miophthalmology

WRITER Dr Ben LaHood

In this article, Dr Ben LaHood explores complex cataract management from a practical, real-world perspective, focusing on scenarios commonly encountered in optometric practice and highlighting how shared care, expectation management, and communication contribute to better patient outcomes.
Cataract surgery delivers excellent outcomes for most patients, and the procedure is more predictable, accurate, and safer than ever. Even so, a meaningful proportion of cataract referrals involve factors that increase surgical difficulty or reduce the certainty of visual outcomes. In everyday practice, many of these ‘complexity flags’ are first identified in optometric settings, well before a patient meets the operating surgeon.
For optometrists involved in detection, referral, co-management, and postoperative care, recognising these risks early and communicating them clearly is critical. Patients with complex cataracts often require more nuanced counselling, longer recovery timelines, and closer collaboration between optometrist and ophthalmologist.
WHAT MAKES A CATARACT ‘COMPLEX’?
In clinical practice, cataract complexity is rarely about the cataract alone. Complexity arises when additional ocular, anatomical, systemic, or refractive factors increase operative risk, prolong recovery, or limit achievable vision. Many of these factors are identifiable before referral, which is why optometrists have such an important role in the pathway. Broadly, complexity can be grouped into overlapping categories:
• Ocular comorbidities that limit visual potential, such as macular degeneration, diabetic retinopathy, advanced glaucoma, optic neuropathy, and corneal diseases. Basically, where part of the visual system will not function optimally, even once a clear lens replaces a cataract.
• Anatomical factors that increase surgical difficulty, including small pupils, unusual ocular compartment dimensions, and zonular weakness.
• Previous ocular surgery, trauma, or distortions, particularly laser-assisted in-situ keratomileusis (LASIK) photorefractive keratectomy (PRK) and small incision lenticule extraction (SMILE), previous vitrectomy, penetrating injury, or uveitis complications.
• Systemic and medication factors, including anticoagulation and antiplatelets, alpha-1blockers, diabetes, positioning limitations, and inflammatory disease.
• Refractive and lifestyle expectations, including demand for spectacle independence, tolerance for residual refractive error, and occupational visual tasks.
From a surgical planning perspective, early identification of complex cases allows risk stratification, informed consent, and the right tools and time allocation.
“Patients with complex cataracts often require more nuanced counselling, longer recovery timelines, and closer collaboration between optometrist and ophthalmologist”
It is easy to watch complex surgical videos and assume that every ophthalmic surgeon has the skill and willingness to tackle every case, or that every operating theatre stocks the necessary equipment to do so. In reality, few ophthalmologists want to take on complex surgery, and often, special equipment may need to be ordered, even if just to be ready on standby.
From an optometric perspective, early recognition of potential complexity flags improves referral quality and expectation management, which is often the single biggest driver of satisfaction in complex eyes. It is frustrating for patients to be referred to an ophthalmologist who needs to refer to a colleague, when the patient could have seen the most appropriate surgeon the first time, so optometrists should feel comfortable checking with their ophthalmologist colleagues whether an individual case is suitable for them, and ask for a recommendation if not.
A PRACTICAL ‘COMPLEXITY LENS’ FOR OPTOMETRISTS
A useful way to think about complexity is to ask three questions at the time of assessment:
1. Is there anything here that could make surgery technically harder?
2. Is there anything here that could limit the patient’s best-corrected outcome?
3. Is there anything here that could make the patient harder to satisfy, even if surgery goes well?
If you can answer those three questions in your referral, you have already improved the pathway. Hopefully this article will give some guidance as to what may indicate complexity, and from an ophthalmologist’s perspective, how it may be best handled.
COMMON COMPLEX CATARACT SCENARIOS
Dense or Advanced Cataracts
The most obvious cause of a complex cataract is, of course, the cataract itself. While in some countries very advanced cataracts are commonly encountered, in metropolitan Australia, they are thankfully relatively rare. Patients with long-standing cataracts may present with dense nuclear sclerosis, brunescent lenses, or a very poor red reflex. These cases can increase phaco energy requirements, reduce intraoperative visibility, and increase early corneal oedema. They also make it harder to assess macular and optic nerve status preoperatively, which creates an expectation gap.
