• Multi Day Activities: Submit at least 60 days before the activity start date
• Single Day Activities: Submit at least 45 days before the activity start date

• Interprofessional activities must include healthcare professionals from two or more professions.
• Single profession activities require representation from that profession.

• A Disclosure of Financial Relationships Form is required for all planners of clinical CE activities. Planners for verified non-clinical topics are not required to complete a disclosure form.
• Before you begin, ensure you have the names and email addresses for all planners for your proposed CE activity.
• All disclosure information is submitted through the faculty dashboard in Ethos.
  We no longer use Microsoft Forms to collect disclosures. After you submit your Request for CE with planner names and emails, planners who must complete a disclosure will receive an automated email with instructions and a due date. You do not need to upload disclosures.
• In rare cases where a manual disclosure form is required, the CE Programs Manager will provide it to you.

• The CE team reviews the Request for CE Credit, disclosure information, and any supplementary documentation.
• The activity is assigned to a CE Programs Manager. The assigned CE Programs Manager emails the Course Director with the project plan and notifies them if there are any outstanding disclosure forms from the Planning Committee.
• The review of the Request for CE Credit will not begin until all required disclosures for Course Directors and Planning Committee members have been submitted.
• The CE team determines whether any planner has a relevant financial relationship and whether mitigation is required.
• The Course Director and any Coordinators listed on the Request for CE Credit will be contacted by email if additional information is needed, mitigation is required, or regarding the decision to proceed with planning the CE activity.

• All Planning Forms and required documents must be submitted at least 30 days prior to the activity start date.

• The Planning Form requires detailed information about the CE activity.
• Any planning resources or guidance materials can be added here if needed.

Resources 

• Agenda Template
• Ensuring Content Validity
• Incorporating Active Learning Strategies
• Patient Health Information Form (PHI)
• PDF Guide of Request for CE Form
• Posttest Guidelines
• Presentation Guidelines
• Template for Gathering Participant Data
• Writing Learning Objectives