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.