Medical Ophthalmology CESR Portfolio Guide
Complete guide to the Medical Ophthalmology Portfolio Pathway: 12 Capabilities in Practice (CiPs), 3 evidence sections, and a 5-year currency window. Based on official GMC Specialty Specific Guidance, published by Joint Royal Colleges of Physicians Training Board (JRCPTB) and Royal College of Ophthalmologists.
SSG Version: June 2021
Capabilities in Practice (CiPs)
The Medical Ophthalmology SSG defines 12 Capabilities in Practice (CiPs) that Portfolio Pathway applicants must demonstrate competence in.
Able to function successfully within NHS organisational and management systems
- Aware of, and adheres to, the GMC professional requirements
- Aware of public health issues including population health, social determinants of health and global health perspectives
- Demonstrates effective clinical leadership
- Demonstrates promotion of an open and transparent culture
- Keeps up to date through learning and teaching
- Demonstrates engagement in career planning
- Demonstrates capabilities in dealing with complexity and uncertainty
- Aware of the role and processes for commissioning
- Aware of the need to use resources wisely
Able to deal with ethical and legal issues related to clinical practice
- Aware of national legislation and legal responsibilities, including safeguarding vulnerable groups
- Behaves in accordance with ethical and legal requirements
- Demonstrates ability to offer apology or explanation when appropriate
- Demonstrate ability to lead the clinical team in ensuring that ethical and legal factors are considered openly and consistently
Communicates effectively and is able to share decision making, while maintaining appropriate situational awareness, professional behaviour and professional judgement
- Communicates clearly with patients and carers in a variety of settings
- Communicates effectively with clinical and other professional colleagues
- Identifies and manages barriers to communication (e.g. cognitive impairment, speech and hearing problems, capacity issues)
- Demonstrates effective consultation skills including effective verbal and non-verbal interpersonal skills
- Shares decision making by informing the patient, prioritising the patient’s goals and wishes, and respecting the patient’s beliefs, concerns and expectations
- Shares decision making with children and young people
- Applies management and team working skills appropriately, including influencing, negotiating, re-assessing priorities and effectively managing complex, dynamic situations
Is focused on patient safety and delivers effective quality improvement in patient care
- Makes patient safety a priority in clinical practice
- Raises and escalates concerns where there is an issue with patient safety or quality of care
- Demonstrates commitment to learning from patient safety investigations and complaints
- Shares good practice appropriately
- Contributes to and delivers quality improvement
- Understands basic Human Factors principles and practice at individual, team, organisational and system levels
- Understands the importance of non-technical skills and crisis resource management
- Recognises and works within limit of personal competence
- Avoids organising unnecessary investigations or prescribing poorly evidenced treatments
Carries out research and manages data appropriately
- Manages clinical information / data appropriately
- Understands principles of research and academic writing
- Demonstrates ability to carry out critical appraisal of the literature
- Understands the role of evidence in clinical practice and demonstrates shared decision making with patients
- Demonstrates appropriate knowledge of research methods, including qualitative and quantitative approaches in scientific enquiry
- Demonstrates appropriate knowledge of research principles and concepts and the translation of research into practice
- Follows guidelines on ethical conduct in research and consent for research
- Understands public health epidemiology and global health patterns
- Recognises potential of applied informatics, genomics, stratified risk and personalised medicine and seeks advice for patient benefit when appropriate
Acts as a clinical teacher and clinical supervisor
- Delivers effective teaching and training to medical students, junior doctors and other healthcare professionals
- Delivers effective feedback with action plan
- Able to supervise less experienced trainees in their clinical assessment and management of patients
- Able to supervise less experienced trainees in carrying out appropriate practical procedures
- Able to act as a clinical supervisor to doctors in earlier stages of training
Managing and leading a multidisciplinary medical ophthalmology team, including management of an outpatient clinic and injection list
- Demonstrates professional behaviour with regard to patients, carers, colleagues and others
- Triage, risk assess and prioritise patients appropriately (OST)
- Apply management and team working skills appropriately, including understanding the perspectives of others, negotiating, re-assessing priorities and effectively managing complex dynamic situations (OST)
- Collaborates with members of the multidisciplinary team in different ophthalmic and medical specialties, including radiology and laboratory based specialties
- Participates in internal and external quality assurance
- Remains updated and implements pathways on treatment protocols for ocular conditions including intravitreal therapy.
- Works to optimise resources, train other health professionals and ensure maximal safety and efficiency when running injection lists and clinics.
