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Domains: Leadership and accountability 

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Optometrists work in a variety of clinical environments and roles, and they all need to take clinical accountability for their patients and the practices they work in. 

This recorded webinar aims to help optometrists to understand the leadership role that they need to take in community practice, and how they may influence colleagues in their team. 

The expert panel discusses common situations that occur every day in practice and looks at optometrists’ responsibilities.

The areas covered in the session are:

  • Section 1: Clinical Supervision, including pre-screening and delegated tasks - Roshni Kanabar
  • Section 2: Patient journey/referrals, multidisciplinary working, and continuity of care - Willis Wilkie
  • Section 3: The importance and relevance of clinical governance in practice – Brian McCotter

At the end of the presentations, optometrists’ questions that were raised during the live session are discussed by the panel, facilitated by Philippa Shaw.

At the end of the course, you can complete the CPD quiz to gain one non-interactive CPD point. 

First published: April 2023
Last reviewed: July 2024

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    Leadership and accountability  

    s.8 Maintain adequate patient records

    • Able to ensure patient records are accurate and complete to provide a high level of patient care.

    s.9 Ensure that supervision is undertaken appropriately and complies with the law

    • Understands an optometrist’s role and clinical responsibility when supervising colleagues and delegating clinical tasks.

    s.10 Ensure a safe environment for your patients

    • Understands the role of clinical governance in optometric practice. 
    • Understands the importance of working with colleagues and other professionals to provide a safe patient journey and continuity of care.

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      Please note: The markers in the video refer to chapter headings (listed below). You can use these markers to return to a specific section if you can’t watch the recording in one sitting. For more information on viewing Docet videos, including how to watch them in full screen and how to screencast, please go to our FAQs. 

      • Chapter headings

        • Introduction 
        • Section 1: Supervision and delegation
        • Section 2: Patient journey/referrals, multidisciplinary working, and continuity of care
        • Section 3: Importance of clinical governance


        Q&A

        • Question 1 - General direction vs supervision
        • Question 2 - How do you start building a relationship with other health care professionals? 
        • Question 3 - Clinical audit / record keeping for locums
        • Question 4 - What steps do you take if you don’t get response to follow up from patient?
        • Question 5 - What steps do you take if referrals have not been picked up?
        • Question 6 - Who is responsible for patient if you have referred but referral has not yet been picked up?
        • Question 7 - Is clinical audit the responsibility of the practice or the optometrist?
        • Question 8 - Are complex prescription part of the exempt groups?
        • Question 9 - Is there a legal difference between a formal and informal referral?
        • Question 10 - How do you deal with a patient who declines consent to a specific test?

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      Certificate available only to users who had successfully completed the CPD quiz prior to 28 June 2024.

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