What to Document in a Referral
• Functional concerns: falls risk, difficulty in low light settings, need to return to driving, role as carer,
• Any posterior pole detail you can reasonably obtain, with photos if possible,
• B-scan ultrasound or any optical coherence tomography (OCT) imaging possible, as the posterior view may deteriorate further prior to surgery, and
• Corneal endothelial health. Given that the main concern about removing a very dense cataract will be phaco-energydamaging corneal endothelium, it can be very helpful to highlight the presence of corneal guttata or other signs of endothelial dysfunction.
What to Say to Patients at Referral
Patients with dense cataracts often expect instant and miraculous visual improvement. A simple, helpful framing is: “We expect a meaningful improvement, but recovery may be slower, and we cannot fully judge your visual potential until the cataract is removed.” This sets realistic expectations without undermining confidence.
The Ophthalmologist’s View
Preoperatively: Advanced cataracts do not preclude a good outcome, but they do increase uncertainty. When a cataract is very dense, and no eye care professional has seen the posterior segment, the visual prognosis is guarded. While the vast majority of such eyes will do very well, especially in unilateral dense cataracts, mention must be made of the potential for unseen, visually disabling, posterior pathology.
Personally, I feel that preoperative ultrasound is unnecessary as even in the worst case scenario of revealing a concerning pathology such as neoplasia or retinal detachment, cataract surgery would still be required to allow further treatment.
Intraoperatively: Corneal endothelium can be protected with dispersive viscoelastic, which can be regularly re-applied if cumulative phaco energy is becoming worrisome. Different nuclear dismantling techniques can be used for dense cataracts to minimise phaco energy. Chop techniques, alternative instruments such as the MiLoop from ZEISS, and even extracapsular extraction can all benefit corneal endothelial cells in such cases.
Postoperatively: Corneal oedema may be more prolonged than usual. This will usually just require extra time to settle, but occasionally corneal endothelium can be damaged to a point where endothelial transplant must be considered. Topical Rho-kinase inhibitors, such as ripasudil, can help support endothelial cell proliferation and help speed up resolution of corneal oedema, especially in cases of Fuchs’ endothelial dystrophy.
SMALL PUPILS AND POOR DILATION
Poor dilation is common and can be associated with pseudoexfoliation, diabetes, prior uveitis, chronic miotic use, and age-related iris rigidity. Small pupils may necessitate additional intraoperative manoeuvres (for example, mechanical expansion devices), which can increase surgical time and postoperative inflammation.
What to Document in a Referral
• Warning of small pupils or slow dilation to allow time in clinic to achieve maximal dilation,
• Iris colour, as dilating drops generally have a slower response to dark irises and more time for dilation can be arranged,
• Any pseudoexfoliative material, sphincter changes, posterior synechiae, or iris atrophy, and
• Medication history, particularly alpha-1blockers and long-term miotics.
“From an optometric perspective, early recognition of potential complexity flags improves referral quality and expectation management”
What to Say to Patients at Referral
Patients may worry that “small pupils means something is wrong”. It can help to say: “This is common and manageable, but it can make the operation a bit more involved and may slow recovery slightly.”
The Ophthalmologist’s View
Preoperatively: Diagnostic findings of pseudoexfoliative material and peripheral retinal pathologies may be hidden.
Intraoperatively: Poor visualisation due to working through a small pupil increases the risk of complications including posterior capsule rupture. Intracameral phenylephrine may help stabilise a floppy, progressively miotic pupil, but ultimately, mechanical help is usually needed from a pupil expansion ring or iris hooks.
Postoperatively: Mechanical pupil manipulation increases the risk of post-op uveitis and cystoid macular oedema. Small pupils can hide retained nucleus fragments and cortex, which may lead to inflammation or early posterior capsule opacification respectively.
