PREPARING PROMOTIONAL MATERIALS FOR YOUR DIRECTLY SPONSORED UCSF CME ACTIVITY

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PREPARING PROMOTIONAL MATERIALS FOR YOUR DIRECTLY SPONSORED UCSF CME ACTIVITY The Office of Continuing Medical Education must approve, prior to printing and distribution, all written promotional material for any CME activity for which certification for category 1 credit is planned or has been approved to ensure that all required ACCME, AMA, and UCSF elements are presented correctly. This includes announcements (written or e-mail), brochures, flyers, and/or save-the-date cards. In most cases, the office is able to turnaround a review within two work days. Feedback is provided in the form of hard copy edits. Once the edits are made, forward a corrected version to the Office of CME for final review and approval. You may send proposed text to: UCSF Office of CME Box 0742 San Francisco, CA 94143-0742 Or by email to Borjalj@ocme.ucsf.edu BROCHURES All brochures must include: I.) Course Information: A.) Course Title B.) Dates and Times C.) Location Optional: Course chair(s) name Keynote speaker(s) name II.) Accreditation and Designation Language Use the language provided below verbatim, punctuated and formatted exactly as shown, inserting the full name of the joint sponsor into paragraph one and the correct number of credits into paragraph two where indicated: The University of California, San Francisco School of Medicine (UCSF) is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. UCSF designates this educational activity for a maximum of [insert # of credits] category 1 credits toward the AMA Physician s Recognition Award. Each physician should claim only those credits that he/she actually spent in the activity. Optional: Please note that if you decide to include any statements regarding other types of continuing education credit (e.g., reciprocal credits for the California Medical Association, California Board of Registered Nursing, American Academy of Family Physicians, American Academy of Dermatology, etc. or credits from specialty associations such as the American Council on Pharmaceutical Education), these must be placed in a separate paragraph(s) below the paragraphs for ACCME and AMA accreditation and designation language. III.) Statement of Need, Overall Purpose Statement and Learner Objectives: A course overview that presents an identified need with an overall purpose and/or specific learner objectives help the target audience decide whether or not to attend. The most informative brochures include both an overall purpose statement and specific learner objectives. For courses targeted to a multidisciplinary

audience that includes nurses, mental health professionals and/or pharmacists, specific objectives are required. A.) Provide a statement of need for the activity. Describe the identified need that motivated planners to develop the activity, i.e., new regulations or legislation affecting physician training; news reports of health care epidemics; evidence-based treatment protocols.) B.)Purpose Statement: Describe the reason(s) for presenting this specific CME activity (i.e., to train participants on a new procedure, impart knowledge, etc.) and the target audience for which it has been designed. AND/OR C.) Objectives: List the specific learning objectives of the activity: 1. Use behavioral, measurable objectives that state what the expectations are for the learner (to compare and contrast, list, manipulate, operate, etc. vs. to know or to understand ). 2. Write objectives from the perspective of the learner rather than the presenter (e.g., at the conclusion of this activity, participants should be able to ). 3. Where possible, specify the standards for evaluating the performance of participants. This may mean linking participant performance to a particular change in behavior associated with patient care needs see examples under bullet points three and four below. Example: At the conclusion of this activity, participants should be able to: Compare and contrast the benefits and hazards of X procedure; Describe procedures for safe handling of the device to avoid damage and breakage; Stabilize the trachea with two fingers and identify the cricothyroid membrane; Pass the fiberoptic airway device into the trachea within 10 seconds in both the upright and supine positions of the adult model (Kojo and Olympus). D.) Optional: List or describe the methods by which learners will receive their information (audiovisual presentations, case presentations, computer-assisted learning, didactic lectures, hands-on training, question and answer sessions, small group discussions, etc.). IV.) Faculty: List all speakers by name and with their credentials. Credentials include the following: A.) Degree B.) Title, e.g., Professor of, Vice Chair, Department of, Director of C.) Name of institution, e.g., UCSF, Harvard University (if in private practice, say, Private Practice and give city and state or country if coming from outside the U.S.) If you have a lot of speakers from one institution you may save space by saying something to the effect of All UCSF faculty unless otherwise noted. V.) Use of Logos (UCSF, Other) A.) The UCSF logo should be used on all UCSF CME promotional materials. Camera ready copies of this artwork and graphics standards may be obtained from the UCSF Office of Public Affairs. B.) No logos of commercial supporters (medical device manufacturers, pharmaceutical companies, publishers, etc.) may be used in any UCSF CME promotional materials. C.) Logos from government agency or medical specialty society collaborators may be used with the prior approval of the UCSF Office of Continuing Medical Education. VI.) Commercial Support Acknowledgment If commercial support has been received for the CME activity, the ACCME requires accredited providers to acknowledge commercial supporters (medical device manufacturers, pharmaceutical companies, publishers, etc.). Per UCSF CME policy, the following wording must be used verbatim: This activity has been supported in part by educational grants from: Promotional Materials: Direct, Rev. 2/5/03, p. 2

