennial allergies provides both relief
of symptoms as well as long-term
control of the underlying allergic process while preventing new
symptoms from arising. They are
therefore effective therapy both before and during an allergic reaction.
More severe cases of allergic
conjunctivitis may require the addition of a topical corticosteroid
to control the process. In these
cases, a low-dose steroid, such as
loteprednol etabonate 0.2% (Alrex,
Bausch + Lomb) is often effective,
although selected cases may require
more potent topical steroids, such
as loteprednol etabonate 0.5%
(Lotemax, Bausch + Lomb) or
prednisolone acetate 1.0% (Pred
Forte, Allergan Pharmaceuticals).
In such cases, it is essential to
ensure that the diagnosis is correct, and that there is no sign of any
ocular infectious process. Furthermore, steroids should be used with
caution in patients with recent contact lens use due to the increased
risk of infection. The use of topical
steroids always carries the risk of
classical steroid-related adverse
events, including a rise in intraocu-lar pressure and cataract formation.
Accordingly, when topical steroids
are used in these cases, it us usually
for a short term—usually 1 to 2
weeks—to get the acute inflammation under control and provide
relief. Once the patient's clinical
status improved, these agents can
be rapidly tapered and the patient
can be maintained on one of the
combination antihistamine/mast
cell stabilizers mentioned above.
To get the maximum benefit
from these therapies, patients
with chronic allergy need require
consistent periodic monitoring. In addition to following patients
on steroids to ensure that they
are responding appropriately to
the drug, physicians also need to
encourage patients to continue
taking their longer-term medications. Most antihistamine/mast
cell stabilizing drugs perform best
when used consistently; however,
patients with chronic allergy tend
to become noncompliant when
symptoms ameliorate unless they
are reminded of the importance of
taking these drops regularly.
The physician may call upon his
technician to educate a patient
regarding the mode of treatment
that he has decided to use for this particular person. Some aspects of
the treatment, such as use of cold
compresses, instillation of drops,
punctal occlusion, and keeping an
allergy diary, might be delegated to
a trained employee.

After the Diagnosis
The ophthalmic technician's work
really begins once all the symptoms
have been presented to the ophthalmologist, the ocular exam has
been performed and a diagnosis of
ocular allergy has been made. The
clinician may have a really good
idea of the allergy cause and what
will cure it, or may just be targeting allergy as the diagnosis. At this
point, the value of a well-trained
technician comes into the picture.
We may be called upon to do some
or all of the following:
Ensure patient understanding. Should a medication be prescribed,
it is our job to make sure the
patient understands the directions.
Frequency of use, when to use,
how to instill into the eyes, side effects to report to the ophthalmologist, as well as when to call if the
medication is not working are part
of making sure the patient understands their treatment plan. It's also
important to communicate to the
patient that their non-compliance
will complicate their care and
that use of OTC medications can
mask symptoms or work against a
prescribed medication. Have them
check with the doctor before taking
any OTC allergy medication. If you
have a forgetful patient, help them
with a plan of action to remember their medication use, such as
posting a chart on the refrigerator
and checking off when the medication is used. With your physician's
approval, watch them instill an artificial tear to make sure they have an
effective instillation technique.
Follow up. If necessary, your
ophthalmologist may ask that you
call the patient in a few days to
make sure they are following directions or to determine whether they
need to be seen again in the event
treatment plan is not effective. Tell
the patient you will be calling, and
ascertain they understand that if
not compliant with their treatment
plan/ medications they may not
get the relief that their physician is
expecting. It may also be helpful to
make sure they understand sometimes finding the right combination
of medications to help them may
take work, and possibly different
medications or combinations of
meds. The answer is not always a
quick fix or a sure thing.
Introduce the patient to the
allergy diary. Sometimes an allergy diary is called for and you
can assist the ophthalmologist by
helping the patient to understand
not only how to keep one, but the
need for this aide. There is even
an iPhone app that patients can be
referred to, iPollenCount, which allows patients to electronically keep
a diary of their allergy symptoms
and correlates them with the daily
pollen counts. Patients can then
e-mail this information to their
doctor. It is helpful for the tech to
explain to the patient that if the
allergy trigger can be discovered, it
can either be avoided or medicated
as soon as possible once exposed.
Explain that by recording the date
and time of their allergic reaction and backtracking; where you
were, what you did, what you ate
or touched, times and places, are
always helpful in discovering the
trigger, especially when a pattern
is noticed. If the trigger cannot be
avoided, at least the patient can be
prepared to deal with the allergy
before it becomes severe.
From initial questions to signs
and symptoms, keep in mind that
the most important thing to the
patient is that they get relief. And
to achieve that goal, it takes knowledge and work—both on the part of
the patient's eyecare physicians and
the ophthalmic technician.
Final Thoughts
To summarize the information
presented here, practitioners need
to remain alert for patients' year-round allergies to allergens such
as cat dander, mold and dust, as
well as vernal keratoconjunctivitis
(VKC), atopic keratoconjunctivitis
(AKC), and drug-related allergic
reactions. Itching is the absolute
hallmark of ocular allergies.
Signs and symptoms can be the
key to determining the allergen.
