STEP-BY-STEP PROCESS FOR

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Rev. 02/06 6 EASY STEPS TO CERTIFICATION OF REGULARLY SCHEDULED CONFERENCES Step 1 – Contact the Duke Office of CME (DOCME) prior to planning • • The Client (Activity Medical Director or their designee) contacts DOCME to plan an educational activity for AMA PRA Category 1 CreditTM If desired, Client meets with DOCME to discuss requirements for AMA PRA Category 1 certified activities. Step 2 – Client provides DOCME with list of potential planning committee members and faculty (speakers, presenters, authors, etc). • The list should include the following for each person: First and Last Name, Degree(s), Affiliation, Title, Telephone/Fax, Email. (The purpose of this list is for DOCME to determine completion of CME Disclosure forms, which must done prior to syllabus approval.) Step 2A – Client reviews CME/CE Policies and/or enduring material located at http://docme.mc.duke.edu/Forms.htm - Independence & Disclosure - Joint/Co-sponsorship - Faculty Honoraria & Travel Reimbursement - Regularly Scheduled Conferences (RSCs) Step 3 – Client submits a completed Certification Request Form (CRF). • • CRF’s should be sent to DOCME three months prior to the date of the activity. DOCME reviews CRF to ensure completion within five business days. Step 4 – DOCME generates a compliance and fee agreement for the Client’s review and signature. • This document describes the services provided by DOCME and the client as well as associated fees for CME/CE Credit and transcripts. Step 5 – Client completes, signs, and returns the compliance and fee agreement to DOCME. • • Client receives a formal approval letter approximately 3 business days following receipt. The following documents (if applicable) are emailed to the Client with the approval letter: - Required Elements for Brochures, Syllabi, and/or enduring materials* - Grant Letter of Agreement (LOA) - Registration Template - Sign-in Template and/or CME Credit Attestation Form - Sample Evaluation, if requested *Note: Please submit grant letter(s) of agreement for review and DOCME signature as soon as possible. Both the commercial supporter and DOCME must sign the grant agreement prior to acknowledgement. Step 6 – Client submits the following to DOCME within 30 days after completion of the activity session • Copy of check Letter of Agreement (if applicable) • Pre/Post-activity checklist • • • Original sign-in sheets CME Disclosure Form (ADA) Grant Letter of Agreement (if applicable) • • • Announcement(s) (flyers, email, etc.) (if applicable) Non-Duke speaker CV (if applicable) Handout(s) (if applicable) Duke Office of CME • Tel: 919/401-1200 • Fax: 919/401-1213 • cme@mc.duke.edu • http://cme.mc.duke.edu

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