Earning, redeeming and merging CME/CE/CPD credit

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UpToDate Earning, redeeming and merging CME/CE/CPD credit A step-by-step guide for clinicians accessing UpToDate through an EHR, clinician portal or other secure clinical system

GET STARTED EARNING CME/CE/CPD CREDIT REGISTER WITH UPTODATE TODAY! UpToDate is an ACCME-accredited provider, and earning and redeeming CME/CE/CPD credit is a simple process. We do not require tests, fees or the use of a third-party provider. n You may earn CME/CE/CPD credit every time you research a clinical question using UpToDate. n Credits are organized by month and can be redeemed for up to two years. n You can redeem your credits at your convenience 24 hours a day, 7 days a week. n You can also view and print previous CME/CE/ CPD submissions at any time, provided that your UpToDate access is active either through your institution or through an individual subscription. See page 10 to review the types of CME/CE/CPD credit available through UpToDate. Page 1

What goes here UpToDate STEP 1: Access UpToDate from your EHR or portal. You must access UpToDate from your EHR, secure clinical system or portal in order to earn CME/CE/ CPD credit. Note: The above is a sample of how an EHR might look after integration with UpToDate. However, your EHR may have a different appearance, depending on whether you access UpToDate through a tab (as in the sample above), a dropdown menu on your desktop or another configuration. Need help? Contact UpToDate Customer Service at 1.800.998.6374 or customerservice@uptodate.com. Page 2

STEP 2: Register with UpToDate. In order to redeem the CME/CE/CPD credit you ve earned, you must register. This allows UpToDate to recognize you as an individual user within your organization so that CME/CE/CPD credit can be allocated to your account. It s best to register the first time you see the Log in or Register page. a The first time you access UpToDate from your EHR or portal, you will see the Log in or Register page shown below. You can (1) log in with an existing UpToDate user name and password, (2) register as a new user and create your own user name and password, or (3) bypass this page and proceed directly to your search by clicking Skip this for now. b To register, complete all fields and click Submit Registration. Once you register, you will not have to register again. Page 3

What goes here UpToDate c If you prefer not to register on your first visit, you may register later by going to the My Account tab and clicking on Click here to register. Remember: You will not be able to redeem your credits until you have registered with UpToDate. d Once you ve registered, you will receive an email that includes your user name and password. Important: You will not need to use this user name and password to access UpToDate; you will use them only to redeem your CME/CE/CPD credit or to access the My Account section of UpToDate. In addition, your UpToDate user name and password will enable you to log in from any institution that subscribes to UpToDate and earn CME. Need help? Contact UpToDate Customer Service at 1.800.998.6374 or customerservice@uptodate.com. Page 4

STEP 3: Redeem your CME/CE/CPD credit. You may redeem as many or as few credits as you like, and credits may be processed online for up to two years. a Click the CME tab to view the credits you ve earned. You may then click View/Change My Settings in the navigation menu at left to change your default setting to the appropriate credit type. b Click the appropriate boxes in the Submit column for each month you want to submit. Page 5

What goes here UpToDate Need help? Contact UpToDate Customer Service at 1.800.998.6374 or customerservice@uptodate.com. c Indicate how you used the information in practice and click Save. d Please answer a few questions to help us improve our process. Once you are done, click Submit. Page 6

e Print your certificate and submit it to the appropriate licensing organization or you can attach it as a PDF and email it. UpToDate certifies that Fred Smith has participated in the educational activity titled UpToDate from Apr 1, 2011 to May 9, 2012 and is awarded 26.0 AMA PRA Category 1 Credits Denise S. Basow, MD Editor-in-Chief See reverse for accreditation statements. Once you ve processed your CME/CE/CPD credit, your certificate is automatically stored within your submission history. Certificates may be downloaded and reprinted at any time, provided that your UpToDate access is still active. For educational objectives, go to www.uptodate.com. Are you maximizing the value of UpToDate? Go to page 12 for an overview of key features and benefits. Page 7

What goes here UpToDate Merging Your UpToDate CME/CE/CPD Accounts Clinicians with multiple UpToDate accounts can merge their accrued credits into one account, making it faster and easier to manage your CME/ CE/CPD credit. Going forward, clinicians will be able to manage all credits from all accounts with a single user name and password. Please note: n If merging with an individual subscription, once your accounts are merged, you will use your login credentials from your individual subscription account to access your combined CME credits. n CME credits earned with your individual account will not be lost. n Your individual account will remain active unless further action is taken. STEP 1: Click on My Account and log in. If you don t remember your user name or password, you can contact UpToDate Customer Service at 1.800.998.6374. Page 8

STEP 2: Consolidate your accounts. When you log in, you will be brought to UpToDate s My Account page. Select Consolidate accounts from the options listed. STEP 3: Identify the CME/CE/CPD account you wish to merge. When prompted, please enter the user name and password of the second account you would like to merge. If you don t remember your user name or password, you can contact UpToDate Customer Service at 1.800.998.6374. Page 9

What goes here UpToDate STEP 4: Review and submit. Review your account information to ensure it is correct, and click Submit to merge your accounts. Congratulations! You have successfully merged your UpToDate CME/CE/CPD accounts. Any future CME/CE/CPD credit you earn will now be applied to this merged account. Repeat this process for any additional accounts you wish to merge. Page 10

