SB 337: Physician assistants.
- Session Year: 2015-2016
- House: Senate
- Latest Version Date: 2015-10-06
Existing law, the Physician Assistant Practice Act, provides for regulation of physician assistants and authorizes a physician assistant to perform medical services as set forth by regulations when those services are rendered under the supervision of a licensed physician and surgeon, as specified. The act requires the supervising physician and surgeon to review, countersign, and date a sample consisting of, at a minimum, 5% of the medical records of patients treated by the physician assistant functioning under adopted protocols within 30 days of the date of treatment by the physician assistant. The act requires the supervising physician and surgeon to select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient. A violation of those supervision requirements is a misdemeanor.
This bill would require that the medical record for each episode of care for a patient identify the physician and surgeon who is responsible for the supervision of the physician assistant. The bill would delete those medical record review provisions, and, instead, require the supervising physician and surgeon to use one or more of described review mechanisms. By adding these new requirements, the violation of which would be a crime, this bill would impose a state-mandated local program by changing the definition of a crime.
The act authorizes a physician assistant, while under prescribed supervision of a physician and surgeon, to administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device. The act prohibits a physician assistant from administering, providing, or issuing a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets approved standards. The act requires that the medical record of any patient cared for by a physician assistant for whom a physician assistants Schedule II drug order has been issued or carried out to be reviewed, countersigned, and dated by a supervising physician and surgeon within 7 days.
This bill would establish an alternative medical records review mechanism, and would authorize the supervising physician and surgeon to use the alternative mechanism, or a sample review mechanism using a combination of the 2 described mechanisms, as specified, to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
This bill would provide that no reimbursement is required by this act for a specified reason.
Existing law, the Physician Assistant Practice Act, provides for regulation of physician assistants and authorizes a physician assistant to perform medical services as set forth by regulations when those services are rendered under the supervision of a licensed physician and surgeon, as specified. The act requires the supervising physician and surgeon to review, countersign, and date a sample consisting of, at a minimum, 5% of the medical records of patients treated by the physician assistant functioning under adopted protocols within 30 days of the date of treatment by the physician assistant. The act requires the supervising physician and surgeon to select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient. A violation of those supervision requirements is a misdemeanor.
This bill would require that the medical record for each episode of care for a patient identify the physician and surgeon who is responsible for the supervision of the physician assistant. The bill would delete those medical record review provisions, and, instead, require the supervising physician and surgeon to use one or more of described review mechanisms. By adding these new requirements, the violation of which would be a crime, this bill would impose a state-mandated local program by changing the definition of a crime.
The act authorizes a physician assistant, while under prescribed supervision of a physician and surgeon, to administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device. The act prohibits a physician assistant from administering, providing, or issuing a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets approved standards. The act requires that the medical record of any patient cared for by a physician assistant for whom a physician assistants Schedule II drug order has been issued or carried out to be reviewed, countersigned, and dated by a supervising physician and surgeon within 7 days.
This bill would establish an alternative medical records review mechanism, and would authorize the supervising physician and surgeon to use the alternative mechanism, or a sample review mechanism using a combination of the 2 described mechanisms, as specified, to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
This bill would provide that no reimbursement is required by this act for a specified reason.
Existing law, the Physician Assistant Practice Act, provides for regulation of physician assistants and authorizes a physician assistant to perform medical services as set forth by regulations when those services are rendered under the supervision of a licensed physician and surgeon, as specified. The act requires the supervising physician and surgeon to review, countersign, and date a sample consisting of, at a minimum, 5% of the medical records of patients treated by the physician assistant functioning under adopted protocols within 30 days of the date of treatment by the physician assistant. The act requires the supervising physician and surgeon to select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient. A violation of those supervision requirements is a misdemeanor.
This bill would require that the medical record for each episode of care for a patient identify the physician and surgeon who is responsible for the supervision of the physician assistant. The bill would delete those medical record review provisions, and, instead, require the supervising physician and surgeon to use one or more of described review mechanisms. By adding these new requirements, the violation of which would be a crime, this bill would impose a state-mandated local program by changing the definition of a crime.
The act authorizes a physician assistant, while under prescribed supervision of a physician and surgeon, to administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device. The act prohibits a physician assistant from administering, providing, or issuing a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets approved standards. The act requires that the medical record of any patient cared for by a physician assistant for whom a physician assistants Schedule II drug order has been issued or carried out to be reviewed, countersigned, and dated by a supervising physician and surgeon within 7 days.
This bill would delete that review and countersignature requirement for a physician assistants Schedule II drug order, and, instead, require that establish an alternative medical records review mechanism, and would authorize the supervising physician and surgeon use one to use the alternative mechanism, or a sample review mechanism using a combination of the 2 described mechanisms mechanisms, as specified, to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
This bill would provide that no reimbursement is required by this act for a specified reason.
Existing law, the Physician Assistant Practice Act, provides for regulation of physician assistants and authorizes a physician assistant to perform medical services as set forth by regulations when those services are rendered under the supervision of a licensed physician and surgeon, as specified. The act requires the supervising physician and surgeon to review, countersign, and date a sample consisting of, at a minimum, 5% of the medical records of patients treated by the physician assistant functioning under adopted protocols within 30 days of the date of treatment by the physician assistant. The act requires the supervising physician and surgeon to select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient. A violation of those supervision requirements is a misdemeanor.
This bill would require that the medical record for each episode of care for a patient identify the physician and surgeon who is responsible for the supervision of the physician assistant. The bill would require a physician assistant who transmits an oral order to identify the name of the supervising physician and surgeon responsible for the patient. The bill would delete those medical record review provisions, and, instead, require the supervising physician and surgeon to use one or more of described review mechanisms. By adding these new requirements, the violation of which would be a crime, this bill would impose a state-mandated local program by changing the definition of a crime.
The act authorizes a physician assistant, while under prescribed supervision of a physician and surgeon, to administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device. The act prohibits a physician assistant from administering, providing, or issuing a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets approved standards. The act requires that the medical record of any patient cared for by a physician assistant for whom a physician assistants Schedule II drug order has been issued or carried out to be reviewed, countersigned, and dated by a supervising physician and surgeon within 7 days.
This bill would delete that review and countersignature requirement for a physician assistants Schedule II drug order, and, instead, require that the supervising physician and surgeon use one of 2 described mechanisms to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
This bill would provide that no reimbursement is required by this act for a specified reason.
Existing law, the Physician Assistant Practice Act, provides for regulation of physician assistants and authorizes a physician assistant to perform medical services as set forth by regulations when those services are rendered under the supervision of a licensed physician and surgeon, as specified. The act requires the supervising physician and surgeon to review, countersign, and date a sample consisting of, at a minimum, 5 percent 5% of the medical records of patients treated by the physician assistant functioning under adopted protocols within 30 days of the date of treatment by the physician assistant. The act requires the supervising physician and surgeon to select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient. A violation of those supervision requirements is a misdemeanor.
This bill would require that the medical record for each episode of care for a patient, patient identify the physician and surgeon who is responsible for the supervision of the physician assistant. The bill would require a physician assistant who transmits an oral order to identify the name of the supervising physician and surgeon responsible for the patient. The bill would delete those medical record review provisions, and, instead, require the supervising physician and surgeon to use one or more of described review mechanisms. By adding these new requirements, the violation of which would be a crime, this bill would impose a state-mandated local program by changing the definition of a crime.
The act authorizes a physician assistant, while under prescribed supervision of a physician and surgeon, to administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device. The act prohibits a physician assistant from administering, providing, or issuing a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets approved standards. The act requires that the medical record of any patient cared for by a physician assistant for whom a physician assistants Schedule II drug order has been issued or carried out to be reviewed, countersigned, and dated by a supervising physician and surgeon within 7 days.
This bill would delete that review and countersignature requirement for a physician assistants Schedule II drug order, and, instead, require that the supervising physician and surgeon use one of 2 described mechanisms to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
This bill would provide that no reimbursement is required by this act for a specified reason.
Existing law, the Physician Assistant Practice Act, provides for regulation of physician assistants and authorizes a physician assistant to perform medical services as set forth by regulations when those services are rendered under the supervision of a licensed physician and surgeon, as specified. The act requires the supervising physician and surgeon to review, countersign, and date a sample consisting of, at a minimum, 5 percent of the medical records of patients treated by the physician assistant functioning under adopted protocols within 30 days of the date of treatment by the physician assistant. The act requires the supervising physician and surgeon to select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient. A violation of those supervision requirements is a misdemeanor.
This bill would require that the medical record for each episode of care for a patient, identify the physician and surgeon who is responsible for the supervision of the physician assistant. The bill would require a physician assistant who transmits an oral order to identify the name of the supervising physician and surgeon responsible for the patient. The bill would delete those medical record review provisions, and, instead, require the supervising physician and surgeon to use one or more of described review mechanisms. By adding these new requirements, the violation of which would be a crime, this bill would impose a state-mandated local program by changing the definition of a crime.
The act authorizes a physician assistant, while under prescribed supervision of a physician and surgeon, to administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device. The act prohibits a physician assistant from administering, providing, or issuing a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets approved standards. The act requires that the medical record of any patient cared for by a physician assistant for whom a physician assistants Schedule II drug order has been issued or carried out to be reviewed, countersigned, and dated by a supervising physician and surgeon within 7 days.
This bill would delete that review and countersignature requirement for a physician assistants Schedule II drug order, and, instead, require that the supervising physician and surgeon use one of 2 described mechanisms to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
This bill would provide that no reimbursement is required by this act for a specified reason.
(a)As used in this chapter:
(1)Board means the Physician Assistant Board.
(2)Approved program means a program for the education of physician assistants that has been formally approved by the board.
(3)Trainee means a person who is currently enrolled in an approved program.
(4)Physician assistant means a person who meets the requirements of this chapter and is licensed by the board.
(5)Supervising physician or supervising physician and surgeon means a physician and surgeon licensed by the Medical Board of California or by the Osteopathic Medical Board of California who supervises one or more physician assistants, who possesses a current valid license to practice medicine, and who is not currently on disciplinary probation for improper use of a physician assistant.
(6)Supervision means that a licensed physician and surgeon oversees the activities of, and accepts responsibility for, the medical services rendered by a physician assistant.
(7)Regulations means the rules and regulations as set forth in Chapter 13.8 (commencing with Section 1399.500) of Title 16 of the California Code of Regulations.
(8)Routine visual screening means uninvasive nonpharmacological simple testing for visual acuity, visual field defects, color blindness, and depth perception.
(9)Program manager means the staff manager of the diversion program, as designated by the executive officer of the board. The program manager shall have background experience in dealing with substance abuse issues.
(10)Delegation of services agreement means the writing that delegates to a physician assistant from a supervising physician the medical services the physician assistant is authorized to perform consistent with subdivision (a) of Section 1399.540 of Title 16 of the California Code of Regulations.
(11)Other specified medical services means tests or examinations performed or ordered by a physician assistant practicing in compliance with this chapter or regulations of the Medical Board of California promulgated under this chapter.
(12)Medical records review meeting means a meeting between the supervising physician and surgeon and the physician assistant during which medical records are reviewed to ensure adequate supervision of the physician assistant functioning under protocols. Medical records review meetings may occur in person or by electronic communication.
(b)A physician assistant acts as an agent of the supervising physician when performing any activity authorized by this chapter or regulations adopted under this chapter.
SEC. 2.Section 3502 of the Business and Professions Code is amended to read:3502.(a)Notwithstanding any other law, a physician assistant may perform those medical services as set forth by the regulations adopted under this chapter when the services are rendered under the supervision of a licensed physician and surgeon who is not subject to a disciplinary condition imposed by the Medical Board of California prohibiting that supervision or prohibiting the employment of a physician assistant. The medical record, for each episode of care for a patient, shall identify the physician and surgeon who is responsible for the supervision of the physician assistant.
(b)(1)Notwithstanding any other law, a physician assistant performing medical services under the supervision of a physician and surgeon may assist a doctor of podiatric medicine who is a partner, shareholder, or employee in the same medical group as the supervising physician and surgeon. A physician assistant who assists a doctor of podiatric medicine pursuant to this subdivision shall do so only according to patient-specific orders from the supervising physician and surgeon.
(2)The supervising physician and surgeon shall be physically available to the physician assistant for consultation when that assistance is rendered. A physician assistant assisting a doctor of podiatric medicine shall be limited to performing those duties included within the scope of practice of a doctor of podiatric medicine.
(c)(1)A physician assistant and his or her supervising physician and surgeon shall establish written guidelines for the adequate supervision of the physician assistant. This requirement may be satisfied by the supervising physician and surgeon adopting protocols for some or all of the tasks performed by the physician assistant. The protocols adopted pursuant to this subdivision shall comply with the following requirements:
(A)A protocol governing diagnosis and management shall, at a minimum, include the presence or absence of symptoms, signs, and other data necessary to establish a diagnosis or assessment, any appropriate tests or studies to order, drugs to recommend to the patient, and education to be provided to the patient.
(B)A protocol governing procedures shall set forth the information to be provided to the patient, the nature of the consent to be obtained from the patient, the preparation and technique of the procedure, and the followup care.
(C)Protocols shall be developed by the supervising physician and surgeon or adopted from, or referenced to, texts or other sources.
(D)Protocols shall be signed and dated by the supervising physician and surgeon and the physician assistant.
(2)(A)The supervising physician and surgeon shall use one or more of the following mechanisms to ensure adequate supervision of the physician assistant functioning under the protocols:
(i)The supervising physician and surgeon shall review, countersign, and date a sample consisting of, at a minimum, 5 percent of the medical records of patients treated by the physician assistant functioning under the protocols within 30 days of the date of treatment by the physician assistant.
(ii)The supervising physician and surgeon and physician assistant shall conduct a medical records review meeting at least once a month during at least 10 months of the year. During any month in which a medical records review meeting occurs, the supervising physician and surgeon and physician assistant shall review an aggregate of at least 10 medical records of patients treated by the physician assistant functioning under protocols. Documentation of medical records reviewed during the month shall be jointly signed and dated by the supervising physician and surgeon and the physician assistant.
(iii)The supervising physician and surgeon shall review a sample of at least 10 medical records per month, at least 10 months during the year, using a combination of the countersignature mechanism described in clause (i) and the medical records review meeting mechanism described in clause (ii). During each month for which a sample is reviewed, at least one of the medical records in the sample shall be reviewed using the mechanism described in clause (i) and at least one of the medical records in the sample shall be reviewed using the mechanism described in clause (ii).
(B)In complying with subparagraph (A), the supervising physician and surgeon shall select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient.
(3)Notwithstanding any other law, the Medical Board of California or the board may establish other alternative mechanisms for the adequate supervision of the physician assistant.
(d)No medical services may be performed under this chapter in any of the following areas:
(1)The determination of the refractive states of the human eye, or the fitting or adaptation of lenses or frames for the aid thereof.
(2)The prescribing or directing the use of, or using, any optical device in connection with ocular exercises, visual training, or orthoptics.
(3)The prescribing of contact lenses for, or the fitting or adaptation of contact lenses to, the human eye.
(4)The practice of dentistry or dental hygiene or the work of a dental auxiliary as defined in Chapter 4 (commencing with Section 1600).
(e)This section shall not be construed in a manner that shall preclude the performance of routine visual screening as defined in Section 3501.
(f)Compliance by a physician assistant and supervising physician and surgeon with this section shall be deemed compliance with Section 1399.546 of Title 16 of the California Code of Regulations.
SEC. 3.Section 3502.1 of the Business and Professions Code is amended to read:3502.1.(a)In addition to the services authorized in the regulations adopted by the Medical Board of California, and except as prohibited by Section 3502, while under the supervision of a licensed physician and surgeon or physicians and surgeons authorized by law to supervise a physician assistant, a physician assistant may administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device pursuant to subdivisions (c) and (d).
(1)A supervising physician and surgeon who delegates authority to issue a drug order to a physician assistant may limit this authority by specifying the manner in which the physician assistant may issue delegated prescriptions.
(2)Each supervising physician and surgeon who delegates the authority to issue a drug order to a physician assistant shall first prepare and adopt, or adopt, a written, practice specific, formulary and protocols that specify all criteria for the use of a particular drug or device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. The drugs listed in the protocols shall constitute the formulary and shall include only drugs that are appropriate for use in the type of practice engaged in by the supervising physician and surgeon. When issuing a drug order, the physician assistant is acting on behalf of and as an agent for a supervising physician and surgeon.
(b)Drug order, for purposes of this section, means an order for medication that is dispensed to or for a patient, issued and signed by a physician assistant acting as an individual practitioner within the meaning of Section 1306.02 of Title 21 of the Code of Federal Regulations. Notwithstanding any other provision of law, (1) a drug order issued pursuant to this section shall be treated in the same manner as a prescription or order of the supervising physician, (2) all references to prescription in this code and the Health and Safety Code shall include drug orders issued by physician assistants pursuant to authority granted by their supervising physicians and surgeons, and (3) the signature of a physician assistant on a drug order shall be deemed to be the signature of a prescriber for purposes of this code and the Health and Safety Code.
(c)A drug order for any patient cared for by the physician assistant that is issued by the physician assistant shall either be based on the protocols described in subdivision (a) or shall be approved by the supervising physician and surgeon before it is filled or carried out.
(1)A physician assistant shall not administer or provide a drug or issue a drug order for a drug other than for a drug listed in the formulary without advance approval from a supervising physician and surgeon for the particular patient. At the direction and under the supervision of a physician and surgeon, a physician assistant may hand to a patient of the supervising physician and surgeon a properly labeled prescription drug prepackaged by a physician and surgeon, manufacturer as defined in the Pharmacy Law, or a pharmacist.
(2)A physician assistant shall not administer, provide, or issue a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets standards, including pharmacological content, approved by the board. The education course shall be provided either by an accredited continuing education provider or by an approved physician assistant training program. If the physician assistant will administer, provide, or issue a drug order for Schedule II controlled substances, the course shall contain a minimum of three hours exclusively on Schedule II controlled substances. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established by the board prior to the physician assistants use of a registration number issued by the United States Drug Enforcement Administration to the physician assistant to administer, provide, or issue a drug order to a patient for a controlled substance without advance approval by a supervising physician and surgeon for that particular patient.
(3)Any drug order issued by a physician assistant shall be subject to a reasonable quantitative limitation consistent with customary medical practice in the supervising physician and surgeons practice.
