CME Basics for RSS
v1.111020 1
CME BASICSfor
REGULARLY SCHEDULED SERIES (RSS)
Module 1:CME OVERVIEW
CME Basics for RSS
v1.111020 2
3
ACCME Accreditation
Baylor College of Medicine has been resurveyed by the Accreditation Council for Continuing Medical Education (ACCME) and awarded accreditation with commendation for six years as a provider of continuing medical education for physicians.
2019 – 2025
2013 – 2019
2007 – 2013
2000 – 2007
4
Continuing Medical Education
The educational activities that serve to maintain, develop, or increase the knowledge, skills, and professional performance and relationships a physician uses to provide services for patients, the public, or the profession. CME represents that body of knowledge and skills generally recognized and accepted by the profession as within the basic medical sciences, the discipline of clinical medicine, and the provision of health care to the public.
ACCME. Accreditation Council for Continuing Medical Education (ACCME®) and American Medical Association (AMA) Glossary of Terms and Definitions. http://www.accme.org/sites/default/files/011_20170421_Glossary_of_Terms.pdf. Downloaded November 5, 2020.
CME Basics for RSS
v1.111020 3
5
AMA Physician’s Recognition Award
The AMA only authorizes organizations that are accredited by the ACCME,referred to as accredited CME providers, to designate and award AMA PRA
Category 1 Credit™ to physicians.
6
Division of Continuing Professional Development (DCPD) is the central administrative office for continuing medical education (CME) activities, and coordinates and implements policies with input from the CME Standing Committee to ensure compliance with ACCME guidelines and standards.
CME Basics for RSS
v1.111020 4
7
Definitions and Terms
• Program of CME: The provider’s CME activities and functions taken as a whole.
• CME Activity: An educational offering that is planned, implemented, and evaluated in accordance with the ACCME Accreditation Criteria, Standards for Commercial Support, and policies; the AMA Physician’s Recognition Award CME credit system standards and policies; and the AMA Council on Ethical and Judicial Affairs pertinent opinions.
• Regularly Scheduled Series (RSS). A course planned as a series with multiple, ongoing sessions, e.g., offered weekly, monthly, or quarterly; and is primarily planned by and presented to the accredited organization’s professional staff. Examples include grand rounds, tumor boards, and morbidity and mortality conferences.
• Session: An educational offering within an RSS activity.
ACCME. Accreditation Council for Continuing Medical Education (ACCME®) and American Medical Association (AMA) Glossary of Terms and Definitions. http://www.accme.org/sites/default/files/011_20170421_Glossary_of_Terms.pdf. Downloaded November 5, 2020.
8
In Other Words . . .
Accreditor
Provider
CME Program
RSS Activity
Sessions
CME Basics for RSS
v1.111020 5
ANNUAL APPLICATION
10
Compliance Cycle
Annual Application
Documentation Compliance
RSS SessionsContinued Certification
Evaluation and Outcomes Assessment
CME Basics for RSS
v1.111020 6
Annual Application
• Series Director
• Series Coordinator
• Planning Committee Members (PCMs)
• Disclosure Forms
• Educational Elements
• Practice Gap / Educational Need
• Supporting Data / Sources
• Target Audience
• Educational Objectives
• Educational Methodology(ies)
• Core Competencies
• Logistics
• Frequency, Time, Location, Broadcast URL
12
Example ‐ Gap, Need, Goal
Describe how the overall activity plans to address the educational needs that underlie the professional practice gaps of the learners.
• This weekly conference features aims to discuss topics that align with our mission to create and apply knowledge through research, scientific discovery, and medical education, with innovation and compassion to advance healthcare for our patients.
• This upcoming year, we have identified three themes:• From evidence to clinical application (Ex: Updates in X, Review of new guidelines, etc.)• Patient safety/quality improvement (Ex: Innovative care models, Basic approach to QI, etc.)• Professional development and well‐being (Ex: Mentoring, Career advancement, professionalism, etc.)
CME Basics for RSS
v1.111020 7
13
Planning Committee and Disclosures
Planning Committee Members
John Smith, MD – Course Director
Jane Doe, MD
Steven Jones, PA
Emily Nguyen, MD ‐ Resident
• At least one member has no financial relationships.
• The disclosure for anyone who has financial relationships needs to be reviewed by the member with no relationships and signed on page 2 of the disclosure form.
• Interprofessional education• Include representatives on planning
committee and allow them to teach.• Include a student or resident
• Planning committee members stay consistent for the term of the approval.
