FacebookTwitterInstagramLinkedInEmail

FAQs

2 10, 2018

Approved Provider Units

2022-02-07T16:48:59-06:00October 2nd, 2018|

Q. Can an ineligible company/organization apply for approval (that is to be an Approved Provider Unit)?
A. No. Nor can they apply to have their individual educational activities approved. However, the ANCC Nursing Skills Competency Program offers course accreditation for programs that utilize both knowledge-based testing and skill observation methods of participant outcomes in nursing skills.

Q. What is the value of ANCC accreditation status vs. California Board of Nursing approval? (It seems that other accreditation might be a cheaper and easier way to be approved) 
A. The value of ANCC/Midwest MSD approval is that it is transferrable to a majority of states in the US and accepted by most of the State Boards of Nursing toward licensure requirements. Board of Nursing approval is not always transferrable outside of their state. More importantly, ANCC/Midwest MSD approval validates that high standards for quality continuing education have been met. Most advanced nursing certifications require nursing continuing professional development contact hours that have been awarded by and ANCC/Midwest MSD accredited entity.

Q. Please explain the rule regarding the boundaries for Approved Providers.
A. The boundary rule applies to Approved Providers only, not individual activity applicants.
An organization must limit their marketing promotion or advertisement of nursing continuing professional development (NCPD) to nurses in either their local DHHS region or a state contiguous to that single region to be eligible to seek Provider approval through an Accredited Approver such as the Midwest Multistate Division. A region is defined by US Department of Health and Human Services; (click here for HHS region map). Less than 50% of the organization’s programs are marketed to nurses outside of their region or a state contiguous to that region.

If an organization markets 50% or more of their programs to nurses outside of their region or a state contiguous to that region, regardless of the marketing method (Internet, flyers, print advertisement or similar), they are not eligible to apply for Approved Provider status through the Midwest MSD and must apply directly to the American Nurses Credentialing Center (ANCC) to become an Accredited Provider.

The actual audience make up/participation (from local or multiple regions) does not determine whether the organization must apply to ANCC. How the organization markets its activities is the determining factor. The audience make up, however, may provide evidence for the Accredited Approver in order to make an appropriate decision. The marketing method also does not determine whether an organization must apply to ANCC but may provide additional evidence.

Example #1:
An organization provides 100 activities annually and advertises them within a 5-hospital system using a web – based link on its intranet. Only nurses from the local state attend.

  • Eligible to be an Approved Provider – marketing all activities to nurses within a local region

Example #2:
An organization provides 100 activities annually and advertises 60 of them through a national publication. Only nurses from the local state attend.

  • Not eligible to be an Approved Provider – marketing greater than 50% of activities to nurses in multiple regions.

Example #3:
An organization provides 100 activities annually and advertises 10 of them through a national database of CE activities. Nurses from multiple regions attend the 10 activities. Nurses from the local area attend the other 90 activities.

  • Eligible to be an Approved Provider – marketing less than 50% of activities to nurses in multiple regions.

Example #4:
An organization provides 100 activities and only advertises in a small, local nursing publication. Nurses from the local area attend.

  • Eligible to be an Approved Provider – marketing all activities to nurses within a local region.

Example #5: 
An organization provides 100 activities annually and states that it advertises them only within a small, local nursing publication. Nurses from multiple regions attend.

  • Would require further investigation. Nurses attending from multiple regions seem to contradict small, localized advertising.

Q. What is the reason for this rule?
A. There have been incidences of providers being denied by one approver who then go to a series of other approvers until they find one that will approve their activity. These come to our attention through complaints from participants. It is therefore more efficient and protects the participants if ANCC reviews and accredits all of the providers reaching the larger audiences, so that they can be monitored more closely.

Q. In a Midwest MSD Approved Provider Unit, can only the Primary Nurse Planner plan education?
A. No, the Primary Nurse Planner is responsible for ensuring overall adherence of the Approved Provider Unit to accreditation criteria and their specific duties to that role. However, they can also serve as a Nurse Planner for educational activities that the Unit provides.

The planning committee for each educational activity awarding nursing contact hours must include at least two people: a designated Nurse Planner and a Content Expert. The Nurse Planner may function as both the Nurse Planner and the content expert; however, a minimum of two people must be involved in the planning of each educational activity. The Nurse Planner must be knowledgeable about the nursing continuing education process, possess a bachelor’s degree or higher in nursing, and ensure that the educational activity is developed in compliance with ANCC/Midwest MSD accreditation criteria. The ‘Content Expert’ is a member of the planning committee that has appropriate subject matter expertise for the educational activity being offered. There is no limit to the number of additional individuals who may help plan the activity and are referred to as members of the planning committee.

Q. Our Nurses Association district or region offers educational activities at each of our monthly meetings. Should we apply for approval for each educational activity or would provider approval be more appropriate?
A. If the district/region plans to offer a number of educational activities over a three-year period, it may be more cost effective and time efficient to submit an application and receive provider approval. This allows the district/region to offer educational activities that include seminars, workshops, a lecture series, or individual educational sessions during a three-year period and award nursing contact hours to participants. Or the district/region can submit an application for each educational activity individually using the criteria for approval of an educational activity if they are offering only a few activities. Non-peer reviewed contact hours may also be awarded for the educational activities, if this is acceptable by your state board of nursing.

Q. When/Where do we have to use the final Midwest MSD provider approval statement? 
A. The Midwest MSD provider approval statement must be provided to learners:

  1. Prior to the start of every educational activity, and
  2. On each certificate of completion.

The Midwest MSD provider approval statement cannot be altered or added to in any way.

It is understood that with multiple methods of delivering information to learners, particularly through electronic media, it may be difficult for Approved Providers to include the Midwest MSD provider approval statement on all communications and marketing materials. Therefore, the American Nurses Credentialing Center’s Commission on Accreditation (ANCC COA) has revised the requirements to reflect a more flexible approach, while still ensuring that learners are provided with the information prior to choosing or participating in an educational activity (effective May 1, 2013).

Q. Do we have to include the Midwest MSD Approval statement on a save-the-date card/announcement?
A. No. Typically these announcements contain only initial preliminary information like the activity date and location. If more specific information is included, such as faculty/presenters and key topics, the Approval statement must be included, by Individual Activity applicants. Use of the Provider Approval statement for Approved Providers is considered best practice.

Q. What is the appropriate way to list the approval statement and the contact hours on the certificate? We typically list these items in the same sentence. Is that still appropriate?
A. The provider approval statement must be separate from the number of contact hours awarded to participants. You are required to indicate the number of contact hours the participant received for completing the activity and include the provider approval statement, but they cannot be included in the same sentence.

Approval statements must be listed word for word. No additional words, phrases or statements may be attached to or included with the approval statement. If the activity has a multi-disciplinary audience and multiple approvals have been achieved for each discipline, each approval statement must be listed separately. For example, if the American Society of Radiologic Technologist has also approved the program for RT’s, another separate approval statement (written according to ASRT requirements) should be listed on another line.

Formal complaints can be, have been, and continue to be, lodged against organizations where incorrect statements are used. As the Accreditation Program processes and decisions become more outcome-focused and evidence-based, the presence of complaints in an organization’s file may, in the near future, result in additional requirements or documentation at the time of re-accreditation.

Q. Will other states accept Midwest MSD contact hours for re-licensure?
A. Usually, but not necessarily. Midwest MSD’s approval is recognized by all other states that are accredited as an approver, as well as by some states requiring mandatory continuing education for licensure renewal. If the state has mandatory continuing education requirements, then check with that state’s Board of Nursing. It is always best the RN learner to contact the state’s board of nursing or other professional licensing body when one’s intent is to attend an educational activity to use the contact hours for re-licensure. The ANCC and Midwest MSD voluntary recognition systems are not related to mandatory continuing education requirements. States that require continuing education for re-licensure may have in place additional requirements that are not a part of the ANCC or Midwest MSD NCPD approval process, for example the topics and content provided may be restricted by the state board of nursing.

