BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 492
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          Date of Hearing:   June 24, 2014

              ASSEMBLY COMMITTEE ON BUSINESS, PROFESSIONS AND CONSUMER  
                                     PROTECTION
                               Susan A. Bonilla, Chair
                   SB 492 (Hernandez) - As Amended:  June 16, 2014

           SENATE VOTE  :   25-5
           
          SUBJECT  :   Optometrists: practice: licensure.

           SUMMARY  :   Creates an advanced practice certificate, enabling  
          optometrists to perform a limited range of therapeutic laser  
          procedures for the eye and surgical procedures related to the  
          eyelid, as well as certain injections and immunizations, and  
          generally revises the Optometry Practice Act to clarify and  
          expand the range of an optometrist's scope of practice.   
          Specifically,  this bill  :  

          1)Includes the provision of habilitative optometric services in  
            the definition of the practice of optometry. 

          2)Authorizes an optometrist who is certified to use therapeutic  
            pharmaceutical agents (TPA) to diagnose and treat the human  
            eye or any of its appendages for all of the following  
            conditions:

             a)   The lacrimal gland, lacrimal drainage system and the  
               sclera in patients under the age of 12;

             b)   Ocular inflammation of the anterior segment and adnexa  
               nonsurgical in cause, except when co-managed with the  
               treating physician and surgeon. Removes limitations  
               relating to the treatment of ocular inflammation, referral  
               to an ophthalmologist, and the requirement that the  
               optometrist consult with an ophthalmologist or appropriate  
               physician in certain recurring cases; 

             c)   Corneal surface disease and dry eyes, including  
               treatment with the use of mechanical lipid extraction of  
               meibomium glands using nonsurgical techniques; and, 

             d)   Eyelid disorders, including hypotrichosis and  
               blepharitis.









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          3)Deletes the requirement that optometrist use only a specified  
            list of TPAs, and instead authorizes an optometrist to use all  
            TPAs approved by the Food and Drug Administration (FDA) for  
            use in treating eye conditions with the scope of practice, ,  
            although the use of those agents shall be limited to a maximum  
            of five days.     

          4)Deletes requirements that optometrists who are certified to  
            use TPAs refer patients with certain conditions to  
            ophthalmologists only, as specified.                            
                                             

          5)Revises consultation provisions related to the maintenance of  
            written records to apply to all physician and surgeons,  
            instead of only ophthalmologists.

          6)Requires, in any case that an optometrist consults with a  
            physician, that the optometrist and the physician both  
            maintain a written record in the patient's file of the  
            information provided to the physician, the physician's  
            response, and any other relevant information.  Upon the  
            request of the optometrist or physician and with the patient's  
            consent, a copy of the record shall be furnished to the  
            requesting party.

          7)Allows TPA-certified optometrists to remove sutures, upon  
            notification of the treating physician, instead of upon prior  
            consultation. 

          8)Deletes the specific authorization for TPA-certified  
            optometrists to administer oral fluorescein to patients  
            suspected as having diabetic retinopathy. 

          9)Deletes the list of specific tests that TPA-certified  
            optometrists are permitted to order, and instead permits  
            optometrists to order any appropriate laboratory and  
            diagnostic imaging tests necessary to diagnose conditions of  
            the eye or adnexa.

          10)                                                          
            Clarifies that a TPA-certified optometrist may perform a clinical  
            laboratory test or examination necessary to diagnose  
            conditions of the eye or adnexa classified as waived under the  
            federal Clinical Laboratory Improvement Amendments of 1988  
            (CLIA), provided the tests are performed in compliance with  








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            both state and federal law, as specified, and that any  
            ancillary personnel utilized shall be in compliance with those  
            same requirements. 

          11)                                                          
            Deletes the restriction on the use of needles in the removal of  
            foreign bodies from the eye. 

          12)                                                          
            Requires the California Board of Optometry (Board) to certify any  
            optometrist who graduated from an accredited school of  
            optometry before May 1, 2000, to perform lacrimal irrigation  
            and dilation, excluding probing of the nasal lacrimal tract,  
            after submitting proof of satisfactory completion of 10  
            procedures under the supervision of a lacrimal irrigation and  
            dilation certified optometrist.  

          13)                                                          
            Deletes obsolete language pertaining to glaucoma certification.

          14)                                                          
            Requires the Board to grant a glaucoma-certified optometrist a  
            certificate for the use of specified advanced procedures after  
            the optometrist meets the following applicable requirements:

             a)   For licensees who graduated from an accredited school of  
               optometry that includes satisfactory curriculum on advanced  
               procedures, as determined by the Board, on or after May 1,  
               2016, submission of proof of graduation from that  
               institution; or,

             b)   Licensees who graduated from an accredited school before  
               May 1, 2016, are required to submit proof of completion of  
               a Board-approved course that meets all of the following  
               requirements:

               i)     Provided by an accredited school of optometry;

               ii)    Taught by full-time or adjunct faculty members of an  
                 accredited school of optometry;

               iii)   Sponsored by a continuing education organization, as  
                 specified;

               iv)    Included all of the following didactic instruction:  








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                 laser physics, hazards, and safety; biophysics of laser;  
                 laser application in clinical optometry; laser tissue  
                 interaction; laser indications, contraindications, and  
                 potential complications; gonioscopy; laser therapy for  
                 open angle glaucoma; laser therapy for angle closure  
                 glaucoma; posterior capsulotomy; common complications:  
                 lids, lashes, and lacrimal; medicolegal aspects of  
                 anterior segment procedures; peripheral iridotomy; laser  
                 trabeculoplasty; minor surgical procedures; overview of  
                 surgical instruments, asepsis, and the federal  
                 Occupational Safety and Health Administration; surgical  
                 anatomy of the eyelids; emergency surgical procedures;  
                 chalazion management; epilumeninesence microscopy; suture  
                 techniques; local anesthesia: techniques and  
                 complications; anaphylaxsis and other office emergencies;  
                 radiofrequency surgery; and post-operative wound care; 

               v)     Included all of the following clinical or laboratory  
                 experience: video demonstration; a minimum of six  
                 procedures involving the removal, destruction, or  
                 drainage of eye lesions and 14 laser eye procedures  
                 involving the removal, destruction, or drainage of  
                 lesions of the eyelid and adnexa clinically evaluated to  
                 be noncancerous; a formal clinical or laboratory  
                 practical examination; and,

               vi)    Required passage of a written test utilizing the  
                 National Board of Examiners in Optometry format.

