OT notes · Ophthalmology

Strabismus surgery (recession / resection of horizontal recti)

Usual anaesthesia
General in children; general, or peribulbar / retrobulbar / topical in cooperative adults
Position
Supine, head straight, operating microscope or loupes
Setting
elective

Operative note template for recession and resection of the horizontal rectus muscles, with a filled example for a unilateral lateral rectus recession and medial rectus resection done for exotropia in a child under general anaesthesia.

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Blank template

Follow this order in the case sheet. Tick the options that apply and fill the blanks.

Patient and case

  1. Name / Age / Sex
  2. UHID / IP no. / Ward-Bed
  3. Date of surgery / OT no.
  4. CaseElectiveEmergency (non-elective)if emergency, state urgency and reason
  5. Timesin OT ___ anaesthesia start ___ incision ___ closure ___ out of OT ___

Team

  1. Operating surgeonname, designation
  2. Assistant(s)
  3. Supervising consultantpresent in OT / available / not applicable
  4. Steps done by the residentwhole procedure / named steps, under whose supervision
  5. Anaesthetist
  6. Scrub nurse / circulating nurse

Diagnosis and procedure

  1. Pre-operative diagnosis
  2. Post-operative diagnosis
  3. Procedure planned
  4. Procedure performedif different from plan, state why
  5. Extra procedure done and reason'none' if none. Only to save life or health if not consented

Consent and safety checks

  1. Informed consentGeneralProcedure-specificHigh-riskAnaesthesiain a language the patient understands: language ___ witness ___
  2. Site / side markedYesNot applicable
  3. WHO Surgical Safety ChecklistSign inTime outSign out
  4. Antibiotic prophylaxisdrug, dose, route, time given before incision
  5. VTE prophylaxisMechanicalPharmacologicalNot indicated

Risks to explain in the consent for this operation

  • undercorrection or overcorrection, with possible second operation
  • double vision after surgery
  • scleral perforation by the needle, rarely retinal detachment or endophthalmitis
  • lost or slipped muscle needing re-exploration
  • infection: conjunctivitis, orbital cellulitis
  • anterior segment ischaemia when several recti are operated
  • conjunctival scarring, cyst or granuloma at the incision
  • change in eyelid position after vertical rectus surgery
  • slowing of heart rate on muscle traction (oculocardiac reflex)
  • glasses and patching may still be needed after surgery

Pre-operative details for this operation

  1. Type of deviationEsotropiaExotropiaIntermittent exotropiaConsecutive / residualconstant or intermittent, eye that deviates
  2. Angle of deviation (prism dioptres)distance and near, primary position; method: prism cover test / Hirschberg / Krimsky
  3. Comitance and patternsside-gaze and distance-near difference, A or V pattern, restriction
  4. Visual acuity and refractioneach eye, with glasses; amblyopia present / treated
  5. Binocular statusfusion, stereopsis, diplopia, suppression
  6. Surgical plan written before surgeryeye, muscle, recession or resection, amount in mm, with the dosage table used
  7. Previous eye surgeryprevious strabismus surgery (which muscles), trabeculectomy or tube, retinal buckle
  8. Eye markedRightLeftBoth

Anaesthesia and position

  1. AnaesthesiaGeneralPeribulbarRetrobulbarTopicalGeneral with sub-Tenon block
  2. Muscle relaxant notedsuccinylcholine affects the forced duction test for a while; note if used
  3. PositionSupine, head straight

Operative findings

  1. Forced duction testFree in all directionsRestricteddirection and eye if restricted
  2. Muscle insertiondistance of insertion from limbus in mm, tendon width, any split or anomalous insertion
  3. Muscle qualityNormalThin / fibroticScarred from previous surgery
  4. Inferior oblique or superior oblique seen on the hookNot includedIncluded and separated
  5. Oculocardiac reflexNot seenBradycardia on tractionheart rate, action taken

Procedure (steps)

  1. Speculum and forced duction test
  2. Conjunctival incisionLimbal (peritomy) with radial relaxing cutsFornixLimbal, 1-2 mm behind limbusquadrant
  3. Muscle hookedStevens hook then Jameson hook; check the hook tip is bare and the full width is on the hook
  4. Tenon's capsule, check ligaments and intermuscular septum clearedhow far back (mm); posterior Tenon's kept intact
  5. Suture placed in the tendon / musclematerial, size, needle, locking bites at each edge; within 1 mm of insertion for recession, at the measured point for resection
  6. RecessionDirect scleral reattachmentHang-backAdjustable (sliding noose)amount in mm, measured from the original insertion with calipers; scleral pass crossed-swords or parallel
  7. ResectionClamp (Jameson)Sutures before clampPlicationamount in mm from insertion; muscle anterior to sutures excised; stump cauterised; reattached to original insertion stump
  8. Knots tied and muscle checked securesuture intact, muscle at planned position
  9. Vertical shift of insertion (if A/V pattern)Not doneUp half tendon widthDown half tendon widthUp one tendon widthDown one tendon width
  10. Second muscle / other eyerepeat the same details for each muscle operated
  11. Needle passes checkedany suspected scleral perforation; fundus examined with indirect ophthalmoscope if suspected