Q. We are a Midwest MSD Approved Provider Unit. When is our Annual Report due and what is included?
A. The Midwest MSD is an Accredited Approver by ANCC and as such we are required to report to ANCC annually the level of educational planning and implementation that the Midwest MSD Approved Provider Units have accomplished. Annually each Approved Provider Unit must submit their activity provided throughout the calendar year in the Nursing Activity Reporting System (NARS). In addition to this data, other information and a portion of a sample activity developed and provided by the Unit must be submitted. A specific format and the required information will be supplied to Approved Provider Units annually in the fall. The completed information is to be submitted to the Midwest MSD office no later than January 31st of the following year. The information requested each year varies. Minimally the information requested will deal with any major changes within the Approved Provider Unit and progress on Quality Outcomes Measures developed by the Unit. Other criteria may be requested depending on ANCC annual requirements.

An Annual Report Fee is also due prior to January 31st of the following year. The fee is to cover services rendered by the Midwest MSD for that previous reporting year. Late fees will be charged if the Annual Report and Annual Fee are overdue.

Q. Our organization’s name is changing soon. Do we need to notify anyone? 
A. Yes, it is important to keep the Midwest MSD staff informed of any major changes within an Approved Provider Unit, and its “parent” organization.  The Primary Nurse Planner should complete an “Approved Provider Change Notification Form” and submit it to the Midwest MSD staff within 30 days of any changes.

Changes could include organization name change, change of ownership of the organization, re-structuring of administrative oversight, key personnel in the Approved Provider Unit, or a change in Primary Nurse Planner, or additional Nurse Planners serving in the Unit.

Q. What would be some warning signs that an Approved Provider Unit is struggling? 
A. There are sometimes “warning signs” that an approved organization is approaching a problematic time. The following list is provided as a tool that may be used by the accredited/approved organization to identify a time when the organization might provide particularly close watch and care of the accredited NCPD unit. These “warning signs” are based on evidence collected by the ANCC and Midwest MSD Accreditation Programs and have been validated by other nursing continuing professional development accreditation bodies.

The presence of:

  • A major change in the organizational structure (includes change in ownership, mergers, acquisitions, significant change in job responsibilities, etc.).
  • Significant staff turnover (either in numbers of staff, e.g., 50% of nurse planners).
  • Changes in key personnel (nurse planner(s), in some cases this may include the administrator).
  • Presence of relevant financial relationships (including commercial support).
  • Presence of complaints lodged against the Approved Provider Unit.
  • Incomplete or unacceptable interim, annual, or other reports or updated self-study.
  • Insufficient progress toward meeting required documentation for an Approved Provider Unit Progress Report or Corrective Action Form.
  • Lack of appropriate actions toward NCPD unit goals.

The items listed above are not necessarily definitive—but have been found useful and valid in identifying possible problematic times. They are provided to assist the organization. It is highly recommended for any member of an Approved Provider Unit to reach out to the Midwest MSD Professional Development Team for assistance if there are questions, concerns, or issues that affect the Unit’s ability to function.

Q. How long is the approval period?
A. If applying for provider approval, the approval period is up to three years.

Q. My agency recently received provider approval. Several area nursing organizations have asked us to approve their programs for contact hours. Is this acceptable?
A. No. An organization with provider approval can only issue contact hours for educational activities planned, implemented and evaluated by that Approved Provider Unit. Provider approval does not allow the Approved Provider to review educational activities developed by other entities and award contact hours. Nor can an Approved Provider award contact hours for educational activities provided by the agency if no member of the Approved Provider Unit has participated on the planning committee. That is, an Approved Provider Unit cannot “approve” an activity that has been submitted to them in which they have not been actively involved. If contact hours are to be awarded for an educational activity, a designated Nurse Planner of the Approved Provider must be on the planning committee. This would be considered a jointly provided activity and must adhere to all joint provider criteria elements. A key point for providers to remember is that Providers provide but not approve activities.

Q. Comments from the Midwest MSD reviewers on our last provider application indicated our evaluation of the overall provider program was weak. How can we enhance this aspect of our application?
A. Under the ANCC/Midwest MSD criteria, the emphasis is on continual quality improvement of the Approved Provider’s activities and operations. The criterion states: The Approved Provider “engages in an ongoing evaluation process to analyze its overall effectiveness in fulfilling its goals and operational requirements to provide quality CNE” (ANCC, 2015, p.40).

A plan for evaluation indicates that the provider has a systematic method for evaluating its goals, operations, resources, and activities, involving the participation of faculty, planners, and learners. According to Phillips (1994), there are seven steps in developing an evaluation plan: 1) Define the purpose of evaluation; 2) Identify resources and limitations; 3) Decide what is to be evaluated and when; 4) Decide specifically what it is you want to know; 5) Decide how to do it; 6) Draft a plan; and 7) Review and test the plan.

Q. My agency has received provider approval through the Midwest MSD. We are in the process of merging with another agency. How does this affect our approved provider status?
A. The review of the application and the awarding of the Approved Provider status were effective for your agency prior to any merger. Approved Provider status does not transfer to the newly merged, created agency. If an organization wants to continue to have Approved Provider status within the newly formed organization, the Midwest MSD staff should be contacted for guidance regarding what the organization needs to do to remain an Approved Provider.

Q. When does an Approved Provider Unit move from being a “single entity provider” to a “system provider”?
A. A single agency provider may be part of a larger corporate system. However, the single organization/college/hospital is only providing nursing continuing professional development for its employees, members or to the target audience of itself or its joint providers.

A system provider is a multi-agency/hospital/health care system providing health care services through three or more organizations/hospitals/locations that share a common mission and/or purpose. The system is a corporation with a central administration providing services to all of the organizations/ hospitals/locations within the corporate structure. A system provider has in place at the corporate level a centralized staff development and/or continuing education department responsible for planning and implementing a system wide nursing continuing professional development program. All organizations/hospitals/locations in system must be named in the Application and remain unchanged throughout the agency’s three-year approval period. If there are questions regarding your corporate structure, please contact the Midwest MSD office to discuss.

Q. When a hospital is approved, but is part of a larger organization system, can they offer programs for the entire system under their name?
A. The Approved Provider Unit plans an educational activity based on the needs assessment and gap analysis of the identified target audience. The target audience may be specific to their organization or may be broader and include nurses from other organizations. This provider can also jointly provide with other hospitals (either within the hospital system or without).

Q. May our agency submit a jointly provided sample as one of the three samples required in the provider application?
A. If an Approved Provider applicant has served as the primary provider of a jointly provided activity, that educational activity file must be submitted as part of the Approved Provider renewal application. Only one example of a jointly provided activity is required to be submitted.

Q. Can a first-timer provider applicant submit a jointly provided (formerly co-provided) activity as one of the three sample activities?
A. No.

Q. I am trying to respond to the criterion related to commercial support. We are not holding exhibits or receiving money from pharmaceutical companies; therefore, we are not receiving commercial support for the activity. However, the activity is being sponsored by another company. How do I respond to the criterion?
A. If the company providing you with monies or in-kind donations is not an ineligible company/ organization as defined by ANCC, you are not required to provide information about that sponsorship on the application. Mark that no commercial support was received for the activity. It is the responsibility of the Nurse Planner to validate that the company providing support is not a commercial interest organization.

Q. When the Approved Provider Application asks for an example to support the criterion, can we attach our policy? 
A. The applicant is asked to provide a narrative example of how the Approved Provider Unit is meeting or has operationalized the criterion. Attaching policies, procedure manuals, forms, or examples copied from other sources is prohibited. Examples must be specific scenarios encountered within the Unit where an existing procedure is being utilized and demonstrated.

Q. We have a new Primary Nurse Planner in our unit. Is there anything we need to do? 
A. The Primary Nurse Planner or a designee must notify the Midwest MSD Professional Development – Approver Unit in writing within 30 days of any changes within the Approved Provider Unit that alters the information in the Approved Provider application. This includes changes in Primary Nurse Planners, Nurse Planners, change in ownership, change in name or address. An Approved Provider Change Notification Form needs to be completed and submitted to the Midwest MSD along with any supporting documents necessary based on the nature of the change.

It is required that the new Primary Nurse Planner be appropriately oriented to the role. With the Approved Provider Change Notification Form the new PNP must include a completed Nurse Planner Biographical Data Form and attestation to Part 1 of the PNP Orientation Checklist having been completed.

Q. Is it permissible to put the ANCC Accreditation logo on a certificate? 
A. No, the ANCC logo is not permitted to be used by non-ANCC accredited entities.