Zonular Weakness
The more experienced I become with cataract surgery, the more I realise that the one complexity I fear most is zonular weakness. Zonular pathology may be subtle preoperatively and only become obvious during surgery. These cases may require capsular support devices and careful postoperative monitoring for intraoperative pressure (IOP) spikes and inflammation. Pseudoexfoliation is one of the most important complexity flags as it often travels with poor dilation and zonular instability.
What to Document in a Referral
• Pseudoexfoliative material on the capsule or pupillary margin,
• Phacodonesis, asymmetric anterior chamber depth, lens decentration signs, and
• Baseline IOP, optic nerve status, and any glaucoma history or suspicion.
What to Say to Patients at Referral
A useful line is: “This eye has features that can make surgery more delicate, so your surgeon will plan accordingly. The goal is still improvement, but we may need closer follow up afterwards, the operation may take a little longer, and this may impact your choice about intraocular lenses (IOLs).”
The Ophthalmologist’s View
Preoperatively: If noticed, zonular weakness means planning for all scenarios from minor impact through to requiring scleral fixation of IOLs. It’s all about having adequate time between consultation and surgery to have equipment ordered, and ready.
Intraoperatively: Loose zonules can make creation of a capsulorhexis more difficult, requiring extra gentle manipulation of the lens within the capsule to maintain the remaining zonules. Some form of capsule support is often needed, such as a capsular tension ring for long-term stability. Vitreous can try to prolapse around the side of a dislocated lens and make its way to incisions during surgery, so care must be taken to see a round, regular pupil at the end of the case.
Postoperatively: Ongoing monitoring in the optometry practice for lens stability and refractive outcome, as well as IOP, is important. Loose zonules can mean that the whole lens and capsule may move in any direction, leading to residual refractive error or reduced vision quality. IOLs can be recentred with further surgical procedures.
Prior Keratorefractive Surgery
Patients with prior corneal refractive surgery (LASIK, PRK, and SMILE), often have high expectations for spectacle independence. The key challenge is that IOL calculations are slightly less predictable. Even with modern formulas and technologies, refractive surprises remain more common than in virgin corneas.
What to Document in a Referral
• Type of refractive surgery and approximate year, and
• Any historical refraction or operative details if the patient has them.
What to Say to Patients at Referral
Patients do best when the uncertainty is discussed early and calmly. For example: “We can usually get close, but outcomes are slightly less predictable after laser surgery. In most situations, you can still have the same IOL choices and worst case scenario, your eye may need a small laser enhancement postoperatively once everything is stable again.” This preserves optimism while setting realistic expectations.
The Ophthalmologist’s View
Preoperatively: Laser surgery performed in previous years can be difficult to see, making an optometrist’s warning of this history vital. Many patients do not count laser as previous surgery and neglect mentioning it in their ocular history.
We have methods of calculating IOLs post laser vision correction, so difficulty of calculation is no worse; it is simply that predicted outcomes are slightly less accurate. IOL choices are usually not impacted, but previous high power treatments may have induced aberrations that will impact quality of vision, especially for extended depth of focus (EDOF) options that use aberrations to give extra range.
Intraoperatively: Surgery is no different to a virgin cornea.
Postoperatively: These are patients where a subjective refraction and discussion about satisfaction of outcome are very important, as their risk of requiring refractive enhancement is higher.
Special Mention: Previous radial keratotomy deserves special mention. This treatment for myopia has often created an irregular cornea with progressive hyperopic shift and diurnal fluctuation in vision. IOL choices, in these cases, are determined by the level of irregularity but personally, I am in favour of using a small aperture IOL to reduce impact of aberrations and minimise fluctuations in vision. Surgery can be challenging to avoid hydrating these incisions or splitting the cornea, but in general these eyes can often be well rehabilitated.
Ocular Surface Disease
Ocular surface disease (dry eye, meibomian gland dysfunction (MGD), blepharitis) is a major, often modifiable driver of postoperative complaints about quality of vision. An unstable tear film can reduce biometry accuracy, increase postoperative fluctuations of vision, and amplify glare and halo side effects.