Closure, drains and dressing

  1. ConjunctivaInterrupted corner suturesRecessed conjunctiva (bare sclera left)Fornix incision left self-sealingmaterial and size, e.g. polyglactin 8-0
  2. Plica semilunarisfor medial rectus via limbal incision: plica identified and not sutured into the closure
  3. Topical medication at endantibiotic drop / ointment used
  4. PadPad and shieldNo pad

Specimens and implants

  1. Resected muscle segmentDiscarded as human anatomical wasteSent for HPE (reason)Not applicable (recession only)
  2. Adjustable suture left for adjustmentNoYes: time of planned adjustment

End of procedure

  1. Estimated blood lossml
  2. IV fluids and blood / products givenfluids (ml); blood: type, units, bag nos.
  3. Swab, needle and instrument countCorrectIncorrect: action taken
  4. Intra-operative complications / difficultieswhat happened and what was done; 'none' if none
  5. Implant stickersNo implantAffixed in case sheet, OT register and for discharge summary
  6. Condition at end of surgery / shifted toPACUWardICU/HDU

Post-operative orders

  1. Monitoringpulse, SpO2 till fully awake; watch for nausea and vomiting
  2. Nausea and vomitingeye muscle surgery carries a high risk; antiemetic as charted by the anaesthetist
  3. Oral intakesips when awake, then normal diet
  4. Analgesiadrug and dose by body weight
  5. Eye dropstopical antibiotic (drug, frequency, duration)
  6. Warning signs to explainlid swelling, proptosis, fever, pain or drop in vision in the first 2-3 days: come back at once (orbital cellulitis, endophthalmitis)
  7. Adjustable sutureif used: time of adjustment, not before half a day after a local block
  8. Glasses and patchingcontinue the pre-op spectacles and amblyopia treatment as advised
  9. Follow-upnext day, then as per unit schedule with orthoptic measurement of the new angle

Signature

  1. Name and designation of person writing note
  2. Medical Council registration no.
  3. Signature / date / time of writingwrite before the patient leaves recovery

Worked example

Fictional case: Master A.K., 7 years, 22 kg, constant left exotropia of 25 prism dioptres at distance and near, comitant, no A or V pattern, visual acuity 6/6 each eye with glasses.

Case details

Date: 04/02/2026. Elective. Eye OT 1.

In OT 09:05. GA induced 09:10. Incision 09:22. Conjunctiva closed 10:08. Out of OT 10:20.

Surgeon: Dr A. (3rd-year resident, Ophthalmology). Assistant: Dr B. (1st-year resident). Consultant: Dr C., scrubbed for the resection.

Anaesthetist: Dr D. Scrub nurse: Sr E.

Indication and pre-op

Indication: constant left exotropia 25 PD distance and near by prism cover test, comitant in side gazes. No amblyopia. Stereopsis reduced. Parents concerned about appearance and eye turning out all the time.

Plan (written 03/02/2026, as per the exodeviation dosage table for 25 PD): left lateral rectus recession 6.0 mm and left medial rectus resection 5.0 mm.

Consent: general, procedure-specific and anaesthesia consent taken from the father in Marathi. Explained under- or over-correction, possible second surgery, need to continue glasses.

Left eye marked. WHO checklist sign in and time out done. No systemic antibiotic prophylaxis.

Anaesthesia and position

General anaesthesia with LMA, non-depolarising relaxant, no succinylcholine. Supine, head straight. Periocular skin painted with povidone-iodine and draped. Wire speculum in left eye.

Findings

Forced duction test free in all directions, both eyes.

Left lateral rectus insertion 7 mm from limbus, normal tendon. Left medial rectus insertion 5.5 mm from limbus, normal muscle.

Inferior oblique not included on the lateral rectus hook.

Heart rate fell from 98 to 64/min on medial rectus traction. Traction released, rate recovered within 20 seconds. Anaesthetist informed.

Procedure

Left lateral rectus: limbal peritomy from 2 to 5 o'clock with two radial relaxing cuts. Muscle hooked with Stevens then Jameson hook, full width confirmed. Tenon's and intermuscular septum cleared for about 6 mm, posterior Tenon's kept intact.

Double-armed polyglactin 910 (Vicryl) 6-0 on spatulated needles passed through the tendon within 1 mm of the insertion, locking bite at each edge. Tendon cut from sclera with scissors. Suture checked intact.

Muscle reattached to sclera 6.0 mm behind the original insertion, measured with Castroviejo calipers, crossed-swords scleral passes with the needle seen through the sclera. Knots tied, muscle secure.

Left medial rectus: limbal peritomy from 7 to 10 o'clock. Muscle hooked and cleaned in the same way. Plica semilunaris identified and kept out of the field.