(d)A written drug order issued pursuant to subdivision (a), except a written drug order in a patients medical record in a health facility or medical practice, shall contain the printed name, address, and telephone number of the supervising physician and surgeon, the printed or stamped name and license number of the physician assistant, and the signature of the physician assistant. Further, a written drug order for a controlled substance, except a written drug order in a patients medical record in a health facility or a medical practice, shall include the federal controlled substances registration number of the physician assistant and shall otherwise comply with Section 11162.1 of the Health and Safety Code. Except as otherwise required for written drug orders for controlled substances under Section 11162.1 of the Health and Safety Code, the requirements of this subdivision may be met through stamping or otherwise imprinting on the supervising physician and surgeons prescription blank to show the name, license number, and if applicable, the federal controlled substances registration number of the physician assistant, and shall be signed by the physician assistant. When using a drug order, the physician assistant is acting on behalf of and as the agent of a supervising physician and surgeon.
(e)The supervising physician and surgeon shall use either of the following mechanisms to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances:
(1)The medical record of any patient cared for by a physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out shall be reviewed, countersigned, and dated by a supervising physician and surgeon within seven days.
(2)If the physician assistant has documentation evidencing the successful completion of an education course that covers controlled substances, and that controlled substance education course (A) meets the standards, including pharmacological content, established in Sections 1399.610 and 1399.612 of Title 16 of the California Code of Regulations, and (B) is provided either by an accredited continuing education provider or by an approved physician assistant training program, the supervising physician and surgeon shall review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established in Section 1399.612 of Title 16 of the California Code of Regulations. Physician assistants who have a certificate of completion of the course described in paragraph (2) of subdivision (c) shall be deemed to have met the education course requirement of this subdivision.
(f)All physician assistants who are authorized by their supervising physicians to issue drug orders for controlled substances shall register with the United States Drug Enforcement Administration (DEA).
(g)The board shall consult with the Medical Board of California and report during its sunset review required by Article 7.5 (commencing with Section 9147.7) of Chapter 1.5 of Part 1 of Division 2 of Title 2 of the Government Code the impacts of exempting Schedule III and Schedule IV drug orders from the requirement for a physician and surgeon to review and countersign the affected medical record of a patient.
SEC. 4.No reimbursement is required by this act pursuant to Section 6 of Article XIIIB of the California Constitution 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, or changes the penalty for a crime or infraction, within the meaning of Section 17556 of the Government Code, or changes the definition of a crime within the meaning of Section 6 of Article XIIIB of the California Constitution.
(a)As used in this chapter:
(1)Board means the Physician Assistant Board.
(2)Approved program means a program for the education of physician assistants that has been formally approved by the board.
(3)Trainee means a person who is currently enrolled in an approved program.
(4)Physician assistant means a person who meets the requirements of this chapter and is licensed by the board.
(5)Supervising physician or supervising physician and surgeon means a physician and surgeon licensed by the Medical Board of California or by the Osteopathic Medical Board of California who supervises one or more physician assistants, who possesses a current valid license to practice medicine, and who is not currently on disciplinary probation for improper use of a physician assistant.
(6)Supervision means that a licensed physician and surgeon oversees the activities of, and accepts responsibility for, the medical services rendered by a physician assistant.
(7)Regulations means the rules and regulations as set forth in Chapter 13.8 (commencing with Section 1399.500) of Title 16 of the California Code of Regulations.
(8)Routine visual screening means uninvasive nonpharmacological simple testing for visual acuity, visual field defects, color blindness, and depth perception.
(9)Program manager means the staff manager of the diversion program, as designated by the executive officer of the board. The program manager shall have background experience in dealing with substance abuse issues.
(10)Delegation of services agreement means the writing that delegates to a physician assistant from a supervising physician the medical services the physician assistant is authorized to perform consistent with subdivision (a) of Section 1399.540 of Title 16 of the California Code of Regulations.
(11)Other specified medical services means tests or examinations performed or ordered by a physician assistant practicing in compliance with this chapter or regulations of the Medical Board of California promulgated under this chapter.
(12)Medical records review meeting means a meeting between the supervising physician and surgeon and the physician assistant during which medical records are reviewed to ensure adequate supervision of the physician assistant functioning under protocols. Medical records review meetings may occur in person or by electronic communication.
(b)A physician assistant acts as an agent of the supervising physician when performing any activity authorized by this chapter or regulations adopted under this chapter.
SEC. 2.Section 3502 of the Business and Professions Code is amended to read:3502.(a)Notwithstanding any other law, a physician assistant may perform those medical services as set forth by the regulations adopted under this chapter when the services are rendered under the supervision of a licensed physician and surgeon who is not subject to a disciplinary condition imposed by the Medical Board of California prohibiting that supervision or prohibiting the employment of a physician assistant. The medical record, for each episode of care for a patient, shall identify the physician and surgeon who is responsible for the supervision of the physician assistant.
(b)(1)Notwithstanding any other law, a physician assistant performing medical services under the supervision of a physician and surgeon may assist a doctor of podiatric medicine who is a partner, shareholder, or employee in the same medical group as the supervising physician and surgeon. A physician assistant who assists a doctor of podiatric medicine pursuant to this subdivision shall do so only according to patient-specific orders from the supervising physician and surgeon.
(2)The supervising physician and surgeon shall be physically available to the physician assistant for consultation when that assistance is rendered. A physician assistant assisting a doctor of podiatric medicine shall be limited to performing those duties included within the scope of practice of a doctor of podiatric medicine.
(c)(1)A physician assistant and his or her supervising physician and surgeon shall establish written guidelines for the adequate supervision of the physician assistant. This requirement may be satisfied by the supervising physician and surgeon adopting protocols for some or all of the tasks performed by the physician assistant. The protocols adopted pursuant to this subdivision shall comply with the following requirements:
(A)A protocol governing diagnosis and management shall, at a minimum, include the presence or absence of symptoms, signs, and other data necessary to establish a diagnosis or assessment, any appropriate tests or studies to order, drugs to recommend to the patient, and education to be provided to the patient.
(B)A protocol governing procedures shall set forth the information to be provided to the patient, the nature of the consent to be obtained from the patient, the preparation and technique of the procedure, and the followup care.
(C)Protocols shall be developed by the supervising physician and surgeon or adopted from, or referenced to, texts or other sources.
(D)Protocols shall be signed and dated by the supervising physician and surgeon and the physician assistant.
(2)(A)The supervising physician and surgeon shall use one or more of the following mechanisms to ensure adequate supervision of the physician assistant functioning under the protocols:
(i)The supervising physician and surgeon shall review, countersign, and date a sample consisting of, at a minimum, 5 percent of the medical records of patients treated by the physician assistant functioning under the protocols within 30 days of the date of treatment by the physician assistant.
(ii)The supervising physician and surgeon and physician assistant shall conduct a medical records review meeting at least once a month during at least 10 months of the year. During any month in which a medical records review meeting occurs, the supervising physician and surgeon and physician assistant shall review an aggregate of at least 10 medical records of patients treated by the physician assistant functioning under protocols. Documentation of medical records reviewed during the month shall be jointly signed and dated by the supervising physician and surgeon and the physician assistant.
(iii)The supervising physician and surgeon shall review a sample of at least 10 medical records per month, at least 10 months during the year, using a combination of the countersignature mechanism described in clause (i) and the medical records review meeting mechanism described in clause (ii). During each month for which a sample is reviewed, at least one of the medical records in the sample shall be reviewed using the mechanism described in clause (i) and at least one of the medical records in the sample shall be reviewed using the mechanism described in clause (ii).
(B)In complying with subparagraph (A), the supervising physician and surgeon shall select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient.
(3)Notwithstanding any other law, the Medical Board of California or the board may establish other alternative mechanisms for the adequate supervision of the physician assistant.
(d)No medical services may be performed under this chapter in any of the following areas:
(1)The determination of the refractive states of the human eye, or the fitting or adaptation of lenses or frames for the aid thereof.
(2)The prescribing or directing the use of, or using, any optical device in connection with ocular exercises, visual training, or orthoptics.
(3)The prescribing of contact lenses for, or the fitting or adaptation of contact lenses to, the human eye.
(4)The practice of dentistry or dental hygiene or the work of a dental auxiliary as defined in Chapter 4 (commencing with Section 1600).
(e)This section shall not be construed in a manner that shall preclude the performance of routine visual screening as defined in Section 3501.
(f)Compliance by a physician assistant and supervising physician and surgeon with this section shall be deemed compliance with Section 1399.546 of Title 16 of the California Code of Regulations.
SEC. 3.Section 3502.1 of the Business and Professions Code is amended to read:3502.1.(a)In addition to the services authorized in the regulations adopted by the Medical Board of California, and except as prohibited by Section 3502, while under the supervision of a licensed physician and surgeon or physicians and surgeons authorized by law to supervise a physician assistant, a physician assistant may administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device pursuant to subdivisions (c) and (d).
(1)A supervising physician and surgeon who delegates authority to issue a drug order to a physician assistant may limit this authority by specifying the manner in which the physician assistant may issue delegated prescriptions.
(2)Each supervising physician and surgeon who delegates the authority to issue a drug order to a physician assistant shall first prepare and adopt, or adopt, a written, practice specific, formulary and protocols that specify all criteria for the use of a particular drug or device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. The drugs listed in the protocols shall constitute the formulary and shall include only drugs that are appropriate for use in the type of practice engaged in by the supervising physician and surgeon. When issuing a drug order, the physician assistant is acting on behalf of and as an agent for a supervising physician and surgeon.
(b)Drug order, for purposes of this section, means an order for medication that is dispensed to or for a patient, issued and signed by a physician assistant acting as an individual practitioner within the meaning of Section 1306.02 of Title 21 of the Code of Federal Regulations. Notwithstanding any other provision of law, (1) a drug order issued pursuant to this section shall be treated in the same manner as a prescription or order of the supervising physician, (2) all references to prescription in this code and the Health and Safety Code shall include drug orders issued by physician assistants pursuant to authority granted by their supervising physicians and surgeons, and (3) the signature of a physician assistant on a drug order shall be deemed to be the signature of a prescriber for purposes of this code and the Health and Safety Code.
(c)A drug order for any patient cared for by the physician assistant that is issued by the physician assistant shall either be based on the protocols described in subdivision (a) or shall be approved by the supervising physician and surgeon before it is filled or carried out.
(1)A physician assistant shall not administer or provide a drug or issue a drug order for a drug other than for a drug listed in the formulary without advance approval from a supervising physician and surgeon for the particular patient. At the direction and under the supervision of a physician and surgeon, a physician assistant may hand to a patient of the supervising physician and surgeon a properly labeled prescription drug prepackaged by a physician and surgeon, manufacturer as defined in the Pharmacy Law, or a pharmacist.
(2)A physician assistant shall not administer, provide, or issue a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets standards, including pharmacological content, approved by the board. The education course shall be provided either by an accredited continuing education provider or by an approved physician assistant training program. If the physician assistant will administer, provide, or issue a drug order for Schedule II controlled substances, the course shall contain a minimum of three hours exclusively on Schedule II controlled substances. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established by the board prior to the physician assistants use of a registration number issued by the United States Drug Enforcement Administration to the physician assistant to administer, provide, or issue a drug order to a patient for a controlled substance without advance approval by a supervising physician and surgeon for that particular patient.
(3)Any drug order issued by a physician assistant shall be subject to a reasonable quantitative limitation consistent with customary medical practice in the supervising physician and surgeons practice.
(d)A written drug order issued pursuant to subdivision (a), except a written drug order in a patients medical record in a health facility or medical practice, shall contain the printed name, address, and telephone number of the supervising physician and surgeon, the printed or stamped name and license number of the physician assistant, and the signature of the physician assistant. Further, a written drug order for a controlled substance, except a written drug order in a patients medical record in a health facility or a medical practice, shall include the federal controlled substances registration number of the physician assistant and shall otherwise comply with Section 11162.1 of the Health and Safety Code. Except as otherwise required for written drug orders for controlled substances under Section 11162.1 of the Health and Safety Code, the requirements of this subdivision may be met through stamping or otherwise imprinting on the supervising physician and surgeons prescription blank to show the name, license number, and if applicable, the federal controlled substances registration number of the physician assistant, and shall be signed by the physician assistant. When using a drug order, the physician assistant is acting on behalf of and as the agent of a supervising physician and surgeon.
(e)The supervising physician and surgeon shall use either of the following mechanisms to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances:
(1)The medical record of any patient cared for by a physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out shall be reviewed, countersigned, and dated by a supervising physician and surgeon within seven days.
(2)If the physician assistant has documentation evidencing the successful completion of an education course that covers controlled substances, and that controlled substance education course (A) meets the standards, including pharmacological content, established in Sections 1399.610 and 1399.612 of Title 16 of the California Code of Regulations, and (B) is provided either by an accredited continuing education provider or by an approved physician assistant training program, the supervising physician and surgeon shall review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established in Section 1399.612 of Title 16 of the California Code of Regulations. Physician assistants who have a certificate of completion of the course described in paragraph (2) of subdivision (c) shall be deemed to have met the education course requirement of this subdivision.
(f)All physician assistants who are authorized by their supervising physicians to issue drug orders for controlled substances shall register with the United States Drug Enforcement Administration (DEA).
(g)The board shall consult with the Medical Board of California and report during its sunset review required by Article 7.5 (commencing with Section 9147.7) of Chapter 1.5 of Part 1 of Division 2 of Title 2 of the Government Code the impacts of exempting Schedule III and Schedule IV drug orders from the requirement for a physician and surgeon to review and countersign the affected medical record of a patient.
SEC. 4.No reimbursement is required by this act pursuant to Section 6 of Article XIIIB of the California Constitution 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, or changes the penalty for a crime or infraction, within the meaning of Section 17556 of the Government Code, or changes the definition of a crime within the meaning of Section 6 of Article XIIIB of the California Constitution.
(a)As used in this chapter:
(1)Board means the Physician Assistant Board.
(2)Approved program means a program for the education of physician assistants that has been formally approved by the board.
(3)Trainee means a person who is currently enrolled in an approved program.
(4)Physician assistant means a person who meets the requirements of this chapter and is licensed by the board.
(5)Supervising physician or supervising physician and surgeon means a physician and surgeon licensed by the Medical Board of California or by the Osteopathic Medical Board of California who supervises one or more physician assistants, who possesses a current valid license to practice medicine, and who is not currently on disciplinary probation for improper use of a physician assistant.
(6)Supervision means that a licensed physician and surgeon oversees the activities of, and accepts responsibility for, the medical services rendered by a physician assistant.
(7)Regulations means the rules and regulations as set forth in Chapter 13.8 (commencing with Section 1399.500) of Title 16 of the California Code of Regulations.
(8)Routine visual screening means uninvasive nonpharmacological simple testing for visual acuity, visual field defects, color blindness, and depth perception.
(9)Program manager means the staff manager of the diversion program, as designated by the executive officer of the board. The program manager shall have background experience in dealing with substance abuse issues.
(10)Delegation of services agreement means the writing that delegates to a physician assistant from a supervising physician the medical services the physician assistant is authorized to perform consistent with subdivision (a) of Section 1399.540 of Title 16 of the California Code of Regulations.
(11)Other specified medical services means tests or examinations performed or ordered by a physician assistant practicing in compliance with this chapter or regulations of the Medical Board of California promulgated under this chapter.
(12)Medical records review meeting means a meeting between the supervising physician and surgeon and the physician assistant during which medical records are reviewed to ensure adequate supervision of the physician assistant functioning under protocols. Medical records review meetings may occur in person or by electronic communication.
(b)A physician assistant acts as an agent of the supervising physician when performing any activity authorized by this chapter or regulations adopted under this chapter.
SEC. 2.Section 3502 of the Business and Professions Code is amended to read:3502.(a)Notwithstanding any other law, a physician assistant may perform those medical services as set forth by the regulations adopted under this chapter when the services are rendered under the supervision of a licensed physician and surgeon who is not subject to a disciplinary condition imposed by the Medical Board of California prohibiting that supervision or prohibiting the employment of a physician assistant. The medical record, for each episode of care for a patient, shall identify the physician and surgeon who is responsible for the supervision of the physician assistant.
(b)(1)Notwithstanding any other law, a physician assistant performing medical services under the supervision of a physician and surgeon may assist a doctor of podiatric medicine who is a partner, shareholder, or employee in the same medical group as the supervising physician and surgeon. A physician assistant who assists a doctor of podiatric medicine pursuant to this subdivision shall do so only according to patient-specific orders from the supervising physician and surgeon.
(2)The supervising physician and surgeon shall be physically available to the physician assistant for consultation when that assistance is rendered. A physician assistant assisting a doctor of podiatric medicine shall be limited to performing those duties included within the scope of practice of a doctor of podiatric medicine.
(c)(1)A physician assistant and his or her supervising physician and surgeon shall establish written guidelines for the adequate supervision of the physician assistant. This requirement may be satisfied by the supervising physician and surgeon adopting protocols for some or all of the tasks performed by the physician assistant. The protocols adopted pursuant to this subdivision shall comply with the following requirements:
(A)A protocol governing diagnosis and management shall, at a minimum, include the presence or absence of symptoms, signs, and other data necessary to establish a diagnosis or assessment, any appropriate tests or studies to order, drugs to recommend to the patient, and education to be provided to the patient.
(B)A protocol governing procedures shall set forth the information to be provided to the patient, the nature of the consent to be obtained from the patient, the preparation and technique of the procedure, and the followup care.
(C)Protocols shall be developed by the supervising physician and surgeon or adopted from, or referenced to, texts or other sources.
(D)Protocols shall be signed and dated by the supervising physician and surgeon and the physician assistant.
(2)(A)The supervising physician and surgeon shall use one or more of the following mechanisms to ensure adequate supervision of the physician assistant functioning under the protocols:
(i)The supervising physician and surgeon shall review, countersign, and date a sample consisting of, at a minimum, 5 percent of the medical records of patients treated by the physician assistant functioning under the protocols within 30 days of the date of treatment by the physician assistant.
(ii)The supervising physician and surgeon and physician assistant shall conduct a medical records review meeting, meeting at least once a month during at least 10 months of the year. During any month in which a medical records review meeting occurs, the supervising physician and surgeon and physician assistant shall review an aggregate of at least 10 medical records of patients treated by the physician assistant functioning under protocols. Documentation of medical records reviewed during the month shall be jointly signed and dated by the supervising physician and surgeon and the physician assistant.
(iii)The supervising physician and surgeon shall supervise the care provided by the physician assistant through a review of cases involving treatment by the physician assistant functioning under protocols adopted by the supervising physician and surgeon. The review methods used shall be identified in the delegation of services agreement and shall include no less than an aggregate of 10 cases per month for at least 10 months of the year. Documentation of the cases reviewed during the month shall be jointly signed and dated by the supervising physician and surgeon and the physician assistant.
