Checklist for Regularly Scheduled Series
(e.g., Grand Rounds)
At the beginning of the calendar year:
Prior to each session or group of sessions:
- Submit to the CME Office a complete list of each session or group of sessions that includes the following information: dates, topic titles, speakers, speakers' academic titles and affiliations, accompanied by the NCR approval form with Department Chair's signature.
- Identify at least one session per quarter that meets identified practice gaps and develop a pre- and post-survey for this session.
- Collect Faculty Disclosure Forms for each presenter/speaker. These must be completed, signed, and reviewed PRIOR to the start of each session.
- Complete an Identification and Management of Conflict of Interest form for any identified conflicts.
- Ensure that any promotional materials, including flyers, include the CME accreditation statement.
At each session:
- Provide disclosure information to the audience (for presenters and commercial support) verbally, via written announcement or in introductory PowerPoint slides.
- Track participants via a sign-in sheet.
- Administer pre- and post-survey for sessions meeting an identified practice gap (minimum once per quarter).
After each session:
- Compile sign-in sheet information to keep accurate attendance records for the series.
- Update the departmental file
- Documentation that disclosures were provided to the audience.
- Any promotional materials
- Evidence that identified conflicts were managed
Bi-annually:
- Distribute Session Evaluations and tally results.
- Provide handouts regarding linguistic access and cultural competency resources.
At end of year:
- Submit a list of participants, via the Excel template, to the CME Office.
- Schedule a site visit from the CME Office to review departmental files.
- Compile evaluation results and have Course Chair review the results.
- Tally pre- and post-surveys and submit summary to the CME Office.
- CME Office enters participants, generates letters of credit, and mails them to faculty members.
In addition to the above, for RSS's teleconferenced to remote sites in real time:
At each session:
- Designate an individual at the remote site to ensure disclosure information is provided to the audience (for presenters and commercial support) verbally, via written announcement or in introductory PowerPoint slides.
- Designate an individual at the remote site to track participants via a sign-in sheet.
- Designate an individual to administer pre- and post-survey for sessions meeting an identified practice gap (minimum once per quarter). Submit results to RSS coordinator for compilation.
Bi-annually:
- Designate an individual to distribute Session Evaluations and submit results to department RSS coordinator for compilation.
- Designate an individual at the remote site to provide handouts regarding linguistic access and cultural competency resources.