Q. Our agency does not have an office. Our activity documents travel from one officer to the next officer at the end of the biennium. We don’t have a system for record keeping. What can we do?
A. All providers of NCPD must have a system for record filing, storage, retrieval, and retention, and a system to ensure record security and confidentiality. It is important for your agency to develop an appropriate record keeping system. Perhaps the agency could purchase storage boxes and file folders to organize a filing system or utilize a “cloud” based electronic system. The agency should develop a written policy and procedure describing the filing system and rotation of the files. It is also important to maintain these records for at least six years. If an electronic system is used, you must also determine how it is backed-up in case of technical problems.

Q. Our agency offers workshops, seminars, and lecture series. We also offer learner-paced activities. In our Approved Provider application, can we submit examples of three on-site educational activities?
A. Even though independent study or learner-directed activities may be planned and implemented differently there is a single educational design process to be utilized. If the Approved Provider offers both provider-directed and learner-directed learning activities, they should submit a sample of each type with their Approved Provider application.

Q. The criterion asks the applicant to identify the number of contact hours to be awarded, with supporting documentation. What supporting documentation are they looking for?
A. The learning outcomes and the level and amount of content to be provided dictate the amount of time that will be required when the learners and presenters interact in real time, as in a course, seminar, or video conference. Each topic area should have a designated time frame. The time allotments for content for each topic area should be sufficient to facilitate achievement of the learning outcomes by the learner. Occasionally, adequate time is not allotted for the speaker to cover the content and help the learner achieve the outcomes. The Educational Planning Form is the preferred means of documenting this information.

Q. Can we change any of the ANCC/Midwest MSD educational event planning forms?
A. An Approved Provider Unit may add their logo or additional content to the Midwest MSD planning forms. It is prohibited to remove any questions/information unless it is provided elsewhere in planning documents. Remember the goal is if audited or submitted as part of a renewal application, the reviewers need to be able to find all of the criteria requirements easily.

Q. Our organization would like to add additional Nurse Planners. What is required for this to happen?
A. It is the responsibility of the Primary Nurse Planner (PNP) to structure an orientation process specific to the Approved Provider Unit and the needs of the new Nurse Planner(s). It is recommended to utilize the Nurse Planner Orientation Checklist as a guide regarding important topics and resources. Once the new Nurse Planner has completed Part 1 and Part 2 of the Nurse Planner Orientation Checklist the PNP should submit an Approved Provider Change Notification Form to the Midwest MSD office. It is necessary to include a completed Nurse Planner Biographical Data Form with the change notification.

Please note that new Nurse Planner information will be reviewed by the Accredited Approver Unit Director, and additional information/documentation may be required.

Q. What is NARS and how do we find out more about it?
A. NARS stands for Nursing Activity Reporting System. It is a database in which an Approved Provider Unit is required to enter information about educational activities provided each reporting year. Detailed information, resources and webinars can be found on the Approved Provider Forum.

Q: Can an Approved Provider Unit engage patients as planners, faculty/authors in NCPD Activities without compromising privacy and confidentiality?
A. Patients are often important contributors to educational activities and APUs are encouraged to engage patients as planners and faculty. APUs should seek appropriate guidance from institutional policies and practices concerning the protection of confidential and private information when including patients in NCPD activities. The Health Insurance Portability and Accountability Act (HIPAA) does not prohibit the use of patients as faculty, planners, or learners in NPCD activities as long as their permission has been received.

2 10, 2018

Individual Education Activity Applicants

2022-02-07T16:38:43-06:00October 2nd, 2018|

Q. My agency does not have registered nurses on planning committees for nursing continuing education activities. Can we still apply to Midwest MSD for NCPD approval?
A. No. The Midwest MSD Professional Development – Approver Unit will not review any application submitted for Individual Education Activity approval if there are no registered nurses serving on the planning committee. According to the criteria, planning committees must have a minimum of a Nurse Planner and one other planner to develop each educational activity. The Nurse Planner must be an RN with a minimum of a baccalaureate degree in nursing, be knowledgeable of the NCPD process and responsible for adherence to the ANCC criteria. One planner, i.e., Content Expert, needs to have appropriate subject matter expertise for the educational activity being offered. The Nurse Planner and Content Expert must be identified.

Q. A number of speakers for our conference have submitted resumes. May we collect these resumes instead of the Midwest MSD Planner/Faculty Biographical Data & Financial Relationship Form included in the individual education activity application? 
A. The Midwest MSD Planner/Faculty Biographical Data & Financial Relationship Form is required, and must be kept on file by thee applicant for all individuals with the ability to control content. The collected Planner/Faculty forms should be utilized to complete the Planner/Faculty Financial Relationship Identification and Mitigation List that is submitted with the application.  The Midwest MSD reserves the right to request submission of individual Biographical data and Financial Relationship forms during the course of the review process.

Q. Must a Presenter/Author of a NCPD activity be a Registered Nurse?
A. The presenter/author of an educational activity is not required to be a Registered Nurse. The planning committee should determine whether a proposed presenter/author is a content expert on the topic to be presented based on the individual’s education, experience, expertise, professional achievement, credentials, publications, etc. It is also considered best practices that the presenter is familiar with the target audience and is skilled with the teaching strategies chosen to meet the learning outcomes.

Q. Our Nurses Association district or region offers educational activities at each of our monthly meetings. Should we apply for approval for each educational activity or would provider approval be more appropriate?
A. If the district/region plans to offer a number of educational activities over a three-year period, it may be more cost effective and time efficient to submit an application and receive provider approval. This allows the district/region to offer educational activities that include seminars, workshops, a lecture series, or individual educational sessions during a three-year period and award nursing contact hours to participants. Or the district/region can submit an application for each educational activity individually using the criteria for approval of an educational activity if they are offering only a few activities.

Q. It is not clear to me if the rules regarding the approval statement say that it needs to be on a separate line or just a self-contained sentence.
A. The approval statement must be a self-contained sentence. It does not have to be on a separate line from other text.

Q. Must the Individual Education Activity “submitted-for-approval” statement stand alone, or can it be on the same line as other information? 
A. The submitted-for-approval statement can be on the same line as other information.

Q. When/Where do we have to use the final Midwest MSD approval statement? 
A. The Midwest MSD approval statement must be provided to learners:

  • Prior to the start of every educational activity, and
  • On each certificate of completion.

The Midwest MSD approval statement cannot be altered or added to in any way.

Q. What is the appropriate way to list the approval statement and the contact hours on the certificate? We typically list these items in the same sentence. Is that still appropriate?
A. The individual education activity approval statement must be separate from the number of contact hours awarded to participants. You are required to indicate the number of contact hours the participant received for attending the activity and include the approval statement, but they cannot be included in the same sentence.

Approval statements must be listed word for word. No additional words, phrases or statements, or abbreviations may be attached to or included with the approval statement. If the activity has a multi-disciplinary audience and multiple approvals have been achieved for each discipline, each approval statement must be listed separately. For example, if the American Society of Radiologic Technologist has also approved the program for RT’s, another separate approval statement (written according to ASRT requirements) should be listed on another line.

Q. We would like to advertise that we are seeking NCPD approval through the Midwest MSD but aren’t sure what statement to use. Is there a pending approval statement somewhere?
A. We do offer a submitted-for-approval statement that can be used by an Individual Education Activity applicant who would like to begin advertising the event prior to the approval decision. The submitted-for-approval statement is provided in the Individual Education Activity application under Criterion 7 as well as in the Application Instructions document. The statement should be listed word for word, and adjusted to include the specific contact for questions.

Please note, the applicant must have either submitted their application or contacted the Midwest MSD office about their intent to submit an application, prior to distributing promotional materials containing the submitted-for-approval statement. The statement often triggers inquiries from potential learners to the Midwest MSD office to confirm that contact hour approval is being sought.

Q. Will other states accept Midwest MSD approval of nursing contact hours for re-licensure?
A. Usually, but not necessarily. Midwest MSD’s approval is recognized by all other states that are accredited as an approver, as well as by some states requiring mandatory continuing education for licensure renewal. If the state has mandatory continuing education requirements, then check with that state’s Board of Nursing. It is always best for the RN learner to contact the state’s board of nursing or other professional licensing body when one’s intent is to attend an educational activity to use the contact hours for re-licensure. The ANCC and Midwest MSD voluntary recognition systems are not related to mandatory continuing education requirements. States that require continuing education for re-licensure may have in place additional requirements that are not a part of the ANCC or Midwest MSD CE approval process; for example, the topics and content provided may be restricted by the state board of nursing.