(iii)The supervising physician and surgeon shall review a sample of at least 10 medical records per month, at least 10 months during the year, using a combination of the countersignature mechanism described in clause (i) and the medical records review meeting mechanism described in clause (ii). During each month for which a sample is reviewed, at least one of the medical records in the sample shall be reviewed using the mechanism described in clause (i) and at least one of the medical records in the sample shall be reviewed using the mechanism described in clause (ii).
(B)In complying with subparagraph (A), the supervising physician and surgeon shall select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient.
(3)Notwithstanding any other law, the Medical Board of California or the board may establish other alternative mechanisms for the adequate supervision of the physician assistant.
(d)No medical services may be performed under this chapter in any of the following areas:
(1)The determination of the refractive states of the human eye, or the fitting or adaptation of lenses or frames for the aid thereof.
(2)The prescribing or directing the use of, or using, any optical device in connection with ocular exercises, visual training, or orthoptics.
(3)The prescribing of contact lenses for, or the fitting or adaptation of contact lenses to, the human eye.
(4)The practice of dentistry or dental hygiene or the work of a dental auxiliary as defined in Chapter 4 (commencing with Section 1600).
(e)This section shall not be construed in a manner that shall preclude the performance of routine visual screening as defined in Section 3501.
(f)Compliance by a physician assistant and supervising physician and surgeon with this section shall be deemed compliance with Section 1399.546 of Title 16 of the California Code of Regulations.
SEC. 3.Section 3502.1 of the Business and Professions Code is amended to read:3502.1.(a)In addition to the services authorized in the regulations adopted by the Medical Board of California, and except as prohibited by Section 3502, while under the supervision of a licensed physician and surgeon or physicians and surgeons authorized by law to supervise a physician assistant, a physician assistant may administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device pursuant to subdivisions (c) and (d).
(1)A supervising physician and surgeon who delegates authority to issue a drug order to a physician assistant may limit this authority by specifying the manner in which the physician assistant may issue delegated prescriptions.
(2)Each supervising physician and surgeon who delegates the authority to issue a drug order to a physician assistant shall first prepare and adopt, or adopt, a written, practice specific, formulary and protocols that specify all criteria for the use of a particular drug or device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. The drugs listed in the protocols shall constitute the formulary and shall include only drugs that are appropriate for use in the type of practice engaged in by the supervising physician and surgeon. When issuing a drug order, the physician assistant is acting on behalf of and as an agent for a supervising physician and surgeon.
(b)Drug order, for purposes of this section, means an order for medication that is dispensed to or for a patient, issued and signed by a physician assistant acting as an individual practitioner within the meaning of Section 1306.02 of Title 21 of the Code of Federal Regulations. Notwithstanding any other provision of law, (1) a drug order issued pursuant to this section shall be treated in the same manner as a prescription or order of the supervising physician, (2) all references to prescription in this code and the Health and Safety Code shall include drug orders issued by physician assistants pursuant to authority granted by their supervising physicians and surgeons, and (3) the signature of a physician assistant on a drug order shall be deemed to be the signature of a prescriber for purposes of this code and the Health and Safety Code.
(c)A drug order for any patient cared for by the physician assistant that is issued by the physician assistant shall either be based on the protocols described in subdivision (a) or shall be approved by the supervising physician and surgeon before it is filled or carried out.
(1)A physician assistant shall not administer or provide a drug or issue a drug order for a drug other than for a drug listed in the formulary without advance approval from a supervising physician and surgeon for the particular patient. At the direction and under the supervision of a physician and surgeon, a physician assistant may hand to a patient of the supervising physician and surgeon a properly labeled prescription drug prepackaged by a physician and surgeon, manufacturer as defined in the Pharmacy Law, or a pharmacist.
(2)A physician assistant shall not administer, provide, or issue a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets standards, including pharmacological content, approved by the board. The education course shall be provided either by an accredited continuing education provider or by an approved physician assistant training program. If the physician assistant will administer, provide, or issue a drug order for Schedule II controlled substances, the course shall contain a minimum of three hours exclusively on Schedule II controlled substances. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established by the board prior to the physician assistants use of a registration number issued by the United States Drug Enforcement Administration to the physician assistant to administer, provide, or issue a drug order to a patient for a controlled substance without advance approval by a supervising physician and surgeon for that particular patient.
(3)Any drug order issued by a physician assistant shall be subject to a reasonable quantitative limitation consistent with customary medical practice in the supervising physician and surgeons practice.
(d)A written drug order issued pursuant to subdivision (a), except a written drug order in a patients medical record in a health facility or medical practice, shall contain the printed name, address, and telephone number of the supervising physician and surgeon, the printed or stamped name and license number of the physician assistant, and the signature of the physician assistant. Further, a written drug order for a controlled substance, except a written drug order in a patients medical record in a health facility or a medical practice, shall include the federal controlled substances registration number of the physician assistant and shall otherwise comply with Section 11162.1 of the Health and Safety Code. Except as otherwise required for written drug orders for controlled substances under Section 11162.1 of the Health and Safety Code, the requirements of this subdivision may be met through stamping or otherwise imprinting on the supervising physician and surgeons prescription blank to show the name, license number, and if applicable, the federal controlled substances registration number of the physician assistant, and shall be signed by the physician assistant. When using a drug order, the physician assistant is acting on behalf of and as the agent of a supervising physician and surgeon.
(e)The supervising physician and surgeon shall use either of the following mechanisms to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances:
(1)The medical record of any patient cared for by a physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out shall be reviewed, countersigned, and dated by a supervising physician and surgeon within seven days.
(2)If the physician assistant has documentation evidencing the successful completion of an education course that covers controlled substances, and that controlled substance education course (A) meets the standards, including pharmacological content, established in Sections 1399.610 and 1399.612 of Title 16 of the California Code of Regulations, and (B) is provided either by an accredited continuing education provider or by an approved physician assistant training program, the supervising physician and surgeon shall review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established in Section 1399.612 of Title 16 of the California Code of Regulations. Physician assistants who have a certificate of completion of the course described in paragraph (2) of subdivision (c) shall be deemed to have met the education course requirement of this subdivision.
(f)All physician assistants who are authorized by their supervising physicians to issue drug orders for controlled substances shall register with the United States Drug Enforcement Administration (DEA).
(g)The board shall consult with the Medical Board of California and report during its sunset review required by Article 7.5 (commencing with Section 9147.7) of Chapter 1.5 of Part 1 of Division 2 of Title 2 of the Government Code the impacts of exempting Schedule III and Schedule IV drug orders from the requirement for a physician and surgeon to review and countersign the affected medical record of a patient.
SEC. 4.No reimbursement is required by this act pursuant to Section 6 of Article XIIIB of the California Constitution 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, or changes the penalty for a crime or infraction, within the meaning of Section 17556 of the Government Code, or changes the definition of a crime within the meaning of Section 6 of Article XIIIB of the California Constitution.
(a)As used in this chapter:
(1)Board means the Physician Assistant Board.
(2)Approved program means a program for the education of physician assistants that has been formally approved by the board.
(3)Trainee means a person who is currently enrolled in an approved program.
(4)Physician assistant means a person who meets the requirements of this chapter and is licensed by the board.
(5)Supervising physician or supervising physician and surgeon means a physician and surgeon licensed by the Medical Board of California or by the Osteopathic Medical Board of California who supervises one or more physician assistants, who possesses a current valid license to practice medicine, and who is not currently on disciplinary probation for improper use of a physician assistant.
(6)Supervision means that a licensed physician and surgeon oversees the activities of, and accepts responsibility for, the medical services rendered by a physician assistant.
(7)Regulations means the rules and regulations as set forth in Chapter 13.8 (commencing with Section 1399.500) of Title 16 of the California Code of Regulations.
(8)Routine visual screening means uninvasive nonpharmacological simple testing for visual acuity, visual field defects, color blindness, and depth perception.
(9)Program manager means the staff manager of the diversion program, as designated by the executive officer of the board. The program manager shall have background experience in dealing with substance abuse issues.
(10)Delegation of services agreement means the writing that delegates to a physician assistant from a supervising physician the medical services the physician assistant is authorized to perform consistent with subdivision (a) of Section 1399.540 of Title 16 of the California Code of Regulations.
(11)Other specified medical services means tests or examinations performed or ordered by a physician assistant practicing in compliance with this chapter or regulations of the Medical Board of California promulgated under this chapter.
(12)Medical records review meeting means a meeting between the supervising physician and surgeon and the physician assistant during which a sample of medical records is are reviewed to ensure adequate supervision of the physician assistant functioning under protocols. The number of medical records and the specific issues to be reviewed shall be established in the delegation of services agreement. Medical records review meetings may occur in person or by electronic communication.
(b)A physician assistant acts as an agent of the supervising physician when performing any activity authorized by this chapter or regulations adopted under this chapter.
SEC. 2.Section 3502 of the Business and Professions Code is amended to read:3502.(a)Notwithstanding any other law, a physician assistant may perform those medical services as set forth by the regulations adopted under this chapter when the services are rendered under the supervision of a licensed physician and surgeon who is not subject to a disciplinary condition imposed by the Medical Board of California prohibiting that supervision or prohibiting the employment of a physician assistant. The medical record, for each episode of care for a patient, shall identify the physician and surgeon who is responsible for the supervision of the physician assistant. When a physician assistant transmits an oral order, he or she shall also identify the name of the supervising physician and surgeon responsible for the patient.
(b)(1)Notwithstanding any other law, a physician assistant performing medical services under the supervision of a physician and surgeon may assist a doctor of podiatric medicine who is a partner, shareholder, or employee in the same medical group as the supervising physician and surgeon. A physician assistant who assists a doctor of podiatric medicine pursuant to this subdivision shall do so only according to patient-specific orders from the supervising physician and surgeon.
(2)The supervising physician and surgeon shall be physically available to the physician assistant for consultation when that assistance is rendered. A physician assistant assisting a doctor of podiatric medicine shall be limited to performing those duties included within the scope of practice of a doctor of podiatric medicine.
(c)(1)A physician assistant and his or her supervising physician and surgeon shall establish written guidelines for the adequate supervision of the physician assistant. This requirement may be satisfied by the supervising physician and surgeon adopting protocols for some or all of the tasks performed by the physician assistant. The protocols adopted pursuant to this subdivision shall comply with the following requirements:
(A)A protocol governing diagnosis and management shall, at a minimum, include the presence or absence of symptoms, signs, and other data necessary to establish a diagnosis or assessment, any appropriate tests or studies to order, drugs to recommend to the patient, and education to be provided to the patient.
(B)A protocol governing procedures shall set forth the information to be provided to the patient, the nature of the consent to be obtained from the patient, the preparation and technique of the procedure, and the followup care.
(C)Protocols shall be developed by the supervising physician and surgeon or adopted from, or referenced to, texts or other sources.
(D)Protocols shall be signed and dated by the supervising physician and surgeon and the physician assistant.
(2)(A)The supervising physician and surgeon shall use one or more of the following mechanisms to ensure adequate supervision of the physician assistant functioning under the protocols:
(i)The supervising physician and surgeon shall review, countersign, and date a sample consisting of, at a minimum, 5 percent of the medical records of patients treated by the physician assistant functioning under the protocols within 30 days of the date of treatment by the physician assistant.
(ii)The supervising physician and surgeon and physician assistant shall conduct at least 10 times annually a medical records review meeting, which may occur in person or by electronic communication. meeting, at least once a month during at least 10 months of the year. During any month in which a medical records review meeting occurs, the supervising physician and surgeon and physician assistant shall review an aggregate of at least 10 medical records of patients treated by the physician assistant functioning under protocols. Documentation of medical records reviewed during the month shall be jointly signed and dated by the supervising physician and surgeon and the physician assistant.
(iii)The supervising physician and surgeon shall supervise the care provided by the physician assistant through a review of those cases or patients deemed appropriate cases involving treatment by the physician assistant functioning under protocols adopted by the supervising physician and surgeon. The review methods used shall be identified in the delegation of services agreement, and review may occur in person or by electronic communication. agreement and shall include no less than an aggregate of 10 cases per month for at least 10 months of the year. Documentation of the cases reviewed during the month shall be jointly signed and dated by the supervising physician and surgeon and the physician assistant.
(B)In complying with subparagraph (A), the supervising physician and surgeon shall select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient.
(3)Notwithstanding any other law, the Medical Board of California or the board may establish other alternative mechanisms for the adequate supervision of the physician assistant.
(d)No medical services may be performed under this chapter in any of the following areas:
(1)The determination of the refractive states of the human eye, or the fitting or adaptation of lenses or frames for the aid thereof.
(2)The prescribing or directing the use of, or using, any optical device in connection with ocular exercises, visual training, or orthoptics.
(3)The prescribing of contact lenses for, or the fitting or adaptation of contact lenses to, the human eye.
(4)The practice of dentistry or dental hygiene or the work of a dental auxiliary as defined in Chapter 4 (commencing with Section 1600).
(e)This section shall not be construed in a manner that shall preclude the performance of routine visual screening as defined in Section 3501.
(f)Compliance by a physician assistant and supervising physician and surgeon with this section shall be deemed compliance with Section 1399.546 of Title 16 of the California Code of Regulations.
SEC. 3.Section 3502.1 of the Business and Professions Code is amended to read:3502.1.(a)In addition to the services authorized in the regulations adopted by the Medical Board of California, and except as prohibited by Section 3502, while under the supervision of a licensed physician and surgeon or physicians and surgeons authorized by law to supervise a physician assistant, a physician assistant may administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device pursuant to subdivisions (c) and (d).
(1)A supervising physician and surgeon who delegates authority to issue a drug order to a physician assistant may limit this authority by specifying the manner in which the physician assistant may issue delegated prescriptions.
(2)Each supervising physician and surgeon who delegates the authority to issue a drug order to a physician assistant shall first prepare and adopt, or adopt, a written, practice specific, formulary and protocols that specify all criteria for the use of a particular drug or device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. The drugs listed in the protocols shall constitute the formulary and shall include only drugs that are appropriate for use in the type of practice engaged in by the supervising physician and surgeon. When issuing a drug order, the physician assistant is acting on behalf of and as an agent for a supervising physician and surgeon.
(b)Drug order, for purposes of this section, means an order for medication that is dispensed to or for a patient, issued and signed by a physician assistant acting as an individual practitioner within the meaning of Section 1306.02 of Title 21 of the Code of Federal Regulations. Notwithstanding any other provision of law, (1) a drug order issued pursuant to this section shall be treated in the same manner as a prescription or order of the supervising physician, (2) all references to prescription in this code and the Health and Safety Code shall include drug orders issued by physician assistants pursuant to authority granted by their supervising physicians and surgeons, and (3) the signature of a physician assistant on a drug order shall be deemed to be the signature of a prescriber for purposes of this code and the Health and Safety Code.
(c)A drug order for any patient cared for by the physician assistant that is issued by the physician assistant shall either be based on the protocols described in subdivision (a) or shall be approved by the supervising physician and surgeon before it is filled or carried out.
(1)A physician assistant shall not administer or provide a drug or issue a drug order for a drug other than for a drug listed in the formulary without advance approval from a supervising physician and surgeon for the particular patient. At the direction and under the supervision of a physician and surgeon, a physician assistant may hand to a patient of the supervising physician and surgeon a properly labeled prescription drug prepackaged by a physician and surgeon, manufacturer as defined in the Pharmacy Law, or a pharmacist.
(2)A physician assistant shall not administer, provide, or issue a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets standards, including pharmacological content, approved by the board. The education course shall be provided either by an accredited continuing education provider or by an approved physician assistant training program. If the physician assistant will administer, provide, or issue a drug order for Schedule II controlled substances, the course shall contain a minimum of three hours exclusively on Schedule II controlled substances. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established by the board prior to the physician assistants use of a registration number issued by the United States Drug Enforcement Administration to the physician assistant to administer, provide, or issue a drug order to a patient for a controlled substance without advance approval by a supervising physician and surgeon for that particular patient.
(3)Any drug order issued by a physician assistant shall be subject to a reasonable quantitative limitation consistent with customary medical practice in the supervising physician and surgeons practice.
(d)A written drug order issued pursuant to subdivision (a), except a written drug order in a patients medical record in a health facility or medical practice, shall contain the printed name, address, and telephone number of the supervising physician and surgeon, the printed or stamped name and license number of the physician assistant, and the signature of the physician assistant. Further, a written drug order for a controlled substance, except a written drug order in a patients medical record in a health facility or a medical practice, shall include the federal controlled substances registration number of the physician assistant and shall otherwise comply with Section 11162.1 of the Health and Safety Code. Except as otherwise required for written drug orders for controlled substances under Section 11162.1 of the Health and Safety Code, the requirements of this subdivision may be met through stamping or otherwise imprinting on the supervising physician and surgeons prescription blank to show the name, license number, and if applicable, the federal controlled substances registration number of the physician assistant, and shall be signed by the physician assistant. When using a drug order, the physician assistant is acting on behalf of and as the agent of a supervising physician and surgeon.
(e)The supervising physician and surgeon shall use either of the following mechanisms to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances:
(1)The medical record of any patient cared for by a physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out shall be reviewed, countersigned, and dated by a supervising physician and surgeon within seven days.
(2)If the physician assistant has documentation evidencing the successful completion of an education course that covers controlled substances, and that controlled substance education course (A) meets the standards, including pharmacological content, approved by the board, established in Sections 1399.610 and 1399.612 of Title 16 of the California Code of Regulations, and (B) is provided either by an accredited continuing education provider or by an approved physician assistant training program, and (C) satisfies Sections 1399.610 and 1399.612 of Title 16 of the California Code of Regulations, the supervising physician and surgeon shall review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established in Section 1399.612 of Title 16 of the California Code of Regulations. Physician assistants who have a certificate of completion of the course described in paragraph (2) of subdivision (c) shall be deemed to have met the education course requirement of this subdivision.
(f)All physician assistants who are authorized by their supervising physicians to issue drug orders for controlled substances shall register with the United States Drug Enforcement Administration (DEA).
(g)The board shall consult with the Medical Board of California and report during its sunset review required by Article 7.5 (commencing with Section 9147.7) of Chapter 1.5 of Part 1 of Division 2 of Title 2 of the Government Code the impacts of exempting Schedule III and Schedule IV drug orders from the requirement for a physician and surgeon to review and countersign the affected medical record of a patient.