          15)                                                          
            Defines the term "advanced procedures" as meaning any of the  
            following:

             a)   Therapeutic lasers used for posterior capsulotomy  
               secondary to cataract surgery;

             b)   Therapeutic lasers appropriate for treatment of glaucoma  
               and peripheral iridotomy for the prophylactic treatment of  
               angle closure glaucoma;

             c)   Removal, destruction, or drainage of lesions of the  
               eyelid and adnexa clinically evaluated to be noncancerous;

             d)   Closure of a wound resulting from the removal,  
               destruction, or drainage of lesions of the eyelid and  








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               adnexa clinically evaluated to be noncancerous; and,

             e)   Injections for the treatment of conditions of the eye  
               and adnexa that a TPA-certified optometrist may treat, as  
               specified, excluding intraorbital injections and injections  
               administered for cosmetic effect.

          16)                                                          
            Requires the Board to grant to a glaucoma-certified optometrist a  
            certificate to administer immunizations after the optometrist  
            meets all of the following applicable requirements:

             a)   For licensees who graduated from an accredited school of  
               optometry that includes satisfactory curriculum on  
               immunizations, as determined by the Board, on or after May  
               1, 2016, submission of proof of graduation from that  
               institution; and,

             b)   Licensees who graduated from an accredited school before  
               May 1, 2016, shall do all of the following:

               i)     Submit proof of completion of a Board-approved  
                 immunization training program that, at a minimum,  
                 includes hands-on injection technique, clinical  
                 evaluation of indications and contraindications of  
                 vaccines, and the recognition and treatment of emergency  
                 reactions to vaccines, and shall maintain that training;

               ii)    Be certified in basic life support; and, 

               iii)    Comply with all state and federal recordkeeping and  
                 reporting requirements, including providing documentation  
                 to the patient's primary care provider and entering  
                 information in the appropriate immunization registry  
                 designated by the immunization branch of the State  
                 Department of Public Health.

          17)                                                          
            Authorizes the administration of immunizations for influenza,  
            Herpes Zoster Virus, and additional immunizations that may be  
            necessary to protect public health during a declared disaster  
            or public health emergency for individuals over the age of  
            eight.

          18)                                                          








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            Authorizes the Board to authorize optometrists to use any  
            noninvasive technology to treat any condition specified as  
            treatable by a TPA-certified optometrist, as specified. 

          19)                                                          
            States that it is the intent of the Legislature that the Office of  
            Statewide Health Planning and Development (OSHPD), under the  
            Health Workforce Pilot Projects Program (HWPPP), designate a  
            pilot project intended to test, demonstrate, and evaluate  
            expanded roles for optometrists in the performance of  
            management and treatment of diabetes mellitus, hypertension,  
            and hypercholesterolemia.

          20)                                                          
            Specifies that an optometrist diagnosing other diseases shall be  
            held to the same standard of care to which physicians and  
            osteopathic physicians are held. 

          21)                                                          
            Requires an optometrist to consult with, and if necessary, refer a  
            patient to a physician or other appropriate health care  
            provider if a situation or condition occurs that is beyond the  
            optometrist's scope of practice.

          22)                                                          
            Deletes from the definition of unprofessional conduct:
                
              a)   The commission of any act of sexual abuse, misconduct,  
               or relations with a patient, as specified; or 

             b)   Conviction of a crime that currently requires the person  
               to register as a sex offender, as specified. 

          23)                                                          
            Provides that no reimbursement is required by this act because the  
            only costs that may be incurred by a local agency or school  
            district will be incurred because this act creates a new crime  
            or infraction, eliminates a crime or infraction, changes the  
            penalty for a crime or infraction, or changes the definition  
            of a crime.

          24)                                                          
            Makes other technical or nonsubstantive changes or deletions.

           EXISTING LAW:  








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          1)Establishes the Board within the Department of Consumer  
            Affairs, which licenses optometrists and regulates the  
            practice of optometry.  (Business and Professions Code (BPC)  
            Section 3010.5)

          2)Authorizes the Board to establish educational and examination  
            requirements for licensure.  (BPC 3041.2)

          3)Defines the practice of optometry as follows:  

             a)   The prevention and diagnosis of disorders and  
               dysfunctions of the visual system;

             b)   Treatment and management of certain disorders and  
               dysfunctions of the visual systems;

             c)   Provision of rehabilitative optometric services;

             d)   Examination of the human eyes;

             e)   Determination of the powers or range of human vision; 

             f)   The prescribing or directing the use of any optical  
               device in connection with ocular exercises, visual  
               training, vision training or orthoptics;

             g)   Prescribing of contact lenses and glasses; and

             h)   The use of topical pharmaceutical agents for the purpose  
               of the examination of the human eye or eyes for any disease  
               or pathological condition. (BPC 3041)