Q. Our Oncology Nursing Society chapter often invites expert nurses to present who are on the speakers’ bureaus of drug manufacturers. What should we do to maintain compliance with ANCC/Midwest MSD criteria for disclosure and commercial support?
A. If the speaker’s content includes clinical content, the speaker must complete the IEA Bio/Financial Relationship Form and disclose all financial relationships. The Nurse Planner must then evaluate the relationship(s) listed and document the mitigation strategy used, if appropriate. It is the responsibility of the NP to validate the nature of the financial relationship, as employee of ineligible companies/ organizations are not allowed to participate. The provider must inform learners of the relationship in print prior to the activity. Slides and handouts must be free from company logos and advertising. According to criteria, presentations must give a balanced view of therapeutic options, and use of generic names of drugs is preferred; if trade names are used, trade names from several companies should be used. Communication with the presenter about these guidelines is key.

Q. I am trying to respond to the criterion related to commercial support. We are not holding exhibits or receiving money from pharmaceutical companies; therefore, we are not receiving commercial support for the activity. However, the activity is being sponsored by another company. How do I respond to the criterion?
A. If the company providing you with monies or in-kind donations is not an ineligible company/ organization as defined by ANCC, you are not required to provide information about that sponsorship on the application. Mark that no commercial support was received for the activity. It is the responsibility of the Nurse Planner to validate that the company providing support is not an ineligible company/ organization.

2 10, 2018

Jointly Providing an Educational Event

2022-02-07T16:27:47-06:00October 2nd, 2018|

NOTE: Joint providership was previously known as co-providership

Q. What is the difference between co-sponsor and joint provider?
A. Joint-providership is the planning, development and implementation of an educational activity by two (2) or more organizations or agencies. The ANCC accredited/Midwest MSD approved organization is held fully responsible for particular aspects of the process to assure adherence to all the ANCC/Midwest MSD criteria. A written joint provider agreement is required. The terminology “co-sponsor” is no longer used.

Q. What is the advantage of jointly providing an activity? 
A. Jointly providing an activity provides a great opportunity for organizations to work together, share expertise, workload and other resources.  An Approved Provider Unit however must be designated the lead provider and is responsible for adhering to all ANCC/Midwest MSD requirements.

Q. When a hospital is approved, but is part of a larger organization system, can they offer programs developed for the entire system under their name? 
A. No. The Approved Provider Unit plans an educational activity based on the needs assessment and gap analysis of the identified target audience. The target audience may be specific to their organization or may be broader and include nurses from other organizations. This provider can also jointly provide with other hospitals (either within the hospital system or without).

Q. When a Nursing Continuing Professional Development (NCPD) unit and a Continuing Medical Education (CME) unit from the same organization/facility work together to provide an educational activity, is that jointly providing? 
A. No it is not considered jointly providing. The NCPD unit is responsible for adherence to ANCC/ Midwest MSD criteria and the CME unit is responsible for adherence to the Accreditation Council Continuing Medical Education (ACCME) criteria.  They may share documents that are appropriate, etc. but they remain separate adhering to their separate criteria. This remains the same for other continuing education providers such as the Accreditation Council for Pharmacy Education (ACPE). The active involvement of the Nurse Planner must be evident. The planning, implementation and evaluation of the educational event documentation must reflect the role of the Nurse Planner. The Nurse Planner is also responsible to oversee that the needs of the Registered Nurse members of the target audience are also addressed.  Having a Registered Nurse listed as a member of the planning committee does not suffice to meet this requirement. Evidence of the Nurse Planner involvement may include, but is not limited to: 1) nursing-focused learning outcomes, 2) topics that address the learning needs of the Registered Nurse, 3) Outcomes that address gaps in knowledge, skill and/or practice of the Registered Nurse.

Q: Can we offer contact hours for healthcare professionals who need to learn to use websites and software tools that help them to work, learn, and collaborate virtually, especially during a public health crisis?

A: Yes, just be aware that certain state Boards of Nursing, may not accept such content (and therefore the related contact hours) for the purposes of relicensure.

2 10, 2018

Commercial Support & Sponsorship

2022-02-07T16:25:39-06:00October 2nd, 2018|

Q. Our annual perinatal conference is always generously sponsored by a large formula manufacturer. They pay all the speakers directly. They provide attractive conference bags with their logo, and their excellent print materials are part of the handout packet. They also display product information in the main classroom. Is this appropriate?
A. No this is not appropriate, and you will need to review the guidelines carefully. You must have a written agreement with each entity providing commercial support, signed by both parties, that follows the ANCC/Midwest MSD guidelines. The provider or joint provider, not the commercial entity, must pay speakers or authors from an unrestricted educational grant. You must take care to keep educational content separate from product advertising; items with company ads or logos cannot be handed out where you register participants and hand out the educational packet, but rather at a separate table. Likewise, commercial advertising or logos can be present in an exhibit room, but not in the room where presentations occur. The presence of commercial support must be disclosed to participants in print or written form prior to the start of the activity.

Q. Our Oncology Nursing Society chapter often invites expert nurses who are on the speakers’ panel of drug manufacturers. What should we do to maintain compliance with ANCC/Midwest MSD criteria for disclosure and commercial support?
A. If the speaker’s content includes clinical content that has the potential to be a conflict of interest, the speaker must complete an AP Financial Relationship Reporting Form Part 1 and disclose all financial relationships.  The Nurse Planner must then use the AP Financial Relationship Reporting Form Part 2 to evaluate the relationship(s) listed and document the mitigation strategy used, if appropriate. It is the responsibility of the NP to validate the nature of the financial relationship, as employees of ineligible companies/organizations are not allowed to participate. The provider must inform learners of the relationship in print prior to the activity. Slides and handouts must be free from company logos and advertising. According to criteria, presentations must give a balanced view of therapeutic options, and use of generic names of drugs is preferred; if trade names are used, trade names from several companies should be used. Communication with the presenter about these guidelines is key.

Q. What is an ineligible company/organization (formerly known as a commercial interest organization/company)?
A. The ANCC defines an ineligible company/organization as those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.

Ineligible companies/organizations are not eligible to seek approval/accreditation for their educational activities.

Types of ineligible companies/organizations – examples given are not all inclusive:

  • Pharmaceutical companies and distributors (e.g., Pfizer, Novartis, Johnson & Johnson)
  • Device manufacturers or distributors (e.g., Medtronic, Cardinal Health, Becton Dickinson)
  • Diagnostic labs that sell proprietary products (e.g., Lazar Scientific, CSA Labs)
  • Compounding pharmacies that manufacture proprietary compounds (e.g., Kubat Healthcare, J Kohll RX Compounding)
  • Advertising, marketing, or communication firms whose clients are ineligible companies (e.g., GoodApple, maricich health, Mind+Matter)
  • Bio-medical startups that have begun a governmental regulatory approval process (e.g., Cerevel Therapeutics, ABLE Human Motion, Bionaut Labs)
  • Growers, distributors, manufacturers or sellers of medical foods and dietary supplements (e.g., SMP Nutra, NutraScience Labs, Green Leaf Growers)
  • Manufacturers of health-related wearable products (e.g., Cherokee Scrubs, Crocs Shoes)
  • Pharmacy benefit managers (e.g., CVS, Express Scripts, United Health’s Optum)
  • Reagent manufacturers or sellers (e.g., Promega, GJ Chemical, Inorganics Ventures)

Q. Are exhibits considered commercial support? 
A. No. Exhibits are considered “trade shows” and not part of the educational activity. Vendors are paying for the booth space/tables, etc. to promote their product or service and have nothing to do with the planning, implementation or evaluation of the educational activity. Many organizers have specific forms and accounting systems for these dollars. Monies received from vendors for exhibit space can be used by the organization as they see fit and are not required to be reported in the Individual Education Activity Post Activity Documentation. Providers must ensure that exhibits/vendors are physically located in another room separate from the educational activity.

Q. Is paying for food or beverages considered to be commercial support? 
A. Yes, if paid for by an ineligible company/organization.

