Ophthalmology Expert Witness · QME · AME · IME — Nationwide Consultation Office 909-981-9800
Attorney Resources

Attorney Checklist for Eye Injury Cases

Eye injury cases are won or lost on documentation that either exists early or never exists at all: baseline vision records, native-format imaging, and objective testing near the time of injury. This checklist organizes the steps — immediate, evidentiary, and strategic — that put an eye injury case on sound footing, whether the matter is personal injury, workers' compensation, or malpractice.

Immediate Steps

  • Confirm the client is under active ophthalmic care. Case handling never substitutes for treatment, and untreated complications can change both the medicine and the damages picture.
  • Send preservation letters to every treating facility covering the full chart and all diagnostic imaging in native digital format — OCT (optical coherence tomography), visual fields, photographs — before routine retention policies purge them.
  • Identify every provider who has ever examined the client's eyes, including optometrists, and begin records requests early; some archives take months to produce.
  • Calendar expert disclosure deadlines and work backward: review, records-gap requests, and report drafting all need room. See How to Retain an Ophthalmology Expert.
  • Run the expert conflict check early, before substantive discussions, so a conflict does not surface after strategy has been shared.

Records to Gather

  • Complete ophthalmology charts — every visit, not summaries.
  • Complete optometry records, including refraction histories.
  • Operative reports, anesthesia records, and implant documentation for any eye surgery.
  • Biometry printouts for cataract or lens cases.
  • All imaging in native format: OCT, visual fields, fundus photographs, angiography.
  • Emergency department records from the incident, including triage acuity and orbital imaging.
  • Primary care records bearing on diabetes, hypertension, and medications with ocular effects.
  • Pharmacy dispensing records.

The full rationale for each item appears in What Records to Provide.

Baseline Vision Documentation

  • Locate the most recent pre-incident eye examination — the single most important causation document in the file.
  • Collect older glasses prescriptions, DMV vision screening results, occupational or military vision tests, and school or sports physicals recording acuity.
  • Note whether pre-incident records show best-corrected or uncorrected acuity; the distinction is explained in Understanding Visual Acuity.
  • Document pre-existing eye conditions honestly — cataract, glaucoma, macular disease, prior surgery. They complicate causation less when addressed head-on than when discovered by opposing counsel.

Key Questions for the Expert

  • Is the claimed vision loss corroborated by objective testing — imaging, pupillary findings, structure-function correlation?
  • What was the baseline, and what portion of current impairment is attributable to the incident versus pre-existing or age-related conditions?
  • Does the timeline of structural findings on serial imaging fit the alleged mechanism and date of injury?
  • Is the condition permanent and stable, or still evolving — and what future treatment is reasonably anticipated?
  • What records are missing, and would any of them change the analysis?
  • Where standard of care is at issue: what would a reasonable ophthalmologist have done, and — separately — did the alleged departure actually cause the outcome? Causation and breach are distinct inquiries; see standard of care and causation.

Timeline Considerations

  • Ophthalmic injuries evolve: retinal detachments can occur weeks after trauma, traumatic cataracts develop over months, and glaucoma from angle injury can emerge years later. Premature settlement can miss late complications; premature impairment rating can overstate or understate a still-changing condition.
  • In workers' compensation, permanent impairment is rated only once the condition is permanent and stationary; see permanent and stationary evaluations.
  • Serial testing over time is evidence in itself — stability, progression, or inconsistency across dated studies often decides the causation question.

Red Flags That Need Specialist Interpretation

  • Acuity that varies dramatically between visits without an anatomic explanation.
  • Profound claimed loss in one eye with no documented relative afferent pupillary defect.
  • Visual field printouts with high false-positive or fixation-loss rates being treated as reliable.
  • Normal OCT and retinal findings beneath a claim of severe central vision loss.
  • Records where the only acuity measurements are uncorrected, or where pinhole results were never recorded.
  • A "20/200" entry being equated with legal blindness without checking correction status or the better eye.
  • Vision complaints that appear in the record for the first time long after the incident.

None of these is conclusive by itself — each has innocent explanations that a specialist can evaluate. What they share is that a non-specialist reading of the chart will miss their significance in either direction.

Key point: Preserve native imaging immediately, establish baseline vision early, and put the objective-corroboration question to a specialist before positions harden. Those three habits prevent most of the evidentiary problems that surface late in eye injury litigation.

Putting the Checklist to Work

A preliminary expert review — often brief — can triage which checklist items matter most in a given case and whether the objective record supports the claim. Dr. Shomer reviews eye injury matters nationwide for both plaintiff and defense counsel; see ocular trauma expert services for the range of injury types evaluated.

Frequently Asked Questions

What is the first thing an attorney should do in an eye injury case?

After confirming the client is under ophthalmic care, send preservation letters covering the complete chart and all diagnostic imaging in native digital format. Imaging files can be purged under routine retention policies, and once lost, the objective record of the eye near the time of injury cannot be recreated.

Why are baseline vision records so important?

A vision loss claim is measured against what the eye could see before the incident. Pre-incident examinations, refraction histories, and even DMV screenings establish that baseline. Without it, causation opinions weaken and pre-existing conditions discovered later by opposing counsel do disproportionate damage.

When should the ophthalmology expert be brought in?

Early — ideally before discovery closes and while records can still be requested. A preliminary review can identify missing records, test the case theory against the objective evidence, and shape discovery requests, none of which is possible when the expert first sees the file weeks before a disclosure deadline.

What red flags in eye injury records need specialist review?

Examples include widely varying acuity without anatomic explanation, profound one-eye loss without a documented pupillary defect, unreliable visual fields treated as valid, normal retinal imaging beneath severe central loss claims, and acuity entries whose correction status was never recorded. Each has possible innocent explanations, which is precisely why specialist interpretation is needed.

Educational information only. This page provides general information for attorneys and other medical-legal professionals. It is not medical or legal advice, does not address any particular case, and does not create a physician-patient, attorney-client, or expert-client relationship. Opinions in any matter are formed only after review of the specific records, examination findings, and applicable literature. Past engagements do not guarantee any result.

Marc H. Shomer, MD, PhD, QME
Authored and reviewed by Marc H. Shomer, MD, PhD, QME

Board-certified ophthalmologist; Adjunct Associate Professor of Ophthalmology, Keck School of Medicine of USC; active California Qualified Medical Evaluator. Full biography · Curriculum vitae

Published August 2, 2026 · Last substantive review August 2, 2026 · Medical reviewer: Marc H. Shomer, MD, PhD, QME

Request a Conflict Check and Case Review

Submit the matter for conflict screening. Please do not send medical records or protected health information until conflicts are cleared and secure transfer instructions are provided.