          4)Specifies that an optometrist who is certified to use  
            therapeutic pharmaceutical agents may also diagnose and treat  
            the human eye or eyes or any of its appendages for the  
            following conditions:  infections; ocular allergies; ocular  
            inflammation, non-surgical in cause except when co-managed  
            with the treating physician and surgeon;  traumatic or  
            recurrent conjunctival or corneal abrasions and erosions;   
            corneal surface disease and dry eyes;  ocular pain,  
            non-surgical in cause except when co-managed with the treating  
            physician and surgeon; and glaucoma in patients over the age  
            of 18. (BPC 3041(b)(1))









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          5)Permits optometrists to use specified therapeutic  
            pharmaceutical agents, including codeine with compounds and  
            hydrocodone with compounds provided that use does not exceed  
            three days. (BPC 3041(c))

          6)Specifies that an optometrist who is certified to use  
            therapeutic pharmaceutical agents may also perform the  
            following: 

             a)   Corneal scraping with cultures;

             b)   Debridement of corneal epithelia;

             c)   Mechanical epilation;

             d)   Venipuncture for testing patients suspected of having  
               diabetes;

             e)   Suture removal, with prior consultation with the  
               treating physician and surgeon;

             f)   Treatment or removal of sebaceous cysts by expression;

             g)   Administration of oral fluorescein to patients suspected  
               as having diabetic retinopathy;

             h)   Use of an auto-injector to counter anaphylaxis;

             i)   Ordering of smears, cultures, sensitivities, complete  
               blood count, mycobacterial culture, acid fast stain,  
               urinalysis, tear fluid analysis and X-rays necessary for  
               the diagnosis of conditions or diseases of the eye or  
               adnexa;

             j)   A clinical laboratory test or examination classified as  
               waived under CLIA necessary for the diagnosis of conditions  
               and diseases of the eye or adnexa;

             aa)  Punctal occlusion by plugs, excluding laser, diathermy,  
               cryotherapy or other means constituting surgery;

             bb)  The prescription of therapeutic contact lenses,  
               including lenses or devices that incorporate a medication  
               or therapy the optometrist is certified to prescribe or  
               provide;








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             cc)  Removal of foreign bodies from the cornea, eyelid and  
               conjunctiva with any appropriate instrument other than a  
               scalpel or needle; and

             dd)  Lacrimal irrigation and dilation, excluding probing of  
               the nasal lacrimal tract for patients over 12 years of age.  
               (BPC 3041(e))

           FISCAL EFFECT  :   Unknown

           COMMENTS  :  

           1)Purpose of this bill  . This bill would create an advanced  
            practice certificate which would enable an optometrist to  
            perform a limited range of therapeutic laser procedures for  
            the eye and certain surgical procedures related to the eyelid,  
            as well as related injections and specified immunizations.  SB  
            492 also generally revises the Optometry Practice Act to  
            clarify and expand the range of the optometrist's scope of  
            practice as well as the drugs that may be prescribed and  
            diagnostic tests that may be ordered.  This bill is sponsored  
            by the California Optometric Association. 

           2)Author's statement  . According to the author, "[A]s a result of  
            implementation of the [Affordable Care Act] (ACA), about 4.7  
            million more Californians are now eligible for health  
            insurance and the newly insured will increase demand for  
            health care on an already strained system.  Californians  
            deserve timely access to high quality care offered by a range  
            of safe, efficient, and regulated providers.  In California we  
            have a robust network of providers that are well-trained,  
            evenly distributed throughout the state, regulated by the  
            Department of Consumer Affairs and well positioned to pay  
            particular attention to currently underserved areas.  
            Optometrists are one such provider group who receive a  
            doctorate level training preparing them to be primary eye care  
            providers, and independently diagnose and treat conditions of  
            the eye." 

          "SB 492 will remove restrictions in current law to permit  
            optometrists to examine, prevent, diagnose, and treat  
            conditions and disorders of the visual system and the human  
            eye to the full extent of their training.  This includes the  
            use of two types of therapeutic lasers developed for treatment  








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            of glaucoma and post-surgical cataract care, conditions that  
            disproportionately affect patient groups that generally lack  
            sufficient access to physicians. The bill is especially needed  
            to ensure Medi-Cal patients can get their eye conditions  
            treated in a timely manner with the latest technology.  
            Optometry already provides 81 percent of eye care delivered in  
            this state under the Medi-Cal program.

            "SB 492 is a limited expansion of scope for optometrists that  
            is consistent with their education and training, and is a  
            logical advancement of the profession that has been proven  
            safe in other states. Moreover, the educational requirements  
            contained in this bill are substantially greater than those  
            required of optometrists in other states and exceeds the  
            minimum number of these procedures required for  
            ophthalmologists by the Accreditation Council for Graduate  
            Medical Education." 

           3)The practice of optometry  . An optometrist (Doctor of Optometry  
            or O.D.) is an independent primary health care professional  
            for the eye.  Optometrists examine, diagnose, treat, and  
            manage diseases, injuries, and disorders of the visual system,  
            the eye, and associated structures, as well as identify  
            related systemic conditions affecting the eye.  ODs prescribe  
            medications, low vision rehabilitation, vision therapy,  
            spectacle lenses, contact lenses, and perform certain surgical  
            procedures.  Optometrists have a narrower scope of practice  
            than do ophthalmologists, but are held to the identical  
            standard of care for the same treatments they provide. 

            An O.D. degree requires both an undergraduate education in a  
            college or university and four years of professional education  
            at a college of optometry.  Some optometrists also undertake  
            an optional one year non-surgical residency program to enhance  
            their experience in a particular area.  Students graduate with  
            2,500-3,000 patient encounters; these include a mix of  
            post-surgical, medical and routine visits. 

            In order to be licensed to practice by the California Board of  
            Optometry, an individual must obtain an O.D. degree, pass the  
            three part National Board of Examiners in Optometry  
            examination, and the California Optometric State Law  
            Examination. There are currently 9,100 optometrists in  
            practice in California.









