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1 ACCEA FORM A (Application Form) Employer-Based Award CLINICAL EXCELLENCE AWARDS SCHEME APPLICATION FORM 2012 Round It is the consultant s responsibility to ensure that this form is fully completed all boxes to be completed Surname: Morgan Employer(s) name(s) with number of sessions per employer (Lead NHS employer first) University Hospitals of Morecambe Bay NHS Foundation Trust Part 1 to be completed by the applicant Forename: Professional Title: Simon Mr List of consultant appointments in date order Consultant Ophthalmologist, Blackpool Victoria Hospital, Blackpool. April 2005 Consultant Ophthalmologist, University Hospitals of Morecambe Bay. July 2011 Application type: Level applying for: New CEA Level 6 Accredited Specialties (main first) Ophthalmology Year appointed to the consultant grade 2005 Primary Medical Qualification (Date and Institution) MB BCh 1992 University of Wales Current level CEA LEVEL 4 Year awarded 2013/14 Ethnic origin British Subsequent Qualifications (Date and Institution) BSc Physiology 1989 University of Wales MRCP(UK) 1995 FRCSEd 1998 FRCOphth 1999 Preferred address for correspondence GMC/GDC Reg No Work tel (Direct Line) simon.morgan@mbht.nhs.uk You cannot fill this form out without using the Guide to the Scheme, to which you must adhere strictly PERSONAL STATEMENT Give up to four examples that summarise your achievements. These should be since your last award. (Box limited to 1350 characters). My principle achievement since my last award has been manging the rapid expansion of the Macular services and Age-related Macular Degeneration (AMD) clinics at the Trust. This has involved recruiting and training Medical and Non-medical staff in a variety of roles, some of which are non-traditional. The considerable growth in income from the Service supports other Trust activities. We are regarded as an example of best practice in Teamwork for the Trust. Since my last award, I would therefore particularly highlight:- 1. Development of the AMD Virtual Clinic with a 50% increase in the number of patients seen by a doctor per clinic 2. Introduction of Ocriplasmin treatment for Vitreo-Macular Traction preventing the need for patients to travel to Liverpool 3. Successfully attracting additional Pharmaceutical industry research trials for the Macular Unit 4. The development of Nurse-led Macular Injections, and Optometrist assessors, freeing up doctors to see additional patients The timing of my recruitment by the Trust from Blackpool and my wife's illness prevented several earlier CEA applications. I still hope to regain the equivalent Award level as if I'd remained in my Blackpool post. 1