Diagnosis and management of acute medical ophthalmology emergencies
- Demonstrates professional behaviour with regard to patients, carers, clinical and non-clinical colleagues
- Be an effective supervisor, teacher and trainer of urgent eye care (OST)
- Triage, risk assess and prioritise patients appropriately (OST)
- Performs accurate clinical examinations
- Shows appropriate clinical reasoning by analysing physical and psychological findings
- Formulates an appropriate differential diagnosis
- Formulates an appropriate diagnostic and management plan, taking into account patient preferences and the urgency required
- Appropriately selects, manages and interprets investigations
- Manage the complexity and uncertainty of urgent eye care (OST)
- Understand and employ current accepted practice and recognise the need for sub-specialty input (OST)
- Communicate and deliver feedback to referrers and patients to support integrated health care (OST)
- Identify and treat patients with systemic disease presenting with urgent eye or visual symptoms
- Liaises with other medical specialties for patients with complex medical conditions
Diagnosis and management of patients with medical ophthalmic conditions, including those with complex conditions, long term conditions and those on immunosuppressants
- Triage, risk assess and prioritise patients appropriately (OST)
- Demonstrates professional behaviour with regard to patients, carers, clinical and non-clinical colleagues
- Delivers patient centred care including shared decision making
- Demonstrates effective consultation skills (including when in challenging circumstances)
- Formulates an appropriate diagnostic and management plan for medical ophthalmology conditions, taking into account patient preferences
- Interprets systemic investigations appropriately including laboratory results
- Interprets and utilises ophthalmic imaging appropriately.
- Explains clinical reasoning behind diagnostic and management plan, taking into account patient preferences
- Demonstrates appropriate and timely liaison with other medical specialty services when required with other specialties and participates in the multidisciplinary teams relevant to patient care
- Appropriate management of local and systemic treatment for medical ophthalmic conditions, including management of immunosuppression. Ensures appropriate counselling, patient information and primary care shared care liaison
- Remains up to date with developments in the fields of inflammatory eye disease, medical retina and neuro-ophthalmology, as well as other relevant medical and ophthalmological specialties and subspecialties.
- Demonstrates effective specialised management techniques for those with special needs (OST)
Managing perioperative care of medical ophthalmological patients
- Demonstrate an understanding of ophthalmic surgical procedures and understand the principles for selecting treatment (OST)
- Risk stratify and prioritise patients for surgery appropriately (OST)
- Refer appropriately for ophthalmic surgery
- Manage patients with ocular inflammation, orbital inflammation and retinal disease undergoing ocular surgery including pre and post-operative care
- Manage complications of cataract surgery (OST) and refer for surgical review appropriately
- Formulates and communicates an appropriate management plan taking into account patient preferences.
- Liaises and co-ordinates operating arrangements with members of the theatre, surgical and medical ophthalmology teams
Competent in all procedural skills for medical ophthalmology as defined by the curriculum
- Demonstrates competence in all procedures as defined by the curriculum
- Carries out an indicative number of procedures and achieves independent competence
- Maintain appropriate audits of practice (OST)
- Practice in line with latest evidence (OST)
- Understands the indications and evidence base for carrying out procedural skills
- Understands and demonstrates safe use of lasers
- Follows local Intraocular and periocular injections protocols
- Apply mental capacity legislation in clinical practice (OST)
Managing medical, ethical and social issues of visual impairment
- Recognises the visually impaired patient
- Refers appropriately to low vision and vision support services, including registration for a certificate of visual impairment
- Communicates effectively with patient and carers and demonstrates compassionate professional behaviour
- Understands the psychological consequences of visual impairment and the management of patients and families affected
- Follows DVLA guidelines and advises patients on visual requirements for driving
Evidence Requirements
The SSG specifies 3 evidence sections. Each section describes what evidence to provide and how to present it.
Evidence of training and qualifications
Substantial primary evidence for any previous training towards a medical qualification should only be submitted if the training is directly relevant to your capabilities and dates from the past five years.
What to provide
- Primary medical qualification (PMQ)
- Specialist medical qualification(s) - MRCP(UK) or equivalent, FRCOphth Part 1 or equivalent
- Recent specialist training curriculum or syllabus
- Specialist registration outside the UK
- Other relevant qualifications and certificates
How to present
Authenticated copies where required, mapped to the curriculum.
Evidence of employment in posts and duties (including training posts)
Evidence to confirm your employment history and duties.
What to provide
- Employment letters and contracts of employment
- Job descriptions
- Rotas (samples from the last three years)
- Departmental/ Unit annual caseload statistics
- Appraisal (annual appraisals, revalidation portfolio, or alternative forms of appraisal)
How to present
Information must match your CV.
