This document outlines the key components and procedures involved in performing a case history and external eye exam as the initial steps of an optometric examination. It discusses the importance of the case history for determining the appropriate tests and leading to an accurate diagnosis. The case history should gather information on the chief complaint, medical history, visual/ocular history, and family history. The external eye exam uses the slit lamp biomicroscope to examine the lids/lashes, conjunctiva, iris, and crystalline lens through specific illumination and magnification settings while instructing the patient to move their eyes in different positions.