B.) No other descriptive wording may be used (i.e., generously supported by ). VII.) Registration Information: A.) Course Number: Insert course number assigned by the UCSF Office of Continuing Medical Education. B.) Course Title C.) Dates and Times D.) Location E.) Contact Information: 1. Phone numbers for information about the course and registration; 2. Fax number, e-mail, and/or mail address(es) for registration purposes (all that apply); 3.) UCSF OCME s web address for registration purposes: www.cme.ucsf.edu/ 4. On-site registration information (if applicable); 5. Cancellation/refund policy; F.) Information About the Registrant Provide space for: 1. Registrant s contact information: a. Name (first name, middle initial, surname); b. Mailing address (street, city, state, zip, country); c. Home and work telephone numbers; d. E-mail address and the question, Would you like to be on our priority e-mail list? 2. Registrant s birth date (provide space for the registrant to write the month and date ONLY since we may not ask for the year; OCME uses this information to track registrants who may have the same first and last names). Example: Birthday (month and day only): / / XX 3. Registrant s degree and specialty; 4. Information regarding the method(s) of payment: a. Check made payable to UC Regents [or name of another organization if pre-approved by UCSF s Office of Continuing Medical Education] b. Credit card indicate which one(s) will be accepted (UCSF accepts Visa or Mastercard only) c. Name of card holder d. Spaces for the registrant to print and sign his/her name e. Credit card number, with enough space to accommodate 16 legible digits f. Expiration date of the card; 5. Registrant s special needs (dietary or for participants with disabilities); 6. Registration fees. VIII.) Travel and Accommodations: Provide hotel reservation form and descriptions of accommodations and transportation options (air, ground) if applicable. IX.) Return Address Panel: Include return address panel with your UCSF address. Include UCSF course number as part of this panel. FLYERS All flyers must include: I.) Course Information: Promotional Materials: Direct, Rev. 2/5/03, p. 3

Course Information: A.) Course Title B.) Dates and Times C.) Location D.)Optional: Course chair(s) Keynote speaker(s) II.) Accreditation and Designation Language If possible, use the language provided below verbatim, punctuated and formatted exactly as shown, inserting the full name of the joint sponsor into paragraph one and the correct number of credits into paragraph two where indicated: The University of California, San Francisco School of Medicine (UCSF) is accredited by the ACCME to provide continuing medical education for physicians. UCSF designates this educational activity for a maximum of [insert number] category 1credits toward the AMA Physician s Recognition Award. Each physician should claim only those credits that he/she actually spent in the activity. Optional: Please note that if you decide to include statements regarding other types of continuing education credit (e.g., reciprocal credits for the California Medical Association, California Board of Registered Nursing, etc. or credits from specialty associations such as the American Council on Pharmaceutical Education), these must be placed in a separate paragraph(s) below the paragraphs for ACCME and AMA accreditation and designation language. If space is at a premium and does not permit the use of the accreditation and designation language shown above, do not edit. Instead, substitute the following statement verbatim (for flyers or save-the-date cards only): This activity has been approved for AMA PRA credit. III.) Overall Purpose Statement and Objectives: An overall purpose statement may be used in lieu of objectives for flyers as long as the activity s objectives are clearly printed inside the front of your course syllabus. (Brochures must include objectives.) IV.) Use of Logos (UCSF, Other) A.) The UCSF logo should be used on all UCSF CME promotional materials. Camera ready copies of this artwork and graphics standards may be obtained from the UCSF Office of Public Affairs. B.) No logos of commercial supporters (medical device manufacturers, pharmaceutical companies, publishers, etc.) may be used in any UCSF CME promotional materials. C.) Logos from government agency or medical specialty society collaborators may be used with the prior approval of the UCSF Office of Continuing Medical Education. V.) Commercial Support Acknowledgement If commercial support has been received for the CME activity, the ACCME requires accredited providers to acknowledge commercial supporters (medical device manufacturers, pharmaceutical companies, publishers, etc.). Per UCSF CME policy, the following wording must be used verbatim: This activity has been supported in part by educational grants from: B.) No other descriptive wording may be used (i.e., generously supported by ). Promotional Materials: Direct, Rev. 2/5/03, p. 4

