Requirements for File Close-out

What Kind of Information is Needed for Close-out?

Most of the information for the file is obtained during the course of planning the activity with your CME Specialist. A full list of what the file should contain is listed below:

  • Basic CME Planning Information:
    • CME Application fee paid and documented in the file
    • Disclosures for activity planners and presenters must be uploaded into the File
    • Disclosure summary or evidence of how disclosure was made to the learners (See more about this in the disclosure section.)
    • List of attendees/participants uploaded to the database
      • We encourage upload or entry of attendance as soon as possible after each activity session
      • Attendees frequently ask for updated transcripts and can access transcripts (Individuals can access transcripts using this self-service portal)
    • Evaluations received
      • for live annual activities - should be received after the activity;
      • for RSS, one evaluation set for each quarter (See more about this in the evaluation section.)
    • Evaluations Summarized and uploaded to file [if evaluation is paper-based]
    • Promotional materials - Final brochure/flyer/web page promoting the activity
      • All marketing materials should list the CME accreditation statement
        • ACCME requires that we document how the accreditation statement was displayed to learners
      • Please Note: We have to ensure that all promotional materials are documented in the activity record at the end of an activity, but all promotional content must be forwarded to your CME specialist prior to distribution to ensure that all ACCME requirements are met

Each file will be reviewed by a member of the CME staff to determine if all elements of the file are complete.  You may be contacted if there are any missing parts or if there are questions surrounding the activity.  Your patience and cooperation will be greatly appreciated. You can contact us with any questions you have about the process.