How/When

to use the Document

Disclosure Form

• All planners, speakers, moderators and content developers must complete this form.
• CPD must receive all planner disclosure forms before we will grant administrative access to the series website.

• A planner with no disclosures should complete this form when a speaker or p

Document 2 Mitigation Form 2024.doc

Speaker Attestation Form

• A speaker needs to complete when a planner selects attestation as a mitigation strategy.

Copyright & Consent Form

•  Required for all speakers when an activity is recorded

•  Required speakers who are patients

Employee - Owner Additional Information Form

• A speaker should complete this form when the include Owner/ Founder/ private stock on their disclosure

Employee - Owner Content Review Form

• A planner should complete this form when the speaker has an owner, employee or private stock relationship

• An Owner/ employee / private stock owner who has no slide to present should complete this form

Presentation Review Checklist

• A checklist to assist with reviewing a presentation

Risk Management Request Form

• To assess if a session is designed to meet the criteria for risk management in Massachusetts, This form should be completed by a planner when risk is being requested for a session
  Please note: the form is not required for an M&M session

List of Verbs for Formulating Objectives

• A list of verbs to assist with formulating an objective for a series

Announcement

• Template for sending announcements
  Please note: Include the CPD office ([email protected]) in your distribution list for all email announcements throughout the series

Disclosure Summary Slides

• For RSS series - a template created for your series will be provided prior to the series start date.

CME for MOC Program Guide

• Download the latest version of the CME for Maintenance of Certification Program Guide

https://www.accme.org/publications/cme-for-moc-program-guide

Patient Safety MOC Credit Request Form

• A planner should complete this form when the patent safety is requested for ABA MOC II

Session Information Form

• Template to be completed when additional information is needed for session at Final Check-in

• For adding additional Course Directors, additional Course Coordinators and Planners to the on-line proposal

• Template of  evaluation questions for series with more than 1 profession 

Evaluation Template (1 profession)

• Template of  evaluation questions for series with 1 profession 

• Template of  evaluation questions for the follow-up Survey 

• 2026-2027 Pricing for the In-Hospital Series
• Include the deadline to submit the proposal
• Note: the cost remained the same from 2025-2026

• Workflow for Coordinators and AV Staff to upload recordings to Vitals

• Slides to share with attendees to explain how to update their account

2026--2027 Renewal in-Hospital Proposal Template

• 2026-2027 Renewal In-Hospital Proposal Template. Includes all the proposal questions)

2026--2027 New In-Hospital Proposal Template

• 2026-2027 New In-hospital Proposal Template. Includes all the proposal questions)