Q. Some ineligible companies/organizations when providing commercial support want to require that certain groups get free or discounted registration fees because they are clients. Is this acceptable? 
A. No

Q. Must we limit the promotional activities of companies that are not considered ineligible companies/organizations (commercial entities)?
A. Yes. Promotional activities should never occur within educational activities – regardless of the nature of the company wishing to promote themselves or their product(s).

  • Example #1: A speaker has written a book related to the topic that s/he is addressing in the presentation.
    Acknowledgement of the speaker’s expertise in the area may be made but the speaker may NOT encourage the learners to buy the book ‘in order to learn more’ or for any reason. Additionally, if there is to be a ‘book signing’, it should NOT be mentioned before, during or subsequent to the educational activity and it should occur in an area OTHER THAN the education area.
  • Example #2: A not-for-profit healthcare entity agrees to sponsor education. They wish to include ‘an invitation to practice’ at their hospital in the educational material provided to the learner.
    While the not-for-profit healthcare entity does not meet the definition of “ineligible company/ organization”, the scenario in question mixes educational activity with promotional activity. This is not allowed. The sponsor can be acknowledged but that acknowledgement cannot result in a promotion of the sponsor. Learners should not feel “pressured” or marketed to by the sponsor of the program or should not receive promotional information because they participated in an educational event.

Q. We have some “give aways” to provide participants at our conference. Can we just hand them out? 
A. “Give aways” are donated items such as cups, bags, sticky notes, etc., which are not related to the provision of the educational activity, so are not considered to be ‘in‐kind’ sponsorship or commercial support. Ineligible companies/organizations may provide giveaways for learners as long as there is physical separation between accessing the giveaway and learner engagement in the educational activity, i.e., they should be placed on separate tables for participants to access, not tables where registration or check-in takes place or tables within the learning environment.  Educational materials (handouts, agenda, disclosure form, evaluation) may not be pre-packaged in items (folder, binder, bag) bearing logos/trademarks of an ineligible company/organization.

2 10, 2018

Disclosures

2022-02-07T16:20:42-06:00October 2nd, 2018|

Q. When or how is it acceptable to make disclosures? 
A. The planning committee decides what method works best to accomplish disclosures for the educational event. Disclosures must be made prior to the education starting in writing and can be done via the promotional materials, a participant handout or a disclosure slide.

Q. What disclosures are we required to make?
A. Below is a list of the disclosures activity and Approved Providers are required to make:

  • Midwest MSD Approval Statement – either Provider Approval or Individual Education Activity approval statements
  • Successful Completion Requirements
  • Presence/Absence of Relevant Financial Relationships for Planners and Presenters/Faculty/Authors/Content Experts, including a statement of mitigation, if applicable
  • Commercial Support (if applicable)
  • Joint Providers identified (if applicable)
  • Expiration Date for Awarding Contact Hours (Enduring Material activities ONLY)

Multiple methods can be used. For example, the Provider or Individual Education Activity Approval Statement may be provided on the flyer or brochure, while the presence or absence of relevant financial relationships, etc. may be provided on a handout included with educational materials. It is the responsibility of the Nurse Planner to ensure that all required disclosures are provided to learners at the beginning of the activity. Required disclosures may not occur or be located at the end of an educational activity.

Q. Are we no longer required to provide the non-endorsement disclosure statement?
A. Correct, as of May 2013 the ANCC eliminated the requirement for the non-endorsement disclosure statement.

The COA states they “believe that the non-endorsement disclosure statement is no longer relevant. Providers must plan, implement and provide continuing nursing education (CNE) activities in an unbiased, non-promotional and balanced manner therefore this disclosure requirement was eliminated.”

Q. Are we no longer required to include a statement about off-label product use?
A. Correct, as of May 2013 the ANCC eliminated the requirement to include a statement about off label use of products.

Q. Is it recommended to move away from using “conflict of interest” as the terminology? For example, the disclosure to learners would read “No relevant financial relationships exist for anyone involved in the planning of this activity” vs. “No conflict of interest exists for anyone in a position to control content for this activity”?
A. Yes, ANCC is supporting the new terminology of relevant financial relationships to align with the community that has adopted the new Standards for Integrity and independence in Accredited Continuing Education.

2 10, 2018

Content Integrity and Independence

2022-02-07T16:18:02-06:00October 2nd, 2018|

NOTE: See the Standards for Integrity and Independence in Accredited Continuing Education for complete details on the requirements. Individual Education Activity Applicants click here. Approved Provider applicants click here.

Q. Our agency’s Nurse Planner is married to a pharmaceutical executive whose company sometimes provides educational grants for our programs. Does this disqualify her from involvement in planning at those times? 
A. Approved Providers and Individual Activity Applicants are responsible for adhering to the Standards for Integrity and Independence in Accredited Continuing Education at all times. The new Standards do not require individuals in a position to control content to disclose financial relationships of spouses/ partners.

2 10, 2018

Certificates

2022-02-07T16:13:40-06:00October 2nd, 2018|

Q. What is required to be on a certificate of completion?
A. The ANCC/Midwest MSD requires the following on a certificate of completion:

  • Title and date of the educational activity or date the learner completed the activity
  • Participant name (or line designated to include participant name)
  • Name and address of the provider of the educational activity (Web address acceptable)
  • Number of contact hours learner received
  • For an Individual Education Activity, the Midwest MSD Approval Number will be provided at the time an Individual Education Activity application is approved. For an Approved Provider Unit, the Midwest MSD Provider Approval Number must be indicated.
  • Official approval statement

The Provider may choose to include additional information on a certificate as dictated by their organization, state board of nursing or other accrediting bodies.

Q. Does a participant’s name have to be printed on each certificate of completion? 
A. It is preferable that the Provider has printed the participant’s name on the certificate; however, it is not required. There does need to be a specific space/line for the participant to be able to write in their name.

Q. Can an ineligible company/organization’s logo be used on the certificate of completion? 
A. No

Q. Does everyone participating in our educational activity get a certificate?
A. ANCC/Midwest MSD contact hour certificates are awarded to those individuals who met all of the requirements of successful completion set forth by the Nurse Planner and the planning committee. If an individual did not meet the requirements for successful completion, they do not receive a certificate. For example, if a requirement is that the learner pass the posttest with a score of 80% or above, and they receive a score of 75% they would not receive a certificate.

2 10, 2018

Contact Hours

2022-02-07T16:08:37-06:00October 2nd, 2018|

Q. What is the difference between a contact hour and CEU unit? Are they the same?
A. A contact hour and a CEU are not the same. The ANCC/Midwest MSD uses the “contact hour” as the unit of measure for approved nursing continuing professional development activities. A contact hour is defined as “a unit of measure that describes 60 minutes (1.0 hour) of an organized learning activity that is either didactic or clinical experience. Contact hours may be awarded only for those portions of an educational activity devoted to didactic or clinical experience and/or to the time participants spend evaluating the activity” (ANCC 2013, pg. 25). The ANCC COA allows accredited approvers and providers of CNE to award contact hours for 60 minutes of participation in an approved educational activity. Besides didactic or clinical experience, contact hours can also be awarded for learner-directed and learner-paced independent studies.

The International Association for Continuing Education and Training is an international organization that allows agencies such as colleges, universities, and professional agencies to award a Continuing Education Unit (CEU) for their educational programs. The ANCC Accreditation Program does not utilize the term CEU when referring to the continuing nursing education unit of measurement (ANCC 2015).

Staff development departments in a large health care or educational setting might be approved to offer both CEUs and contact hours. Since the CEU and contact hour are different units of measure, staff developers need to review their math when determining the amount of the unit to award participants. For example, if a program were 360 minutes long, the CEUs awarded would be 360 minutes or 6 hours ÷ 10 hours/CEU, or 0.6 CEUs. The contact hours awarded would be 360 minutes ÷ 60-minutes/contact hour, or 6.0 contact hours. It is important to note that the terms CEU and contact hour are not interchangeable.

Q. When calculating the number of contact hours I find that the number is two digits past the decimal point, or more. For example: 1.66. What is the number of contact hours I should use?
A. You can either award contact hours in the hundredths (i.e., two digits past the decimal point) or round down to 1.6. Do not round up.