2 JOB PLAN List agreed programmed or other activities relevant to the NHS. The Plan should itemise the number of remunerated direct clinical care PAs, the number of remunerated supporting PAs (SPAs), the number of other remunerated sessions / PAs for activities described in this application with a description of what these are, and also list unremunerated activities. (Box limited to1350 characters). My job plan includes the following paid activities (12 PA's) - 2 general clinics, 1 new patient Medical Retina clinic, 3 intra-vitreal injection clinics, 1 laser clinic, the AMD Virtual Clinic plus Clinical Lead administration, audit, research, reading, travel, and teaching. My typical working week starts with my preclinc meeting at 0830 before the Macular clinic begins. I have lunch in my 'office' and offer informal teaching to junior staff before the afternoon new patient clinic. Medical Students sit in on clinic and given informal teaching and careers advice. Tuesdays are reserved for the AMD Virtual Clinic, Clinical Lead administration, audit and pharmaceutical industry research. Wednesdays involve the high volume Macular Injection clinic all day. Thursdays start at 0830 with administration before the general ophthalmic clinic at Working lunch with Optometrist teaching is followed by a second general clinic. One Thursday a month I perform laser treatments at the RLI. Fridays mornings I undertake Macular administration, teach at Lancaster University, then travel to Blackpool for a Private Patient clinic in the afternoon. Saturday Macular Clinic's are held twice a month at present to maintain adequate capacity. Domains If you are applying for levels 1-9 you can include additional information for Domain 3 OR Domain 4 OR Domain 5. Please provide additional information for one domain only. DOMAIN 1: DELIVERING A HIGH QUALITY SERVICE (see Guide) (Box limited to 1350 characters). I have developed the intravitreal clinics using the protocols outlined in pivotal studies which provided data on the effectiveness of treating Macular Degeneration (AMD), Diabetic Macular Oedema, Retinal Vein Occlusions and Macular Hole. Treatment criteria follow the extensive NICE guidance in AMD TA294,155 Diabetic Retinopathy TA 346,349,274 Retinal Vein Occlusion TA 305, 229, 283 A new external review looking at improving clinic flow has just been completed (Novartis). Audit data from the clinic demonstrates that our outcomes compare well with the national average, but improvement is still needed in bringing down time from symptom onset to first treatment (34 days). I have trained two clinic nurses in intravitreal injections to meet this need. A new audit on the introduction of Ocriplasmin has just been completed and presented in the regional audit meeting in Dumfries November This demonstrated outcomes equivalent to the pivotal MIVI trial. I am responsible for leading the team who treat Macular Degeneration for a large geographic area in Cumbria and North Lancashire. 360 degree appraisal showed excellent colleague approval over all indicies. Recent Patient/User Feedback survey showed excellent results across all parameters. Prospective recording of serious adverse treatment events showed 1 event in 4 years. DOMAIN 2: DEVELOPING A HIGH QUALITY SERVICE (see Guide) (Box limited to 1350 characters) Maintaining adequate capacity is a prerequisite for quality in the Macular Clinic; vision may suffer when appointments are unavailable. Novel ways to increase capacity whilst ensuring high quality services are being developed:- I have trained an Optometrist to assess additional patients alongside doctors in clinic so increasing capacity by 33% I have also developed a training program for 'nurse led' eye injections and the first two nurses recently completed an external certification process. This will provide much needed additional capacity. I have developed an AMD Virtual Clinic where patients can attend for imaging and investigations which are subsequently reviewed and outcomed by myself as Consultant. This has already resulted in a 50% increase in a clinic capacity, and is now planned to role out to the RLI and FGH also reducing patient travel to the WGH 'hub'. Together with the IT dept, I have developed a 'paperlite' macular clinic which successfully launched in September All stages of the clinic visit are now solely recorded electronically on Lorenzo. I developed dedicated Diabetic Retinopathy clinics in each Trust site to meet the needs of the National Service Framework. I have introduced local treatment for Vitreo-Macular Traction reducing the need for patients to travel to Liverpool for surgery. 2

3 DOMAIN 3: MANAGING AND LEADING A HIGH QUALITY SERVICE (see Guide) (Box limited to 1350 characters) If a candidate at any national level completes form F to illustrate their leadership and management achievement it is not necessary to fill in domain 3; simply enter see form F. I am the Trust Clinical Lead for Age-Related Macular Degeneration with responsibility for managing and developing the macular degeneration services for the region. I chair regular meetings with all local trust stakeholders where staff can offer suggestions and solutions to issues that have arisen in the service. Clinical Lead's are responsible for creating effective teams, and the my Team has recently been recognised by the Trust as an example of best practice. I was interviewed about the mangement of a team for the Trust's web homepage. I have managed the expansion of the local service from just myself to its current clinical staffing of two Consulants, six Assoc.Specialists and an Optometrist. Two Nurse Injectors will join us shortly. I maintain continuing contact with the local Clinical Commissioning Groups to ensure that the regional objectives for the service are met in full. I have developed good working relationships with local and regional CCG staff. This has recently led to the introduction of 'Blueteq' recording of high cost drugs to meet CCG requirements. In addition I engauge with divisional management to forward plan our response to escalating demands for the macular service. I was pleased to be runner up for 'Doctor of the Year' by the Trust for the second consecutive year. DOMAIN 4: CONTRIBUTING TO THE NHS THROUGH RESEARCH AND INNOVATION (see Guide) (Box limited to 1350 characters) If a candidate at any national level completes form D to illustrate their research achievement it is not necessary to fill in domain 4; simply enter see form D. My research continues to be clinically orientated, and directed towards improving patient treatment and cost effectiveness in Medical Retina diseases. Since joining the Trust I have sought to establish the Macular Unit at Westmorland General as a research centre for pharmaceutical industry sponsored studies with their important income generation. I am currently carrying out the only income generating commercial studies in my department, and I have therefore had to develop close links with the Trust R+D team. Since my last award, I have completed two Pharmaceutical Industry sponsored trials:- CONSTANCE - Safety and Efficacy of Ozurdex in Retinal Vein Occlusions (Allergan) MeMo - Burden of disease in Vitreo-Macular Traction (Alcon) I continue to actively seek further Industry sponsored studies and have recently been successful at recruiting a new pharmaceutical company (Bayer) to place a studies at the Westmorland General Hospital Macular Clinic. The DRAKO study (Bayer) is looking at the use of Aflibercept in Diabetic Macular Oedema and started recruitment in The AZURE study looks at two regimens for Intra-vitreal Aflibercept treatment in Age-related Macular Degeneration Within the last 5 years, indicate how many publications you have had, how many of these were in peer reviewed journals and list the 3 most important ones. No other text is allowed. (Text limit 1350 characters) 1. "Prevalence of Metamorphopsia in Patients with Vitreomacular Traction, with or without Macular Hole, and its Impact on Quality of Life: The Memo Study" Value in Health 19:3;126 (May 2016) (as Principle Investigator) 2. "A Long-Term Safety Study of OZURDEX in Clinical Practice" CONSTANCE study publications in the Press (as Principle Investigator) 3