14
Annual Application ‐ Approval
• Sent to Series Director and Series Coordinator
• Approved forms and templates• Announcement Flyer
Template• Disclosure Slide Template • Disclosure Form• Evaluation Form• Evaluation Summary
Spreadsheet• Policies and Procedures
CME Basics for RSS
v1.111020 8
Module 2:DISCLOSURES AND MANAGEMENT OF CONFLICTS OF INTEREST
16
ACCME: Fundamental Values
1. The CME industry’s interest in the health and well being of the public is more important than any economic interest.
2. Some economic interests of CME providers, or their agents, are substantial enough to be in conflict with this public interest.
3. If a conflict of interest is present, it must be managed in a manner that is in the best interest of the public.
ACCME. Financial Relationships and Conflicts of Interests. https://www.accme.org/accreditation‐rules/standards‐for‐commercial‐support/standard‐2‐resolution‐personal‐conflicts .
CME Basics for RSS
v1.111020 9
• A commercial interest is any entity
producing, marketing, re‐selling, or
distributing health care goods or
services consumed by, or used on,
patients.
• The ACCME does not consider
providers of clinical service directly to
patients to be commercial interests.
• Types of organizations considered to be free
to control the content of CME:
• 501‐C Non‐profit organizations
• Government organizations
• Non‐health care related companies
• Liability insurance providers
• Health insurance providers
• Group medical practices
• For‐profit hospitals
• For profit rehabilitation centers
• For‐profit nursing homes
• Blood banks
• Diagnostic laboratories
ACCME: Definition of Commercial Interest
18
Roles That May Result in Financial Benefits
• Employment
• Management position
• Independent contractor (including contracted research)
• Consulting
• Speaking and teaching
• Advisory committees or review panels
• Board membership
• Other activities from which remuneration is received, or expected
ACCME. Managing Conflicts of Interest. http://www.accme.org/news‐publications/publications/tools/managing‐conflicts‐interest‐ppt. Downloaded November 27, 2015.
CME Basics for RSS
v1.111020 10
19
Disclosure Form
Disclosure of Relevant Financial Relationships with Commercial Interests
Activity Name
Baylor College of Medicine (BCM) is accredited by the Accreditation Council for Continuing Medical Education (ACCME®) to provide continuing medical education for physicians. In order to ensure the independence of CME activities from commercial influence/promotional bias, the ACCME requires that providers must be able to demonstrate that: 1) everyone in a position to control the content of a CME activity has disclosed relevant financial relationships with commercial interests to the provider; 2) provider has implemented a mechanism to manage/resolve any conflicts of interest identified; and 3) financial relationships with commercial interests are disclosed to the learners prior to the beginning of the educational activity. The learners must also be informed if no relevant financial relationships exist.
Commercial Interest. Any entity producing, marketing, re‐selling, or distributing health care goods or services consumed by, or used on, patients, excluding providers of clinical services directly to patients. Refer to ACCME Standards for Commercial Support: Standards to Ensure Independence in CME ActivitiesSM.
Name Title
Affiliation:
Role(s): Director Planning Committee Member Faculty (Presenters, Moderators, Others)
20
Disclosure Form(Relationships & Personal Gifts)
CME Basics for RSS
v1.111020 11
21
Disclosure Form(Content Development: Attestation)
Disclosure: Acknowledgement/Agreement/Certification
1. I understand that circumstances create a conflict of interest when an individual has an opportunity to affect CME content about products or services of a commercial interest with which he/she has (or has had) a relevant financial relationship.
2. I understand that if I refuse to disclose relevant financial relationships with commercial interests, I will be disqualified from any role involved in the planning, management, presentation, or evaluation of this activity.
3. I agree to abide by the “content development” mechanism adopted by the Office of Continuing Medical Education
(OCME), the administrative unit delegated oversight and responsibility for the overall program of CME activities at BCM, to manage/resolve conflicts of interest:
Content will comply with the ACCME’s Content Validation Statements
All clinical recommendations for patient care will be based on best available evidence (practice guidelines, practice parameters, consensus statements/ recommendations, etc.)
A balanced view of therapeutic options will be given Benefits/risks/alternatives for drugs/devices will be given When possible, only scientific or generic names (not trade names) will be used when referring to products
Any unlabeled/off‐ label or investigational use of any drug/device, and any limitation on the information, such as data that are preliminary or that represent ongoing research, interim analyses, and/or unsupported opinion, will be disclosed to learners.
