From the Review Stage, found on the Production tab, you can use the Draft Review links to access the activity exactly as learner would see it. For activities that require registration, you must first register (using the Registration Draft Review link) for the activity, before testing the request for credit process.
If an activity tester registers for the activity from the Admin Dashboard's Draft Review Links, the tester's record will be marked as a Draft Review record. This setting will allow the tester to by-pass date-based gate restrictions (sessions and event) so all evaluations may be tested.
If an activity tester registers for an activity using the Share Activity Links, by copying the link into a new browser window, the tester's record will not be marked as a Draft Review record, and the tester may test the first date-based gate restriction, preventing session evaluation access if the session has not already finished.
Event Reminder Emails: All registered learners receive automated reminder emails that are sent 3 days before and 1 day before the event.
getCME Reminder Emails: Sent out 2, 5, and 10 days after an event only to learners who have been marked as having attended the event. More information
There are two kinds of time-based gates in the request for credit.
Date/time based gatekeeping is governed exclusively by the session/speaker evaluation component. Excluding a session/speaker evaluation component from the request for credit workflow will defeat the date/time based logic for preventing learners from claiming their credit before the event fully concludes.
Tester/Drafter Records records bypass date/time session/speaker evaluation gatekeeping logic.
Session End Times: Learners cannot complete an individual session/speaker evaluation for a session they selected until that session has finished; so if a learner has selected future sessions, they will not be able to complete the future sessions' evaluations until each of those sessions has passed.
Event End Time: After completing all the selected session evaluations, another gate will prevent a learner from proceeding to select credit and receive their certificate until the overall live event has completed (based on the overall live event end date time).
How do I set my event and session times if I'm in a different time zone than where the live event takes place?
The timezone is based on the zip code of the Live Event venue location.
How do I mark learners as having attended the event so they will receive the getCME Reminder emails?
Select the live event from the Manage Your Program drop-down menu, then go the Live Events tab to access the Registrants list. From the Registrants list, check the boxes under the Attended column to mark learners as having attended the event. There is also an option to select all registrants as having attended. To do this, check the box immediately to the left of the "Contact" column, then choose the "Mark Attended" option from the "Manage Checked Registrants" drop-down menu.
Why, after I've accessed the registration chooser page, is the page showing me a link to register even though I already registered?
In most cases, the learner is not logged into the site at the time the registration chooser page is displayed. If the learner clicks the "Register" button, then signs in, they will be presented with the notification that they are already registered.
For live events that support multiple credit types, such as events that support AMA Physician, AMA Non-Physician, and ACPE Pharmacy credit, admins can configure certain sessions within an event to offer one or more credit type(s) specifically. Additionally, sessions can be configured to offer incremental credit or just the max credit amount for each credit type offered. For example, a session offering ACPE Pharmacy credit and AMA Physician credit may only support selecting the maximum credit amount for ACPE Pharmacy credit, while the AMA Physician credit for the same session is offered as incremental credit.
When claiming credit for these types of events, a learner will pre-select their credit type(s), and will then only be shown sessions configured to offer the specific credit type(s) that were pre-selected.
- Example 1: An event is set up with multiple sessions, some of which only offer ACPE Pharmacy credit and some that only offer AMA Physician Credit. When claiming credit for the event, a pharmacist who pre-selects the ACPE credit type would only be able to claim credit for sessions that included ACPE credit. They would not see any of the sessions configured for only AMA Physician credit. However, if there were sessions that offered both ACPE and Physician credit, the pharmacist would be able to claim only the ACPE credit associated with the session.
- Example 2: A single session is configured to offer both ACPE Pharmacy credit and Physician credit, but the Pharmacy credit only allows the max credit to be claimed but the Physician credit offers incremental credit of .25 hours. If a learner pre-selects the ACPE Pharmacy credit type, they will only be allowed to claim the max credit amount for the session. If a learner selects the AMA Physician credit type, they would be to select credit in the 0.25hr increments.
- Example 3: An event is set up with multiple sessions, some of which offer both Physician and MOC credit and some that only offer Physician credit. When claiming credit for the event, a learner who pre-selects both Physician and MOC credit types would be able to claim credit for the sessions offering only Physician credit, as well as sessions offering both Physician and MOC credit.
|Credit Pre-Selection Page||Session Selection Page||Admin Configuration|
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The standard behavior of live event registration and request for credit is described below:
The behavior of live event registration and request for credit can vary based on customer-specific requirements.
- A live event is composed of (2) primary workflows: Registration and Request for Credit.
- NOTE: Depending on how a specific Live Event is configured, an Outcomes workflow may also be included.
- Both registration and request for credit may be accessed via the same standard activity URL (i.e.: https://universityclinic.rievent.com/a/19196PAhANTA).
- Depending on when the standard activity URL is accessed, the activity will provide either the registration or request for credit activity.
- Credit may be claimed and a certificate awarded only after the live event has been completed.
- When an event requires pre-registration, only registered learners can claim credit.
- Admins can register walk-ins through manual data entry.
Prior to the event taking place:
- The registration workflow will always be presented.
- If a learner is not registered, the registration workflow will guide the learner through the registration portion of the activity.
- If a learner is already registered, when they click the "Register" button on the Registration Chooser Page, a message will inform they are already registered.
After the event starts:
- If a learner is registered, the standard activity URL will guide the learner through the request for credit activity.
- If a learner is not registered, they will not be able to claim credit. The only exception is if the activity is specifically configured to not require registration.
- Registered learners who access the request for credit activity URL (ending with "/getcme" like https://universityclinic.rievent.com/a/19196PAhANTA/getcme ) prior to the completion of the overall event, will be able to mark the sessions they have attended and also complete the evaluations associated with those sessions that have already concluded, but not for any sessions that have not yet ended.
- Only when the event has ended can learners claim credit and generate a certificate.