What to Do at Time of Referral
• Begin management by recommending regular hot lid massages, and the regular use of a lipid containing, preservative free lubricating drop, and
• Document baseline tear film stability, MGD grade, staining, and symptom profile.
What to Say to Patients at Referral
“Dry eye does not stop you having cataract surgery, but it can affect the accuracy of measurements and the sharpness of vision afterwards. Treating it beforehand helps us get a better result. Remember this will require maintenance to get your best vision possible; it’s not simply a once off treatment. Cataract surgery will be a speedbump in your dry eye symptoms, but we will try to get you back to your baseline as soon as possible postoperatively.”
“I love when an optometrist has been proactive in managing dry eye prior to consultation as it allows more accurate biometry to be taken and a more efficient process”
The Ophthalmologist’s View
Preoperatively: I love when an optometrist has been proactive in managing dry eye prior to consultation as it allows more accurate biometry to be taken and a more efficient process without me needing to initiate treatment and return for repeat biometry. As accurate biometry is the most important determinant of a great outcome, good dry eye management is incredibly important. Severe dry eye would put me off using a diffractive IOL technology and, when a dry eye patient opts for a more advanced IOL technology, we have a very in-depth discussion about the need for ongoing dry eye maintenance for this lens to work. They must be aware that IOL exchange, if dissatisfied, is a potential outcome.
Intraoperatively: Very little impact.
Postoperatively: Dry eye patients can be difficult to manage. Most surgeons will give a period of post-op anti-inflammatory drops that make everything feel better but once these stop, dry eye signs and symptoms will often unveil themselves. Beginning lubricating drops early helps, as does discussion about realistic timeframes for recovery. I prefer to not have patients do hot lid massages in the first week postoperatively, but am happy for preservative free lubricants to be used immediately post-op.
Retinal and Optic Nerve Comorbidities
Macular degeneration, diabetic retinopathy, epiretinal membrane (ERM), vein occlusion, and advanced glaucoma can limit final vision, even if surgery is technically perfect. Cataract removal may still improve function, contrast, and monitoring quality, but expectations must be realistic.
What to Document in a Referral
• OCT findings if available: age-related macular degeneration stage, ERM, diabetic macular oedema, macular atrophy,
• Visual field status where relevant, and
• A clear statement about likely visual limitation (for example, “macular pathology likely limits best outcome”).
What to Say to Patients at Referral
Honesty is the best policy here in setting expectations. I recommend using a camera analogy. “Cataract surgery will clear the lens for your eye, making everything brighter, and colours will be more vivid; but just like a camera, if the film is damaged, the final image will not be perfect.”
The Ophthalmologist’s View
Preoperatively: Decision making about IOL choice in these patients is a controversial topic. Mildly or moderately compromised eyes could usually benefit from presbyopia correcting options, but this is a gamble about disease progression. If posterior health deteriorates, there is some thinking that a multifocal IOL would further degrade vision quality as compared to a monofocal IOL. There is biological plausibility in this thinking, even if evidence is lacking. Surgeons must take into account patient age, disease status, likely progressive nature, and discuss how the future may look. There really is no substitute for chair time and having a conversation with each individual patient.
Intraoperatively: No impact on surgery.
Postoperatively: If the posterior segment of the eye is compromised, it will need ongoing monitoring but, equally importantly, optimisation of other factors such as dry eye can make the most of the current situation. These patients benefit from explicit shared-care planning.
Vitrectomised Eyes and Previous Retinal Surgery
Eyes that have had vitrectomy (for retinal detachment, macular hole, epiretinal membrane peel) often develop cataract, sometimes rapidly. These cases can involve altered anterior chamber dynamics, a higher risk of posterior capsule issues, and sometimes more variable refractive outcomes. Some patients also have ongoing retinal limitations.
What to Document in a Referral
• Details of retinal surgery and current retinal status as patients often have no idea what they have had done,
• Presence of silicone oil (current or historical), and
• OCT findings and any imaging prior to cataract formation as the view is usually very limited.
