BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 492
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          Date of Hearing:   August 6, 2014

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                  SB 492 (Hernandez) - As Amended:  August 4, 2014 

          Policy Committee:                             Business and  
          Professions  Vote:                            8-1

          Urgency:     No                   State Mandated Local Program:  
          Yes    Reimbursable:              No

           SUMMARY  

          This bill expands and amends the scope of practice for  
          optometrists by creating advanced practice certificates for  
          additional procedures and immunizations, and by expanding an  
          optometrist's professional discretion in several areas.   
          Specifically, this bill:

          1)Allows optometrists who are certified to use therapeutic  
            pharmaceutical agents (TPAs) to use all TPAs approved by the  
            United States Food and Drug Administration and indicated for  
            use in diagnosing and treating eye conditions. 

          2)Expands and modifies the list of conditions an optometrist can  
            diagnose and treat. 

          3)Requires the Board of Optometry (board) to grant a certificate  
            to an optometrist for the use of advanced procedures,  
            including removal of lesions, laser treatment, wound closure,  
            and injections (excluding injections for cosmetic effect), if  
            the optometrist meets specified educational and certification  
            requirements.  

          4)Specifies the minimum number of procedures required to  
            demonstrate competency, including 20 to 35 clinical eyelid or  
            adnexa surgical training procedures, 18 to 25 laser training  
            procedures, and six to 12 injection training procedures.  
            Requires the board to convene an advisory committee to  
            establish the exact number of training procedures required.

          5)Requires the board to grant an advanced procedures certificate  
            to licensees who submit proof of completion of a satisfactory  








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            curriculum on advanced procedures, as determined by the board,  
            for licensees graduating after May 1, 2016.  For licensees  
            graduating prior to May 1, 2016, specifies the exact  
            instruction required to satisfy the educational requirements.

          6)Requires the board to grant a certificate to an optometrist  
            for immunizations, which include influenza, pertussis, Herpes  
            zoster (shingles), or other immunizations necessary to protect  
            public health, if the optometrist meets specified educational  
            and certification requirements. 

          7)Authorizes the board to allow optometrists to use any  
            noninvasive technology to treat specified conditions. 

          8)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.

          9)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.

           FISCAL EFFECT  

          1)This scope expansion and the creation of two new  
            certifications will result in the following fiscal impacts to  
            the Board of Optometry (State Optometry Fund): 

             a)   One-time costs of approximately $400,000 per year for  
               the first two years for exam development, Information  
               Technology changes, regulations, licensing, enforcement and  
               program oversight.

             b)   Ongoing costs for enforcement and program oversight are  
               likely in the range of $250,000 or more annually.  

             c)   Potential increased revenues of $50,000 associated with  
               an increase in certification fees currently authorized for  
               treatment of glaucoma, as this certification is necessary  
               to pursue the advanced certification created by this bill.   








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                Fees are not authorized for the new certificates created  
               by this bill.

          1)Minor cost pressure to the Office of Statewide Health Planning  
            and Development (Health Data and Planning Fund) to oversee a  
            pilot project, as specified by legislative intent language. 
           
          COMMENTS  

           1)Purpose  .  The purpose of this bill is to expand the list of  
            procedures optometrists are allowed to perform.  The author  
            contends this bill encourages timely access to high-quality  
            health care, given there is a robust network of optometric  
            providers that are well-trained, evenly distributed throughout  
            the state, and regulated by the Department of Consumer  
            Affairs. The author states this bill 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. The author also  
            argues the educational requirements contained in this bill are  
            substantially greater than those required of optometrists in  
            other states.

           2)Background  . 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 may prescribe medications,  
            low vision rehabilitation, vision therapy, spectacle lenses,  
            contact lenses, and perform certain surgical procedures.  An  
            O.D. degree requires an undergraduate education in a college  
            or university and four years of professional education at a  
            college of optometry.  Additional optional training can be  
            pursued, and an optometrist can pursue optional  
            certifications. The TPA certification allows optometrists to  
            use certain specified pharmaceutical agents and treat certain  
            conditions of the human eye, or any of its appendages, with  
            therapeutic pharmaceutical agents. The optometrist may also  
            perform certain procedures on the eye.

