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SessionBoard CE Accreditation Approvals

VIDEO TRANSCRIPT | Recorded: 2024-06-19 | Verify against current system state

Abstract

Detailed requirements explanation for SessionBoard vendor about the CE accreditation review process. After sessions are approved for conference, a separate review occurs for CE credit approval. This involves staff NPs and a committee of 20-30 volunteer NP reviewers evaluating educational objectives and presentation files for accuracy and pharmaceutical compliance. The process requires back-and-forth communication with speakers for corrections.

Key Procedures

  • Session approved for conference triggers accreditation review
  • Assign NP staff or committee reviewers to sessions
  • Review educational objectives match presentation content
  • Check for promotional/pharmaceutical material
  • Provide feedback to speakers on required changes
  • Speakers update content and resubmit
  • Final approval grants CE hours

Notable Statements

  • 0:00:23 "There's still an audit process after the session has been accepted"
  • 0:01:00 "We have another round of reviewing that happens with these presentations"
  • 0:01:28 "Some information is not editable like the name of the session... But there are other things that now they can do"
  • 0:02:16 "Our organization not only accepts the sessions, but we actually do accreditation of the sessions for CE hours"
  • 0:02:28 "We have to accredit and approve the files and the objectives"
  • 0:02:40 "That there's not any promotional material for pharmaceutical companies"
  • 0:02:57 "At this point, we have over 500 sessions that are being reviewed for a national conference"
  • 0:03:11 "We also have nurse practitioners on staff that are trained to understand these session materials"
  • 0:03:24 "Your normal conference person or your IT person is not going to understand all the medical things"
  • 0:03:42 "We actually bring in a committee of around 20 to 30 people that help to review these files"
  • 0:04:28 "They can actually talk back to the... session person" (about corrections needed)
  • 0:04:53 "It feels to me like once they pass that point of approved session, there's not a way for us to bring in third parties"

Systems & Configurations

Systems Mentioned

  • SessionBoard (being evaluated)
  • Current backend system (existing solution)

Review Process Metrics

Item Value Notes
Sessions to review 500+ National conference
Staff NP reviewers 2-3 Full-time staff
Committee reviewers 20-30 Volunteer NPs

Review Areas

Area What's Checked
Educational Objectives Match presentation content
Presentation Files No promotional material, accuracy
Pharmacology Content Appropriate CE credit assignment

Credentials/Access Mentioned

  • Committee member approval required
  • NP credentials required for review

Vendor Contacts Mentioned

  • SessionBoard (recipient of requirements)
  • Pat, Matt (could provide additional info)

Errors & Troubleshooting

No errors - this is a requirements gathering recording.

Transcript Gaps & Quality Notes

  • Detailed requirements video (7 minutes)
  • Shows current backend system screens
  • Key gap: Post-approval workflow in SessionBoard
  • Conference week timing mentioned
  • Awaiting vendor email response