What to Say to Patients at Referral
These patients may do very well, but it is worth preparing them for the possibility that visual quality remains influenced by the underlying retinal issue. These cataracts often come on very rapidly, are very dense, and may be in relatively young patients. Given their probable history of retinal detachment, another episode of rapidly deteriorating vision can be scary for them. It usually helps to explain that cataract surgery is generally a much more minor, and simpler experience than they may have had with their primary surgery, and recovery is usually much more rapid.
The Ophthalmologist’s View
Preoperatively: Biometry can be difficult due to dense posterior subcapsular opacity, so any historical biometry can be helpful. IOL calculation is less predictable as without vitreous support the IOL may sit in a less predictable position. Younger patients will want presbyopia correction, but the optical side effects may not be an ideal combination with their retinal pathology. Again, this is an individualised discussion based on eye health and tolerance of visual side effects.
Intraoperatively: These eyes behave in slightly different ways under the operating microscope. The differences are subtle but if unaware, the risk of posterior capsule rupture is increased. We may often find surprises from the initial surgery, such as damaged zonules.
Postoperatively: Monitoring the original pathology will require planning, and assessment of refractive outcome is important. These are often younger patients, so this is a long-term relationship with their optometrist also.
Intraoperative Floppy Iris Syndrome Risk
Alpha-1 blocker use (for example, tamsulosin) can increase intraoperative floppy iris syndrome (IFIS) risk. The key for optometrists is not to manage IFIS, but to flag the risk so the surgeon can plan appropriately.
What to Document in a Referral
• Medication history including alpha-1blockers, and
• Dilation response and iris features.
What to Say to Patients at Referral
Avoid alarming language. A simple statement like “Certain medications can make the iris behave differently during surgery, and your surgeon will plan for that” is sufficient. Whether the patient has taken the medication only once, or continues to take it, will not impact their surgery so if medically indicated, they should continue as usual.
The Ophthalmologist’s View
Preoperatively: There are usually no signs on examination, so the history of medication use, especially for prostate disease, is very helpful as a warning.
Intraoperatively: IFIS with associated iris prolapse, and progressive miosis, is extremely annoying. Iris prolapse via incisions can cause transillumination defects with visual impact, making surgery technically difficult; it can feel like a battle. Pre-emptive use of phenylephrine or pupil expansion devices can alleviate some of this concern.
Postoperatively: Pupil manipulation will lead to increased risk of inflammation and macula oedema. This needs to be monitored when post-op drops are stopped.
“ Patients often settle when they understand why the outcome looks the way it does and what can still be improved ”
Corneal Endothelial Disease and Guttata
Corneal guttata and endothelial dysfunction (for example, Fuchs’ dystrophy) can change the counselling and postoperative course. These patients may have more prolonged corneal oedema, slower visual recovery, and in some cases may ultimately require endothelial keratoplasty. Even mild guttata can matter when combined with dense cataracts and longer phaco times.
What to Document in a Referral
• Presence and extent of guttata, corneal thickness if available,
• Any morning blur history, and
• A note about reduced endothelial reserve, if suspected.
What to Say to Patients at Referral
A helpful way to explain this is: “Your cornea is doing extra work to keep the window clear. Cataract surgery is still very feasible, but recovery can be slower, and we will watch the cornea carefully afterwards.”
The Ophthalmologist’s View
Preoperatively: The discussion about impact is most important as patients expect a recovery like their friends, which was always fast and perfect. I like to exaggerate how long their eye may take to recover.
Intraoperatively: Similar to dense cataracts above, techniques to minimise dissipated phaco energy are key here.
Postoperatively: Endothelial cell function can be hard to predict. Sometimes minimal disease is slow, but sometimes terrible looking corneas clear rapidly. It is best that there is a plan between ophthalmologist and optometrist about monitoring in the months after surgery and that any glasses requirements are not rushed. If the cornea is failing to clear, a referral back to the ophthalmologist is important to discuss further management strategies.