Q. How do you calculate contact hours for online or home study programs?
A. These hours must be calculated in a logical and defensible manner. One approach often used is the pilot study where each participant records the time involved in the activity and an average is documented. The pilot study participants must be representative of the target audience and minimally RNs. Another approach used with written materials online is a recognized formula using data such as word count and level of reading and level of technical difficulty. Many on-line learning platforms will also provide time spent in each module for all learners, which can be averaged.

Q. Can contact hours be awarded to participants who are not nurses? 
A. If the provider chooses to do so, certificates verifying completion and the number of contact hours awarded can be given to all participants who meet the criteria for successful completion, whether the participants are RNs or individuals from other professions.

Participants should be aware that the contact hours are specific to registered nurses and those other professions such as nursing home administration or respiratory therapy may or may not recognize the contact hours approved by the Midwest MSD or awarded by a Midwest MSD Approved Provider.

Q. Can contact hours be awarded to participants of ACLS and PALS certification courses? 
A. As of May 2013, the Commission on Accreditation (COA) permits awarding ANCC nursing contact hours for all content in courses that are repeated on a regular basis for all learners.

The COA believes that learning is reinforced by repeat exposure to educational content, and repeat exposure may be more likely to result in behavioral change. Learners are accountable for choosing educational activities that meet their learning needs.

All of the requirements for developing an activity from previously developed content and activity file contents are the same as for other planned activities. The Approved Provider Unit must have procedures in place identifying what the gap is for their target audience, what participant information is obtained, what requirements for successful completion are required and how is it determined they are met, that evaluations are provided to each participant, and that certificates meet all specifications. Record keeping must follow ANCC/Midwest MSD guidelines.

An Approved Provider Unit may choose NOT to offer contact hours for ACLS, PALS or other “canned” educational offerings. Approved Provider Units may also need to be cognizant of the Board of Nursing requirements in their state regarding utilizing contact hour for re-licensure purposes.

Q. Can contact hours be awarded for Basic Life Support (BLS) classes? 
A. As of May 2013, the Commission on Accreditation (COA) permits awarding ANCC nursing contact hours for Basic Life Support (BLS) classes.

The COA believes that BLS is of critical importance for patient safety. This change is in congruence with our accreditor colleagues in medicine and pharmacy. In addition, the COA believes that learning is reinforced by repeat exposure to educational content, and repeat exposure may be more likely to result in behavioral change.

All of the requirements for developing an activity from previously developed content and activity file contents are the same as for other planned activities. The Approved Provider Unit must have procedures in place identifying what the gap is for their target audience, what participant information is obtained, what requirements for successful completion are required and how is it determined they are met, that evaluations are provided to each participant, and that certificates meet all specifications. Record keeping must follow ANCC/Midwest MSD guidelines.

An Approved Provider Unit may choose NOT to offer contact hours for Basic Life Support (BLS) classes.

Q. What content is acceptable to meet the pharmacotherapeutic requirements for advanced practice nurses?
A. Content to meet the pharmacotherapeutics hour requirement must specifically address pharmacotherapeutics. This may include, but is not limited to, drug specific information, safe-prescribing practices, safe medication administration, managing side effects, prescribing methodologies, new regulations or similar content. Presenters must possess expertise in pharmacology and are not required to be a nurse for hours to count towards re-certification.

Delineate the number of pharmacotherapeutics contact hours on the agenda or other marketing materials provided to learners. Note that detailed content outlines and corresponding time frames are necessary to accurately determine pharmacotherapeutic hours. Utilize the content outline and assigned time frames for pharmacotherapeutic content to calculate the appropriate number of contact hours, and note this on the Educational Planning Form.

Q. Our agency provides contact hours to those nurses who view a videotape of a program or conference. Is this appropriate?
A. Contact hours may be awarded to nurses who view videotape or audiotape presentations as they are considered enduring materials. The enduring materials must meet all of the ANCC/Midwest MSD requirements of educational design process, evaluation, etc. and the Approved Provider Unit must maintain an educational planning /program file and all other required documentation.

It is not appropriate to award contact hours to individuals who only view a tape of the educational activity. If an agency provides a videotape of an educational activity for staff to review, a separate learner-directed activity should be developed with post-test questions or other mechanism to ensure viewing was done and learning outcomes were met if contact hours are to be awarded.

Q. Can contact hours be awarded to those individuals who are involved in the pilot testing of an educational activity?
A. Yes. Individuals acting as learners for the purpose of a pilot-test may receive contact hours for that educational activity when the appropriate number of contact hours has been established. These “learners” must be representative of the target audience and minimally RNs. Pilot testing is important in demonstrating the effectiveness of the teaching or learning materials used in the educational activity and in determining the number of contact hours awarded. The approved agency must maintain records of the data used in deciding the number of contact hours to be awarded for participating in an activity. This is the one instance where contact hours can be provided retroactively.

Q. Can contact hours be awarded if the individual only attends a portion of an educational activity?
A. A provider needs to determine whether partial credit can be awarded for an educational activity and should have internal policies in place to make a sound decision when these situations occur. This decision may be based on your specific State Board of Nursing requirements. If the educational activity is designed to have individual sessions, contact hours may be awarded only for those sessions attended. If a specific number of contact hours are awarded for attending an entire educational activity, the provider of the educational activity needs to determine if partial contact hours should be awarded, again, based on the provider’s own policies and criteria for verifying participation and successful completion of an educational activity. Generally, participants who are absent for a portion of the formal presentation should be held to the same standard as those who attend the total educational activity. The provider must be able to describe how learners were informed of the requirements for completion (ANCC 2015, p. 33 – 34).

Q. If the Nurse Planner is also a presenter, can she receive contact hours for the NCPD activity?
A. The presenter for an activity, regardless of his/her other roles, such as Nurse Planner, cannot receive contact hours for the portion of the activity he/she is presenting. If, however, the remainder of the educational activity constitutes a learning experience for the speaker, credit for that portion of the educational activity may be awarded based on the provider’s internal policies and criteria for verifying completion of an educational activity. The provider must have a procedure in place to document the number of contact hours awarded the presenter as different from other participants.

It is inappropriate for the speaker to receive contact hours for their presentations because they are considered the expert on the topic. Going back to the definition, continuing education builds upon the nurse’s knowledge. If the speaker does not have the knowledge, then they would not have been selected to present.

Q. In my agency, we usually only have time for a 30-minute program. Can we offer continuing education (nursing contact hours) for these short educational activities?
A. Yes, nursing contact hours may be awarded for educational activities 30 minutes or more in length. The provider must ensure that the educational design criteria are met for all activities regardless of their length.

2 10, 2018

Educational Design

2022-02-07T15:59:55-06:00October 2nd, 2018|

Q. What types of assessment methods are acceptable for identifying the learners’ needs?
A. Nursing continuing professional development (NCPD) activities are developed in response to, and with consideration for, the unique educational needs of the target audience. Identifying problems in practice and opportunities for improvement may be elicited through a variety of methods, including, but not limited to:

  • Written needs assessment or survey of stakeholders, target audience members, or subject matter experts
  • Individual input from stakeholders such as learners, manager, or subject matter experts
  • Content request by nursing management, based on internal quality measures or identified need
  • Quality studies or performance improvement activities
  • Evaluation data from previous educational activities
  • Trends in literature, law and/or healthcare
  • Trends in practice, treatment modalities and/or technology

Q. What types of supporting evidence can we use when planning an educational event? 
A. Supporting evidence or documentation is used to further validate the need for this educational activity.

Some examples from which evidence can come include, but are not limited to:

  • Annual needs assessment or survey
  • Review of the literature
  • Requests from stakeholders
  • Activity evaluation summary results
  • Surveys from stakeholders or learners
  • Outcome or Quality data (i.e., Regulatory)
  • Research findings
  • Directly from a content expert

Q. How is gap analysis conducted?
A. The process of gap analysis looks at the data collected during the assessment phase and determines where the target audience nurses are in regard to the problem versus where you want them to be. Gap analysis includes deciding which type of gap(s) exist – knowledge gaps, skills gaps or practice gaps. Once the type of gap is determined, learning outcomes can be developed to guide the educational activity toward narrowing or closing the identified gap(s).

Q. Are we required to complete a Gap Analysis Worksheet?
A. The use of the Gap Analysis Worksheet is required by the Midwest MSD., It is a way to relate the current state of the target audience, organize the problem in practice, the desired state and the type of gap revealed. An agency may also provide gap analysis data as part of their determination of a professional practice gap.