4. I understand that in some situations other mechanisms might be used to manage identified conflicts of interest. These mechanisms include, but are not limited to, altering an individual’s control over content or financial relationships with commercial interests. I agree to comply with all requirements as requested, e.g., submit educational materials in advance for peer review for balance and objectivity.
22
Disclosure (Management)
CME Basics for RSS
v1.111020 12
23
Department of Medicine Grand RoundsJuly 16, 2020
Financial DisclosureThe following are reports of relationships with commercial interests by those individuals who are in the position to
control the content of this activity.
Relevant Financial Relationships
None
No Financial Relationships
Planning Committee Members: Richard J. Hamill, MD; Chirayu Shah, MD; Stephanie Sherman, MD; Jefferson L. Triozzi, MD.
Presenter: John Doe, MD
Everyone Sign In Now
Using Your Cell Phone:
Text: 713.903.7277
Event ID: HXCMPI
Registration is open until 11:00 PM
Confidentiality Acknowledgement: This regularly scheduled series (RSS),planned by/presented to the institution's professional staff, is accredited byBaylor College of Medicine (BCM) for AMA PRA Category 1 Credit™ forphysicians. In connection with my participation in this RSS, I understand that Imay be exposed to patient information, research participant information,and/or proprietary information (collectively referred to as "ConfidentialInformation"). I agree to keep this information confidential and not to disclosethe information to any other person or entity unless in accordance withapplicable federal and state laws and the polices and procedures of BCMand/or its affiliated entities.
24
Pointers
• Prepopulate the series activity name and faculty member’s information before distribution.
• Encourage faculty to type in their information. Handwritten forms are often difficult to read (e.g., names of companies).
• Avoid acronyms. Spell them out.
• Disclosures with “no relationships” do not require the Series Director’s review/signature.
CME Basics for RSS
v1.111020 13
25
Commercial Support
• Commercial support (financial or in‐kind) is not allowed for RSS activities.
• CME Standing Committee. Effective July 1, 2011.
Baylor College of Medicine CME Standing Committee. Approved July 1, 2011.
Module 3: RSS PROCESSES and COMPLIANCE
A. DocumentationB. Documentation SubmissionC. EvaluationD. Deadlines and TimingE. Coordinator’s ToolkitF. Learner Tracking
CME Basics for RSS
v1.111020 14
Module 3A: Documentation
28
Documentation
Each Session
1. Announcement Flyer
2. Presenter(s) Disclosure Form(s)• Managed by the Series Director or the designated Planning Committee
Member if a conflict of interest has been identified
3. Disclosure Slide to Learners
Required
CME Basics for RSS
v1.111020 15
29
Announcement Flyer Template
30
Disclosure Form
CME Basics for RSS
v1.111020 16
Financial Relationships
Disclosure Slide Template
No Financial Relationships
32
Documentation
Each Session
1. Announcement Flyer
2. Presenter(s) Disclosure Form(s)• Managed by the Series Director or the designated Planning Committee
Member if a conflict of interest has been identified
3. Disclosure Slide to Learners
Required
CME Basics for RSS
v1.111020 17
33
Requesting Ethics / Pain Management Credit
• Ethics credit or pain management and opioid education credit requests must be submitted 30 days in advance. 1. Upload documents to Box
• Flyer with topic‐specific objectives• Presenter(s) disclosure form(s)• Disclosure Slide
2. Message DCPD via Box comments
Module 3B: Documentation Submission
CME Basics for RSS
v1.111020 18
35
Centralized Documentation
• Cloud‐based file sharing site
• Advantages• Keeps all files in one place accessible
anywhere from any device
• Allows for collaboration with comments, tagging, and notification settings
36
Folder Structure
CME Basics for RSS
v1.111020 19
37
File Naming Guidelines
ITEM NAMING CONVENTION EXAMPLE
Activity Session Folder ActivityNumber_MMDDYY 123_041520
Announcement Flyer ActivityNumber_MMDDYY_Flyer 123_041520_Flyer
Disclosure Form(s) ActivityNumber_MMDDYY_Disclosure_LastName 123_041520_Disclosure_Smith
Disclosure Slide ActivityNumber_MMDDYY_Disclosure Slide 123_041520_Disclosure Slide
38
Comments
CME Basics for RSS
v1.111020 20
39
Comments and Tagging
40
Requesting Ethics / Pain Management Credit
• Ethics credit or pain management and opioid education credit requests must be submitted 30 days in advance. 1. Upload documents to Box
• Flyer with topic‐specific objectives• Presenter(s) disclosure form(s)• Disclosure Slide
2. Message DCPD via Box comments
CME Basics for RSS
v1.111020 21
41
Pointers and Reminders
• Correct file naming ensures timely Box reviews and approvals
• Complete and timely documentation submission
Module 3C: Evaluation
CME Basics for RSS
v1.111020 22
43
Evaluation
• Performed twice a year
• Tools• Evaluation Form Template• Evaluation Summary Spreadsheet
Required
44
Evaluation Form
• Build the evaluation questions in an online platform• SurveyMonkey• Qualtrics• RedCap
• Send to session attendees
• 2‐3 weeks
• Summary report
CME Basics for RSS
v1.111020 23
45
Reminder
• Evaluation to occur twice a year
Module 3D: Deadlines and Timing
CME Basics for RSS
v1.111020 24
47
Medicine Grand Rounds
MAY
S M T W T F S
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
CME Docs DUE
CME Review
MEDICINE GRCME Review and Release of Event IDCredit
Reflected on Transcript
48
24‐Hour Rule
Materials provided <24 hours before the session is at risk of not being approved for credit.
