This Toolkit has been created to enable CME Activity Directors, Planning Committees and Coordinators to plan, implement and fulfill the reporting requirements for Regularly Scheduled Series (RSSs) AMA PRA Category 1 Credit™ Conferences.

RSSs are defined as a series of educational sessions occurring a number of times a year on a regular schedule (e.g., Lecture series, Grand Rounds, department conference, M&Ms, etc.)

All RSSs must be executed in compliance with the Accreditation Council for Continuing Medical Education (ACCME) Essentials and Standards and Office of Continuing Medical Education (OCME) policy and procedure. The CME Office has oversight responsibility.

To begin the planning process or to renew an existing RSS, contact Trish Levy or one of the CME Coordinators listed below.

Trish Levy
Main Line Health System
& Lankenau Medical Center

Karen G. Kollias
Bryn Mawr Hospital

Cathy DiJohn
Paoli Hospital

Annette Langston
Riddle Hospital

The Main Line Health Office of Continuing Medical Education is prepared to provide assistance and guidance on an ongoing basis. Thank for your commitment to excellence in the provision of Continuing Medical Education at Main Line Health System.

Tab 1: Main Line Health CME

Tab 2: CME policy

  • Policy on Commercial Support
  • Policy on Collection and Resolution of Conflict of Interest (COI)
  • Policy on Commercial Exhibits
  • Policy on Responsibilities of Activity Director
  • Policy on Joint Sponsorship
  • Policy on Enduring Materials
  • Policy on Faculty Disclosure
  • Policy on Faculty Honoraria
  • Policy on Internet CME
  • Policy on Social Events at CME Activities
  • Policy on Speaker Travel Expenses

Tab 3: planning process and CME application

  • Planning Process for RSSs
  • Guidelines for Activity Directors
  • RSS Flowchart
  • Needs Assessment Overview
  • Learning Objectives Overview
  • Global Objectives for RSSs
  • Writing Objectives
  • RSS Planning Tool—Linkage of Needs
  • Planning Committee Agenda
  • CME Application—RSS

Tab 4: faculty

Tab 5: conflict of interest (COI)

  • Conflict of Interest Form
  • Thresholds for Assessing Conflict of Interest
  • Documentation of review and resolution of Faculty COI Form
  • Collection and Resolution of COIs

Tab 6: commercial support

Tab 7: on-site materials and evaluation

  • Coordinator's Checklist

Tab 8: promotion

Promotional flyers – direct sponsorship

  • Lankenau Medical Center
  • Bryn Mawr Hospital
  • Paoli Hospital
  • Riddle Hospital
  • Main Line Health System

Promotional flyer – joint sponsorship

Tab 9: quarterly report

  • Regularly scheduled series quarterly report checklist