Visits

Guidance on visits, including assessments and outstanding competencies.

Summary table

 VISIT ONEVISIT TWOVISIT THREEVISIT FOUR
Suggested patient encounters

Minimum of 30 patient encounters before Visit one, including at least:

  • 10 refractions
  • 10 dispenses
  • 3 contact lenses (fits, aftercares or teaches)

Minimum of 175 patient encounters before Visit two, including at least:

  • 85 refractions, including one under-seven
  • 25 dispenses, including one under-seven
  • 30 contact lenses (fits, aftercares or teaches)
  • 1 other

Minimum of 400 patient encounters by Visit three, made up of at least:

  • 225 refractions, including three under-sevens
  • 50 dispenses, including three under-sevens
  • 65 contact lenses (fits, aftercares or teaches)
  • 5 others

Work towards completing all the required patient encounters and characteristics for Stage One. 

The total for sign off: 

  • 520 (460 for qualified DOs and 380 for qualified CLOs)
WhenAbout six weeks after you enrol on the SchemeAbout four months after enrollingAbout six months after enrollingSeven months+ (if needed and decided by your assessor)
WhereRemotely (online)Face-to-face in your practiceFace-to-face in your practiceEither virtual or face-to-face depending on outstanding competencies
DurationUp to two hoursUp to four hoursUp to four hoursUp to 3.25 hours for a remote visit and up to 3.5 hours for a face-to-face visit
During the visit

Your assessor will:

  • Assess 12 competencies (visit one framework) by reviewing your evidence and asking you questions
  • Check how you have completed your logbook and reflective learning portfolio so far
  • Ensure you and your supervisor are clear on your roles and preparation for future visits

Your assessor will:

  • Discuss your assessment plan with you
  • Assess a further 26 competencies (visit two framework) by reviewing your evidence and asking you questions
  • For some of these competencies, directly observe you interacting with a patient or performing a clinical skill on a patient or a simulated patient
  • Carry out a check of your patient records and anonymised patient records
  • Check your logbook and reflective learning portfolio
  • Review your performance with you and your supervisor and agree an action plan

Your assessor will:

  • Discuss your assessment plan with you
  • Assess a further 28 competencies (see visit three framework) by reviewing your evidence and asking you questions
  • For some of these competencies, directly observe you interacting with a patient or performing a clinical skill on a patient or a simulated patient
  • Check your logbook and reflective learning portfolio
  • Review your performance with you and your supervisor and agree an action plan
  • Agree the date of your fourth visit and decide whether this should be face-to-face or remote.

Your assessor will:

  • Discuss your assessment plan with you
  • Assess a further nine competencies (see visit four framework) by reviewing your evidence and asking you questions
  • Check your logbook and reflective learning portfolio
  • Carry out a check of your patient records and anonymised patient records
  • Check that you have completed the HES requirement
  • Review your performance and, if there are still outstanding competencies by the end of the visit, agree an action plan with you and your supervisor.
After the visit

You will receive your report and action plan. It will show:

  • Which competencies you have achieved, not achieved and not been assessed on
  • The evidence you need at your next visit

You will receive your report and action plan. It will show:

  • Which competencies you have achieved, not achieved and not been assessed on
  • The evidence you need at your next visit

You will receive your report and action plan. It will show:

  • Which competencies you have achieved, not achieved and not been assessed on
  • The evidence you need at your next visit

You will receive your report and action plan. It will show:

  • Which competencies you have achieved, not achieved and not been assessed on
  • The evidence you need at your next visit (if required)