Learn how we used EthosCE Learning Management System with mobile devices to automate continuing medical education (CME) and grand rounds at the University of Pennsylvania School of Medicine. 79% use by healthcare professionals; 4.5 rating on ease of use; eliminated 6 month CME certificate generation backlog.

1. AutomatingRegularly
Scheduled Series in
Academic CME
Presented by:
Jeremy C. Lundberg, MSSW
Chief Executive Officer, DLC Solutions
www.EthosCE.com

2. Our Agenda
 Overview of Technology in CME
 Strategic Planning for Learning Management Technology
 Case Study
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3. Benefits of Technology in CME
 Enhanced learning experiencein an intuitive environment.
 Centralization AND standardization of CME data.
 Improved regulatory compliance and outcomes measurement.
 Decreased administrative costs.
 Help desk, training, data entry, etc.
 Integration with other essential stakeholders.
 Automation of key tasks at the enterprise-level.
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4. Barriers to Effective
Technology in CME
 CME departments rank low on IT priority lists.
 Increased regulations. Decreased resources.
 Pervasive belief that “We are just too far behind everyone else.”
 Web still looked as a novelty rather than an enterprise tool.
 Perceived use of personal vs. professional tech very different.
 LACK OF STRATEGIC THINKING and PLANNING
 Unlike other aspects of CME.
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5. Common Model in CME
Meeting Logistics Assessments
Online Courses Evaluations
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6. Strategic Technology
Planning
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7. Key Steps to Strategic
Technology Planning
 Convene and interview key stakeholders.
 Identify and define organizational “Pain Points.”
 Identify of short and intermediate objectives.
 Define feature requirements and use cases.
 Identify appropriate type of application based upon resources.
 Secure management “buy-in”.
 Create and issue RFP to appropriate vendors.
 Conduct demonstrations, evaluate and select.
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8. Critical Questions
 “What are the budget parameters?”
 “What are our priorities and how realistic are our timelines?”
 “Who is going to lead our strategic planning & deployment?”
 “How will our strategy be supported internally and externally?”
 “What systems can be consolidated, integrated or archived?”
 “Does our strategy support our long-term growth?”
 “Do we have the necessary management „buy-in‟?”
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9. POST Methodology
 People: Research and define your target audience
 Objectives: Define realistic goals
 Strategy: Formulate clear, concise strategies for achieve
your goals and objectives
 Technologies: Determine most appropriate apps
Forrester Research (2009). www.forrester.com
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10. A Strategic Model for CME
Learning Management Association or HR
System Management System
Content Management System
3rd Party Applications External Education Partners
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11. Case Study
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12. Setting the Stage
Major Academic Medical School and Health System
 Multiple Websites and databases in separate silos.
 10 Fulltime CME Employees
 2011
 5,000+ activities
 725,000+ certificates issued
 90 Regularly Scheduled Series (RSS)
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13. EthosCE LMS
Enterprise-level learning
management system.
Designed for CME and ACCME
PARS compliance.
Integrated assessment,
evaluation, and certificate.
Personal “My CME” transcript.
Automates and streamlines
“back office” administration.
Powerful 24/7 reporting engine.
www.EthosCE.com

14. A Critical Problem
 90 Regularly Scheduled Series.
 112,500 attendees to be recorded.
 6+ mo. backlog from attendance to CME transcript.
 Reliance on MS Word, email, and paper sign-in sheets.
 1 FTE required to:
 Review applications
 Monitor disclosures and handouts
 Conduct onsite visits
 Enter attendees into database
 Training and approvals
 Monitoring peer-review process
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15. Strategic Planning and Deployment
 Interviewed key stakeholders to ID “Pain Points”
and workflows.
 Recommended new automated workflow using
Smartphone technologies.
 Customized EthosCE LMS.
 Conducted pilot study, evaluated data and
optimized.
 Launch and expansion to other areas.
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16. Mobile Attendance Tracking Workflow
RSS Session
created by
Department
Coordinator
Course Reviewed
ACCME PARS & Approved by
Reporting CME RSS
Coordinator
SMS short code
CME Transcript
generated and
and Reporting
posted at RSS
Updated
session
Registered vs. Attendees send
Non-Registered short-code text
Attendee message from
Workflow enabled mobile phone
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17. The Results
78.5% of HCPs used Mobile
Attendance App
17.2% had Smartphone, but
no text messaging service
2.4% did not have mobile
device or Smartphone.
Participants rated on a 5-point
Likert scale (1=Poor, 5=Excellent)
Ease of Use: 4.7
Clarity of Instructions: 4.5
Credit Monitoring: 4.6
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18. The Results
Centralized, single point-of-entry.
One integrated CME administrative
process.
All critical documentation located in
single dashboard for easy access to
authorized users.
Educational formats displayed
uniformly to learners.
Allows learners easy access from
registration to certificate /transcript.
Easy data collection and reporting
to ACCME, annual program and
mission reviews.
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19. RSS Dashboard
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20. The Results
Significant Savings
Automated attendance records
controlled by learners
Error reduction in data entry
Instant availability of records on transcript
Instant reporting capabilities for
administrators and coordinators
Value added to other regulatory bodies at
departments and institution-level
Less issues with session
documentation approval timelines
Time and effort savings
Can limit administrative privileges to
internal and external collaborators
Streamlined peer-review process
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21. Thank You
Jeremy C. Lundberg, MSSW
(267) 234-7401
jlundberg@dlc-solutions.com
www.EthosCE.com
www.EthosCE.com

22. Questions and Answers
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23. American Society of Anesthesiology
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24. United Healthcare
United Healthcare
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25. University of Pennsylvania
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