            An ophthalmologist is a physician and surgeon with specialty  
            training in the anatomy, function and diseases of the eye. The  
            central focus of ophthalmology is surgery and management of  
            complex eye diseases.  To become an ophthalmologist, an  








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            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. Additional optional training  
            can be pursued.

           3)2013-14 negotiations between optometry and ophthalmology  . Over  
            the past year, formal meetings and numerous discussions have  
            been held between this bill's supporters and opposition.   
            These discussions significantly reduced the range of open  
            issues, but ultimately failed to achieve consensus.  The  
            primary issue appears to be the amount of training required to  
            perform procedures safely.  The bill's current form generally  
            reflects the preferences of the author and the sponsor, the  
            California Optometric Association.  There is a  
            counter-proposal for an optometric advanced practice  
            certificate offered by the California Academy of Eye  
            Physicians and Surgeons, described in detail in the Assembly  
            Committee on Business and Professions June 24th analysis of  
            this bill.

           4)Recent amendments .  This bill was amended on August 4, 2014  
            with the following substantive changes (changes (b) and (c)  
            were made in order to honor verbal commitments taken in the  
            June 24th Assembly Business and Professions committee hearing  
            on the bill): 

             a)   Reverts back to existing law language related to  
               ordering laboratory tests.
             b)   Specifies required clinical experiences are on live  
               human patients.
             c)   Specifies the advanced procedures allowed by the bill do  
               not include "performing blepharoplasty or other cosmetic  
               surgery procedures that reshape normal structures of the  
               body in order to improve appearance and self-esteem."

           5)Support  . The California Optometric Association is the sponsor  
            and primary supporter of this bill. Other supporters include  
            Californians for Patient Care, a non-profit patient advocacy  
            organization; the Bay Area Council; some hospitals and health  
            facilities; pharmacists; organizations representing nurses,  
            including United Nurses of California and California  
            Association for Nurse Practitioners; and Blue Shield of  
            California.  The California Hospital Association and the State  
            Board of Optometry would support this bill with minor  








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            amendments.  
                
            6)Opposition  . Opposition includes a number of medical  
            associations, including the California Medical Association and  
            those representing eye physicians and surgeons, emergency  
            physicians, plastic surgeons, anesthesiologists, and others;   
            a number of department chairs of ophthalmology, including  
            those at UC hospitals; the Medical Board of California;  
            clinical laboratory scientists; a number of individuals,  
            individual health facilities, and other non-profit  
            organizations, groups representing patients with diabetes, the  
            Union of American Physicians and Dentists and the Engineers  
            and Scientists of California; and the Right to Life Committee.  


            The medical professionals and groups opposing this bill  
            believe the training required by the bill is inadequate to  
            allow optometrists to practice surgery.  The California  
            Academy of Eye Physicians and Surgeons contends the bill's  
            training requirements cannot credibly prepare someone for  
            independent practice.  They also note issues with the  
            administration of additional medications, on which they say  
            optometrists may not be trained in a practical sense; allowing  
            immunizations to be performed outside the medical home; and  
            other issues specific to laser surgery, injections, and lid  
            lesion removal.  Finally, they cite a public poll they  
            commissioned to gauge public opinion about the number of  
            required surgeries one should be expected to perform before  
            being allowed to perform surgeries independently, stating the  
            poll results bolster their case that the training level  
            required by this bill is far too low.

           7)Staff Comments  .  This bill makes no provisions for the  
            Optometry Board to recoup costs associated with the two new  
            certificates. The Optometry Fund currently has a healthy fund  
            balance in light of annual expenditures.  However, annual  
            expenditures are slightly above annual revenues currently,  
            resulting in a small annual shortfall.  With the increased  
            workload, and without new revenues to support it, the  
            Optometry Board would likely experience significant shortfalls  
            within 2-3 years.  In general, licensed or certificated  
            individuals are responsible for funding the workload costs  
            associated with oversight of the license or certificate.   
            Staff suggests fees be established for the new certificates at  
            levels commensurate with the increased workload.  








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           Analysis Prepared by  :    Lisa Murawski / APPR. / (916) 319-2081