Some patients will report that their
allergies produce significant suffering and that they have a severe effect on their lifestyle. On the other
hand, another patient will become
so acclimated to their allergy symptoms that they accept their discomfort as a normal or almost normal
state of life. The many OTC preparations available to our patients
make it easy for them to self-treat
their symptoms. Dependency upon
drops that whiten the eye and have
a rebound effect can complicate a
history and a treatment plan.
A careful conversational method
of performing an ophthalmic history will help the tech record a
patients' symptoms and level of
discomfort. Then, with the aid
of a clear and concise history, a
physician can often narrow down
a diagnosis even before examining
the patient. Usually, if it itches, it's
an allergy, if it burns and stings it's
dry eye or blepharitis, and if it's
crusty and sticky in the morning,
it's bacterial. However, this is not
universal, and there is a significant
overlap of these symptoms across
all of these ocular surface diseases.
Redness alone can signify several
different problems. Proper gathering of information by the technician can give the physician the key
to unlock the diagnosis that will
lead to the ultimate goal: a happy
patient who has their ocular allergies under control, is once again
comfortable, and experiencing an
improvement in their quality of life.
Happy patients lead to successful
practices, and word of mouth referrals to the practice!
The front desk of the office may
be the first personal contact with the office that a patient experiences, but the technician is the most
personal as the point of contact
before the physician. Professional
and confident interactions between
the technician and the patient assist
the clinician in the medical care of
the patient. By working with our
physicians, continuing our education, harnessing our strengths and
communicating clearly with physicians, can we enhance our care
of our patients. A history that is
complete, concise and thorough is
the basic step in providing care for
patients and directs the remainder
of the office exam. It also assists the
clinician in determining a modality
of treatment that will be effective
for each patient as an individual.
Dr. Luchs is Co-Director, Department of Refractive Surgery, North
Shore/Long Island Jewish Health
System and Assistant Clinical Professor of Ophthalmology at Hofstra
University School of Medicine. He
is also Director of Clinical Research
and Director of Cornea/External
Disease at South Shore Eye Care,
LLP in Wantagh, NY.
Ms. Huemmer is Clinical Research Manager at South Shore Eye
Care, LLP in Wantagh, NY.
References
- BSM Consulting. Clinical Course: History Taking:
Building the Foundation. 2008.
- Risk Factors for Allergic Conjunctivitis. Virtual-cancercentre.com. Available at: http://www.virtualcancercentre.com/diseases.asp?did=766#Risk_
Factors. (Accessed December 9, 2010.)
- Bielory L. Allergic conjunctivitis and the impact
of allergic rhinitis. Curr Allergy Asthma Rep.
2010;10(2):122-134.
- Singh K, Axelrod S, Bielory L. The epidemiology of ocular and nasal allergy in the
United States, 1988-1994. J Allergy Clin Immunol.
2010;126(4):778-783.
- Bielory L. Allergic and immunologic disorders
of the eye. Part II: ocular allergy. J Allergy Clin Im-munol. 2000;106(6):1019-1032.
- Bielory L, Friedlaender MH. Allergic conjunctivitis.
Immunol Allergy Clin North Am. 2008;28:43-58.
- AAFA. Eye Allergy Survey Results. Available
at: www.aafa.org/display.cfm?id=7&sub=
100&cont=688. (Accessed April 2012.)
- Abelson MB, Gomes P. Allergy: The latest news in
ocular allergy. EyeWorld Week No.7, April 2006.
- Lorenz D, Walt J, Lee J, Buchholz P, Burk C.
The impact of allergic conjunctivitis as measured
by the Eye Allergy Patient Impact Questionnaire
(EAPIQ). J Outcomes Res. 2003;7:21-33.
- Alexander M, Berger W, Buchholz P, Walt J,
Burk C, Lee J, Arbuckle R, Abetz L. The reliability,
validity, and preliminary responsiveness of the
Eye Allergy Patient Impact Questionnaire (EAPIQ).
Health Qual Life Outcomes. 2005;3:67.
- Dart JK, Buckley RJ, Monnickendan M, et al.
Perennial allergic conjunctivitis: definition, clinical
characteristics and prevalence. A comparison with
seasonal allergic conjunctivitis. Trans Ophthalmol
Soc UK 1986; 105(Pt 5): 513-520.
- Chisholm-Burns M, Wells B, Schwinghammer
T, et al. Pharmacotherapy Principles and Practice.
New York: McGraw-Hill Medical; 2007:939-940.
- Glazer C, Johnson T. Allergic Cascade. UT
Southwestern Medical Center Occupational
Health Department Worker Protection Program.
October 2007.
- Stern ME, Beuerman RW, Fox RI, et al. The
pathology of dry eye: the interaction between
the ocular surface and lacrimal glands. Cornea.
1998;17:584-589.
- Nelson JD, Helms H, Fiscella R, et al. A new
look at dry eye disease and its treatment. Adv Ther.
2000;17:84-93.
- Luchs J. Ocular Allergic Diseases: Managing Chronic "Repeater" Allergy Patients. Ocular
Surgery News. October 18, 2002.
- BSM Consulting. Clinical Course: History Taking: Building the Foundation. 2008.
- Slonim CB and Boone R. The ocular allergic response: A pharmacotherapeutic review. Formulary.
April 2004/Vol.39.