What is the procedure for performing direct fundoscopy?

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Last updated: October 14, 2025View editorial policy

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Direct Fundoscopy Procedure

Direct fundoscopy should be performed using a systematic approach that includes proper patient positioning, appropriate instrument handling, and a methodical examination technique to optimize visualization of the fundus.

Preparation

  • Before beginning the examination, ensure the room is darkened to maximize pupillary dilation and improve visualization of the fundus 1
  • Consider using mydriatic drops such as tropicamide for pupillary dilation when a more comprehensive examination is required 2
  • Position the patient comfortably, either sitting or lying down, with their head stabilized 1
  • Explain the procedure to the patient to ensure cooperation during the examination 1

Equipment

  • Use a direct ophthalmoscope with appropriate light source 1
  • Ensure the ophthalmoscope battery is charged and functioning properly 1
  • Alternative technologies such as smartphone-based fundoscopy with a 20D lens may be considered as they have been shown to be easier to use for beginners 3, 4

Technique

  1. Initial approach:

    • Set the ophthalmoscope lens power to "0" initially 1
    • Hold the ophthalmoscope in your right hand to examine the patient's right eye (and vice versa) 1
    • Position yourself approximately 30 cm from the patient at a 15-degree angle to their line of sight 1
  2. Approaching the eye:

    • Direct the light beam toward the pupil, observing the red reflex 1
    • Gradually move closer to the patient (approximately 5 cm from their eye) while maintaining the red reflex 1
    • Use your free hand to gently hold the patient's upper eyelid if needed 1
  3. Focusing:

    • Adjust the lens power dial to bring the fundus structures into focus 5
    • For emmetropic eyes, maintain the "0" setting; for myopic patients, rotate to negative numbers; for hyperopic patients, rotate to positive numbers 5
    • The standard magnification for an emmetropic eye is approximately 15× 5
  4. Systematic examination:

    • Begin by locating and examining the optic disc, noting its color, margins, and cup-to-disc ratio 1
    • Follow blood vessels outward from the disc in all four quadrants (superior, inferior, nasal, temporal) 1
    • Pay special attention to the macula (located approximately 2 disc diameters temporal to the optic disc) 1
    • Examine the peripheral retina by having the patient look in different directions 1

Special Considerations

  • For patients with narrow anterior chamber angles, be cautious with pupillary dilation as it may precipitate acute angle-closure crisis 1
  • In patients with suspected narrow angles, perform gonioscopy before dilation or use alternative methods to visualize the fundus 1
  • For patients with corneal edema, topical glycerin may be used to temporarily clear the cornea for better visualization 1
  • If a comprehensive examination is not possible through an undilated pupil, consider using alternative imaging methods such as OCT or non-mydriatic fundus photography 1

Common Pitfalls and Solutions

  • Poor visualization: If the view is obscured, check for proper alignment of the light beam with the pupil 1
  • Patient discomfort: Minimize examination time and use the lowest comfortable light intensity 1
  • Difficulty locating the optic disc: Have the patient fixate on a distant target, then follow the vessels centrally 1
  • Corneal reflections: Adjust your angle slightly to eliminate reflections 1
  • Limited field of view: Remember that direct ophthalmoscopy provides only a 10-15° field of view; methodically examine all areas by having the patient look in different directions 5

Alternative Approaches

  • For patients who cannot cooperate or when better documentation is needed, consider using smartphone fundoscopy which has been shown to be more user-friendly for beginners 3, 4
  • Non-mydriatic fundus cameras may be used when available, especially for screening purposes 1, 3
  • For comprehensive examination, indirect ophthalmoscopy or slit-lamp biomicroscopy with appropriate lenses provides a wider field of view 1

Direct fundoscopy remains a valuable clinical skill for general practitioners and specialists alike, allowing for the detection of important ocular and systemic conditions such as diabetic retinopathy, hypertensive changes, and papilledema 6, 4.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Smartphone fundoscopy with 20 dioptres lens: our experience.

Romanian journal of ophthalmology, 2024

Research

Fundus magnification produced during direct ophthalmoscopy of the corrected eye.

Optometry and vision science : official publication of the American Academy of Optometry, 1999

Research

The value of fundoscopy in general practice.

The open ophthalmology journal, 2012

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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