Very Long or Short Eyes
High myopes often do well with cataract surgery, but they carry additional considerations – increased risk of peripheral retinal pathology, higher risk of postoperative retinal detachment compared with emmetropes, and sometimes a more complex refractive target discussion. Some high myopes also have myopic maculopathy that limits visual potential. High hyperopes have their own potential issues – increased risk of intraoperative complications including aqueous misdirection, and higher risk of refractive error postoperatively due to a combination of manufacturing tolerances for high power IOLs, and difficult to predict final IOL position within the eye.
What to Document in a Referral
• Peripheral retinal findings and symptoms, and retinal imaging or referral if there are concerns, and
• Point out very high refractive errors (positive or negative) so that patients can be triaged appropriately, as sourcing appropriate IOL powers for such eyes can take time.
What to Say to Patients at Referral
These patients usually know they are special, and often expectations are surprisingly reasonable, but the main thing is to not overpromise outcomes. These can be challenging eyes to get perfect.
The Ophthalmologist’s View
High myopes: IOL calculation is very forgiving for such low power IOLs, but sometimes sourcing such lenses is difficult. Surgery can be challenging in reaching deep inside the eye to operate, but the main concern remains postoperatively where good communication is needed to monitor for any retinal pathologies. I like to explain to my patients that I’d rather see them for a false alarm than to miss a retinal detachment, so encourage them to have a low threshold for contacting their surgeon.
High hyperopes: IOLs may need to be custom made, surgery has little room to move, and postoperative outcomes are variable. These eyes in general are difficult to work with.
However, improvements in quality of life can be incredible.
SHARED CARE AND COMMUNICATION
In complex cataract cases, shared care is not simply a workflow, it is often central to patient outcomes and satisfaction. In practice, referrals for complex cataract cases are particularly helpful when they clearly outline:
• Clear documentation of risk factors and complexity flags,
• Relevant imaging and test results (topography, OCT, visual fields if relevant),
• Notes on ocular surface status and any optimisation underway,
• Insight into patient expectations, motivation, and concerns.
• Medication history, including alpha-1blockers, anticoagulants, and steroid response history, and
• Functional goals: driving, work tasks, reading needs, tolerance for glasses.
Clear and timely communication between optometrist and surgeon helps align expectations, identify early concerns, and maintain patient confidence throughout the surgical journey. It also reduces the risk of mixed messaging, which is a common source of dissatisfaction in complex cases.
WHEN OUTCOMES FALL SHORT
Despite careful planning, some complex cases result in outcomes below a patient’s hoped-for target. The most common drivers are pre-existing comorbidity, refractive unpredictability, and issues around quality of vision. The best response is not defensiveness, it is clarity and a plan. Patients often settle when they understand why the outcome looks the way it does and what can still be improved, whether that is surface optimisation, refractive correction, or time for adaptation. Optometrists play a key role in ongoing visual rehabilitation: updating spectacles at the right time, managing the ocular surface, monitoring comorbidity, and reinforcing functional gains.
I am often asked for second opinions about complex cataract surgeries, either preoperatively or postoperatively, and anecdotally, most dissatisfaction, or anxiety stems from a lack of communication and cohesiveness between eye care professionals and the patient. It is important that everyone feels on the same team, and has the same expectations. Most problems can at least be helped by a consultation, giving a patient plenty of time to explain their concerns, and making sure that they fully understand their situation and why their eyes are not routine.
CONCLUSION
Complex cataract management extends well beyond the operating theatre. Early recognition of risk factors, realistic expectation setting, and effective collaboration between optometrists and ophthalmologists are central to achieving good outcomes. By identifying complexity early, documenting it clearly, and communicating consistently, optometrists can significantly influence surgical success and patient satisfaction, particularly in eyes where the pathway is less predictable.
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Dr Ben LaHood MBChB PGDipOphth PhD FRANZCO is an Adelaide-based ophthalmologist specialising in laser vision correction, refractive surgery, and cataract procedures. He practises privately at the Adelaide Eye and Laser Centre and ParkView Day Surgery.

Dr LaHood was included in The Ophthalmologist magazine's Power List in 2023 and 2024, featuring the 100 most influential ophthalmologists worldwide.