this is the traditional approach and is the most readily available option in ED and in GP practices
usually requires dilation of pupils for a reasonable view
lower the room lights and remove your and the patient's eyeglasses, but not contact lenses
show the patient a spot directly ahead on which to fix their gaze
hold the instrument with the hand ipsilateral to the examining eye
forefinger turns the horizontal rheostat and the vertical lens wheel
lenses have red numbers for negative diopter values (progressively more distant focusing with higher numbers), black numbers are positive
the larger light beam option illuminates a wider field, but the smaller beam option decreases corneal glare
hold the instrument against your bony orbit, with the bumper ridge against your forehead
keep your other eye open
use the lowest light intensity which allows visibility - usually 2/3rds of maximum
start with your eye 30cm from the patient and at 15deg from their optical axis, set your lens wheel at + 10 diopters and trans-illuminate the pupil and observe reflected red light, the red reflex
place your contralateral palm on their forehead, with your abducted thumb on their supraorbital ridge, to prevent accidentally bumping brow or eye with the instrument
slowly move toward the patient, slowly decreasing your diopters toward zero (increasing your focal length) - this will allow you to focus successively on cornea, lens, vitreous, and finally retina at which point you should be 3-5cm from their eye
adjust focus on a prominent retinal feature as needed:
myopic examiners need a negative or red number (unless the patient's refractive error balances the examiner's)
aphakic patients require a high positive, often + 10
for vision of the whole fundus, turn your head and crane your neck, while maintaining a constant relationship between your eye, your hand, and the instrument.
a viewing aperture moved 1 mm out of your optical axis can mean loss of half the available field, so make the spatial relations as constant
use a consistent approach such as following a vessel to the optic disk, assess it, then move out along the superior temporal artery to the periphery, return to the disk by way of the vein and then repeat for the other quadrants
total inability to visualize the retina usually means an intervening opacity, commonly a cataract or a vitreous haemorrhage
inability to visualise retina due to white beam reflection from the cornea can be helped by using a smaller and lower intensity beam and changing your angle