Q. How is gap analysis linked to Learning Outcomes?
A. Once the planning committee has determined what gap(s) is present, learning outcomes must be developed to determine whether the educational activity can help to narrow or close the gap. For instance, if gap analysis has determined that nurses on a particular unit lack knowledge in patient fall prevention, a learning outcome of “Learners will self-report an increase in knowledge of how to prevent patient falls” will determine whether the activity adequately addressed the identified gap. An additional or alternative long-term learning outcome might be “Reports of patient falls on Unit X will decrease by at least 20% in the 90 days following the activity”.

Q. What are the best practices for writing learning outcomes for a NCPD activity?
A. The ANCC has moved from learning objectives (developed by presenters and describing what planners hope will happen) to learning outcomes (developed by planners and describing what will be measured during or after the activity) in order to provide activity planners with meaningful data that can be used to improve an existing activity or enhance the planning process for future activities, as well as impact patient outcomes. In addition, the use of learning outcomes and outcome measures provides evidence showing the activity was successful at narrowing or closing the identified gap(s). One of the key responsibilities of the planning committee is to write appropriate learning outcomes for the educational activity that will address the identified gap(s) and provide measurable data of the results of the activity. Outcomes can also serve to direct what teaching/learning strategies to utilize, to estimate time frames, determine learner engagement strategies, and evaluate the activity.

Best practices include:

  • Outcomes must be measurable and focused on what the learner should do or have during or as a result of the educational activity.
  • Outcomes should contain only a single action verb that defines the expected behavioral outcome. Note that the participant will actually DO the action of the verb, not just rate it.
  • Outcomes are planner/presenter tools. They are normally not communicated to learners like objectives were.
  • Outcomes may be generalized and apply to an activity in its entirety (often utilized for multi-day, multi-session and/or multi-topic offerings) or specific to key learning (often utilized for single-topic activities).
  • Unlike objectives, not all content sections need to be ‘covered’ by learning outcomes. Planners should select key take-aways that, when measured, will indicate that the identified gaps have been narrowed or closed.

Q. We are planning a large conference with multiple presentations. Does each session require its own learning outcome(s)?
A. Two options are available to planners when developing learning outcomes for multi-session activities:

  • 1 or 2 overarching learning outcomes that describe the key take-aways for participants from a global perspective
  • 1 learning outcome for each session that is specific to that session’s content

Q. My presenter sent a list of objectives on their Educational Planning Form, even though we provided him with our learning outcome. What should we do with those objectives?
A. As long as the presenter also provided the required content outline, the planning committee may disregard the objectives. Many presenters are so used to developing their content around objectives that many will likely continue to use them as a way to organize their thoughts and materials.

You can make it part of your communication with presenters to inform them that objectives are no longer a part of nursing continuing professional development, although they are free to utilize them if they find it helpful. You might have to specifically state that objectives should not be submitted or utilized on PowerPoint slides during the presentation.

Q. Are there specific criteria for developing a title of a NCPD activity? 
A. While there are not specific criteria regarding titles of NCPD activities, there are best practices to consider:

  • State Boards of Nursing and other certifying and re-certifying bodies such as ANCC when auditing a nurse’s records look to verify that an educational activity was worthy of nursing contact hours. That can often be determined by the title if it accurately reflects the content of the activity.
  • NCPD activities should be planned to enhance the nurses’ professional competence, learn about new treatment regimens, update clinical skills and go beyond the entry level of education; therefore, terms such as “basic”, “introduction”, “fundamentals”, “101”, and “review” should be avoided in titles.
  • The title should have meaning to the target audience – not just the planning committee; therefore, it is best to avoid “cutsie” wording, slang, abbreviations, and other terms that are not easily understood.

Q. What is required to be included in the evaluation of an educational activity? 
A. It is important to remember that evaluation of an educational activity may take place in a variety of formats. A return skill demonstration, electronic polling, a pre or post-test, a case study analysis, role play or active participation in an educational activity are examples. When an evaluation form or survey is provided to learners, best practices indicate that the following should minimally be included:

  • Were the learning outcomes met? When measured on the evaluation tool, it is recommended that a variety of question formats be used (yes/no/if no, why not, Likert ratings, open-ended) in order to stimulate thoughtful responses and provide planners with meaningful data.
  • If overarching learning outcomes were utilized, the evaluation questions should drill down to the key take-aways determined by the planners for each individual session or activity.
  • Did the presenters have expertise in the content they discussed?
  • Was there evidence of bias?
  • How will the participants integrate what they have learned into their current practice? What barriers do they perceive to successful integration?

An evaluation form is required as one method for Individual Education Activity applicants.

Q. For our learning outcome, why can’t our evaluation ask participants any more to rate their ability to do something, like “List the priority of treatment for patients with hemorrhagic stroke”. Isn’t that the same as self-reporting?
A. The key lies in the wording of the learning outcome. If your outcome states, “Learners will list the priority of treatment for patients with hemorrhagic stroke” and the evaluation question says, “Rate your ability to list the priority of treatment…”, the planners have not measured whether the participants can actually list that priority of treatment – participants are just telling you whether they think they can. This is no different from objectives. In order to measure whether a learner is able to list the priority of treatment, you must have each learner actually do so, whether it’s in a small group exercise during the activity, or in a neighbor-graded posttest at the end of the activity, or as an open-ended question on the evaluation tool.

If the planners determine that self-reporting of an increase in knowledge or skill is sufficient to close the identified gap, then the outcome should begin with “Learners will self-report an increase in knowledge on….”

Self-report measures are less reliable than measures that require participants to do some action during the activity itself or immediately afterward. It is best practice to include both types of learning outcomes whenever possible, so that the measured data elicited is of the best quality and reliability.

Q. What are the requirements for electronic signatures (on disclosure statements, financial relationship reporting statements, etc.)?
A. Physical, original signatures are not required. However, if a physical signature is not used, then documentation that you received the disclosure information from the source of the information will be needed. For example, if the form was faxed, you would need to save the cover sheet with the person’s name and phone number on it. You need to use a method that makes you comfortable that documentation has been secured, and which provides verifiable proof after the fact. It is the Nurse Planner’s responsibility of ensuring that the electronic signatures are valid and reliable.  It is acceptable to use a single form to meet the requirements of multiple accrediting bodies. The individual requirements for each accrediting body must be met by the form. It is also important that the signature be appropriately dated by the signee.

What is acceptable?

  • Original and legible physical signatures on a document
  • Electronic print of an actual physical signature on a document
  • A signed document that is scanned and then electronically submitted
  • Documents that are signed and then faxed
  • A document with a specific check box to indicate the individual has “signed” in agreement.  The Nurse Planner must be able to substantiate that this is valid.

Q. Do poster presentations need to be planned as an educational activity? 
A. Poster presentations are beneficial to disseminate information on current trends in research, practice, leadership, and education. They provide a unique opportunity to engage nurses in conversations directed toward a specific topic. If the intention is to award nursing contact hours for the viewing of the poster presentations, then the educational design criteria apply as they would for any other educational activity or session. Posters authored by students in pre-licensure nursing programs, even if mentored or monitored by an RN instructor, are not eligible for contact hours, as these students do not have the experience or expertise to qualify as presenters of NCPD. Posters developed by graduate-level nursing students (but not pre-licensed nursing students) under the supervision of nursing faculty may be considered for inclusion. The target audience must be registered nurses. Minimally, a planning committee should require completed and signed Biographical Data and Financial Relationship Reporting Forms from individuals presenting posters (authors) as well as those reviewing poster abstracts for inclusion for posters that address clinical topics. In this way, appropriate disclosures regarding conflicts of interest can be shared with learners. The Provider would need to develop learning outcomes for the time spent viewing posters and determine an appropriate evaluation method. The provider must also have a means of validating that an individual met the requirements of successful completion associated with poster viewing.

