Standards, Documents, Templates, Closing Checklists and Tutorial Videos

Welcome to the Administrator's Resources Page!

I. Searchable Disclosure Spreadsheet (normally updated every Thursday before end-of-day).

• Download Searchable Excel Spreadsheet 

II. Orientation Packets by Credit Type (with standards, forms, templates, and closing checklists) 

• Joint Accreditation (For credit types CME, ACPE, ANCC, APA, ASWB, and AAPA)

• CAMFT (California Marriage & Family Therapists) Orientation Packet
  • for California-Licensed Professional Clinical Counselors (LPCCs), Clinical Social Workers (LCSWs), Marriage & Family Therapists (LMFTS) and Educational Psychologists (LEPs)

• CCAPP (California Consortium of Addiction Programs and Professionals)
  • for California-Certified alcohol/drug counselors

III. Most Frequently Used Forms

IV. Joint Accreditaiton & Interprofessional Education

• As you may know, as an applicant for Joint Accreditation, the UCSF Office of CME now identifies interprofessional activities and must appropriately document the planning elements required for interprofessional education.  

• Components of Credit Request for Interprofessional Education - Be sure you understand the opportunities that come with Joint accreditaiton, and what you need to include in your Credit Request

Important Office of CME Webpages

• New Requests for Credit, Credit Types, Key Planning Steps, and Credit Request Submission Deadlines
• Policies for issuing CME credit, including learner claims, certification of education, and retroactive requests

V. Recordings to Support Series Administrators

• View the March 23, 2022 Frequently Asked Questions Meeting

VI. Registration

• Registration Import Template - use this template to report after-the-fact registration data to the Office of CME. 

VII. Videos

Videos For Administrators

• Administrator/Event Planner Options for Managing Course Registration: https://vimeo.com/465552349

• Administrator/Event Planner Options for Managing Certificates of Credit: https://vimeo.com/465556990

Videos for Learners

• How to Access the CE Portal: https://vimeo.com/436985889
• How to Create a New Account: https://vimeo.com/436985934
• How to Login to the CE portal: https://vimeo.com/436985977
• How a Learner can view and claim credit: https://vimeo.com/465540874
• How to add your license or certification number to your certificate of credit: https://ucsf.box.com/s/4xppib7rdaiziflit71vgfdmojdsnw4j