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            Optometrists are trained to diagnose mild to severe eye  
            problems such as serious eye infections, inflammations of the  
            eye, trauma, foreign bodies and glaucoma (pressure inside the  
            eyeball).  They also examine the eye for vision prescription  
            and corrective lenses.  Optometrists may also pursue any of  
            five additional state certifications to perform certain  
            advanced procedures: use of diagnostic pharmaceutical agents  
            (DPA); use of therapeutic pharmaceutical agents (TPA);  
            lacrimal irrigation and dilation for individuals over the age  
            of 12 + TPA (TPL); diagnosis and treatment of open angle  
            glaucoma for adults + TPA (TPG); and a combination of TPA, TPL  
            and TPG. 


           4)The practice of ophthalmology  .  An ophthalmologist is a  
            physician and surgeon (M.D.) who has specialty training in the  
            anatomy, function and diseases of the eye. The central focus  
            of ophthalmology is surgery and management of complex eye  
                diseases.  An ophthalmologist specializes in the refractive,  
            medical and surgical care of the eyes and visual system, and  
            in the prevention of disease and injury.

          To become an ophthalmologist, an individual must obtain an  
            undergraduate degree, complete four years of graduate  
            education at an accredited medical school and earn a Medical  
            Degree, complete a one year internship, and a three or four  
            year residency.  Many ophthalmologists pursue additional  
            fellowship training in specialized areas such as the retina,  
            glaucoma treatment or the cornea.  Ophthalmologists may become  
            certified by the American Board of Ophthalmology, which  
            requires serving as primary surgeon or first assistant to the  
            primary surgeon on a minimum of 364 eye surgeries.  

          There are currently 1,800-2,100 ophthalmologists in California,  
            not all of whom are in active practice. 

           5)2013-14 negotiations between optometry and ophthalmology  . In  
            August 2013, the author declined to take up this bill during  
            its scheduled hearing, and instead asked the Chair and  
            Committee to hold a series of meetings to pursue negotiations  
            between optometry and medicine (ophthalmology).  The aim was  
            to use a data-driven process to search for an objective and  
            defensible set of requirements towards the creation of an  
            optometric advanced practice certification. 









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          In response to the author's request, the Committee convened six  
            separate meetings during 2013 to hear expert testimony and  
            discuss key components of advanced practice: laser procedures,  
            surgical procedures, immunizations, and injections.  The  
            Committee also conducted a tour of the UC Berkeley School of  
            Optometry.  Formal discussions concluded in January without  
            consensus, although the working group had significantly  
            reduced the range of open issues. 

          Additional discussions between optometry and medicine continued  
            from January 2014 through June 2014, often, but not always,  
            with the Committee's involvement.  By June, the parties had  
            largely narrowed down the range of procedures under  
            discussion, and were primary concerned with the minimum number  
            of supervised procedures required perform the procedures  
            safely and achieve certification.  Unfortunately, the parties  
            were unable to find a mutually-agreeable objective standard to  
            bridge the remaining distance.  Having failed to reach  
            consensus, this bill was amended on June 16, 2014 into its  
            current form to reflect the preferred position of the author  
            and the sponsor, the California Optometric Association.

           6)Key components of this bill  . SB 492 amends the Optometric  
            Practice Act in five significant ways:

              a)   Laser procedures  :  This bill lays out specified  
               educational and clinical experience requirements for  
               advanced practice certification in three therapeutic laser  
               procedures: posterior capsulotomy after cataract surgery;  
               trabeculoplasty for treatment of glaucoma; and peripheral  
               iridotomy for the preventative treatment of acute angle  
               closure glaucoma. 

             As a prerequisite, this bill would require a  
               glaucoma-certified optometrist to either have studied  
               specified content related to the laser procedures during  
               optometry school or have taken a Board-approved course on  
               the topic.  The optometrist must also perform a minimum of  
               14 laser procedures of any of the three types to establish  
               certificate eligibility. 

             b)   Surgical procedures  :  SB 492 specifies educational and  
               clinical experience requirements for advanced practice  
               certification for a limited set of surgical procedures:  
               removal, destruction, or drainage of non-cancerous lesions  








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               of the eyelid and adnexa (area immediately around the eye);  
               closure of a wound resulting from that removal, destruction  
               or drainage; and injections for the treatment of any  
               condition within scope of practice except intraorbital and  
               cosmetic injections.

             As a prerequisite, this bill would require a  
               glaucoma-certified optometrist to either have studied  
               specified content related to the surgical procedures during  
               optometry school or have taken a Board-approved course on  
               the topic.  The optometrist must also perform a minimum of  
               six procedures involving removal, destruction or drainage  
               of eye lesions to establish certificate eligibility.
              
              c)   Immunizations  : This bill would authorize a  
               glaucoma-certified optometrist to administer immunization  
               shots to persons eight years of age and older for  
               influenza, Herpes Zoster Virus (shingles), and additional  
               immunizations that may be necessary to protect public  
               health during a declared disaster or public health  
               emergency.  As a prerequisite, the optometrist must have  
               studied the topic of immunizations during optometry school  
               or have taken a Board-approved course on the topic of  
               indeterminate length, and also be certified in basic life  
               support. 
             
             d)   Primary care  : While this bill previously contained  
               language that would grant optometrists authority to test  
               and diagnose diabetes mellitus, hypertension and  
               hypercholesterolism, the current language simply states  
               that it is the intent of the Legislature that the OSHPD,  
               under the HWPPP, designate a pilot project intended to  
               test, demonstrate, and evaluate expanded roles for  
               optometrists in the management and treatment of diabetes  
               mellitus, hypertension, and hypercholesterolemia.
                