SEC. 4.No reimbursement is required by this act pursuant to Section 6 of Article XIIIB of the California Constitution 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, or changes the penalty for a crime or infraction, within the meaning of Section 17556 of the Government Code, or changes the definition of a crime within the meaning of Section 6 of Article XIIIB of the California Constitution.
(a)As used in this chapter:
(1)Board means the Physician Assistant Board.
(2)Approved program means a program for the education of physician assistants that has been formally approved by the board.
(3)Trainee means a person who is currently enrolled in an approved program.
(4)Physician assistant means a person who meets the requirements of this chapter and is licensed by the board.
(5)Supervising physician or supervising physician and surgeon means a physician and surgeon licensed by the Medical Board of California or by the Osteopathic Medical Board of California who supervises one or more physician assistants, who possesses a current valid license to practice medicine, and who is not currently on disciplinary probation for improper use of a physician assistant.
(6)Supervision means that a licensed physician and surgeon oversees the activities of, and accepts responsibility for, the medical services rendered by a physician assistant.
(7)Regulations means the rules and regulations as set forth in Chapter 13.8 (commencing with Section 1399.500) of Title 16 of the California Code of Regulations.
(8)Routine visual screening means uninvasive nonpharmacological simple testing for visual acuity, visual field defects, color blindness, and depth perception.
(9)Program manager means the staff manager of the diversion program, as designated by the executive officer of the board. The program manager shall have background experience in dealing with substance abuse issues.
(10)Delegation of services agreement means the writing that delegates to a physician assistant from a supervising physician the medical services the physician assistant is authorized to perform consistent with subdivision (a) of Section 1399.540 of Title 16 of the California Code of Regulations.
(11)Other specified medical services means tests or examinations performed or ordered by a physician assistant practicing in compliance with this chapter or regulations of the Medical Board of California promulgated under this chapter.
(12)Medical records review meeting means a meeting between the supervising physician and the physician assistant during which a sample of medical records is reviewed to ensure adequate supervision of the physician assistant functioning under protocols. The number of medical records and the specific issues to be reviewed shall be established in the delegation of services agreement.
(b)A physician assistant acts as an agent of the supervising physician when performing any activity authorized by this chapter or regulations adopted under this chapter.
SEC. 2.Section 3502 of the Business and Professions Code is amended to read:3502.(a)Notwithstanding any other law, a physician assistant may perform those medical services as set forth by the regulations adopted under this chapter when the services are rendered under the supervision of a licensed physician and surgeon who is not subject to a disciplinary condition imposed by the Medical Board of California prohibiting that supervision or prohibiting the employment of a physician assistant. The medical record, for each episode of care for a patient, shall identify the physician and surgeon who is responsible for the supervision of the physician assistant. When a physician assistant transmits an oral order, he or she shall also identify the name of the supervising physician and surgeon responsible for the patient.
(b)(1)Notwithstanding any other law, a physician assistant performing medical services under the supervision of a physician and surgeon may assist a doctor of podiatric medicine who is a partner, shareholder, or employee in the same medical group as the supervising physician and surgeon. A physician assistant who assists a doctor of podiatric medicine pursuant to this subdivision shall do so only according to patient-specific orders from the supervising physician and surgeon.
(2)The supervising physician and surgeon shall be physically available to the physician assistant for consultation when that assistance is rendered. A physician assistant assisting a doctor of podiatric medicine shall be limited to performing those duties included within the scope of practice of a doctor of podiatric medicine.
(c)(1)A physician assistant and his or her supervising physician and surgeon shall establish written guidelines for the adequate supervision of the physician assistant. This requirement may be satisfied by the supervising physician and surgeon adopting protocols for some or all of the tasks performed by the physician assistant. The protocols adopted pursuant to this subdivision shall comply with the following requirements:
(A)A protocol governing diagnosis and management shall, at a minimum, include the presence or absence of symptoms, signs, and other data necessary to establish a diagnosis or assessment, any appropriate tests or studies to order, drugs to recommend to the patient, and education to be provided to the patient.
(B)A protocol governing procedures shall set forth the information to be provided to the patient, the nature of the consent to be obtained from the patient, the preparation and technique of the procedure, and the followup care.
(C)Protocols shall be developed by the supervising physician and surgeon or adopted from, or referenced to, texts or other sources.
(D)Protocols shall be signed and dated by the supervising physician and surgeon and the physician assistant.
(2)(A)The supervising physician and surgeon shall use one or more of the following mechanisms to ensure adequate supervision of the physician assistant functioning under the protocols:
(i)The supervising physician and surgeon reviews, countersigns, and dates shall review, countersign, and date a sample consisting of, at a minimum, 5 percent of the medical records of patients treated by the physician assistant functioning under the protocols within 30 days of the date of treatment by the physician assistant.
(ii)The supervising physician and surgeon and physician assistant shall conduct and document at least 10 times annually a medical records review meeting at least once each quarter during the calendar year. meeting, which may occur in person or by electronic communication.
(iii)The supervising physician and surgeon supervises shall supervise the care provided by the physician assistant through a review of those cases or patients deemed appropriate by the supervising physician. physician and surgeon. The review methods used shall be identified in the delegation of services agreement, and review may occur in person, by telephone, person or by electronic messaging, or using video conferencing technology. communication.
(B)In complying with subparagraph (A), the supervising physician and surgeon shall select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient.
(3)Notwithstanding any other law, the Medical Board of California or the board may establish other alternative mechanisms for the adequate supervision of the physician assistant.
(d)No medical services may be performed under this chapter in any of the following areas:
(1)The determination of the refractive states of the human eye, or the fitting or adaptation of lenses or frames for the aid thereof.
(2)The prescribing or directing the use of, or using, any optical device in connection with ocular exercises, visual training, or orthoptics.
(3)The prescribing of contact lenses for, or the fitting or adaptation of contact lenses to, the human eye.
(4)The practice of dentistry or dental hygiene or the work of a dental auxiliary as defined in Chapter 4 (commencing with Section 1600).
(e)This section shall not be construed in a manner that shall preclude the performance of routine visual screening as defined in Section 3501.
(f)Compliance by a physician assistant and supervising physician and surgeon with this section shall be deemed compliance with Section 1399.546 of Title 16 of the California Code of Regulations.
SEC. 3.Section 3502.1 of the Business and Professions Code is amended to read:3502.1.(a)In addition to the services authorized in the regulations adopted by the Medical Board of California, and except as prohibited by Section 3502, while under the supervision of a licensed physician and surgeon or physicians and surgeons authorized by law to supervise a physician assistant, a physician assistant may administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device pursuant to subdivisions (c) and (d).
(1)A supervising physician and surgeon who delegates authority to issue a drug order to a physician assistant may limit this authority by specifying the manner in which the physician assistant may issue delegated prescriptions.
(2)Each supervising physician and surgeon who delegates the authority to issue a drug order to a physician assistant shall first prepare and adopt, or adopt, a written, practice specific, formulary and protocols that specify all criteria for the use of a particular drug or device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. The drugs listed in the protocols shall constitute the formulary and shall include only drugs that are appropriate for use in the type of practice engaged in by the supervising physician and surgeon. When issuing a drug order, the physician assistant is acting on behalf of and as an agent for a supervising physician and surgeon.
(b)Drug order, for purposes of this section, means an order for medication that is dispensed to or for a patient, issued and signed by a physician assistant acting as an individual practitioner within the meaning of Section 1306.02 of Title 21 of the Code of Federal Regulations. Notwithstanding any other provision of law, (1) a drug order issued pursuant to this section shall be treated in the same manner as a prescription or order of the supervising physician, (2) all references to prescription in this code and the Health and Safety Code shall include drug orders issued by physician assistants pursuant to authority granted by their supervising physicians and surgeons, and (3) the signature of a physician assistant on a drug order shall be deemed to be the signature of a prescriber for purposes of this code and the Health and Safety Code.
(c)A drug order for any patient cared for by the physician assistant that is issued by the physician assistant shall either be based on the protocols described in subdivision (a) or shall be approved by the supervising physician and surgeon before it is filled or carried out.
(1)A physician assistant shall not administer or provide a drug or issue a drug order for a drug other than for a drug listed in the formulary without advance approval from a supervising physician and surgeon for the particular patient. At the direction and under the supervision of a physician and surgeon, a physician assistant may hand to a patient of the supervising physician and surgeon a properly labeled prescription drug prepackaged by a physician and surgeon, manufacturer as defined in the Pharmacy Law, or a pharmacist.
(2)A physician assistant shall not administer, provide, or issue a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets standards, including pharmacological content, approved by the board. The education course shall be provided either by an accredited continuing education provider or by an approved physician assistant training program. If the physician assistant will administer, provide, or issue a drug order for Schedule II controlled substances, the course shall contain a minimum of three hours exclusively on Schedule II controlled substances. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established by the board prior to the physician assistants use of a registration number issued by the United States Drug Enforcement Administration to the physician assistant to administer, provide, or issue a drug order to a patient for a controlled substance without advance approval by a supervising physician and surgeon for that particular patient.
(3)Any drug order issued by a physician assistant shall be subject to a reasonable quantitative limitation consistent with customary medical practice in the supervising physician and surgeons practice.
(d)A written drug order issued pursuant to subdivision (a), except a written drug order in a patients medical record in a health facility or medical practice, shall contain the printed name, address, and telephone number of the supervising physician and surgeon, the printed or stamped name and license number of the physician assistant, and the signature of the physician assistant. Further, a written drug order for a controlled substance, except a written drug order in a patients medical record in a health facility or a medical practice, shall include the federal controlled substances registration number of the physician assistant and shall otherwise comply with Section 11162.1 of the Health and Safety Code. Except as otherwise required for written drug orders for controlled substances under Section 11162.1 of the Health and Safety Code, the requirements of this subdivision may be met through stamping or otherwise imprinting on the supervising physician and surgeons prescription blank to show the name, license number, and if applicable, the federal controlled substances registration number of the physician assistant, and shall be signed by the physician assistant. When using a drug order, the physician assistant is acting on behalf of and as the agent of a supervising physician and surgeon.
(e)The supervising physician and surgeon shall use either of the following mechanisms to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances:
(1)The medical record of any patient cared for by a physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out shall be reviewed, countersigned, and dated by a supervising physician and surgeon within seven days.
(2)If the physician assistant has documentation evidencing the successful completion of an education course that covers controlled substances, and that controlled substance education course (A) meets the standards, including pharmacological content, approved by the board, (B) is provided either by an accredited continuing education provider or by an approved physician assistant training program, and (C) satisfies Sections 1399.610 and 1399.612 of Title 16 of the California Code of Regulations, the supervising physician and surgeon shall review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established in Section 1399.612 of Title 16 of the California Code of Regulations. Physician assistants who have a certificate of completion of the course described in paragraph (2) of subdivision (c) shall be deemed to have met the education course requirement of this subdivision.
(f)All physician assistants who are authorized by their supervising physicians to issue drug orders for controlled substances shall register with the United States Drug Enforcement Administration (DEA).
(g)The board shall consult with the Medical Board of California and report during its sunset review required by Article 7.5 (commencing with Section 9147.7) of Chapter 1.5 of Part 1 of Division 2 of Title 2 of the Government Code the impacts of exempting Schedule III and Schedule IV drug orders from the requirement for a physician and surgeon to review and countersign the affected medical record of a patient.
SEC. 4.No reimbursement is required by this act pursuant to Section 6 of Article XIIIB of the California Constitution 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, or changes the penalty for a crime or infraction, within the meaning of Section 17556 of the Government Code, or changes the definition of a crime within the meaning of Section 6 of Article XIIIB of the California Constitution.
(a)As used in this chapter:
(1)Board means the Physician Assistant Board.
(2)Approved program means a program for the education of physician assistants that has been formally approved by the board.
(3)Trainee means a person who is currently enrolled in an approved program.
(4)Physician assistant means a person who meets the requirements of this chapter and is licensed by the board.
(5)Supervising physician means a physician and surgeon licensed by the Medical Board of California or by the Osteopathic Medical Board of California who supervises one or more physician assistants, who possesses a current valid license to practice medicine, and who is not currently on disciplinary probation for improper use of a physician assistant.
(6)Supervision means that a licensed physician and surgeon oversees the activities of, and accepts responsibility for, the medical services rendered by a physician assistant.
(7)Regulations means the rules and regulations as set forth in Chapter 13.8 (commencing with Section 1399.500) of Title 16 of the California Code of Regulations.
(8)Routine visual screening means uninvasive nonpharmacological simple testing for visual acuity, visual field defects, color blindness, and depth perception.
(9)Program manager means the staff manager of the diversion program, as designated by the executive officer of the board. The program manager shall have background experience in dealing with substance abuse issues.
(10)Delegation of services agreement means the writing that delegates to a physician assistant from a supervising physician the medical services the physician assistant is authorized to perform consistent with subdivision (a) of Section 1399.540 of Title 16 of the California Code of Regulations.
(11)Other specified medical services means tests or examinations performed or ordered by a physician assistant practicing in compliance with this chapter or regulations of the Medical Board of California promulgated under this chapter.
(12)Medical records review meeting means a meeting between the supervising physician and the physician assistant during which a sample of medical records is reviewed to ensure adequate supervision of the physician assistant functioning under protocols. The number of medical records and the specific issues to be reviewed shall be established in the delegation of services agreement.
(b)A physician assistant acts as an agent of the supervising physician when performing any activity authorized by this chapter or regulations adopted under this chapter.
SEC. 2.Section 3502 of the Business and Professions Code is amended to read:3502.(a)Notwithstanding any other provision of law, a physician assistant may perform those medical services as set forth by the regulations adopted under this chapter when the services are rendered under the supervision of a licensed physician and surgeon who is not subject to a disciplinary condition imposed by the Medical Board of California prohibiting that supervision or prohibiting the employment of a physician assistant. The medical record, for each episode of care for a patient, shall identify the physician and surgeon who is responsible for the supervision of the physician assistant. When a physician assistant transmits an oral order, he or she shall also identify the name of the supervising physician and surgeon responsible for the patient.
(b)(1)Notwithstanding any other provision of law, a physician assistant performing medical services under the supervision of a physician and surgeon may assist a doctor of podiatric medicine who is a partner, shareholder, or employee in the same medical group as the supervising physician and surgeon. A physician assistant who assists a doctor of podiatric medicine pursuant to this subdivision shall do so only according to patient-specific orders from the supervising physician and surgeon.
The
(2)The supervising physician and surgeon shall be physically available to the physician assistant for consultation when such that assistance is rendered. A physician assistant assisting a doctor of podiatric medicine shall be limited to performing those duties included within the scope of practice of a doctor of podiatric medicine.
(c)(1)A physician assistant and his or her supervising physician and surgeon shall establish written guidelines for the adequate supervision of the physician assistant. This requirement may be satisfied by the supervising physician and surgeon adopting protocols for some or all of the tasks performed by the physician assistant. The protocols adopted pursuant to this subdivision shall comply with the following requirements:
(A)A protocol governing diagnosis and management shall, at a minimum, include the presence or absence of symptoms, signs, and other data necessary to establish a diagnosis or assessment, any appropriate tests or studies to order, drugs to recommend to the patient, and education to be provided to the patient.
(B)A protocol governing procedures shall set forth the information to be provided to the patient, the nature of the consent to be obtained from the patient, the preparation and technique of the procedure, and the followup care.
(C)Protocols shall be developed by the supervising physician and surgeon or adopted from, or referenced to, texts or other sources.
(D)Protocols shall be signed and dated by the supervising physician and surgeon and the physician assistant.
(2)The supervising physician and surgeon shall review, countersign, and date a sample consisting of, at a minimum, 5 percent of the medical records of patients treated by the physician assistant functioning under the protocols within 30 days of the date of treatment by the physician assistant. The physician and surgeon shall select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient.
(2)(A)The supervising physician and surgeon shall use one or more of the following mechanisms to ensure adequate supervision of the physician assistant functioning under the protocols:
(i)The supervising physician and surgeon reviews, countersigns, and dates a sample consisting of, at a minimum, 5 percent of the medical records of patients treated by the physician assistant functioning under the protocols within 30 days of the date of treatment by the physician assistant.
(ii)The supervising physician and surgeon and physician assistant conduct and document a medical records review meeting at least once each quarter during the calendar year.
(iii)The supervising physician and surgeon supervises the care provided by the physician assistant through a review of those cases or patients deemed appropriate by the supervising physician. The review methods used shall be identified in the delegation of services agreement, and may occur in person, by telephone, by electronic messaging, or using video conferencing technology.
(B)In complying with subparagraph (A), the supervising physician and surgeon shall select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgment, the most significant risk to the patient.
(3)Notwithstanding any other provision of law, the Medical Board of California or the board may establish other alternative mechanisms for the adequate supervision of the physician assistant.
(d)No medical services may be performed under this chapter in any of the following areas:
(1)The determination of the refractive states of the human eye, or the fitting or adaptation of lenses or frames for the aid thereof.
(2)The prescribing or directing the use of, or using, any optical device in connection with ocular exercises, visual training, or orthoptics.
(3)The prescribing of contact lenses for, or the fitting or adaptation of contact lenses to, the human eye.
(4)The practice of dentistry or dental hygiene or the work of a dental auxiliary as defined in Chapter 4 (commencing with Section 1600).
(e)This section shall not be construed in a manner that shall preclude the performance of routine visual screening as defined in Section 3501.
(f)Compliance by a physician assistant and supervising physician and surgeon with this section shall be deemed compliance with Section 1399.546 of Title 16 of the California Code of Regulations.
SEC. 3.Section 3502.1 of the Business and Professions Code is amended to read:3502.1.(a)In addition to the services authorized in the regulations adopted by the Medical Board of California, and except as prohibited by Section 3502, while under the supervision of a licensed physician and surgeon or physicians and surgeons authorized by law to supervise a physician assistant, a physician assistant may administer or provide medication to a patient, or transmit orally, or in writing on a patients record or in a drug order, an order to a person who may lawfully furnish the medication or medical device pursuant to subdivisions (c) and (d).
(1)A supervising physician and surgeon who delegates authority to issue a drug order to a physician assistant may limit this authority by specifying the manner in which the physician assistant may issue delegated prescriptions.
(2)Each supervising physician and surgeon who delegates the authority to issue a drug order to a physician assistant shall first prepare and adopt, or adopt, a written, practice specific, formulary and protocols that specify all criteria for the use of a particular drug or device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. The drugs listed in the protocols shall constitute the formulary and shall include only drugs that are appropriate for use in the type of practice engaged in by the supervising physician and surgeon. When issuing a drug order, the physician assistant is acting on behalf of and as an agent for a supervising physician and surgeon.
