Responsibilities and Processes in Continuing Education Planning

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Learn about the detailed responsibilities and processes involved in planning Continuing Education (CE) activities, including faculty responsibilities, CE office responsibilities, required documentation, non-CE office documentation, and the CE learning platform workflow. Gain insights into content planning, budgeting, speaker selection, venue booking, CE application submission, compliance with policies, promotional document distribution, faculty disclosure forms, and more.

  • Education
  • Continuing Education
  • CE Planning
  • Faculty Responsibilities
  • CE Office

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  1. Planning CE Content Responsibilities of Activity s Faculty Planning of CE content, selection of speakers/moderators/etc. Booking venue Creating budget, securing finances Completes and submits online CE application Responsibilities of CE Office Reviews CE applications & works with activity director/planner to approve activity for CE credit.

  2. Required CE Documentation Responsibilities of Activity s Faculty Compliant with CE office policies, works with CE office to complete and submit required documentation in a timely manner. Distribute promotional documents (flyers, invites, brochures, etc.) only after approved by the CE office. Submit finalized budget to the CE office within 60 days after the activity date. Securing commercial support such as exhibitors or grants (If applicable) Inform CE office if receiving commercial support Responsibilities of CE Office Confirm completion of faculty disclosure forms Must approve any promotional documents prior to being distributed. Works to resolve any potential conflicts of interest (COI) of faculty members (if applicable) Confirm completion of clinical content review & validation form Reviews submitted CE documentation prior to activity date.

  3. Non-CE Office Documentation (If Applicable) Responsibilities of Activity s Faculty Must complete SBAR through physician compensation for any AAH employed/affiliated faculty receiving reimbursement/honoraria. (Do months ahead of time) Collect any documentation required by AAH compliance department. (Ex. Non-solicitation agreement, understanding of HIPAA standards) Responsibilities of CE Office None, as these fall out of the scope of CE requirements.

  4. CE Learning Platform Responsibilities of Activity s Faculty Decides whether to have learners register (Live courses only) Submits documentation via platform workflow (RSS only) Responsibilities of CE Office Builds activity into the learning platform Sets up registration: Free or Paid (If applicable) Distributes attendance code to activity director/planners to show audience (Live courses & RSS only) Store awarded CE credit for learners Distributes activity evaluations upon request.

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