CME evidence review

Step by step

1. Identify requirement Credentialing Coordinator

   Credentialing Coordinator checks the packet's linked credential definition and required credits.

   • Establishes the credit expectation
   • Updates Staff credential packets, Credential requirements

2. Record activity Credentialing Coordinator

   The coordinator adds a CME activity with the observed and completion dates, source reference, credit category and credit amount.

   • Captures dates, credits and source
   • Updates CME activities

3. Classify outcome Credentialing Coordinator

   The activity is marked Pending, Accepted or Rejected after its details are checked.

   • Records Pending, Accepted or Rejected
   • Updates CME activities

4. Attach document Credentialing Coordinator

   A source document is attached to the packet with a document date and external reference.

   • Links the primary material to the packet
   • Updates Evidence documents

5. Verify document Credential Reviewer

   A named verifier records whether the source material was verified.

   • Records a named verification result
   • Updates Evidence documents, People

6. Decide review Credential Reviewer

   Credential Reviewer examines the activities and documents and records a decision on the presented packet revision.

   • Records the decision for source revision
   • Updates Review decisions, Staff credential packets
   ApprovalA person approves before the work moves on.

7. Assign correction Credentialing Coordinator

   If material is missing or an activity is rejected, Credentialing Coordinator assigns a follow-up action with a due date.

   • Gives the unresolved item an owner and date
   • Updates Follow up actions

Credentialing Coordinator

Gathers activities and documents; Learning Coordinator supplies course context; Credential Reviewer decides the packet revision; HR Manager checks unresolved staff cases.