VI.) Registration Information (separate sheet from flyer): A.) Course Title B.) Dates and Times C.) Location D.) Contact Information: 1. Phone numbers for information about the course and registration; 2. Fax number, e-mail, and/or mail address(es) for registration purposes (all that apply); 3.) UCSF OCME s web address for registration purposes: www.cme.ucsf.edu 4. On-site registration information (if applicable); 5. Cancellation/refund policy; F.) Information About the Registrant Provide space for: 1. Registrant s contact information: a. Name (first name, middle initial, surname); b. Mailing address (street, city, state, zip, country); c. Home and work telephone numbers; d. E-mail address and the question, Would you like to be on our priority e-mail list? 2. Registrant s birth date (provide space for the registrant to write the month and date ONLY since we may not ask for the year; OCME uses this information to track registrants who may have the same first and last names). Example: Birthday (month and day only): / / XX 3. Registrant s degree and specialty; 4. Information regarding the method(s) of payment: g. Check made payable to UC Regents [or name of another organization if pre-approved by UCSF s Office of Continuing Medical Education] h. Credit card indicate which one(s) will be accepted (UCSF accepts Visa or Mastercard only) i. Name of card holder j. Spaces for the registrant to print and sign his/her name k. Credit card number, with enough space to accommodate 16 legible digits l. Expiration date of the card; 5. Registrant s special needs (dietary or for participants with disabilities); 6. Registration fees. SAVE-THE-DATE CARD All save-the-date cards must include: I.) Course Information: A.) Course Number: Insert course number assigned by the UCSF Office of Continuing Medical Education. B.) Course Title C.) Dates and Times D.) Location II.) Accreditation and Designation Language: Since space is at a premium with flyers and save-the-date cards, use the following statement to advertise the availability of CME credit: This activity has been approved for AMA PRA credit. Note: This statement may only be used if your CME activity has been formally certified by the UCSF CME Governing Board for category 1 credit. Promotional Materials: Direct, Rev. 2/5/03, p. 5

III.) Overall Purpose Statement and Objectives: An overall purpose statement may be used in lieu of objectives for save-the-date cards as long as the activity s objectives are clearly printed inside the front of your course syllabus. (Brochures must include objectives.) IV.) Use of Logos (UCSF, Other) A.) The UCSF logo should be used on all UCSF CME promotional materials. Camera ready copies of this artwork and graphics standards may be obtained from the UCSF Office of Public Affairs. B.) No logos of commercial supporters (medical device manufacturers, pharmaceutical companies, publishers, etc.) may be used in any UCSF CME promotional materials. C.) Logos from government agency or medical specialty society collaborators may be used with the Prior approval of the UCSF Office of Continuing Medical Education. V.) Commercial Support Acknowledgement If commercial support has been received for the CME activity, the ACCME requires accredited providers to acknowledge commercial supporters (medical device manufacturers, pharmaceutical companies, publishers, etc.). Per UCSF CME policy, the following wording must be used verbatim: This activity has been supported in part by educational grants from: B.) No other descriptive wording may be used (i.e., generously supported by ). VI.) Registration Information: If space permits, provide contact information for participants to learn more about your course: A.) Phone numbers for information about the course and registration; B.) UCSF OCME s web address for registration purposes: www.cme.ucsf.edu/ Promotional Materials: Direct, Rev. 2/5/03, p. 6