Other evidence
Evidence to be included in the portfolio of evidence to demonstrate capabilities.
What to provide
- Appraisal
- Reflective diaries/ evidence of self-reflection
- Supervisor report (e.g., MCRs)
- Logbooks
- Training events (courses, study days, meetings)
- Evidence of seeing patients
- Academic activities
- Management activities
- Structured reports
- Continuing Professional Development (CPD)
How to present
Grouped and uploaded according to the online application structure.
Critical Conditions
The SSG requires evidence of managing 7 critical conditions at specified competence levels.
| Condition | Assessment Type | Min Level |
|---|---|---|
| Adult uveitis | CBD/CEX | 4 |
| Medical retina (to include age-related macular degeneration, diabetic retinopathy and diabetic retinal screening) | CBD/CEX | 4 |
| Neuro-ophthalmology | CBD/CEX | 4 |
| Corneal inflammation | CBD/CEX | 2 |
| Paediatric uveitis | CBD/CEX | 2 |
| Corneal inflammatory disease | CBD/CEX | 2 |
| Orbital inflammation to include thyroid eye disease | CBD/CEX | 2 |
Index Procedures
14 index procedures require procedural-based assessments (PBAs) with specified minimum assessors and competence levels.
| Procedure | Category | Min PBAs | Min Assessors | Min Level |
|---|---|---|---|---|
| Remove corneal foreign body | — | — | — | |
| Punctal plugs | — | — | — | |
| Remove sutures from eye and adnexae | — | — | — | |
| Fit a bandage contact lens | — | — | — | |
| Irrigation and debridement of ocular contaminants | — | — | — | |
| Corneal scrape | — | — | — | |
| Botox periocular injection | — | — | — | |
| Yag laser capsulotomy | — | — | — | |
| Peripheral laser iridotomy | — | — | — | |
| Intravitreal injection | — | — | — | |
| Intravitreal implant | — | — | — | |
| Periocular steroid injection | — | — | — | |
| Macular laser | — | — | — | |
| Panretinal photocoagulation | — | — | — |
Knowledge Requirements
Primary Path
Evidence of completion of full MRCP(UK) or equivalent test of knowledge AND completion of FRCOphth Part 1 or equivalent.
Alternative Path
Alternative tests of knowledge are acceptable for applicants demonstrating alternative core capabilities in core Ophthalmology.
Ensure you have evidence demonstrating core medical knowledge and application of this knowledge in practice to the level of two years of Internal Medicine stage 1 training.
Referee Requirements
Referee Reports Required
last 12 months
- trainers and supervisors
- consultants who have worked with you
Volume and Assessment Targets
The SSG specifies minimum volume and assessment targets for this specialty.
Direct Observation of Procedural Skills (DOPS)
Evidence of procedural competence
Quality Improvement Project Assessment Tool (QIPAT)
Active involvement in service audit or development projects
Patient Survey (PS)
Formal patient feedback (approx 15 patients)
Teaching observation (TO)
Observation of teaching
Multi Source Feedback (MSF)
Anonymous feedback exercise (approx 15 colleagues, max 4 doctors)
Supervisor report (MCR)
Reports from trainers and supervisors
Currency Window & Evidence Volume
Currency Window
Years
Evidence of your recent practice (i.e. less than five years old) will be given more weight, as it reflects current capabilities.
Evidence Volume
around 100 electronically uploaded documents
Additional Notes
All your evidence, other than qualifications you’re getting authenticated, must be accompanied by a proforma signed by the person who is attesting to the validity and accuracy of your evidence (your verifier).
You must anonymise your evidence before you submit it to us. You must remove: All patient identifying details, Details of patients’ relatives, Details of colleagues that you have assessed, written a reference for, or who have been involved in a complaint you have submitted.
You should provide DOPS evidence for intravitreal injection, intravitreal implant, macular laser and panretinal photocoagulation.
Evidence of competence in refraction which may include clinical rating scale refraction completed twice with different examiners or the Royal College of Ophthalmologist Refraction certificate.
Frequently Asked Questions
What is the Medical Ophthalmology CESR portfolio?
How many framework units does Medical Ophthalmology require?
What evidence is required for Medical Ophthalmology specialist registration?
How long is the currency window for Medical Ophthalmology?
What index procedures are required for Medical Ophthalmology?
Related Specialties
Start Your Medical Ophthalmology Portfolio
Map your evidence to the Medical Ophthalmology framework, track readiness, and export your GMC submission.
