Coordinator Dashboard

MANAGING ACCREDITATION

The following is an outline of the process and important resources to assist course planners with the planning and implementation of accredited continuing education activities.

Please allow a 5 business day turnaround for documentation requiring CCEHS review and approval.

Section One: Pre-course

A. Management of Conflicts of Interest (COI)
As part of the application process, you were required to submit COI Disclosure Forms for the planning committee and a COI Grid for Planning Committee (if applicable). In addition to managing COI for the planning committee, you are required to manage the COI for speakers anyone else in control of content. For this reason, it is important for you to review the Management of COI guidelines, http://cce.upmc.com/coi.

IMPORTANT NOTE: As noted in the guidelines and on the COI Disclosure Form, an employee or owner of a commercial interest (ineligible company) or an individual with private stock are ineligible to participate in the planning or as a presenter if the content is related to the business lines of the company, regardless of whether the company is mentioned in the presentation. For this reason, if an individual is an employee/owner or identifies private stock, confirm that it is accurate. If it is, to be considered for an exception, please reach out to your CCEHS contact as soon as possible.

COI Disclosure Form_2025
NEW Management of COI Grid_2025.pdf
NEW Management of COI Grid_2025_Small Course

B. Guidelines on Receiving Support from an Ineligible Company (Commercial Interest) - most commonly Grants and Exhibits
*If you are not soliciting external funding, skip this section. Note: Tuition is not considered external funding in this instance.
Please review the guidelines PRIOR TO soliciting funding. There are strict guidelines and timeline requirements.

C. Marketing
Marketing includes all promotional materials or announcements. All marketing materials require CCEHS review/approval prior to release.

Marketing Guidelines for Course Contacts

D. Registration System
The CCEHS registration system offers the functionality to collect registration income and manage enrollments. To view an example, visit https://cce.upmc.com/2023-pulmonary-conference. The registration system includes features such as a confirmation email and enrollment reports. If you are opting to use the CCEHS registration system:

Prior to opening the registration page, your CCEHS contact will need the following information:

Agenda (including breaks, start time and adjournment)
Faculty List including credentials
Cancellation Policy
Registration fees/categories
Accounting information (please work with your CCEHS contact)

To get started, please answer the following questions (copy and paste in an email to your CCEHS contact).

As part of the process, you will receive a direct link to the course to be used for marketing purposes. In addition, do you want the activity to be posted on the CCEHS catalog for anyone to access?
What date do you want to close registration?
Do you need to include any enrollment questions (e.g., breakout sessions, dinner options, etc.)?
Do you have an image you want to include on the landing page?

E. Additional Requirements: ACPE (Pharmacy), ASWB (Social Work), APA (Psychology) Credit, if applicable
If the following types of credit were requested through the application process, review the additional requirements early in the planning process.

ACPE (Pharmacy) Credit:

The activity must include the direct input of a pharmacist.
Pharmacists will not receive credit if they do not provide their NABP # in their learner profile. It is the learner's responsibility to ensure the information provided is accurate
Approval remains pending until a pharmacist on the planning committee submits the ACPE Credit Worksheet https://cce.upmc.com/acpe . After reviewing, you will be notified of the final approval status.

ASWB (Social Work) Credit:

The activity must include the direct input of a social worker.
Topics must be pertinent to social work theory, methods, and practice and reflect current research and best practices and clearly fall within the scope of practice for social workers
The activity must be at least one hour in length.
ASWB Credit is not award for an Enduring Material activity type.
Approval remains pending until a social worker on the planning committee submits the ASWB Credit Worksheet https://cce.upmc.com/sw_worksheet . After reviewing, you will be notified of the final approval status.

APA (Psychology) Credit:

For the purposes of APA credit, an “activity” is the same as a presentation, session or module. An activity is not a multi-topic conference. It is an individual session or presentation.
The activity (each presentation) must include the direct input of a psychologist.
The activity (each presentation) must be at least one hour in length.
Each presentation for which credit is awarded must have its own stated learning objectives and each session must be evaluated separately.
Activity topics must be relevant o psychological practice, education, and/or science and the content must be at a level that builds upon a completed doctoral program in psychology.
Approval remains pending until a psychologist on the planning committee submits the APA Credit Worksheet, https://cce.upmc.com/apa_worksheet. After reviewing, you will be notified of the final approval status.

F. Additional Requirements: Enduring Materials (Self-Study), if applicable

Please note, a separate application is required for recorded content and other self-study enduring materials. Approval of a live activity does not carry over to recorded content.

G. Audience Disclosure

The audience must be provided specific information prior to engaging in the activity and must be in a format that can be maintained. It is acceptable to provide this information to the audience on the day of the activity, however, it must be reviewed/approved by CCEHS at least 5 days prior to the start of the activity.

Audience Disclosure Instructions for Course Contacts

A common option for complying with this requirement is to incorporate the information in the PowerPoint (PPT) slides. This is most useful for smaller courses with one or two speakers. The following PPT templates (UPMC, University of Pittsburgh or No Branding) are optional and include the required information. Please edit accordingly and reformat as needed.

H. Fees
Upon review of the application, your CCEHS contact will provide notification of the fee and an invoice, if applicable. For example, fees may apply in the following scenarios:

If an activity is jointly provided by an outside organization
If an activity receives external funding (e.g. tuition, educational grants, exhibits, etc.)
Use of the registration system to collect income

Section Two: Day of the Live/Virtual Live Activity

I. Managing Enrollment, Attendance and Awarding Credit
Enrollment is the process for recording attendance. This is an important step because the attendee will not be able to claim credit until they are enrolled. As the contact for this course, you will work with your CCEHS contact to determine the most appropriate option and you will be responsible for providing the learners with instructions.

Managing Enrollment and Attendance.pdf

How do learners enroll in activities (will not be able to claim credit until they are enrolled)?

How do learners claim credit?

Section Three: Post-Course

J. Final course budget, if applicable
A final course budget is required if you received external funding such as grants or exhibits. Your CCEHS contact will confirm if you are required to provide a course budget.

CCEHS Course Budget Template

K. Access reports (e.g., evaluation, enrollment, order)
Your CCEHS contact will provide you with the necessary reports or access to view/download reports, as applicable.