(b)Drug order, for purposes of this section, means an order for medication that is dispensed to or for a patient, issued and signed by a physician assistant acting as an individual practitioner within the meaning of Section 1306.02 of Title 21 of the Code of Federal Regulations. Notwithstanding any other provision of law, (1) a drug order issued pursuant to this section shall be treated in the same manner as a prescription or order of the supervising physician, (2) all references to prescription in this code and the Health and Safety Code shall include drug orders issued by physician assistants pursuant to authority granted by their supervising physicians and surgeons, and (3) the signature of a physician assistant on a drug order shall be deemed to be the signature of a prescriber for purposes of this code and the Health and Safety Code.
(c)A drug order for any patient cared for by the physician assistant that is issued by the physician assistant shall either be based on the protocols described in subdivision (a) or shall be approved by the supervising physician and surgeon before it is filled or carried out.
(1)A physician assistant shall not administer or provide a drug or issue a drug order for a drug other than for a drug listed in the formulary without advance approval from a supervising physician and surgeon for the particular patient. At the direction and under the supervision of a physician and surgeon, a physician assistant may hand to a patient of the supervising physician and surgeon a properly labeled prescription drug prepackaged by a physician and surgeon, manufacturer as defined in the Pharmacy Law, or a pharmacist.
(2)A physician assistant may shall not administer, provide, or issue a drug order to a patient for Schedule II through Schedule V controlled substances without advance approval by a supervising physician and surgeon for that particular patient unless the physician assistant has completed an education course that covers controlled substances and that meets standards, including pharmacological content, approved by the board. The education course shall be provided either by an accredited continuing education provider or by an approved physician assistant training program. If the physician assistant will administer, provide, or issue a drug order for Schedule II controlled substances, the course shall contain a minimum of three hours exclusively on Schedule II controlled substances. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established by the board prior to the physician assistants use of a registration number issued by the United States Drug Enforcement Administration to the physician assistant to administer, provide, or issue a drug order to a patient for a controlled substance without advance approval by a supervising physician and surgeon for that particular patient.
(3)Any drug order issued by a physician assistant shall be subject to a reasonable quantitative limitation consistent with customary medical practice in the supervising physician and surgeons practice.
(d)A written drug order issued pursuant to subdivision (a), except a written drug order in a patients medical record in a health facility or medical practice, shall contain the printed name, address, and telephone number of the supervising physician and surgeon, the printed or stamped name and license number of the physician assistant, and the signature of the physician assistant. Further, a written drug order for a controlled substance, except a written drug order in a patients medical record in a health facility or a medical practice, shall include the federal controlled substances registration number of the physician assistant and shall otherwise comply with the provisions of Section 11162.1 of the Health and Safety Code. Except as otherwise required for written drug orders for controlled substances under Section 11162.1 of the Health and Safety Code, the requirements of this subdivision may be met through stamping or otherwise imprinting on the supervising physician and surgeons prescription blank to show the name, license number, and if applicable, the federal controlled substances registration number of the physician assistant, and shall be signed by the physician assistant. When using a drug order, the physician assistant is acting on behalf of and as the agent of a supervising physician and surgeon.
(e)The medical record of any patient cared for by a physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out shall be reviewed and countersigned and dated by a supervising physician and surgeon within seven days.
(e)The supervising physician and surgeon shall use either of the following mechanisms to ensure adequate supervision of the administration, provision, or issuance by a physician assistant of a drug order to a patient for Schedule II controlled substances:
(1)The medical record of any patient cared for by a physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out shall be reviewed, countersigned, and dated by a supervising physician and surgeon within seven days.
(2)If the physician assistant has documentation evidencing the successful completion of an education course that covers controlled substances, and that controlled substance education course (A) meets the standards, including pharmacological content, approved by the board, (B) is provided either by an accredited continuing education provider or by an approved physician assistant training program, and (C) satisfies Sections 1399.610 and 1399.612 of Title 16 of the California Code of Regulations, the supervising physician and surgeon shall review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the physician assistant for whom the physician assistants Schedule II drug order has been issued or carried out. Completion of the requirements set forth in this paragraph shall be verified and documented in the manner established in Section 1399.612 of Title 16 of the California Code of Regulations. Physician assistants who have a certificate of completion of the course described in paragraph (2) of subdivision (c) shall be deemed to have met the education course requirement of this subdivision.
(f)All physician assistants who are authorized by their supervising physicians to issue drug orders for controlled substances shall register with the United States Drug Enforcement Administration (DEA).
(g)The board shall consult with the Medical Board of California and report during its sunset review required by Division 1.2 (commencing with Section 473) Article 7.5 (commencing with Section 9147.7) of Chapter 1.5 of Part 1 of Division 2 of Title 2 of the Government Code the impacts of exempting Schedule III and Schedule IV drug orders from the requirement for a physician and surgeon to review and countersign the affected medical record of a patient.
SEC. 4.No reimbursement is required by this act pursuant to Section 6 of Article XIIIB of the California Constitution 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, or changes the penalty for a crime or infraction, within the meaning of Section 17556 of the Government Code, or changes the definition of a crime within the meaning of Section 6 of Article XIIIB of the California Constitution.
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Date
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Status
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|---|---|
| Sep 3, 2015 | In Senate. Concurrence in Assembly amendments pending. |
| Jul 16, 2015 | Read third time. Passed. Ordered to the Senate. |
| Jul 16, 2015 | Read third time. Passed. (Ayes 79. Noes 0. Page 2432.) Ordered to the Senate. |
| Aug 17, 2015 | Ordered to the Assembly. |
| Aug 18, 2015 | In Assembly. Held at Desk. |
| Aug 31, 2015 | Action rescinded whereby the bill was read a third time, passed, and ordered to the Senate. |
| Aug 31, 2015 | Ordered to third reading. |
| Sep 1, 2015 | Ordered to third reading. |
| Sep 1, 2015 | Read third time and amended. |
| Jul 16, 2015 | In Senate. Concurrence in Assembly amendments pending. |
| Sep 3, 2015 | Read third time. Passed. Ordered to the Senate. |
| Sep 3, 2015 | Read third time. Passed. (Ayes 80. Noes 0. Page 2851.) Ordered to the Senate. |
| Sep 4, 2015 | Assembly amendments concurred in. (Ayes 40. Noes 0. Page 2497.) Ordered to engrossing and enrolling. |
| Sep 4, 2015 | Assembly amendments concurred in. (Ayes 40. Noes 0.) Ordered to engrossing and enrolling. |
| Sep 10, 2015 | Enrolled and presented to the Governor at 3:30 p.m. |
| Oct 6, 2015 | Approved by the Governor. |
| Oct 6, 2015 | Chaptered by Secretary of State. Chapter 536, Statutes of 2015. |
| May 26, 2015 | In Assembly. Read first time. Held at Desk. |
| Feb 24, 2015 | From printer. May be acted upon on or after March 26. |
| Mar 5, 2015 | Referred to Com. on B., P. & E.D. |
| Mar 24, 2015 | Set for hearing April 20. |
| Apr 13, 2015 | From committee with author's amendments. Read second time and amended. Re-referred to Com. on B., P. & E.D. |
| Apr 21, 2015 | From committee: Do pass and re-refer to Com. on APPR. (Ayes 9. Noes 0. Page 699.) (April 20). Re-referred to Com. on APPR. |
| May 1, 2015 | Set for hearing May 11. |
| May 11, 2015 | From committee: Be ordered to second reading pursuant to Senate Rule 28.8. |
| May 12, 2015 | Read second time. Ordered to third reading. |
| Feb 23, 2015 | Introduced. Read first time. To Com. on RLS. for assignment. To print. |
| May 26, 2015 | Read third time. Passed. (Ayes 38. Noes 0. Page 1096.) Ordered to the Assembly. |
| May 26, 2015 | Read third time. Passed. (Ayes 38. Noes 0.) Ordered to the Assembly. |
| Jun 11, 2015 | Referred to Com. on B. & P. |
| Jun 16, 2015 | From committee with author's amendments. Read second time and amended. Re-referred to Com. on B. & P. |
| Jun 23, 2015 | From committee: Do pass and re-refer to Com. on APPR. (Ayes 14. Noes 0.) (June 23). Re-referred to Com. on APPR. |
| Jul 8, 2015 | From committee: Do pass. Ordered to consent calendar. (Ayes 14. Noes 0.) (July 8). |
| Jul 9, 2015 | Read second time. Ordered to consent calendar. |
|
Date
|
Description
|
Location
|
Votes
|
|
|---|---|---|---|---|
| Sep 4, 2015 | Unfinished Business SB337 Pavley Concurrence | Senate Floor |
Passed |
|
| Sep 3, 2015 | SB 337 Pavley Senate Third Reading By ALEJO | Assembly Floor |
Passed |
|
| Jul 16, 2015 | SB 337 Pavley Consent Calendar Second Day Regular Session | Assembly Floor |
Passed |
|
| Jul 8, 2015 | Do pass. To Consent Calendar. | Assembly Standing Committee on Appropriations |
Passed |
|
| Jun 23, 2015 | Do pass and be re-referred to the Committee on [Appropriations] | Assembly Standing Committee on Business and Professions |
Passed |
|
| May 26, 2015 | Senate 3rd Reading SB337 Pavley | Senate Floor |
Passed |
|
| Apr 20, 2015 | Do pass, but first be re-referred to the Committee on [Appropriations] | Senate Standing Committee on Business, Professions and Economic Development |
Passed |
This list shows positions taken on this bill by organizations on the date displayed, which is linked to the original source.
Positions by individuals are not included.
|
Organization
|
Position
|
Date
|
|---|---|---|
| California Academy Of Family Physicians | ** Support | Sep 3, 2015 |
| California Academy of Physician Assistants | ** Support | Sep 4, 2015 |
| California Medical Association, Inc. | * Against Unless Amend | Apr 20, 2015 |
| California Pharmacists Association | ** Against | May 26, 2015 |
| CAPG | ** Support | Sep 4, 2015 |
| CAPG Physician Groups | * Support | Apr 20, 2015 |
| Medical Board of California | ** Support | Sep 4, 2015 |
| Pacific Pain Medicine Consultants | ** Support | Sep 4, 2015 |
| Pacific Southwest Pain Center | ** Support | Sep 4, 2015 |
| Physician Assistant Board | ** Support | Sep 4, 2015 |
| Planned Parenthood Affiliates Of California | ** Support | Sep 4, 2015 |
SB 337
Page 6
|
Office of Senate Floor Analyses (916) 651-1520 Fax: (916) 327-4478 |
UNFINISHED BUSINESS
Bill No: SB 337
Amended: 9/1/15
SENATE BUS, PROF. & ECON. DEV. COMMITTEE: 9-0, 4/20/15
AYES: Hill, Bates, Berryhill, Block, Galgiani, Hernandez, Jackson, Mendoza, Wieckowski
SENATE APPROPRIATIONS COMMITTEE: Senate Rule 28.8
SENATE FLOOR: 38-0, 5/26/15
AYES: Allen, Anderson, Bates, Beall, Berryhill, Block, Cannella, De León, Fuller, Gaines, Galgiani, Hancock, Hernandez, Hertzberg, Hill, Hueso, Huff, Jackson, Lara, Leno, Leyva, Liu, McGuire, Mendoza, Mitchell, Monning, Moorlach, Morrell, Nguyen, Nielsen, Pan, Pavley, Roth, Runner, Stone, Vidak, Wieckowski, Wolk
NO VOTE RECORDED: Hall
ASSEMBLY FLOOR: 80-0, 9/3/15 - See last page for vote
SOURCE: California Academy of Physician Assistants
DIGEST: This bill provides two additional mechanisms for a supervising physician and surgeon to ensure adequate supervision of a physician assistant (PA) functioning under the protocols.
Assembly Amendments clarify that medical review meetings may occur in person or by electronic communication and specify how often a medical records review meeting must occur and in what manner.
Existing law:
Establishes the Physician Assistant Board within the jurisdiction of the Medical Board of California (MBC) to administer and enforce the Medical Practice Act. (Business and Professions Code (BPC) § 3504)
Requires a PA and his or her supervising physician to establish written guidelines for the adequate supervision of the PA, and the requirement may be satisfied by the supervising physician adopting protocols for some or all of the tasks performed by the PA. (BPC § 3502 (c)(1))
Requires a supervising physician to review, countersign, and date a sample consisting of, at a minimum, five percent of the medical records of patients treated by the PA within 30 days of the date of treatment. Requires the supervising physician to select for review those cases that by diagnosis, problem, treatment, or procedure represent the most significant risk to the patient. (BPC § 3502 (c)(2))
Requires a supervising physician who delegates the authority to issue a drug order to a PA to prepare and adopt a formulary and protocols that specify all criteria for the use of a particular drug of device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. (BPC § 3502.1(a)(2))
Requires a supervising physician to review and countersign within seven days the record of any patient cared for by a PA for whom the PA’s Schedule II drug order has been issued or carried out. (BPC § 3502.1 (e))
This
bill:
Defines “medical records review meeting” as a meeting between the supervising physician and surgeon and the PA during which medical records are reviewed to ensure adequate supervision of the PA functioning under protocols. Medical records review meetings may occur in person or by electronic communication.
Requires that the medical record identify the physician and surgeon who is responsible for the supervision of the PA for each episode of patient care.
Authorizes a supervising physician and surgeon to conduct a medical records review meeting at least once a month during at least 10 months of the year. During any month in which a medical records review meeting occurs, the supervising physician and surgeon and PA shall review an aggregate of at least 10 medical records of patients treated by the PA functioning under protocols. Documentation of medical records reviewed during the month shall be jointly signed and dated by the supervising physician and surgeon and the PA.
Authorizes a supervising physician and surgeon to conduct a medical records review by reviewing a sample of at least 10 medical records per month, at least 10 months during the year, using a combination of the countersignature mechanism and the medical records review meeting mechanism, as specified.
Authorizes a supervising physician and surgeon to review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the PA for whom the PA’s Schedule II drug order has been issued or carried out, if the PA has documentation evidencing the successful completion of an education course that covers controlled substances, and that controlled substance education course meets specified standards.
Makes technical changes.
Background
According
to the author, “This bill is also needed to address an issue
related to co-signatures on Schedule II medications. In August of
2014 the DEA published a final rule, effective October 6, 2014,
following recommendations from the U.S. Food and Drug Administration
(FDA) to up-schedule or reclassify hydrocodone combination products
(HCP) from a Schedule III controlled substance to a Schedule II. The
rescheduling of HCPs has had a significant impact, and unintended
consequence, on some practices throughout California as existing law
requires a 100% physician co-signature requirement on these
medications within
7 days. This can be particularly
challenging for practices that employ PAs to practice medicine in
areas such as pain management, orthopedics, general surgery and
several other practice types. The new ruling restricts the ability
of a practice to fully utilize the PAs they employ as there is no
other profession with prescribing privileges that has that level of
mandate for documentation. Further, a co-signature mandate of 100%
is overly burdensome for physicians in various practice types.
“Existing law requires a supervising physician to be available in-person or through electronic communication at all times when a PA is providing care for a patient. Given the many models of team-based care supervising physicians and PA often practice at different locations and lead PA run clinics as well as assume significant administrative responsibilities. In this context, a 100% mandate on co-signatures creates a barrier to efficient team-based care and stands to jeopardize access to appropriate treatment of pain for those patients with legitimate need.”
A PA performs many of the same diagnostic, preventative and health maintenance services as a physician, but PAs are limited in practice to those duties delegated by a supervising physician. These services may include, but are not limited to, the following:
Taking health histories.
Performing physical examinations.
Ordering X-rays and laboratory tests.
Ordering respiratory, occupational, or physical therapy treatments.
Performing routine diagnostic tests.
Establishing diagnoses.
Treating and managing patient health problems.
Administering immunizations and injections.
Instructing and counseling patients.
Providing continuing care to patients in the home, hospital, or extended care facility.
Providing referrals within the health care system.
Performing minor surgery.
Providing preventative health care services.
Acting as first or second assistants during surgery.
Responding to life-threatening emergencies.
A PA must attend a specialized medical training program associated with a medical school that includes classroom studies and clinical experience. An academic degree and/or certificate is awarded upon graduation. Many PAs already have two- or four-year academic degrees before entering a PA training program. Most PA training programs require prior health care experience. As of June 2013, there were 9,101 active California PA licensees.
Supervision. Existing law has very specific requirements for a supervising physician to delegate practice authority to a PA, and the supervising physician must be physically or electronically available to his or her PA at the time of treatment. In addition to this, a supervising physician must review, countersign, and date a sample of at least five percent of a PA’s cases within 30 days of treatment.
The author argues that the five percent review requirement is outdated and unnecessary, given the close working relationship between PAs and physicians and existing delegation of service agreements and protocols. This bill provides two additional mechanisms for a supervising physician to ensure adequate PA supervision, and establishes an additional method to supervise a PA’s furnishing of Schedule II drugs.
FISCAL EFFECT: Appropriation: No Fiscal Com.: Yes Local: Yes
According to the Assembly Appropriations Committee, this bill will have minor and absorbable costs to the Physician Assistant Board within the MBC to conform to the new supervision options (Physician Assistant Fund).
California Academy of Physician Assistants (source)
CAPG
Medical Board of California
Pacific Pain Medicine Consultants
Pacific Southwest Pain Center
Physician Assistant Board
Planned Parenthood Affiliates of California
None received
ARGUMENTS IN SUPPORT: The source of this bill, the California Academy of Physician Assistants, write, “With the implementation of the Patient Protection and Affordable Care Act, Covered California reported enrolling 3.4 million (1.4 through Covered CA plans and 1.9 in Medi-Cal) previously uninsured people in the first open enrollment year (2014). This bill recognizes the need to increase access to high quality, cost-effective and efficient team-based practice across all medical settings in order to meet the rising demand for health care services throughout the state.
“The physician/PA team is unique as PAs are licensed health professionals who practice medicine as members of a physician-led team, delivering a broad range of medical and surgical services at the direction of and under the supervision of his or her supervising physician. The supervising physician delegates to a PA specified medical tasks and procedures, consistent with his or her scope of practice, based on education, training and experience.
“Established over 30 years ago, existing law stipulates supervision criteria between a supervising physician and surgeon and the Physician Assistant (PA). It narrowly defines documentation of this required supervision in the form of the supervising physician co-signature on the medical record. SB 377 increases the options for documenting supervision between a supervising physician and PA would allow for flexibility at the practice level to reflect current models of team-based care.”
