EthosCE: Streamlining the CME Enterprise


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EthosCE: Streamlining the CME Enterprise

  1. 1. Automating Your CME Enterprise with Learning Management Technologies Presented by: Jeremy C. Lundberg, MSSW Chief Executive Officer, DLC
  2. 2. Our Agenda  Introduction  Brief Review of Different Software Models  Overview of Technology in CME  Strategic Planning for Learning Management Technology  Case
  3. 3. Poll: How would you define your CME org?
  4. 4. Common Software Models In House Proprietary Software-as-a-Service Open Source •Completely custom •Out of the Box •Out of the Box •Mature applications •Web services •Web services •Free source code •Frequent upgrades •No annual fees •Monthly subscription •Hosting optional •No hosting required •Large developer pool •Cost •Annual fees •Minimal •Evaluate support and •Support •User restrictions customizations documentation •Documentation •Minimal •No ownership •Use only mature apps •Time to market customizations •Can be tough to leave •Higher initial costs •Vendor dependent •Vendor dependent •Recurring costs Multiple software Oracle, Microsoft EthosCE, EthosCE, Drupal, languages
  5. 5. Benefits of Technology in CME  Enhanced learning experience and 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
  6. 6. 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
  7. 7. Key Metrics  78% of associations use e-learning to deliver education.  83% use real-time webinars.  49% use self-paced, on-demand courses.  36% offer audio or video podcasts as well.  33% have an LMS compared to 21% in CME.Tagoras Consulting (2011). Association Learning Management
  8. 8. Common Model in CME Meeting Logistics Assessments Online Courses
  9. 9. Poll: Do you have a strategic tech plan?
  10. 10. 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‟?”
  11. 11. Key Steps toStrategic Technology Planning Identify, convene and interview key stakeholders. Map 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
  12. 12. 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).
  13. 13. Ideal Model in CME - Base Association Management Primary Website or Human Resources Learning Management System 3rd Party Applications External Education
  14. 14. Ideal Model in CME - Advanced Learning Management Association or HR System Management System Content Management System 3rd Party Applications External Education
  15. 15. Case
  16. 16. Poll: Do you have an LMS?
  17. 17. Setting the StageMajor 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)
  18. 18. 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
  19. 19. A Critical Problem 90 Regularly Scheduled Series. 112,500 attendees to be recorded 6+ mo. backlog from attendance to CME transcript. 1 FTE required to:  Review applications  Monitor disclosures and handouts  Conduct onsite visits  Enter attendees into database  Training and approvals  Monitoring peer-review
  20. 20. Strategic Planning and Deployment Interviewed key stakeholders to ID “Pain Points” and workflows. Recommended new automated workflow using Smartphonetechnologies. Customized EthosCE LMS. Conducted pilot study, evaluated data and optimized. Launch and expansion to other
  21. 21. 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
  22. 22. 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:
  23. 23. The Results Centralized, single point-of-entry. One integrated CME administrative process. All critical documentation located insingle dashboardfor 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
  24. 24. RSS
  25. 25. 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
  26. 26. Thank You Jeremy C. Lundberg, MSSW (267) 234-7401
  27. 27. Questions and
  28. 28. American Society of
  29. 29. United Healthcare United
  30. 30. University of