4 DOMAIN 5: CONTRIBUTING TO THE NHS THROUGH TEACHING AND TRAINING (see Guide) (Box limited to 1350 characters) If a candidate at any national level completes form E to illustrate their teaching and training achievement it is not necessary to fill in domain 5; simply enter see form E. I am continuing to expand the scope of teaching within the Ophthalmic Dept and with Lancaster University. I am now a Tutor in Communication Skills at Lancaster University Medical School delivering a year long programme to Year 1 students in Doctor/Patient communication. I teach 3 rd year medical students each week in clinic not just in basic ophthalmic skills but also hopefully encourage aspirations in all fields. I supervise SAMP programs in Ophthalmology for interested students and I'm supervising a Year 5 student at present. I am an OSCE examiner for Lancaster University in medical skills, and am a member of the panel interviewing prospective Medical Students for entry to the University. I train Nursing staff in multi-disciplinary roles for running a Macular Clinic. This included teaching research based vision measurement protocols, Ocular Coherence Tomography, and Ocular Intra-vitreal Injections. I lecture regularly to internal and external professionals including other Ophthalmologists and independent Optometrists. I provide regular talks to local Voluntary sector patient bodies including the Carnforth Macular Society and South Lakes Society for the Blind. Verification of Completion I declare that to the best of my belief this information is accurate and I am not aware of any disciplinary or professional conduct and performance issues against me Full Name Signature : Simon James Scott Morgan (The applicant needs to print a hard copy, which needs to be signed and retained.) Assessment by domain For each of the domains please indicate your assessment of the candidate in terms of contribution to work for the primary employer and the wider environment of health care locally, eg in the SHA or Deanery. You are not asked to judge national or international contributions, for which ACCEA will receive advice separately. X No contribution in this domain U Has not delivered contractual obligations at a level expected C Delivers contractual expectations at a level expected P Some aspects of delivery have been clearly over and above expectations E Outstanding delivery of service Domains Please give your reasons if you have marked any domain U, P or E (box limited to500 characters) 4

5 GIVE YOUR ASSESSMENT OF THE CANDIDATE OVERALL FOR THIS LEVEL OF AWARD (Please give your reasons for your assessment of the candidate box limited to 500 characters) a) Is the consultant to the best of your knowledge working to the standards of professional and personal conduct required by the GMC and/or the GDC? Has the consultant during the last 12 months b) had a formal appraisal c) agreed his/her job plan d) fulfilled his/her contractual obligations e) complied with the private practice code of conduct? f) Are you aware of any actual or potential disciplinary or professional proceedings inside or outside the Trust? If the answer to (a-e) is No or the answer to (f) is Yes, further details must be supplied. (Box limited to about 500 characters) Name of person completing this form: Position Held: I, as Chief Executive, certify that the contents of Part 2 are accurate. The comments represent the considered opinion of the employer. Chief Executive Name: Direct Line tel: Direct address: Date: Chief Executive of: Signed by Chief Executive Note to Chief Executive: Please sign personally and date the copy which the candidate will retain. 5

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