Q. Can contact hours be awarded for poster presentations? 
A.The ANCC/Midwest MSD Accreditation Program is not prescriptive in dictating the logical and defensible method that must be used, therefore Individual Education Activity and Approved Providers have flexibility in determining what method works best for the particular setting or circumstances of the activity. Here are some suggested methods that may be considered regarding awarding contact hours:

  • Pilot test the number of posters that can be reviewed during a time period and award contact hours based on the pilot test data. Participants attest to the time they spent reviewing the posters using an attestation form. Regularly evaluate the pilot test data to validate accuracy.
  • Require participants to review and complete an evaluation form for the poster session. The Provider may choose to require an evaluation form for each poster reviewed or for the full poster session. Pilot test the time required to review each poster or full poster session and award contact hours accordingly. Regularly evaluate pilot test data to validate accuracy.
  • Hold the poster presentation session over a set period of time and log participants into and out of the session. Award contact hours based on the set period of time.
  • Require participants to review each poster and/or a set number of posters and complete a post-test. Successful completion based on passing the post-test. Pilot test amount of time required to review posters and complete post-test. Regularly evaluate pilot test data to validate accuracy.
  • Provide a means for participants to attest to the time spent in poster viewing and the information learned.

Q. Can content previously developed be incorporated into an educational activity? 
A. Content previously developed may be incorporated into educational activities for continuing nursing education credit within the following guidelines: The Nurse Planner and planning committee must:

  • Conduct an independent needs assessment and gap analysis specific to their target audience
  • Identify previously developed educational content that meets the learning needs of the target audience
  • Develop new learning outcomes independent of any prior objectives or outcomes for the content.
  • Possess evidence the previously developed content is current, evidence-based, meets current standards or practice guidelines.
  • Provide evidence of revisions/deletions/additions required for the previously developed content OR evidence stating why previously developed content did not require any revisions/deletions/additions.
  • Ensure the previously developed content is objective and unbiased; and excludes any promotional influence.
  • Verify that the previously developed content meets the definition of “continuing education” as described by the American Nurses Credentialing Center’s Accreditation Program.
  • Ensure that new learning outcomes are appropriately measured on evaluation tools.

The Nurse Planner and planning committee may not approve a previously developed educational activity and award nursing contact hours without complying with these guidelines. Failure to adhere to these guidelines may result in loss of approval status.

Q. If we want to provide a live presentation, and tape it for viewing by those who could not attend, what are the requirements?
A.In this situation, you will need to develop two separate activities – one for the live version, and one for the enduring version. Many elements of educational design apply to both versions, but some of the documentation requirements are different, which is the reason why two activity files are needed.

The enduring material version will need additional planning, since it will be necessary to develop a way to ensure that learners did actually view the material and absorb the material presented. The most common way to ensure this is by developing a posttest over the key take-aways identified, although other methods are possible. For most enduring material activities that are based on a live version, the enduring version will provide additional contact hours to cover the time for completion of the posttest.

Q. Do expiration dates only apply to enduring materials?
A.Yes. The expiration date must be visible to the learner prior to the start of the educational content. The period of expiration of enduring material should be based on the content of the material but cannot exceed 3 years (2 years for individual education activity applicants). The expiration date starts from the date the enduring material is first released.

Q. Do enduring materials have to be reviewed at any time? 
A. Yes, the ANCC/Midwest MSD requires the review of enduring materials at least once every 3 years (2 years for individual education activity applicants), or more frequently if indicated by new developments in the field specific to the enduring material. For Approved Providers, review of enduring material for accuracy and current information, a new expiration date is established. For Individual Education Activities, the provider must complete a new application to the Midwest MSD after review of materials.

Q. Planning documents ask for a “Full agenda/schedule for the entire educational event”. What is required?
A. A full agenda from registration to closing, including breaks for either an in-person event or a virtual event must be included in the educational activity planning file. The agenda must include a breakdown of contact hour calculations for all sessions awarding nursing contact hours. The full agenda/schedule will be compared to the timeframes listed on the Educational Planning Form to verify calculation of contact hours. Ensure that the contact hour award is consistent across all documentation. No agenda/schedule is required for activities of one hour or less.

This working agenda is different from what you may share with participants. In some cases, the full agenda/schedule will list more sessions than those for which nursing contact hours may be awarded. Be clear on the full agenda/schedule or other documents which educational sessions/ presentations will award nursing contact hours. It should also be clear to participants prior to or at the program which educational sessions/presentations will award nursing contact hours.

Q. How is a journal- based CE activity defined?
A. A journal NCPD activity is an activity that is planned and presented by an Approved Provider Unit and in which the learner reads one or more articles (or adapted formats for special needs) from a peer-reviewed professional journal.

When reporting journal-based activities in NARS, the APU may choose to report journal-based NCPD activities as a single activity per journal or as individual articles. For credits available, specify the amount of time required to complete the activity. The number of learners should equal the total number of individuals who completed the activity.

For example, a provider produces a journal that contains an article that is associated with an activity. Twenty learners read the article, reflect on the content, and complete questions related to the content of the article. The learners spend 1 hour on this activity. In NARS, the provider would report this as a journal-based activity with 20 learners, and 1 contact hour.

Q. If a live activity is turned into an enduring material, do faculty disclosure and acknowledgement of commercial support still need to be made?

A. Yes. The new NCPD activity, must demonstrate compliance with all applicable ANCC/Midwest MSD requirements, including the disclosure of relevant financial relationships to learners based on the financial information applicable at the time an individual last had control of content, and acknowledgement of any commercial support.  This is true even if the commercial support was only for the original live activity.

Q. If we planned an in-person, multi-day activity that is switching to a virtual format, would it now be considered a regularly scheduled series (RSS)?
A. RSSs are most often used by hospitals and health systems for repeated, ongoing educational sessions that are conducted by and for the organization’s staff. In general, if you are changing a single live, in-person NCPD course to a live, virtual format, that activity should be categorized instead as an Internet live course, rather than an RSS.

Q. If we record our regularly scheduled series (RSS) so that learners who miss a session can participate by watching the recording, do we report the live RSS in NARS as a single activity and then each of the recorded sessions as separate enduring materials?
A. A regularly scheduled series (RSS) is a live activity that generally targets the same learners over the whole series. If you choose to record some or all of the sessions and make the recordings available to the learners who would normally participate in the live sessions, those recorded sessions are still part of the RSS and do not need to be reported in NARS as separate enduring materials. You would report the RSS as a single activity in NARS.

If you decide to make some or all of the recorded sessions available to a different audience (not the learners who normally participate in the live sessions), either as individual sessions or as a series, this new activity should be reported in NARS as a separate enduring material (or multiple enduring materials).

2 10, 2018

Target Audience

2022-02-07T15:49:18-06:00October 2nd, 2018|

Q. Should a certificate be given to all participants attending a NCPD activity even if all of the participants are not RNs?
A. If the provider chooses to do so, certificates verifying completion of the activity and the number of contact hours awarded can be given to all participants who meet the criteria for successful completion, whether the participants are RNs or individuals from other professions. Participants should be aware that the contact hours are specific to Registered Nurses and those other professions such as nursing home administration or speech pathology may or may not recognize the contact hours approved by the Midwest MSD or awarded by a Midwest MSD Approved Provider.

Q. A program we are planning will have a mixed target population: Registered Nurses, physicians, social workers, and hospital administrators. How do we address the target population for this program?
A. In the October 2013 Directors’ Update ANCC discussed the importance of interprofessional continuing education (IPE). “When planning interprofessional educational activities, the planning process must integrate members of the professions for which continuing education credit will be awarded.  An interprofessional planning process is not a parallel planning process, i.e., each profession evaluating needs for and planning educational activities that happen to take place at the same time.  Additionally, an interprofessional activity is not defined by members of professions who happen to attend or participate in an educational activity.

To be classified as an interprofessional educational activity, the planning process must 1) be an integrated process that includes health care professionals from two or more professions; 2) be an integrated process that includes health care professionals who are reflective of the target audience members the activity is designed to address; 3) demonstrate an intent to achieve outcome(s) that reflect a change in skills, strategy or performance of the health care team and/or patient outcomes; and 4) reflect of one or more of the interprofessional competencies to include:  values/ethics, roles/responsibilities, interprofessional communication, and/or teams/teamwork.

When planning interprofessional continuing education activities, planners must assess and document the professional practice gaps of the members (professions) of the healthcare team, and design educational activities to address those gaps.  It is important to note that planners should not assess the needs of one profession then extrapolate those needs to another profession without clear evidence that the needs are similar.”

Go to Top