               e)   Other provisions  : This bill also generally revises the  
               practice act for optometry to expand the kinds of  
               conditions that a TPA-certified optometrist may treat,  
               expands his or her ability to order lab tests, allows the  
               prescription of codeine and hydrocodone for five days  
               instead of three, and clarifies that optometrists may use  
               or diagnose any indicated therapeutic pharmaceutical agent  
               for conditions within their scope of practice. It also  
               generally authorizes any other noninvasive therapy approved  








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               by the Board, and  makes multiple technical or  
               nonsubstantive amendments.  

              f)   Evidence  :  As stated above, this bill requires the  
               completion of a specified number of procedures as a  
               prerequisite to advanced certification.  The author  
               justifies these numbers primarily by referring to the  
               practice of other states.  According to a 2013 presentation  
               to the SB 492 working group by a University of Oklahoma  
               optometrist, Oklahoma and Kentucky currently permit  
               optometrists to perform certain laser procedures after a  
               16-hour certification course.  Similarly, the states of  
               Oklahoma, Kentucky, New Mexico, Oregon and others permit  
               optometrists to perform minor surgical procedures after a  
               16-hour certification course.  

             The Board of Examiners in Optometry for the State of Oklahoma  
               states that optometrists in Oklahoma have had authority to  
               perform minor surgical procedures for 25 years, and have  
               had authority to use lasers for more than 10 years.  In  
               that time, the Oklahoma Board states that it is has had no  
               formal or informal complaints from any party regarding the  
               use of any anterior segment surgical procedures or laser  
               surgery, and that there is no difference in the  
               complication rates (less than 1%) between ophthalmologists  
               and optometrists.  However, repeated requests to the author  
               and sponsor for reports, studies or additional data yielded  
               no additional information regarding outcomes.

           7)The alternative proposal from ophthalmology  .  As an outgrowth  
            of the discussions between optometry and ophthalmology over  
            the past nine months, the California Academy of Eye Physicians  
            and Surgeons (CAEPS) in June offered its own parallel proposal  
            for an optometric advanced practice designation.  In order to  
            better highlight areas of agreement and disagreement between  
            the stakeholders, a summary of that proposal is provided  
            below.  

              a)   Laser procedures  :  CAEPS recommended expanded authority  
               to perform two procedures (trabeculoplasty and posterior  
               capsulotomy), and that an optometrist should perform a  
               minimum of 16 capsulotomies, 12 trabeculoplasties, and  
               seven more of either type for a total of at least 35  
               procedures. CAEPS also recommended that each procedure must  
               be directly supervised and followed through to completion  








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               in order to count towards certification.  

              b)   Surgical procedures  :  CAEPS recommended that  
               optometrists perform a minimum of 18 lid lesion removals,  
               11 lid lesion repairs, 10 chalazia/cysts drains, and 36  
               additional surgical procedures for a total of 75 surgical  
               procedures, along with 20 intravenous angiographies and at  
               least 75 anesthetic injections, as a basis for  
               certification. As with lasers, each procedure must be  
               complete and supervised.  

              c)   Immunizations  :  While immunizations are more commonly  
               viewed as the domain of family physicians, authorization to  
               perform a small number of vaccinations after completing a  
               standard 20 hour Center for Disease Control-approved course  
               and life support certification had been discussed and  
               considered by a broader spectrum of physicians. 

              d)   Primary care  :  CAEPS did not directly address the  
               question of involvement in primary care management of the  
               three chronic conditions, although the question was raised  
               as to whether it was appropriate for the Legislature to  
               even make statements of legislative intent regarding an  
               OSHPD study when such studies are generally approved or  
               denied regardless of outside influence. 

              e)   Other provisions  :  CAEPS contends that oversight of the  
               certification program, approval of curricula, and even  
               advising on disciplinary matters, would require a board  
               comprised of members from both the Medical Board of  
               California and the Board.  Joint oversight would transition  
               to the Board over the course of 7-10 years as the number of  
               certified optometrists with practice performing the  
               procedures in question grows.  

              f)   Evidence  : CAEPS states that the Residency Review  
               Committee for ophthalmology programs has published averages  
               and minimums for the training of ophthalmologists in  
               certain procedures. It notes that these minimums are  
               expected to be considered in the context of the hundreds or  
               even thousands of other procedures that require similar  
               skill sets and provide complimentary experience.  Moreover,  
               these minimum numbers are also achieved within a process of  
               classroom and clinical training in diagnosis and management  
               of complex diseases, acquisition of suturing skills, and  








                                                                  SB 492
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               completion of in-hospital and outpatient clinic activities  
               with human patients that reinforce the training. 

             RRC currently reports an average of 67 laser retina  
               procedures during ophthalmological training, with a  
               "minimum being 24 procedures (posterior capsulotomy has an  
               average of 16 procedures with a minimum of five, and  
               trabeculoplasty has an average of 12 procedures and a  
               minimum of five)

             RRC also reports an average of 400 surgical procedures and a  
               minimum of 140, with lid lesion removal averaging 18  
               procedures (no clearly specified minimum), lid repair  
               averages 11 procedures and a minimum of three, and at least  
               three chalazion removals. For injections, the average is  
               over 100 intravenous procedures, and roughly 400 anesthetic  
               injections.

           8)Questions for the Committee .  As with any bill of this scale  
            and complexity, there are a number of issues raised by this  
            bill in its current form, the most salient of which are  
            summarized below:

          The core issue between medicine and optometry for advanced  
            practice optometry is the amount of practice necessary to  
            ensure that the optometrist can independently perform the  
            procedure safely.  As noted above, this bill requires 14  
            procedures total to perform 3 laser therapies, without  
            individual requirements for each procedure.  The last proposal  
            from CAEPS suggested a minimum 35 procedures total for 2 laser  
            therapies, with subset requirements for each. 

