CE Pre Planning Form

Thank you for your interest in accredited continuing education (CE) for healthcare professionals! Please fill out this pre-planning form to the best of your ability. If you are not sure how to respond, select the answer that best fits with your current plans. You will have the opportunity to make changes throughout the planning process. A team member will contact you to discuss next steps in the CE application approval process.

This form is for inquiries about developing and hosting courses on the CE Learning Platform, NOT for requesting credit on the platform.

Please note the following parameters for certified education:

Eligible Content for Continuing Education

Proposed education is evidence-based and addresses a practice gap.
Unbiased and independent of industry influence

Eligible Planning Team Members, Faculty, and Speakers

All members of the planning team must complete a disclosure form prior to completing an application for accreditation: Advocate Health Accredited Continuing Education Disclosure of Financial Relationships Form. Other faculty and speakers will also be required to disclose but can do so after an application is submitted but before the education takes place.

Owners or employees of ineligible companies cannot participate in the planning or presentation of accredited CE. Our accrediting body states that “ineligible companies” are those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients. More information about the eligibility of faculty involved in continuing education is available here: Eligibility - ACCME

Target Audiences

A minimum of 5 clinicians must attend and claim credit per session/activity
Primarily Advocate Health team members

Timeline

Please allow plenty of time to complete the accreditation process. The IPCE team needs the following leeway:

2 weeks for CE Pre-Planning Form
10 weeks for live/single activity applications; the availability of team members may vary. We recommend submitting early to ensure a smooth process.
4 weeks for series and/or on-demand education applications
3 weeks to post content/open registration on CE Learning Platform after application is approved

Educational Formats

Single, live conferences (in person or virtual)
Series lectures or case conferences (at least 4 sessions each year, same audience, different topics)
On-demand
Journal-based
Independent Study

Registration

All registration for conferences (live or virtual) are required to go through the CE Learning Platform

Marketing and Branding

All promotion of continuing education needs to be approved prior to distribution.
Refer to our guidelines for promoting CE Guidelines for Promoting Accredited Continuing Education.docx

Nursing

Mergener formula for enduring material: Mergener formula link

If you have any questions, please contact the IPCE Office at [email protected]

The IPCE Submitter Training will provide an overview of the procedures for submitting Interprofessional Continuing Education (IPCE) activities. Completion of this training is necessary to move forward with the Pre-Planning form.

I attest to viewing the IPCE Submitter Training *

Yes

To complete the IPCE Submitter training, please click here. After finishing the training, you may proceed to fill out the IPCE Pre Planning Form.

Contact Information

Name of person who will be the primary point of contact for planning the education.

First name *

Last name *

Email address *

Activity Director *

Please list the name and title of the person who will be primarily responsible for developing the content of the education.

All members of the planning team must complete a disclosure form prior to completing an application for accreditation: Advocate Health Accredited Continuing Education Disclosure of Financial Relationships Form. Please note that owners or employees of ineligible companies cannot participate in the planning or presentation of accredited CE. Our accrediting body states that “ineligible companies” are those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.

I understand members of the planning team must complete a disclosure form prior to completing a application for accreditation: Advocate Health Accredited Continuing Education Disclosure of Financial Relationships Form. *

Yes

Activity Information

Name of activity *

Activity date *

Has this activity been accredited before? Please note that education that has not been accredited by our department in the past is currently on pause. *

Yes

Is this activity associated with a region, site, and/or service live? Please list below. *

Activity Location *

Please share details of the location including site, city, state, and zip code.

Credit(s) you would like to make available to your learners: (check all that apply) *

Joint Accreditation criteria require that Interprofessional Continuing Education activities are planned by and for the healthcare team. For activities that are focused on multiple professions, the planning team should reflect the professions and credit types being targeted by the activity.

Credit(s) you would like to make available to your learners: (check all that apply) Other...

Anticipated number of hours of instruction: *

Does the planning team represent the target audience and the credit type(s) you are requesting? *

For example: if the conference is requesting CME credit, then the planning committee would need to include a physician on the planning team.

Yes

Briefly describe the content of the accredited CE activity you are planning. Please provide a general overview of the education you plan to provide (2-3 sentences). *

Leave this field blank

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Contact Information

Activity Information