Session Date Session Time Submission Date Submission Time Result
May 14 12:00 PM May 13 1:00 PM
May 14 12:00 PM May 13 11:00 AM
CME Basics for RSS
v1.111020 25
Module 3E: Coordinator’s Toolkit
50
Coordinator’s Toolkit
• Found in the main series folder.
• Contains all the documents and templates needed to manage a series.
• Allows access to the correct forms for the academic year.
• Updated annually and when necessary to ensure all documents and templates are current.
CME Basics for RSS
v1.111020 26
51
Coordinator’s Toolkit
Module 3F: Learner Tracking
CME Basics for RSS
v1.111020 27
53
CME Learning Management Platform
• Capabilities
• Text sign‐in
• Centralized Data Collection
• Comprehensive transcript
54
Learner Profile Setup Required
https://cpd.education.bcm.edu/
CME Basics for RSS
v1.111020 28
55
Step‐by‐Step Instructions
• Profile Setup
• All Learners
• Coordinator
• Sign‐In and Access Transcript
• Learners
• Download Enrollments
• Coordinator
56
Collecting and Matching the Data
Texting Sign‐in
713‐903‐7277
Event ID
Dedicated Phone Number
CME Database
Baylor
RSS Session
Learner
CME Basics for RSS
v1.111020 29
57
Department of Medicine Grand RoundsJuly 16, 2020
Financial DisclosureThe following are reports of relationships with commercial interests by those individuals who are in the position to
control the content of this activity.
Relevant Financial Relationships
None
No Financial Relationships
Planning Committee Members: Richard J. Hamill, MD; Chirayu Shah, MD; Stephanie Sherman, MD; Jefferson L. Triozzi, MD.
Presenter: John Doe, MD
Everyone Sign In Now
Using Your Cell Phone:
Text: 713.903.7277
Event ID: HXCMPI
Registration is open until 11:00 PM
Confidentiality Acknowledgement: This regularly scheduled series (RSS),planned by/presented to the institution's professional staff, is accredited byBaylor College of Medicine (BCM) for AMA PRA Category 1 Credit™ forphysicians. In connection with my participation in this RSS, I understand that Imay be exposed to patient information, research participant information,and/or proprietary information (collectively referred to as "ConfidentialInformation"). I agree to keep this information confidential and not to disclosethe information to any other person or entity unless in accordance withapplicable federal and state laws and the polices and procedures of BCMand/or its affiliated entities.
58
CME Transcript
CME Basics for RSS
v1.111020 30
59
Pointers and Reminders
• Encourage all attendees to text in regardless of need for credit.
Module 4:MAINTENANCE OF CERTIFICATION (MOC)
CME Basics for RSS
v1.111020 31
61
ACCME Program and Activity Reporting System (PARS) Participating Boards
61
62
Requirements
• To comply with MOC requirements, the activity must:• Be designated for AMA PRA Category 1 Credit™• Have content reviewed by two independent reviewers*• Demonstrate that the learner has participated in/completed an evaluation
• Requirements vary by specialty board
• Additional cost
• Additional documentation
* ABIM
CME Basics for RSS
v1.111020 32
63
Learner Assessment
• Providers are required to evaluate the impact of knowledge, strategies/skills, performance or patient outcomes
• Examples of evaluation or learner assessment:• Case Discussion• Written Responses• Audience Response System• Quiz• Table‐top Exercise• Simulation