          CAEPS contends that "[w]ith regard to the numbers of procedures  
            required, we maintain our position as stated throughout our  
            conversations that the only way to learn to do procedures is  
            to actually do them.  Repetition of the required steps and  
            activities develops surgical facility and acumen.   
            Furthermore, increased numbers provide greater opportunity to  
            monitor response and see and address complications under  
            supervision before independent practice.  The numbers in the  
            bill are a small fraction of those recommended by Medicine's  
            proposal, and cannot credibly prepare someone for independent  
            practice." (emphasis removed)  Additionally, the omission of  
            subset requirements means that an optometrist could be  
            certified to perform all of the listed procedures by  








                                                                  SB 492
                                                                  Page  17

            repeatedly performing only one type of laser or surgical  
            procedure until the total minimum is met.  

          CAEPS also raises a concern that the bill contains no clear  
            standards for training of optometric students graduating in  
            2016, as it leaves to the Board the approval of a satisfactory  
            curriculum for the use of all advanced procedures.  
            Additionally, while the bill does specify course content for  
            classroom training of pre-2016 optometry school graduates,  
            this bill does not specify a minimum number of hours of  
            training, and leaves all other matters to the approval of the  
            Board. 

            The Committee may wish to inquire of the author and  
            stakeholders as to the evidentiary basis for the minimum  
            number of procedures sufficient to ensure patient safety, and  
            also what justification exists for not requiring specific  
            course content, a minimum number of training hours for  
            pre-2016 graduates, and minimum procedure subsets.         

            Finally, CAEPS raises a number of individual concerns about  
            the specificity of the scope expansion represented by this  
            bill.  For surgery, there is no limit of location or depth of  
            the lesion removal, which is concerning because surgery on  
            lesions close to or on the tear duct or eyelid margin can be  
            difficult and  have potential for serious complications.  As  
            for the laser procedures, iridotomy was never discussed in  
            great length during negotiations and no subsets were  
            researched, meaning that the minimum safe number of laser  
            procedures should be even higher than the recommended 35  
            because that number encompassed only two laser procedures.   
            The bill language pertaining to injections is also concerning  
            because it appears to permit injections into the eyeball  
            itself, and does not contain standards for safe equipment  
            handling.  SB 492 also does not limit vaccination to adults,  
            which raises the concern of family physicians because of the  
            potential to interrupt the regular vaccination schedule and  
            record keeping, and because it would supplant the normal  
            relationship between a child and their pediatrician. CAEPS  
            also believes that the program should be implemented by a  
            joint committee of optometrists and ophthalmologists, given  
            that there would be so few optometrists with experience  
            performing the procedures, at least initially. The Committee  
            may wish to inquire of the author and sponsor as to how these  
            concerns should be addressed.








                                                                  SB 492
                                                                  Page  18


            As noted above, this bill states the intent of the Legislature  
            that OSHPD, through HWPP, run a pilot project to study the  
            possibility of allowing optometrists to manage and treat  
            non-visual system conditions such as diabetes, high blood  
            pressure and high cholesterol.  
            The purpose of HWPP is to test, demonstrate and evaluate new  
            or expanded roles for healthcare professionals before changes  
            in licensing laws are made by the Legislature.  An HWPP study  
            can take 2-3 years to complete, or sometimes longer, but can  
            lead to reliable data justifying substantial expansions to  
            scope of practice. For example, AB 154 (Atkins) (Chapter 662,  
            Statutes of 2013) authorized nurse practitioners, certified  
            nurse midwives, and physician assistants to perform an  
            abortion by aspiration techniques during the first trimester  
            of pregnancy - and began as a HWPP 171 pilot project in 2007.   


            To the extent that the procedures requested in this bill lack  
            sufficient objective data to demonstrate the proper minimum  
            level of training needed to be safely performed, the Committee  
            may consider whether additional provisions of this bill should  
            be considered for an HWPP study in the absence of consensus or  
            more determinative data.  

            Separately, this bill removes two provisions from the list  
            that defines unprofessional conduct by an optometrist:  
            commission of any act of sexual abuse, misconduct or relations  
            with a patient; and conviction of a crime that requires  
            registration as a sex offender.  The bill retains a more  
            narrow provision related to conviction of a sexual crime if  
            related to the qualifications, functions, or duties of  
            optometric practice.  The reason for this narrowing was not  
            provided by the author.  The Committee may wish to inquire of  
            the author as to why a narrowing of the standard for sexual  
            misconduct is appropriate. 

           9)Arguments in support  .  According to the sponsor, the  
            California Optometric Association, "[t]his bill would allow  
            certified doctors of optometry to remove small lumps and bumps  
            from the eye lid and use two different kinds of lasers that  
            have very low complication rates. It would also create a  
            separate immunization certification that would authorize  
            doctors of optometry to administer two immunizations, flu and  
            shingles. This bill is a limited expansion of scope for  








                                                                  SB 492
                                                                  Page  19

            optometrists that is consistent with their education and  
            training, and is a logical advancement of the profession that  
            has been proven safe in other states. 

          "Doctors of optometry can help fill the provider gap. There are  
            more than three times as many optometrists as they are  
            ophthalmologists practicing in California. Many optometrists  
            practice in rural and medically underserved areas. Doctors of  
            optometry provide 81 percent of the eye care in the Medi-Cal  
            program. As more Californians obtain health coverage, more  
            physicians retire and baby boomers age, SB 492 will ensure  
            patients have access to qualify eye care in their communities.  


          "Amendments were made to the bill to address many of the  
            concerns of the opposition. For example, SB 492 was amended on  
            June 16 to: Eliminate the express authority to diagnose  
            diabetes, high blood pressure and high cholesterol. The  
            ability to treat these conditions with medications was removed  
            earlier; specify the classroom and lab education required to  
            include a minimum of six procedures involving the removal,  
            destruction of draining of eye lesions and 14 laser eye  
            procedures; require a formal clinical or laboratory practical  
            examination and a written test; limit the scope authorized by  
            prohibiting suture or cauterization of a cut on the eye; and  
            require the same immunization record keeping and reporting  
            requirements as pharmacists. 