Resection 5.0 mm measured from the insertion with calipers, Jameson clamp applied. Two double-armed Vicryl 6-0 sutures placed behind the clamp with locking bites at each edge. Muscle cut from the insertion, 5 mm segment anterior to the sutures excised, stump cauterised.

Sutures passed through the original insertion stump and tied securely before removing the clamp. Muscle at original insertion.

All needle passes checked. No suspected scleral perforation.

Closure

Conjunctiva over both muscles closed with interrupted polyglactin 910 (Vicryl) 8-0 corner sutures, Tenon's not included. Plica not sutured into the medial closure.

Antibiotic ointment instilled. Pad and shield applied.

End of procedure

Estimated blood loss negligible, about 2 ml. No transfusion.

Needle, swab and instrument count correct, confirmed by scrub nurse.

Complications: transient oculocardiac reflex, settled on releasing traction. No other complications.

Specimen: 5 mm medial rectus segment, not sent for HPE, discarded in yellow bag.

Child shifted to recovery awake, pulse 104/min, SpO2 99% on room air.

Post-op orders

Pulse and SpO2 half-hourly till fully awake. Antiemetic as charted by anaesthetist.

Sips of water when awake, then normal diet.

Syrup paracetamol by weight as charted, 6-hourly if needed.

Pad off next morning. Topical antibiotic drops as per unit regimen.

Parents told to return at once if lid swelling, fever, severe pain or poor vision in the next few days.

Continue glasses. Review next day, then in the outpatient clinic with orthoptic measurement.

Signature

Dr A., JR-3, Ophthalmology. Reg. no. ________. 04/02/2026, 10:30.

Must document for this operation

  • Eye, muscle, and whether it was recessed or resected, with the amount in millimetres. Any future strabismus surgeon needs these numbers, and re-operation on an operated muscle is harder and less predictable.
  • Where the amount was measured from (original insertion or limbus) and the method (direct, hang-back, adjustable). A hang-back or adjustable recession behaves differently and the next surgeon must know how the muscle is held.
  • Pre-operative angle in prism dioptres (PD) with the measuring method. The result can only be judged, and the dose table only checked, against a recorded starting angle.
  • Forced duction test result. A restriction changes the plan and explains a poor result later.
  • Suture material, size and needle type. A slipped or lost muscle is traced back to how it was secured.
  • Any oculocardiac reflex, suspected scleral perforation or lost muscle, and what was done. Scleral perforation needs a fundus check and follow-up, and a lost muscle needs urgent recovery.
  • Conjunctival closure and treatment of the plica semilunaris. A plica pulled into the closure leaves a fleshy scar that the patient and parents will ask about.

Common mistakes in these notes

  • Writing 'squint surgery done, right eye' with no muscle names or millimetres.
  • Not stating whether the recession was measured from the insertion or from the limbus.
  • Leaving out the forced duction test.
  • Writing only the plan in the note, not what was actually done after an intra-operative change.
  • Not recording the oculocardiac reflex that the anaesthetist treated.
  • Forgetting to note an adjustable suture and when it is to be adjusted.

Indian practice and paperwork

  • NABH expects the operative note to be written before the patient is moved out of recovery, and post-op care to follow a written plan. (NABH 5th ed., COP.14(e) and (f))
  • Informed consent must explain the procedure, risks, benefits and alternatives in a language the patient or parent understands. For a child, write who gave consent and in which language. (NABH 5th ed., PRE.4(c))
  • If the plan is changed on the table (for example a third muscle added), the note should say whether this was covered in the written consent. An unconsented extra procedure is defensible only when it was needed to save life or health and could not wait. (Samira Kohli v. Dr Prabha Manchanda, (2008) 2 SCC 1)
  • A resected muscle segment not sent for HPE is human anatomical waste and goes in the yellow bag. (Bio-Medical Waste Management Rules 2016, CPCB guidelines, Yellow (a))

Sources

  • Albert DM, Lucarelli MJ, eds. Clinical Atlas of Procedures in Ophthalmic and Oculofacial Surgery. 2nd ed. Oxford University Press; 2012, Ch 58, Rectus Muscle Surgery (Mills MD), pp. 559-567.
  • Albert DM, Lucarelli MJ, eds. Clinical Atlas of Procedures in Ophthalmic and Oculofacial Surgery. 2nd ed. Oxford University Press; 2012, Ch 56, Equipment and Suture Technique (Fig 56.2); Ch 57, Surgical Basics (Figs 57.9-57.19) (Buckley EG), pp. 544; 552-556.
  • Khan AO, chair. Basic and Clinical Science Course, Section 6: Pediatric Ophthalmology and Strabismus. 2024-2025 ed. American Academy of Ophthalmology; 2024, Ch 13, Surgery of the Extraocular Muscles, pp. 171-187.

Educational template for residents. Adapt it to your institution's case-sheet format and your consultant's instructions. Patient details in the example are fictional.

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