ASSEMBLY FLOOR: 80-0, 9/3/15
AYES: Achadjian, Alejo, Travis Allen, Baker, Bigelow, Bloom, Bonilla, Bonta, Brough, Brown, Burke, Calderon, Campos, Chang, Chau, Chávez, Chiu, Chu, Cooley, Cooper, Dababneh, Dahle, Daly, Dodd, Eggman, Frazier, Beth Gaines, Gallagher, Cristina Garcia, Eduardo Garcia, Gatto, Gipson, Gomez, Gonzalez, Gordon, Gray, Grove, Hadley, Harper, Roger Hernández, Holden, Irwin, Jones, Jones-Sawyer, Kim, Lackey, Levine, Linder, Lopez, Low, Maienschein, Mathis, Mayes, McCarty, Medina, Melendez, Mullin, Nazarian, Obernolte, O'Donnell, Olsen, Patterson, Perea, Quirk, Rendon, Ridley-Thomas, Rodriguez, Salas, Santiago, Steinorth, Mark Stone, Thurmond, Ting, Wagner, Waldron, Weber, Wilk, Williams, Wood, Atkins
Prepared by: Sarah Huchel / B., P. & E.D. / (916) 651-4104
9/4/15 10:42:46
**** END ****
SB 337
Page 6
|
Office of Senate Floor Analyses (916) 651-1520 Fax: (916) 327-4478 |
UNFINISHED BUSINESS
Bill No: SB 337
Amended: 9/1/15
SENATE BUS, PROF. & ECON. DEV. COMMITTEE: 9-0, 4/20/15
AYES: Hill, Bates, Berryhill, Block, Galgiani, Hernandez, Jackson, Mendoza, Wieckowski
SENATE APPROPRIATIONS COMMITTEE: Senate Rule 28.8
SENATE FLOOR: 38-0, 5/26/15
AYES: Allen, Anderson, Bates, Beall, Berryhill, Block, Cannella, De León, Fuller, Gaines, Galgiani, Hancock, Hernandez, Hertzberg, Hill, Hueso, Huff, Jackson, Lara, Leno, Leyva, Liu, McGuire, Mendoza, Mitchell, Monning, Moorlach, Morrell, Nguyen, Nielsen, Pan, Pavley, Roth, Runner, Stone, Vidak, Wieckowski, Wolk
NO VOTE RECORDED: Hall
ASSEMBLY FLOOR: 80-0, 9/3/15 - See last page for vote
SOURCE: California Academy of Physician Assistants
DIGEST: This bill provides two additional mechanisms for a supervising physician and surgeon to ensure adequate supervision of a physician assistant (PA) functioning under the protocols.
Assembly Amendments clarify that medical review meetings may occur in person or by electronic communication and specify how often a medical records review meeting must occur and in what manner.
Existing law:
Establishes the Physician Assistant Board within the jurisdiction of the Medical Board of California (MBC) to administer and enforce the Medical Practice Act. (Business and Professions Code (BPC) § 3504)
Requires a PA and his or her supervising physician to establish written guidelines for the adequate supervision of the PA, and the requirement may be satisfied by the supervising physician adopting protocols for some or all of the tasks performed by the PA. (BPC § 3502 (c)(1))
Requires a supervising physician to review, countersign, and date a sample consisting of, at a minimum, five percent of the medical records of patients treated by the PA within 30 days of the date of treatment. Requires the supervising physician to select for review those cases that by diagnosis, problem, treatment, or procedure represent the most significant risk to the patient. (BPC § 3502 (c)(2))
Requires a supervising physician who delegates the authority to issue a drug order to a PA to prepare and adopt a formulary and protocols that specify all criteria for the use of a particular drug of device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. (BPC § 3502.1(a)(2))
Requires a supervising physician to review and countersign within seven days the record of any patient cared for by a PA for whom the PA’s Schedule II drug order has been issued or carried out. (BPC § 3502.1 (e))
This
bill:
Defines “medical records review meeting” as a meeting between the supervising physician and surgeon and the PA during which medical records are reviewed to ensure adequate supervision of the PA functioning under protocols. Medical records review meetings may occur in person or by electronic communication.
Requires that the medical record identify the physician and surgeon who is responsible for the supervision of the PA for each episode of patient care.
Authorizes a supervising physician and surgeon to conduct a medical records review meeting at least once a month during at least 10 months of the year. During any month in which a medical records review meeting occurs, the supervising physician and surgeon and PA shall review an aggregate of at least 10 medical records of patients treated by the PA functioning under protocols. Documentation of medical records reviewed during the month shall be jointly signed and dated by the supervising physician and surgeon and the PA.
Authorizes a supervising physician and surgeon to conduct a medical records review by reviewing a sample of at least 10 medical records per month, at least 10 months during the year, using a combination of the countersignature mechanism and the medical records review meeting mechanism, as specified.
Authorizes a supervising physician and surgeon to review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the PA for whom the PA’s Schedule II drug order has been issued or carried out, if the PA has documentation evidencing the successful completion of an education course that covers controlled substances, and that controlled substance education course meets specified standards.
Makes technical changes.
Background
According
to the author, “This bill is also needed to address an issue
related to co-signatures on Schedule II medications. In August of
2014 the DEA published a final rule, effective October 6, 2014,
following recommendations from the U.S. Food and Drug Administration
(FDA) to up-schedule or reclassify hydrocodone combination products
(HCP) from a Schedule III controlled substance to a Schedule II. The
rescheduling of HCPs has had a significant impact, and unintended
consequence, on some practices throughout California as existing law
requires a 100% physician co-signature requirement on these
medications within
7 days. This can be particularly
challenging for practices that employ PAs to practice medicine in
areas such as pain management, orthopedics, general surgery and
several other practice types. The new ruling restricts the ability
of a practice to fully utilize the PAs they employ as there is no
other profession with prescribing privileges that has that level of
mandate for documentation. Further, a co-signature mandate of 100%
is overly burdensome for physicians in various practice types.
“Existing law requires a supervising physician to be available in-person or through electronic communication at all times when a PA is providing care for a patient. Given the many models of team-based care supervising physicians and PA often practice at different locations and lead PA run clinics as well as assume significant administrative responsibilities. In this context, a 100% mandate on co-signatures creates a barrier to efficient team-based care and stands to jeopardize access to appropriate treatment of pain for those patients with legitimate need.”
A PA performs many of the same diagnostic, preventative and health maintenance services as a physician, but PAs are limited in practice to those duties delegated by a supervising physician. These services may include, but are not limited to, the following:
Taking health histories.
Performing physical examinations.
Ordering X-rays and laboratory tests.
Ordering respiratory, occupational, or physical therapy treatments.
Performing routine diagnostic tests.
Establishing diagnoses.
Treating and managing patient health problems.
Administering immunizations and injections.
Instructing and counseling patients.
Providing continuing care to patients in the home, hospital, or extended care facility.
Providing referrals within the health care system.
Performing minor surgery.
Providing preventative health care services.
Acting as first or second assistants during surgery.
Responding to life-threatening emergencies.
A PA must attend a specialized medical training program associated with a medical school that includes classroom studies and clinical experience. An academic degree and/or certificate is awarded upon graduation. Many PAs already have two- or four-year academic degrees before entering a PA training program. Most PA training programs require prior health care experience. As of June 2013, there were 9,101 active California PA licensees.
Supervision. Existing law has very specific requirements for a supervising physician to delegate practice authority to a PA, and the supervising physician must be physically or electronically available to his or her PA at the time of treatment. In addition to this, a supervising physician must review, countersign, and date a sample of at least five percent of a PA’s cases within 30 days of treatment.
The author argues that the five percent review requirement is outdated and unnecessary, given the close working relationship between PAs and physicians and existing delegation of service agreements and protocols. This bill provides two additional mechanisms for a supervising physician to ensure adequate PA supervision, and establishes an additional method to supervise a PA’s furnishing of Schedule II drugs.
FISCAL EFFECT: Appropriation: No Fiscal Com.: Yes Local: Yes
According to the Assembly Appropriations Committee, this bill will have minor and absorbable costs to the Physician Assistant Board within the MBC to conform to the new supervision options (Physician Assistant Fund).
California Academy of Physician Assistants (source)
California Academy of Family Physicians
CAPG
Medical Board of California
Pacific Pain Medicine Consultants
Pacific Southwest Pain Center
Physician Assistant Board
Planned Parenthood Affiliates of California
None received
ARGUMENTS IN SUPPORT: The source of this bill, the California Academy of Physician Assistants, write, “With the implementation of the Patient Protection and Affordable Care Act, Covered California reported enrolling 3.4 million (1.4 through Covered CA plans and 1.9 in Medi-Cal) previously uninsured people in the first open enrollment year (2014). This bill recognizes the need to increase access to high quality, cost-effective and efficient team-based practice across all medical settings in order to meet the rising demand for health care services throughout the state.
“The physician/PA team is unique as PAs are licensed health professionals who practice medicine as members of a physician-led team, delivering a broad range of medical and surgical services at the direction of and under the supervision of his or her supervising physician. The supervising physician delegates to a PA specified medical tasks and procedures, consistent with his or her scope of practice, based on education, training and experience.
“Established over 30 years ago, existing law stipulates supervision criteria between a supervising physician and surgeon and the Physician Assistant (PA). It narrowly defines documentation of this required supervision in the form of the supervising physician co-signature on the medical record. SB 377 increases the options for documenting supervision between a supervising physician and PA would allow for flexibility at the practice level to reflect current models of team-based care.”
ASSEMBLY FLOOR: 80-0, 9/3/15
AYES: Achadjian, Alejo, Travis Allen, Baker, Bigelow, Bloom, Bonilla, Bonta, Brough, Brown, Burke, Calderon, Campos, Chang, Chau, Chávez, Chiu, Chu, Cooley, Cooper, Dababneh, Dahle, Daly, Dodd, Eggman, Frazier, Beth Gaines, Gallagher, Cristina Garcia, Eduardo Garcia, Gatto, Gipson, Gomez, Gonzalez, Gordon, Gray, Grove, Hadley, Harper, Roger Hernández, Holden, Irwin, Jones, Jones-Sawyer, Kim, Lackey, Levine, Linder, Lopez, Low, Maienschein, Mathis, Mayes, McCarty, Medina, Melendez, Mullin, Nazarian, Obernolte, O'Donnell, Olsen, Patterson, Perea, Quirk, Rendon, Ridley-Thomas, Rodriguez, Salas, Santiago, Steinorth, Mark Stone, Thurmond, Ting, Wagner, Waldron, Weber, Wilk, Williams, Wood, Atkins
Prepared by: Sarah Huchel / B., P. & E.D. / (916) 651-4104
9/3/15 18:47:36
**** END ****
SB 337
Page 3
SENATE THIRD READING
SB 337
(Pavley)
As Amended September 1, 2015
Majority vote
SENATE VOTE: 38-0
Committee |
Votes |
Ayes |
Noes |
Business & Professions |
14-0 |
Bonilla, Jones, Baker, Bloom, Campos, Chang, Dodd, Eggman, Gatto, Holden, Mullin, Ting, Wilk, Wood |
|
Appropriations |
14-0 |
Gomez, Bigelow, Bloom, Bonta, Calderon, Chang, Eggman, Gallagher, Eduardo Garcia, Jones, Quirk, Rendon, Weber, Wood |
|
SUMMARY: Authorizes a physician supervising a physician assistant (PA) to use two additional mechanisms for the general supervision of a PA, authorizes a physician to use one additional mechanism for the supervision of a PA that administers a Schedule II controlled substance, and requires a PA's patient medical records to identify the PA’s supervising physician. Specifically, this bill:
Revises the definition of "medical records review meeting" to mean a meeting between the supervising physician and the PA during which medical records are reviewed to ensure adequate supervision of the PA functioning under protocols.
Authorizes the supervising physician and PA to hold medical records review meetings in person or by electronic communication.
Requires the medical record, for each episode of care for a patient, to identify the physician who is responsible for the supervision of the PA.
Authorizes a physician to choose from two additional mechanisms to supervise a PA, making a total of three mechanisms:
Conduct a medical records review meeting at least once a month during at least 10 months of the year—any month in which a medical records review meeting occurs, the supervising physician and PA must review an aggregate of at least 10 medical records of patients treated by the PA. Documentation of medical records reviewed during the month must be jointly signed and dated by the supervising physician and the PA.
Use a combination of the two other mechanisms – the existing 5% countersignature mechanism and the new medical records review mechanism. During each month for which a sample is reviewed, the physician must:
Review at least one of the medical records in the sample using the existing five percent countersignature mechanism; and,
Review at least one of the medical records in the sample using the new medical records review method.
States that, in complying with the supervision requirements 4) above, the physician must select for review those cases that by diagnosis, problem treatment, or procedure represent, in the physician's judgment, the most significant risk to the patient.
States that compliance with Business and Professions Code (BPC) Section 3502 (numbers 3), 4), and 5) above) will be also considered compliance with section 1399.546 of Title 16 of the California Code of Regulations.
Authorizes a physician to use an additional mechanism for the supervision of a PA that prescribes a Schedule II controlled substance. The physician may review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20% of the patients with the PA's Schedule II prescriptions if:
The PA has:
Completed a controlled substances education course that meets the standards established in the PAB's regulations and is provided either by an accredited continuing education provider or by an approved physician assistant training program; or,
The PA has a certificate of completion of the course described BPC Section 3502.1(c)(2); and,
The supervision is verified and documented in the manner established by the PAB's regulations.
Makes other minor technical and clarifying changes.
FISCAL EFFECT: According to the Assembly Appropriations Committee, this bill will result in minor and absorbable costs to the Physician Assistant Board (PAB) within the Medical Board of California to conform to the new supervision options.
COMMENTS:
Purpose. This bill is sponsored by the California Academy of Physician Assistants. According to the author, "[This bill] increases options for the physician/PA team to document supervision. The options included in the bill will strengthen the team-based approach by encouraging more active discussion during the records review.
"The Patient Protection and Affordable Care Act has resulted in millions of additional people seeking health care services in California. This increase has created an even greater need for high quality, efficient team-based care across all medical settings.
"This is especially true for the practice of physician assistants, who are authorized to provide physician exams, diagnose and treat illness, and prescribe medication, under the supervision of a physician. [This bill] recognizes the growing changes in medical practice settings and the use of electronic medical records to update methods for documentation of the supervision of PAs and encourages more interactive review of patient cases."
Background. Existing law requires a PA's supervising physician to countersign a sample of at least five percent of the medical records of patients treated by the PA within 30 days of the date of treatment. According to the author, the requirement does not accommodate many care delivery models. Therefore, this bill seeks to add two additional mechanisms which provide a supervising physician more options to adequately supervise a PA depending on the care delivery model.
Supervision of Controlled Substances. Under existing law, a physician must countersign the medical record of all the PA’s patients within seven days of prescribing the drug for Schedule II controlled substances. Because existing law allows a physician to provide supervision electronically, the author states that PA-lead clinics may be unable to provide Schedule II drugs (such as hydrocodone combination product drugs like Vicodin) if the physician must be physically available to countersign the medical records within seven days for every prescription. Therefore, this bill seeks to provide an additional supervision mechanism for Schedule II drugs.
For a full discussion of this bill, please see the policy committee analysis.
Analysis Prepared by: Vincent Chee / B. & P. / (916) 319-3301 FN: 0001907
SB 337
Page 3
SENATE THIRD READING
SB 337
(Pavley)
As Amended June 16, 2015
Majority vote
SENATE VOTE: 38-0
Committee |
Votes |
Ayes |
Noes |
Business & Professions |
14-0 |
Bonilla, Jones, Baker, Bloom, Campos, Chang, Dodd, Eggman, Gatto, Holden, Mullin, Ting, Wilk, Wood |
|
Appropriations |
14-0 |
Gomez, Bigelow, Bloom, Bonta, Calderon, Chang, Eggman, Gallagher, Eduardo Garcia, Jones, Quirk, Rendon, Weber, Wood |
|
SUMMARY: Authorizes a physician supervising a physician assistant (PA) to use two additional mechanisms for the general supervision of a PA, authorizes a physician to use one additional mechanism for the supervision of a PA that administers a Schedule II controlled substance, and requires a PA's patient medical records to identify the PA’s supervising physician. Specifically, this bill:
Revises the definition of "medical records review meeting" to mean a meeting between the supervising physician and the PA during which medical records are reviewed to ensure adequate supervision of the PA functioning under protocols.
Authorizes the supervising physician and PA to hold medical records review meetings in person or by electronic communication.
Requires the medical record, for each episode of care for a patient, to identify the physician who is responsible for the supervision of the PA.
Authorizes a physician to choose from two additional mechanisms to supervise a PA, making a total of three mechanisms:
Conduct a medical records review meeting at least once a month during at least 10 months of the year—any month in which a medical records review meeting occurs, the supervising physician and PA must review an aggregate of at least 10 medical records of patients treated by the PA. Documentation of medical records reviewed during the month must be jointly signed and dated by the supervising physician and the PA.
Develop review methods for the review of cases involving treatment by the PA. The review methods must be identified in the delegation of services agreement and include at least an aggregate of 10 cases per month for at least 10 months of the year. Documentation of the cases reviewed during the month must be jointly signed and dated by the physician and PA.
States that, in complying with the supervision requirements 4) above, the physician must select for review those cases that by diagnosis, problem treatment, or procedure represent, in the physician's judgment, the most significant risk to the patient.
States that compliance with Business and Professions Code (BPC) Section 3502 (numbers 3), 4), and 5) above) will be also considered compliance with section 1399.546 of Title 16 of the California Code of Regulations.
Authorizes a physician to use an additional mechanism for the supervision of a PA that prescribes a Schedule II controlled substance. The physician may review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20% of the patients with the PA's Schedule II prescriptions if:
The PA has:
Completed a controlled substances education course that meets the standards established in the PAB's regulations and is provided either by an accredited continuing education provider or by an approved physician assistant training program; or,
The PA has a certificate of completion of the course described BPC Section 3502.1(c)(2); and,
The supervision is verified and documented in the manner established by the PAB's regulations.
Makes other minor technical and clarifying changes.
FISCAL EFFECT: According to the Assembly Appropriations Committee, this bill will result in minor and absorbable costs to the Physician Assistant Board (PAB) within the Medical Board of California to conform to the new supervision options.
COMMENTS:
Purpose. This bill is sponsored by the California Academy of Physician Assistants. According to the author, "[This bill] increases options for the physician/PA team to document supervision. The options included in the bill will strengthen the team-based approach by encouraging more active discussion during the records review.