            "The additional training now required by SB 492 is much more  
            than any other state in the nation. It is also more than the  
            minimum number of procedures required for graduating residents  
            in ophthalmology developed by the Accreditation Council for  
            Graduate Medical Education (ACGME). Medicine's proposal for  
            optometrists to perform a minimum of 130 procedures is six  
            times the number of minimum procedures that ophthalmologists  
            must complete. What they have offered is so onerous that no  
            reasonable person could be expected to complete it and as a  
            result, California patients will continue to be without timely  
            access to much-needed care." 
             
            The California Pharmacists Association (CPhA) writes, "[t]his  
            bill would make important changes to update the Optometric  
            Practice Act reflecting optometrists' high level of training  
            and expertise. These changes will allow doctors of optometry  
            to improve access to needed services for health care consumers  








                                                                  SB 492
                                                                  Page  20

            in California?"

            "Optometrists are an important gateway into the healthcare  
            system. Many patients see optometrists before seeing other  
            healthcare providers. For this reason, it is beneficial to  
            patients and the health care delivery system as a whole to  
            utilize optometrists to the fullest extent of their training  
            and expertise. Optometrists are extensively trained and  
            educated pursuant to national standards and this bill's  
            educational requirements are substantially greater than those  
            required of optometrists in other states. The changes in this  
            bill will allow optometrists to safely provide valuable  
            services in their communities and improve access to health  
            care."
                                                                             
           10)                                                          
            Arguments in opposition  .  The California Medical Association writes  
            "SB 492 is a significant scope expansion that would allow  
            optometrists to perform eye surgery using scalpels and lasers  
            with very little additional training.  In addition to allowing  
            optometrists to perform surgery the bill would allow  
            optometrists to prescribe and administer Latisse and Botox  
            which are generally cosmetic in nature."

          "SB 492 provides the Board of Optometry with the authority to  
            determine whether or not the curriculum at an optometry school  
            addresses the advance procedures defined in the bill. In  
            addition, the '[B]oard approved' course does not specify the  
            length of the course or criteria for determining that the  
            criteria have been met. For both of these issues it is unclear  
            if regulations would be required or if it is within the  
            purview of the [B]oard to set criteria for approval.

          "Another concern is that the bill is unclear about what is  
            noninvasive technology.  There is currently authority for  
            treatment of conditions with therapeutic pharmaceutical  
            agents, however, it is unclear how adding noninvasive  
            technology further expands the scope of practice for  
            optometrist.  SB 492 provides for an OSHPD study.  It is  
            unclear whether the bill requires that OSHPD accept the study  
            because the legislature demands it or if it would go through  
            the normal process that includes public input before deciding  
            if OSHPD would accept the issue as a study.

            According to the California Academy of Eye Physicians &  








                                                                  SB 492
                                                                  Page  21

            Surgeons (CAEPS): "While we believe the proposal to be as  
            valid as it can be based on the recommendations of academic  
            people for whom we have great respect, given we proposed  
            ranges for the numbers of each type of surgery included in the  
            August 5, 2013 version of the bill, we are willing to admit  
            that some flexibility might exist. However, given the breadth  
            of potential complications?we feel this might be at most 10%  
            rather than the 60-90% reductions currently in the bill for  
            those graduating before May 1, 2016. 

            "We will point out that?there are no defined standards for  
            students graduating in 2016 and beyond other than the State  
            Board of Optometry deciding the school includes satisfactory  
            curriculum on advanced procedures, as determined by the  
            [B]oard.  In fact, we estimate a typical optometry school will  
            be hard pressed to provide even ONE training case of each type  
            of procedure per student, meaning that the [B]oard could  
            'deem' such schools acceptable even though the experience was  
            far less than would be required of those in already practice.  
            In fact, the State Board of Optometry could (at its  
            discretion) consider ZERO cases with human experience to be  
            'adequate.'

            "?we believe the strongest conclusion that can be drawn from  
            the data presented is that it is likely not possible for  
            everyone graduating from an optometry school to be credibly  
            trained in a way that would protect patient safety. 

            "Therefore, given the representatives of the COA were adamant  
            that every student who graduates on or after May 1, 2014 MUST  
            be able to be certified for the requested surgical procedures  
            upon graduation (as essentially part of the 'core' skills of  
            an optometry degree), it may be that optometry as a profession  
            needs to consider a paradigm shift of its own regarding that  
            part of their "model" in order to concentrate the available  
            training cases on those that they can actually train well,  
            rather than trying to reduce the needed training only ending  
            up with large numbers of people with inadequate training?.The  
            numbers in the bill are a small fraction of those recommended  
            by Medicine's proposal, and cannot credibly prepare someone  
            for independent practice." (emphasis removed)

            The California Association for Medical Laboratory Technology  
            (CAMLT) writes: "CAMLT and the California Optometric  
            Association reached an accord on AB 761 (Roger Hern�ndez) in  








                                                                  SB 492
                                                                  Page  22

            2012 which was signed into law and took effect January 1,  
            2013.  This agreement was intended to ensure that there was no  
            future ambiguity about the scope of tests that optometrists  
            can perform.  SB 492, as introduced on February 2013, undid  
            that agreement and the current version does not restore that  
            agreement?.The current version of SB 492 appears to extend the  
            scope of optometric laboratory testing and creates ambiguity  
            not only as to what is permitted, but their role as a  
            laboratory director. Clinical Laboratory Scientists themselves  
            (the very discipline trained in laboratory testing) only last  
            year received statutory authority to be a waived laboratory  
            director.  CAMLT requests a return to the agreed upon language  
            in existing law."  

            The California Society of Plastic Surgeons writes "[SB 492]  
            will allow optometrists to perform elective cosmetic  
            procedures, including blepharoplasty procedures?Optometrists  
            do not have the training or education to perform complex  
            surgical procedures on the eyelid. Additionally, the  
            requirements for an optometrist to meet allowing them to  
            perform these surgical procedures?are nowhere near adequate to  
            ensure patient safety?.Surgical procedures on the eyelid are  
            complex and delicate procedures and if done incorrectly lead  
            to permanent disfigurement?.SB 492 sets a dangerous precedent  
            of allowing individuals with no training in doing injections  
            for cosmetic purposes."

            The California Society of Anesthesiologists (CSA) states "CSA  
            believes this bill would greatly increase the potential for  
            patient harm and delayed diagnosis of serious blinding and  
            life threatening diseases?.Without a doubt, physician-led eye  
            care provides safe, efficacious and appropriate patient care.   
            However, eye physicians and surgeons are the ones who have  
            obtained nearly a decade of appropriate medical education and  
            training in the overall physical, clinical, imaging and  
            laboratory manifestations to evaluate, diagnose and treat all  
            eye diseases of the patient." 

           11)                                                          
            Related legislation  .  SB 491 (Hern�ndez) of 2013 would delete the  
            requirement that Nurse Practitioners perform certain tasks  
            pursuant to standardized procedures and/or consultation with a  
            physician or surgeon and authorizes a Nurse Practitioner to  
            perform those tasks independently.  This bill also requires,  
            after July 1, 2016, that Nurse Practitioners possess a  








                                                                  SB 492
                                                                  Page  23

            certificate from a national certifying body in order to  
            practice.  SB 491 was held under submission in the Assembly  
            Appropriations Committee.   

          SB 493 (Hern�ndez) (Chapter 469, Statutes of 2003) authorizes a  
            pharmacist to administer drugs and biological products that  
            have been ordered by a prescriber.  This bill also expands  
            other functions pharmacists are authorized to perform, and  
            authorizes pharmacists to order and interpret tests for the  
            purpose of monitoring and managing the efficacy and toxicity  
            of drug therapies and to independently initiate and administer  
            routine vaccinations, and establishes Board recognition for an  
            advanced practice pharmacist.                               

           12)Prior Legislation  .  SB 1406 (Correa) (Chapter 352, Statutes  
            of 2008) specified permissible procedures for certified  
            optometrists, and created the Glaucoma Diagnosis and Treatment  
            Advisory Committee to establish glaucoma certification  
            requirements. 

            SB 929 (Polanco) (Chapter 676, Statutes of 2000) expanded the  
            scope of lawful practice for optometrists by specifying  
            additional diseases and conditions that optometrists may treat  
            (in particular certain types of glaucoma) with specified  
            medications, and by specifying the extent of physician  
            involvement that is required under various circumstances.

            SB 668 (Polanco) (Chapter 13, Statutes of 1996) expanded the  
            scope of practice of optometrists to provide for the diagnosis  
            and treatment of specified conditions or diseases of the human  
            eye or its appendages, and to use other therapeutic  
            pharmaceutical agents.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Optometric Association (sponsor)
            California Pharmacists Association

          Bay Area Council (7/19/2013)
          Blue Shield of California (6/18/2013)
          California Association of Nurse Practitioners (6/17/2013)
          California Association of Public Hospitals and Health Systems  
          (8/1/2013)








                                                                  SB 492
                                                                  Page  24

          Californians for Patient Care (8/2/2013)
          Dignity Health (8/5/2013)
          St. Mary's Medical Center (8/9/2013)
          United Nurses Association of California/Union of Health Care  
          Professionals (5/31/2013)
          329 individuals

           Opposition 
           
          Blind Childrens Center
          California Academy of Eye Physicians and Surgeons (CAEPS) 
          California Academy of Family Physicians
          California Association for Medical Laboratory Technology
          California Diabetes Program
          California Medical Association
          California Right To Life Committee
          California Society of Anesthesiologists 
          California Society of Plastic Surgeons
          Diabetes Coalition of California
          Let's Face It Together
          Lighthouse for Christ Mission 
          Sansum Diabetes Research Institute  
          The Dream Machine Foundation 

          Alameda-Contra Costs Medical Association (7/23/2013)
          American Academy of Pediatrics, California (7/30/2013)
          American College of Emergency Physicians, California Chapter  
          (7/29/2013)
          California Society of Dermatology and Dermatologic Surgery  
          (7/31/2013)
          Engineers and Scientists of California, IFPTE (8/5/2013)
          Here 4 Them, Inc. (6/19/2013)
          Medical Board of California (7/25/2013)
          Minority Health Institute, Inc. (7/23/2013)
          Osteopathic Physicians and Surgeons of California (7/29/2013)
          Professional Medical Clinic for Women Sacramento, Inc.   
          (7/25/2013)
          South Central Family Health Center (6/10/2013)
          Stanford University School of Medicine, Department of  
          Ophthalmology (7/30/2013)
          The Aesthetic Institute (7/26/2013)
          Time for Change Foundation (6/25/2013)
          UC Davis Department of Ophthalmology and Vision Science  
          (7/29/2013)
          UC Irvine Department of Ophthalmology 








                                                                  SB 492
                                                                  Page  25

          UC San Francisco Department of Ophthalmology (7/30/2013)
          Union of American Physicians and Dentists/AFSCME Local 206  
          (8/1/2013)
          University of Southern California Department of Ophthalmology  
          (7/30/2013)
          Ventura County American Chinese Medical Dental Association  
          (7/23/2013)
          287 individuals

           Analysis Prepared by  :    Hank Dempsey / B.,P. & C.P. / (916)  
          319-3301