"The Patient Protection and Affordable Care Act has resulted in millions of additional people seeking health care services in California. This increase has created an even greater need for high quality, efficient team-based care across all medical settings.
"This is especially true for the practice of physician assistants, who are authorized to provide physician exams, diagnose and treat illness, and prescribe medication, under the supervision of a physician. [This bill] recognizes the growing changes in medical practice settings and the use of electronic medical records to update methods for documentation of the supervision of PAs and encourages more interactive review of patient cases."
Background. Existing law requires a PA's supervising physician to countersign a sample of at least five percent of the medical records of patients treated by the PA within 30 days of the date of treatment. According to the author, the requirement does not accommodate many care delivery models. Therefore, this bill seeks to add two additional mechanisms which provide a supervising physician more options to adequately supervise a PA depending on the care delivery model.
Supervision of Controlled Substances. Under existing law, a physician must countersign the medical record of all the PA’s patients within seven days of prescribing the drug for Schedule II controlled substances. Because existing law allows a physician to provide supervision electronically, the author states that PA-lead clinics may be unable to provide Schedule II drugs (such as hydrocodone combination product drugs like Vicodin) if the physician must be physically available to countersign the medical records within seven days for every prescription. Therefore, this bill seeks to provide an additional supervision mechanism for Schedule II drugs.
For a full discussion of this bill, please see the policy committee analysis.
Analysis Prepared by: Vincent Chee / B. & P. / (916) 319-3301 FN: 0001848
Date of Hearing: July 8, 2015
ASSEMBLY COMMITTEE ON APPROPRIATIONS
Jimmy Gomez, Chair
SB 337
(Pavley) – As Amended June 16, 2015
Policy Committee: |
Business and Professions |
Vote: |
14 - 0 |
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Urgency: No State Mandated Local Program: Yes Reimbursable: No
SUMMARY:
This bill modifies the allowable methods a physician may use to supervise a physician assistant. Specifically, this bill:
Authorizes a physician supervising a physician assistant (PA) to use two additional mechanisms for the general supervision of a PA, in place of the current-law requirement to review 5% of patient charts, namely, medical review meetings or a physician-approved protocol with minimum standards.
Authorizes a physician to use one additional mechanism for the supervision of a PA that administers a Schedule II controlled substance in place of the current-law requirement to countersign each prescription, namely, review and countersignature of a 20% sample.
Requires a PA’s patient medical records to identify the PA’s supervising physician.
FISCAL EFFECT:
Minor and absorbable costs to the Physician Assistant Board (PAB) within the Medical Board of California to conform to the new supervision options (Physician Assistant Fund).
COMMENTS:
Purpose. This bill adds different supervision options in an attempt to streamline the physician/PA workflow while still ensuring patient protection. The new options recognize current care delivery models and electronic medical records review. In addition, the bill allows a sample of prescriptions for Schedule II drugs to be reviewed, instead of each prescription. The bill is sponsored by the California Academy of Physician Assistants.
Background. A PA may provide medical services pursuant to a delegation of services agreement with a physician. As of June 2013, there were about 9,000 active PA licenses in California. The recent reclassification of hydrocodone as a Schedule II drug has resulted in significant workload for physicians to review each prescription, and changing care delivery models have prompted a reconsideration of current supervision requirements.
Opposition. The Medical Board of California opposes the reduction in physician supervision of Schedule II drugs, which are prone to abuse.
Analysis Prepared by: Lisa Murawski / APPR. / (916) 319-2081
SB 337
Page 6
Date of Hearing: June 23, 2015
ASSEMBLY COMMITTEE ON BUSINESS AND PROFESSIONS
Susan Bonilla, Chair
SB 337
(Pavley) – As Amended June 16, 2015
SENATE VOTE: 38-0
SUBJECT: Physician assistants.
SUMMARY: Authorizes a physician supervising a physician assistant (PA) to use two additional mechanisms for the general supervision of a PA, authorizes a physician to use one additional mechanism for the supervision of a PA that administers a Schedule II controlled substance, and requires a PA’s patient medical records to identify the PA’s supervising physician.
EXISTING LAW:
Establishes the Physician Assistant Board (PAB) within the jurisdiction of the Medical Board of California (MBC) to license and regulate PAs. (Business and Professions Code (BPC) § 3504)
Requires a PA and the supervising physician to establish written guidelines for the adequate supervision of the PA, and the requirement may be satisfied by the supervising physician adopting protocols for some or all of the tasks performed by the PA. (BPC § 3502 (c)(1))
Requires a supervising physician to be available in person or by electronic communication at all times when the PA is caring for patients. (Title 16, California Code of Regulations (CCR) § 1399.545 (a))
Requires a supervising physician to delegate to a PA only the tasks and procedures consistent with the supervising physician's specialty or usual and customary practice and with the patient's health and condition, and requires the supervising physician to observe or review evidence of the PA’s performance of all tasks and procedures to be delegated to the PA until the physician is assured of the PA’s competency. (16 CCR § 1399.545 (b)(c))
Requires a supervising physician to review, countersign, and date a sample consisting of, at a minimum, five percent of the medical records of patients treated by the PA within 30 days of the date of treatment. Requires the supervising physician to select for review those cases that by diagnosis, problem, treatment, or procedure represent, in his or her judgement, the most significant risk to the patient. (BPC § 3502 (c)(2))
Authorizes the MBC or the PAB to establish other alternative mechanisms for the adequate supervision of the PA. (BPC § 3502 (c)(3))
Requires a supervising physician who delegates the authority to issue a drug order to a PA to first prepare and adopt a formulary and protocols that specify all criteria for the use of a particular drug or device, and any contraindications for the selection. Protocols for Schedule II controlled substances must address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. (BPC § 3502.1(a)(2))
Requires a supervising physician to review and countersign within seven days the record of any patient cared for by a PA for whom the PA’s Schedule II drug order has been issued or carried out. (BPC § 3502.1 (e))
Allows a PA to administer Schedule II, III, IV and V drug orders without advance approval from a supervising physician if the PA has completed an education course that covers controlled substances and that meets standards, including pharmacological content, approved by the PAB. The education course must be provided either by an accredited continuing education provider or by an approved PA training program. For Schedule II controlled substances, the course must contain a minimum of three hours exclusively on Schedule II controlled substances. (BPC § 3502.1 (c)(2))
Requires PAs who are authorized by their supervising physician to issue drug orders for controlled substances to register with the United States Drug Enforcement Administration (DEA). (BPC § 3502.1 (f))
THIS BILL:
Revises the definition of “medical records review meeting” to mean a meeting between the supervising physician and the PA during which medical records are reviewed to ensure adequate supervision of the PA functioning under protocols.
Authorizes the supervising physician and PA to hold medical records review meetings in person or by electronic communication.
Requires the medical record, for each episode of care for a patient, to identify the physician who is responsible for the supervision of the PA.
Authorizes a physician to choose from two additional mechanisms to supervise a PA, making a total of three mechanisms:
Conduct a medical records review meeting at least once a month during at least 10 months of the year—any month in which a medical records review meeting occurs, the supervising physician and PA must review an aggregate of at least 10 medical records of patients treated by the PA. Documentation of medical records reviewed during the month must be jointly signed and dated by the supervising physician and the PA.
Develop review methods for the review of cases involving treatment by the PA. The review methods must be identified in the delegation of services agreement and include at least an aggregate of 10 cases per month for at least 10 months of the year. Documentation of the cases reviewed during the month must be jointly signed and dated by the physician and PA.
States that, in complying with the supervision requirements above (number 4), the physician must select for review those cases that by diagnosis, problem treatment, or procedure represent, in the physician’s judgment, the most significant risk to the patient.
States that compliance with BPC § 3502 (numbers 3-5 above) will be also considered compliance with § 1399.546 of Title 16 of the California Code of Regulations.
Authorizes a physician to use an additional mechanism for the supervision of a PA that prescribes a Schedule II controlled substance. The physician may review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients with the PA’s Schedule II prescriptions if:
The PA has:
Completed a controlled substances education course that meets the standards established in the PAB’s regulations and is provided either by an accredited continuing education provider or by an approved physician assistant training program; or,
The PA has a certificate of completion of the course described BPC § 3502.1(c)(2); and,
The supervision is verified and documented in the manner established by the PAB’s regulations.
Makes other minor technical and clarifying changes.
FISCAL EFFECT: According to the Senate Appropriations Committee, pursuant to Senate Rule 28.8, this bill will result in negligible state costs.
COMMENTS:
Purpose. This bill is sponsored by the California Academy of Physician Assistants. According to the author, “[This bill] increases options for the physician/PA team to document supervision. The options included in the bill will strengthen the team-based approach by encouraging more active discussion during the records review.
The Patient Protection and Affordable Care Act has resulted in millions of additional people seeking health care services in California. This increase has created an even greater need for high quality, efficient team-based care across all medical settings.
This is especially true for the practice of physician assistants, who are authorized to provide physician exams, diagnose and treat illness, and prescribe medication, under the supervision of a physician. [This bill] recognizes the growing changes in medical practice settings and the use of electronic medical records to update methods for documentation of the supervision of PAs and encourages more interactive review of patient cases.”
Background. According to the PAB, a PA is a licensed health care professional, trained to provide patient evaluation, education, and health care services. A PA works with a physician to provide medical care and guidance needed by a patient.
In order to become a PA, an applicant must attend a specialized medical training program associated with a medical school that includes classroom studies and clinical experience. Upon graduation from the program, an academic degree or certificate is awarded. Many PAs already have two or four year academic degrees before entering a PA training program. Most PA training programs require prior health care experience.
While a licensed PA is authorized to perform many of the same health care services as a physician, the services the PA may provide are limited to the services expressly authorized by the PA’s supervising physician. The physician’s written authorization is known as a delegation of services agreement. In the agreement, the physician is allowed to authorize only the services that the physician determines the PA competent to perform, consistent with the PA’s education, training, and experience.
As of June 2013, there were about 9,000 active PA licenses in California.
General Supervision Requirements. Existing law requires each PA to be supervised by at least one physician. The physician may supervise the PA either when both are at the same location or by telephone. Further, the physician must be physically or electronically available to the PA at the time of treatment.
The PA and the supervising physician must also establish written guidelines for the adequate supervision of the PA. The requirement may be satisfied by adopting protocols for some or all of the tasks performed by the PA.
In addition, the physician is responsible for following each patient’s progress and must review, countersign, and date a sample of at least five percent of a PA’s patient medical records within 30 days of treatment. The physician decides to review cases that represent the most significant risk to the patient.
According to the author, the current five percent requirement does not accommodate all care delivery models, which can lead to less access to care and supervision issues. This bill seeks to add two additional mechanisms to allow a supervising physician more options to adequately supervise a PA:
Allow the physician to conduct a medical records review meeting at least once a month during at least 10 months of the year. In the months in which a medical records review meeting occurs, the physician and PA must review at least 10 of the PA’s patient medical records. This option would allow a physician to spread the meetings out over the year rather than as the treatments occur.
Allow the physician to develop the method for reviewing cases. The review methods must be identified in the delegation of services agreement and include at least an aggregate of 10 cases per month for at least 10 months of the year. This option would allow the physician to combine several months of review, for instance if the physician wants to physically review the records but is only in the area six months out of the year.
Supervision of Controlled Substances. Under the United States Controlled Substances Act, the DEA classifies drugs into five categories (schedules), depending upon the drug’s acceptable medical use and the drug’s abuse or dependency potential. As the schedule number decreases, the higher the concern for potential abuse—Schedule V drugs present the least potential for abuse, while Schedule II drugs are considered to have a high potential. Schedule I drugs typically have no accepted medical purpose.
Existing law allows a supervising physician to authorize a PA to prescribe drugs classified as Schedule II, III, IV and V if:
The physician develops practice specific, written protocols and formularies. The protocols for Schedule II controlled substances must address diagnosis of illness, injury, or condition for which the drug is being prescribed;
The PA registers with the DEA; and,
The PA obtains advanced approval from the physician.
In addition, a PA may prescribe controlled substances without advanced approval by the supervising physician if the PA has completed a controlled substance education course that meets standards approved by the PAB. For Schedule II controlled substances, the course must spend at least three hours exclusively on Schedule II controlled substances.
There is also an additional supervision requirement for Schedule II controlled substances—the physician must reviews, countersign, and date the medical record of all the PA’s patients within seven days of prescribing the drug. Schedule III and IV drugs do not have a countersigning requirement, but the physician is still required to review the medical records of the PA’s patients overall. The PAB is also required to consult with the Medical Board of California and report during sunset review the impacts of the exemption. The PAB is up for sunset review in 2016.
According to the author, the 100% countersigning requirement is also prohibitive to many new care delivery models. Because existing law allows a physician to provide supervision electronically, PA-lead clinics may be unable to provide Schedule II drugs if the physician must be physically available to countersign the medical records within seven days for every prescription. Further, there are still the general supervision requirements, which may create a duplicative or overlapping signing requirement for Schedule II drugs.
The Reclassification of HCP to Schedule II. In August of 2014, the DEA published a final rule, effective October 6, 2014, following recommendations from the U.S. Food and Drug Administration (FDA) to reclassify hydrocodone combination products (HCP) from a Schedule III controlled substance to a Schedule II. HCP products, such as Vicodin, are popular alternatives to Oxycodone for pain management (due to risk of addiction and side effects). According to the author, “the new ruling restricts the ability of a practice to fully utilize the PAs they employee as there is no other profession with prescribing privileges that has that level of mandate for documentation.”
Other States. The Schedule II countersigning requirements vary from state-to-state. Some states have no countersigning requirement and others do not permit PAs to administer Schedule II drugs at all.
Prior Related Legislation. SB 1069 (Pavley), Chapter 512, Statutes of 2010, authorized a PA, pursuant to a delegation of services agreement, to order durable medical equipment, certify unemployment insurance disability, and for individuals receiving home health services or personal care services, after consultation with the supervising physician, approve, sign, modify, or add to a plan of treatment or plan of care. The bill also authorized PAs to conduct specified medical examinations and sign corresponding medical certificates for various individuals.
AB 3 (Bass), Chapter 376, Statutes of 2007, created the “California Team Practice Improvement Act” which deleted the prohibition on the authority of a PA to issue a drug order for specified classes of controlled substances if the PA has completed a specified education course, required a PA and his or her supervising physician to establish written supervisory guidelines and protocols, increased to four the number of PAs a physician may supervise, and specified that services provided by a PA are included as covered benefits under the Medi-Cal program.
AB 2626 (Plescia) Chapter 452, Statutes of 2004, removed the requirement for the supervising physician to review, co-sign and date each prescription written by a PA and limited the co-signature requirement to each Schedule II drug order written by a PA.
ARGUMENTS IN SUPPORT:
The California Academy of Physician Assistants (sponsor) writes in support, “Established over 30 years ago, existing law stipulates supervision criteria between a supervising physician and surgeon and the [PA]. It narrowly defines documentation of this required supervision in the form of the supervising physician co-signature on the medical record and prescriptions. [This bill] increases the options for documenting supervision between a supervising physician and PA would allow for flexibility at the practice level to reflect current models of team-based care. This bill will allow physicians and PA’s to spend more time with patients.”
ARGUMENTS IN OPPOSITION:
The Medical Board of California writes in opposition, “[the MBC] recognizes that the intent of this bill is to provide flexibility and allow for a more team-based approach in PA supervision, which the [MBC] believes is a laudable goal. The recent amendments addressed concerns raised by the [MBC]…. However, the [MBC] still has concerns related to the reduced physician review of Schedule II drug orders from 100 percent to 20 percent, as this is a significant reduction of supervising physician review for types of opioid medications that are prevalent for abuse.”
REGISTERED SUPPORT:
California Academy of Physician Assistance (sponsor)
CAPG, the Voice of Accountable Physician Groups
Pacific Pain Medicine Consultants
Planned Parenthood
253 PAs
56 M.D.s and D.O.s
REGISTERED OPPOSITION:
Medical Board of California
California Pharmacists Association
Analysis Prepared by: Vincent Chee / B. & P. / (916) 319-3301
SB 337
Page 7
|
Office of Senate Floor Analyses (916) 651-1520 Fax: (916) 327-4478 |
THIRD READING
Bill No: SB 337
Amended: 4/13/15
SENATE BUS, PROF. & ECON. DEV. COMMITTEE: 9-0, 4/20/15
AYES: Hill, Bates, Berryhill, Block, Galgiani, Hernandez, Jackson, Mendoza, Wieckowski
SENATE APPROPRIATIONS COMMITTEE: Senate Rule 28.8
SOURCE: California Academy of Physician Assistants
DIGEST: This bill establishes alternative means for a supervising physician to ensure adequate supervision of a physician assistant for routine care and the administration, provision, or issuance of a Schedule II drug.
Existing law:
Declares that the Physician Assistant Practice Act (Act) is established to encourage the utilization of physician assistants (PAs) by physicians, and by physicians and podiatrists practicing in the same medical group, and to provide that existing legal constraints should not be an unnecessary hindrance to the more effective provision of health care services. It is also the purpose of the Act to allow for innovative development of programs for the education, training, and utilization of PAs. (Business and Professions Code (BPC) § 3500)
Establishes the Physician Assistant Board (Board) within the jurisdiction of the Medical Board of California (MBC) to administer and enforce the Act.
(BPC § 3504)
Requires a supervising physician to be available in person or by electronic communication at all times when the PA is caring for patients.
(Title 16, California Code of Regulations (CCR) § 1399.545 (a))
Requires a supervising physician to delegate to a PA only those tasks and procedures consistent with the supervising physician's specialty or usual and customary practice and with the patient's health and condition, and requires the supervising physician to observe or review evidence of the PA’s performance of all tasks and procedures to be delegated to the PA until assured of competency. (16 CCR § 1399.545 (b)(c))
Requires the PA and supervising physician to establish in writing transport and back-up procedures for the immediate care of patients who are in need of emergency care beyond the PA’s scope of practice for such times when a supervising physician is not on the premises. (16 CCR § 1399.545 (d))
Requires a supervising physician to review, countersign, and date a sample consisting of, at a minimum, five percent of the medical records of patients treated by the PA within 30 days of the date of treatment. Requires the supervising physician to select for review those cases that by diagnosis, problem, treatment, or procedure represent the most significant risk to the patient. (BPC § 3502 (c)(2))
Authorizes the MBC or the Board to establish other alternative mechanisms for the adequate supervision of the PA. (BPC § 3502 (c)(3))
Requires a supervising physician who delegates the authority to issue a drug order to a PA to prepare and adopt a formulary and protocols that specify all criteria for the use of a particular drug of device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. (BPC § 3502.1(a)(2))
Requires a supervising physician to review and countersign within seven days the record of any patient cared for by a PA for whom the PA’s Schedule II drug order has been issued or carried out. (BPC § 3502.1 (e))
Allows a PA to administer Schedule II – Schedule V drug orders without advance approval from a supervising physician if the PA has completed an education course that covers controlled substances and that meets standards, including pharmacological content, approved by the Board. The education course shall be provided either by an accredited continuing education provider or by an approved PA training program. If the PA will administer, provide, or issue a drug order for Schedule II controlled substances, the course shall contain a minimum of three hours exclusively on Schedule II controlled substances. (BPC § 3502.1 (c)(2))
Requires PAs who are authorized by their supervising physician to issue drug orders for controlled substances to register with the United States Drug Enforcement Administration (DEA). (BPC § 3502.1 (f))
This
bill:
Defines “medical records review meeting” as a meeting between the supervising physician and the PA during which a sample of medical records is reviewed to ensure adequate supervision of the PA functioning under protocols. The number of medical records and the specific issues to be reviewed shall be established in the delegation of services agreement.
Requires the medical record to identify the physician who is responsible for the supervision of the PA for each episode of care for a patient. When a PA transmits an oral order, he or she shall also identify the name of the supervising physician responsible for the patient.
Provides two additional mechanisms for the supervising physician to choose from to ensure adequate PA supervision:
The supervising physician and PA shall conduct and document a medical records review meeting at least 10 times annually which may occur in person or by electronic communication.
The supervising physician shall supervise the care provided by the PA through a review of those cases or patients deemed appropriate by the supervising physician. The review methods used shall be identified in the delegation of services agreement, and may occur in person or by electronic communication.
Deems that compliance by a PA and supervising physician with this bill shall also deem compliance with specified regulations.
Creates the following additional mechanism for a supervising physician to ensure adequate supervision of the administration, provision, or issuance by a PA of a Schedule II drug order. If the PA has documentation evidencing the successful completion of an education course that meets specified standards, the supervising physician shall review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the PA for whom the PA’s Schedule II drug order has been issued or carried out.
Background
According
to the author, “This bill is … needed to address an issue related
to co-signatures on Schedule II medications. In August of 2014, the
DEA published a final rule, effective October 6, 2014, following
recommendations from the U.S. Food and Drug Administration to
up-schedule or reclassify hydrocodone combination products (HCP) from
a Schedule III controlled substance to a Schedule II. The
rescheduling of HCPs has had a significant impact, and unintended
consequence, on some practices throughout California as existing law
requires a 100% physician co-signature requirement on these
medications within
7 days. This can be particularly
challenging for practices that employ PAs to practice medicine in
areas such as pain management, orthopedics, general surgery and
several other practice types. The new ruling restricts the ability
of a practice to fully utilize the PAs they employ as there is no
other profession with prescribing privileges that has that level of
mandate for documentation. Further, a co-signature mandate of 100%
is overly burdensome for physicians in various practice types.”
A PA performs many of the same diagnostic, preventative and health maintenance services as a physician, but PAs are limited in practice to those duties delegated by a supervising physician.
A PA must attend a specialized medical training program associated with a medical school that includes classroom studies and clinical experience. An academic degree and/or certificate is awarded upon graduation. Many PAs already have two- or four-year academic degrees before entering a PA training program, and most PA training programs require prior health care experience. As of June 2013, there were 9,101 active California PA licensees.
Existing law requires a supervising physician to authorize specific practice authority to a PA through a delegation of service agreement and protocols, and current law mandates that the supervising physician be physically or electronically available to his or her PA at the time of treatment. In addition, a supervising physician must review, countersign, and date a sample of at least five percent of a PA’s cases within 30 days of treatment.
The author argues that the five percent review requirement is outdated and unnecessary, given the close working relationship between PAs and physicians and their detailed practice agreements. This bill provides two additional mechanisms for the supervising physician to choose from to ensure adequate PA supervision:
The supervising physician and PA shall conduct and document a medical records review meeting at least 10 times annually, which may occur in person or by electronic communication; or,
The supervising physician shall supervise the care provided by the PA through a review of those cases or patients deemed appropriate by the supervising physician. The review methods used shall be identified in the delegation of services agreement, and may occur in person or by electronic communication.
This bill also establishes an additional method to supervise a PA’s furnishing of Schedule II drugs. Current law requires a supervising physician to review and countersign a medical record within seven days of each PA’s issuance of a Schedule II drug order. According to the author, this practice is also unduly burdensome and proposes that, if a PA has documentation evidencing the successful completion of an education course that meets specified Board standards, the supervising physician may instead review, countersign, and date, within seven days, a sample of at least 20 percent of the medical records for patients cared for by the PA for whom the PA’s Schedule II drug order has been issued.
FISCAL EFFECT: Appropriation: No Fiscal Com.: Yes Local: Yes
California Academy of Physician Assistants (source)
CAPG
Planned Parenthood Affiliates of California
Numerous individuals
OPPOSITION: (Verified 5/13/15)
California Pharmacists Association
ARGUMENTS IN SUPPORT: The source of this bill, the California Academy of Physician Assistants, write, “With the implementation of the Patient Protection and Affordable Care Act, Covered California reported enrolling 3.4 million (1.4 through Covered CA plans and 1.9 in Medi-Cal) previously uninsured people in the first open enrollment year (2014). This bill recognizes the need to increase access to high quality, cost-effective and efficient team-based practice across all medical settings in order to meet the rising demand for health care services throughout the state.
“The physician/PA team is unique as PAs are licensed health professionals who practice medicine as members of a physician-led team, delivering a broad range of medical and surgical services at the direction of and under the supervision of his or her supervising physician. The supervising physician delegates to a PA specified medical tasks and procedures, consistent with his or her scope of practice, based on education, training and experience.
“Established over 30 years ago, existing law stipulates supervision criteria between a supervising physician and surgeon and the Physician Assistant (PA). It narrowly defines documentation of this required supervision in the form of the supervising physician co-signature on the medical record. SB 337 increases the options for documenting supervision between a supervising physician and PA would allow for flexibility at the practice level to reflect current models of team-based care.”
ARGUMENTS IN OPPOSITION: The California Pharmacists Association writes, “It has been stated that a major driver for the changes proposed by this bill is the DEA’s reclassification of hydrocodone combination products (HCPs) from Schedule III of the federal Controlled Substances Act to Schedule II. We acknowledge that this action by the DEA has increased workload for physicians who supervise PAs. Indeed, the reclassification has significantly increased workload for pharmacists as well…. However, heightened scrutiny of the prescribing and dispensing of HCPs was the exact intent of the DEA when it reclassified them…. The DEA is attempting to curb overprescribing of HCPs to reduce abuse and ensure more judicious use of these drugs. This bill would counter the efforts of the DEA by reducing supervision of PAs relative to their prescribing of HCPs and all other Schedule II drugs.”
Prepared by: Sarah Huchel / B., P. & E.D. / (916) 651-4104
5/22/15 13:54:33
SB 337 (Pavley) Page 6 of 6
SENATE COMMITTEE ON
BUSINESS, PROFESSIONS AND ECONOMIC DEVELOPMENT
Senator Jerry Hill, Chair
2015 - 2016 Regular
Bill No: SB 337 Hearing Date: April 20, 2015
Author: |
Pavley |
||
Version: |
April 13, 2015 |
||
Urgency: |
No |
Fiscal: |
Yes |
Consultant: |
Sarah Huchel |
||
Subject: Physician assistants.
SUMMARY:
Establishes alternative means for a supervising physician to ensure adequate supervision of a physician assistant for routine care and the administration, provision, or issuance of a Schedule II drug.
Existing law:
Declares that the Physician Assistant Practice Act (Act) is established to encourage the utilization of physician assistants (PAs) by physicians, and by physicians and podiatrists practicing in the same medical group, and to provide that existing legal constraints should not be an unnecessary hindrance to the more effective provision of health care services. It is also the purpose of the Act to allow for innovative development of programs for the education, training, and utilization of PAs. (Business and Professions Code (BPC) Section 3500)
Establishes the Physician Assistant Board (Board) within the jurisdiction of the Medical Board of California (MBC) to administer and enforce the Act. (BPC § 3504)
Requires a PA and his or her supervising physician to establish written guidelines for the adequate supervision of the PA, and the requirement may be satisfied by the supervising physician adopting protocols for some or all of the tasks performed by the PA. (BPC § 3502 (c)(1))
Requires a supervising physician to be available in person or by electronic communication at all times when the PA is caring for patients. (Title 16, California Code of Regulations (CCR) Section 1399.545 (a))
Requires a supervising physician to delegate to a PA only those tasks and procedures consistent with the supervising physician's specialty or usual and customary practice and with the patient's health and condition, and requires the supervising physician to observe or review evidence of the PA’s performance of all tasks and procedures to be delegated to the PA until assured of competency.
(16 CCR § 1399.545 (b)(c))
Requires the PA and supervising physician to establish in writing transport and back-up procedures for the immediate care of patients who are in need of emergency care beyond the PA’s scope of practice for such times when a supervising physician is not on the premises. (16 CCR § 1399.545 (d))
Requires a supervising physician to review, countersign, and date a sample consisting of, at a minimum, five percent of the medical records of patients treated by the PA within 30 days of the date of treatment. Requires the supervising physician to select for review those cases that by diagnosis, problem, treatment, or procedure represent the most significant risk to the patient. (BPC § 3502 (c)(2))
Authorizes the MBC or the Board to establish other alternative mechanisms for the adequate supervision of the PA. (BPC § 3502 (c)(3))
Requires a supervising physician who delegates the authority to issue a drug order to a PA to prepare and adopt a formulary and protocols that specify all criteria for the use of a particular drug of device, and any contraindications for the selection. Protocols for Schedule II controlled substances shall address the diagnosis of illness, injury, or condition for which the Schedule II controlled substance is being administered, provided, or issued. (BPC § 3502.1(a)(2))
Requires a supervising physician to review and countersign within seven days the record of any patient cared for by a PA for whom the PA’s Schedule II drug order has been issued or carried out. (BPC § 3502.1 (e))
Allows a PA to administer Schedule II – Schedule V drug orders without advance approval from a supervising physician if the PA has completed an education course that covers controlled substances and that meets standards, including pharmacological content, approved by the Board. The education course shall be provided either by an accredited continuing education provider or by an approved PA training program. If the PA will administer, provide, or issue a drug order for Schedule II controlled substances, the course shall contain a minimum of three hours exclusively on Schedule II controlled substances. (BPC § 3502.1 (c)(2))
Requires PAs who are authorized by their supervising physician to issue drug orders for controlled substances to register with the United States Drug Enforcement Administration. (BPC § 3502.1 (f))
This
bill:
Defines “medical records review meeting” as a meeting between the supervising physician and the PA during which a sample of medical records is reviewed to ensure adequate supervision of the PA functioning under protocols. The number of medical records and the specific issues to be reviewed shall be established in the delegation of services agreement.
Requires the medical record to identify the physician who is responsible for the supervision of the PA for each episode of care for a patient. When a PA transmits an oral order, he or she shall also identify the name of the supervising physician responsible for the patient.
Provides two additional mechanisms for the supervising physician to choose from to ensure adequate PA supervision:
The supervising physician and PA shall conduct and document a medical records review meeting at least 10 times annually which may occur in person or by electronic communication.
The supervising physician shall supervise the care provided by the PA through a review of those cases or patients deemed appropriate by the supervising physician. The review methods used shall be identified in the delegation of services agreement, and may occur in person or by electronic communication.
Deems that compliance by a PA and supervising physician with this bill shall also deem compliance with specified regulations.
Creates the following additional mechanism for a supervising physician to ensure adequate supervision of the administration, provision, or issuance by a PA of a Schedule II drug order. If the PA has documentation evidencing the successful completion of an education course that meets specified standards, the supervising physician shall review, countersign, and date, within seven days, a sample consisting of the medical records of at least 20 percent of the patients cared for by the PA for whom the PA’s Schedule II drug order has been issued or carried out.
FISCAL EFFECT:
Unknown. This bill has been keyed “fiscal” by Legislative Counsel.
COMMENTS:
Purpose. This bill is sponsored by the California Academy of Physician Assistants. According to the Author, “Existing law, promulgated over 30 years ago, narrowly defines documentation of required supervision in the form of medical record
co-signature, established for use with paper medical charts, by the supervising physician for adequate supervision of the PA to be recorded. Existing law also authorizes either in-person or electronic supervision of a PA. Given this authorization, PAs are well suited to expand the access of care for the care team and may serve as the lead clinician on-site for the delivery of care. While established criteria for documenting supervision works well is some settings, it does not reflect or allow for documentation of supervision in many current models of team-based care.
“This bill is also needed to address an issue related to co-signatures on Schedule II medications. In August of 2014 the DEA published a final rule, effective October 6, 2014, following recommendations from the U.S. Food and Drug Administration (FDA) to up-schedule or reclassify hydrocodone combination products (HCP) from a Schedule III controlled substance to a Schedule II. The rescheduling of HCPs has had a significant impact, and unintended consequence, on some practices throughout California as existing law requires a 100% physician co-signature requirement on these medications within 7 days. This can be particularly challenging for practices that employ PAs to practice medicine in areas such as pain management, orthopedics, general surgery and several other practice types. The new ruling restricts the ability of a practice to fully utilize the PAs they employ as there is no other profession with prescribing privileges that has that level of mandate for documentation. Further, a co-signature mandate of 100% is overly burdensome for physicians in various practice types.
“Existing law requires a supervising physician to be available in-person or through electronic communication at all times when a PA is providing care for a patient. Given the many models of team-based care supervising physicians and PA often practice at different locations and lead PA run clinics as well as assume significant administrative responsibilities. In this context, a 100% mandate on co-signatures creates a barrier to efficient team-based care and stands to jeopardize access to appropriate treatment of pain for those patients with legitimate need.”
Background. A PA performs many of the same diagnostic, preventative and health maintenance services as a physician, but PAs are limited in practice to those duties delegated by a supervising physician. These services may include, but are not limited to, the following:
Taking health histories.
Performing physical examinations.
Ordering X-rays and laboratory tests.
Ordering respiratory, occupational, or physical therapy treatments.
Performing routine diagnostic tests.
Establishing diagnoses.
Treating and managing patient health problems.
Administering immunizations and injections.
Instructing and counseling patients.
Providing continuing care to patients in the home, hospital, or extended care facility.
Providing referrals within the health care system.
Performing minor surgery.
Providing preventative health care services.
Acting as first or second assistants during surgery.
Responding to life-threatening emergencies.
A PA must attend a specialized medical training program associated with a medical school that includes classroom studies and clinical experience. An academic degree and/or certificate is awarded upon graduation. Many PAs already have two- or four-year academic degrees before entering a PA training program. Most PA training programs require prior health care experience.
As of June 2013, there were 9,101 active California PA licensees.
Supervision. Existing law has very specific requirements for a supervising physician to delegate practice authority to a PA, and the supervising physician must be physically or electronically available to his or her PA at the time of treatment. In addition to this, a supervising physician must review, countersign, and date a sample of at least five percent of a PA’s cases within 30 days of treatment.
The Author argues that the five percent review requirement is outdated and unnecessary, given the close working relationship between PAs and physicians and existing delegation of service agreements and protocols. This bill provides two additional mechanisms for the supervising physician to choose from to ensure adequate PA supervision:
The supervising physician and PA shall conduct and document a medical records review meeting at least 10 times annually, which may occur in person or by electronic communication; or,
The supervising physician shall supervise the care provided by the PA through a review of those cases or patients deemed appropriate by the supervising physician. The review methods used shall be identified in the delegation of services agreement, and may occur in person or by electronic communication.
This bill also establishes an additional method to supervise a PA’s furnishing of Schedule II drugs. Current law requires a supervising physician to review and countersign a medical record within seven days of each PA’s issuance of a Schedule II drug order. According to the Author, this practice is also unduly burdensome and proposes that, if a PA has documentation evidencing the successful completion of an education course that meets specified Board standards, the supervising physician may instead review, countersign, and date, within seven days, a sample of at least 20 percent of the medical records for patients cared for by the PA for whom the PA’s Schedule II drug order has been issued.
Arguments in Support. The Sponsor of this bill, the California Academy of Physician Assistants, write, “With the implementation of the Patient Protection and Affordable Care Act, Covered California reported enrolling 3.4 million (1.4 through Covered CA plans and 1.9 in Medi-Cal) previously uninsured people in the first open enrollment year (2014). This bill recognizes the need to increase access to high quality, cost-effective and efficient team-based practice across all medical settings in order to meet the rising demand for health care services throughout the state.
“The physician/PA team is unique as PAs are licensed health professionals who practice medicine as members of a physician-led team, delivering a broad range of medical and surgical services at the direction of and under the supervision of his or her supervising physician. The supervising physician delegates to a PA specified medical tasks and procedures, consistent with his or her scope of practice, based on education, training and experience.
“Established over 30 years ago, existing law stipulates supervision criteria between a supervising physician and surgeon and the Physician Assistant (PA). It narrowly defines documentation of this required supervision in the form of the supervising physician co-signature on the medical record. SB 377 increases the options for documenting supervision between a supervising physician and PA would allow for flexibility at the practice level to reflect current models of team-based care.”
Prior Related Legislation. SB 1069 (Pavley, Chapter 512, Statutes of 2010) authorized a PA, pursuant to a delegation of services agreement, to order durable medical equipment, certify unemployment insurance disability, and for individuals receiving home health services or personal care services, after consultation with the supervising physician, approve, sign, modify, or add to a plan of treatment or plan of care. This bill also authorized PAs to conduct specified medical examinations and sign corresponding medical certificates for various individuals.
AB 3 (Bass, Chapter 376, Statutes of 2007) created the “California Team Practice Improvement Act” which deleted the prohibition on the authority of a PA to issue a drug order for specified classes of controlled substances if the PA has completed a specified education course, required a PA and his or her supervising physician to establish written supervisory guidelines and protocols, increased to four the number of PAs a physician may supervise, and specified that services provided by a PA are included as covered benefits under the Medi-Cal program.
AB 2626 (Plescia, Chapter 452, Statutes of 2004) removed the requirement for the supervising physician to review, co-sign and date each prescription written by a PA and limited the co-signature requirement to each Schedule II drug order written by a PA.
SUPPORT AND OPPOSITION:
Support:
California Academy of Physician Assistants (Sponsor)
Numerous individuals
Opposition:
None on file as of April 14, 2015.
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Bill Author
Bill Co-Author(s):