Continuing Education UNITED STATES OF AMERICA UpToDate is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. American Medical Association UpToDate designates this Internet point-of-care activity for a maximum of 0.5 AMA PRA Category 1 Credit(s). Physicians should claim only the credit commensurate with the extent of their participation in the activity. There is no limit to the number of Internet point-of-care cycles that physicians may complete using UpToDate. American Academy of Family Physicians This Point-of-Care activity, UpToDate, has been reviewed and is acceptable for up to 20 Prescribed credit(s) by the American Academy of Family Physicians. AAFP certification begins October 31, 2012. Term of approval is for one year from this date. Physicians should claim only the credit commensurate with the extent of their participation in the activity. You may earn 20 Prescribed credits per year using UpToDate. Credit earned over that amount may be used toward AAFP Elective credit. American Academy of Nurse Practitioners UpToDate is approved as a provider of nurse practitioner continuing education by the American Academy of Nurse Practitioners: AANP Provider Number: 051212. For each hour of participation with the program, NPs can claim 1.0 contact hour. UpToDate automatically tracks the time you spend using the service. American Academy of Pediatrics This continuing medical education activity has been reviewed by the American Academy of Pediatrics and is acceptable for a maximum of 50.00 AAP credits. These credits can be applied toward the AAP CME/CPD Award available to Fellows and Candidate Members of the American Academy of Pediatrics. American Academy of Physician Assistants AAPA accepts certificates of participation for educational activities certified for Category I credit from AOACCME, Prescribed credit from AAFP, and AMA PRA Category 1 Credit from organizations accredited by ACCME or a recognized state medical society. Physician assistants may receive a maximum of 0.5 hours of Category I credit for completing each Internet Point of Care learning cycle. American College of Emergency Physicians Approved by the American College of Emergency Physicians for a maximum of 30 hour(s) of ACEP Category I credit. American College of Obstetricians and Gynecologists The American College of Obstetricians and Gynecologists has assigned up to 0.50 cognate credit per Internet Point of Care learning cycle. There is no limit to the number of Internet Point of Care learning cycles that physicians may complete using UpToDate. American Osteopathic Association UpToDate has been approved by the American Osteopathic Association for unlimited AOA Category 2-B credit. Page 11

What goes here UpToDate AUSTRALIA / NEW ZEALAND Royal Australian College of General Practitioners Time spent reading UpToDate may be claimed on the basis of 2 points per hour in the Self Recorded Activities category of the RACGP QI&CPD Program. Royal Australasian College of Physicians Royal Australasian College of Physicians (RACP) Fellows who read UpToDate are eligible to claim 1 credit per hour toward Category 6 requirements of the RACP MyCPD Program. Royal Australian and New Zealand College of Obstetricians and Gynaecologists Time spent reading UpToDate may be claimed on the basis of 1 point per hour in the Self-Education category of the Royal Australian and New Zealand College of Obstetricians and Gynecologists (RANZCOG) CPD Program. AUSTRIA Austrian Academy of Physicians The Austrian Academy of Physicians of the Austrian Medical Chamber recognizes programs accredited by the Accreditation Council for Continuing Medical Education (ACCME). Physicians may submit their credits earned from UpToDate toward their DFP e-learning requirements. One credit earned from UpToDate is equal to 1 DFP point. CANADA College of Family Physicians of Canada This program meets the accreditation criteria of The College of Family Physicians of Canada and has been accredited for up to 0.5 CFPC Mainpro -M1 Credits per Internet Point of Care learning cycle. You may earn up to 15 Mainpro -M1 Credits per year for this category of electronic CME/CPD activity. Royal College of Physicians and Surgeons of Canada Use of UpToDate may be recorded on the basis of.5 credits per activity in Section 2 (Scanning) of the Royal College Maintenance of Certification (MOC) Program. IRELAND Certificates from the ACCME-accredited activity UpToDate are recognized by the Postgraduate Medical Training Bodies in Ireland and can be recorded as External CPD. Each learning cycle accumulates 0.5 credits. MEXICO Colegio Mexicano de Especialistas en Ginecología y Obstetricia (COMEGO) The Colegio Mexicano de Especialistas en Ginecología y Obstetricia recognizes UpToDate as a provider of continuing medical education on the premise that consults to UpToDate content provide clinicians needed updates and knowledge for optimum clinical practice. For time spent consulting UpToDate, you will accrue up to 10 minutes per topic per visit. You may request a certificate from UpToDate which may in turn be submitted to Consejo Mexicano de Ginecología y Obstetricia, A.C. for recertification purposes at the point value set by their current statutes. SINGAPORE Singapore Medical Council The Singapore Medical Council (SMC) recognizes UpToDate as a Category 3B distance learning program provider. Doctors may submit CME credit claims for their participation together with the certificate of participation from UpToDate toward Renewal of Practising Certificates. For our Educational Objectives, please visit www.uptodate.com/cme/specialty. Page 12

UpToDate Delivers Po UpToDate provides an intuitive user interface and powe diagnoses, create treatment plans and share in Modify your user name and password or update your account information. Link to our newsletter. Earn free CME credit/ CE/CPD contact hours. Learn What s New by specialty since the last release. View a detailed outline within each topic. Click to go directly to summary and treatment recommendations. Click on a heading to go directly to the information you need. View all Graphics associated with a topic in a thumbnail format. Graded recommendations. Note: Visual does not depic Page 13

What goes here UpToDate Powerful Features powerful features that enable clinicians to make re information quickly and efficiently. Use the Find tool to search for a word or synonym within a topic. Access patient information to share with your patients. Print text, references, graphics or the entire topic. Email topics to your colleagues or patients. Link to information about authors and editors. View the date when the topic was last updated. Access related topics to find additional information. Provide valuable feedback by submitting questions and comments to our editors. Click to view a Medline abstract. depict full topic contents. Page 14

Contact Us CUSTOMER SERVICE Hours of service Monday through Friday from 7 am to 9 pm Eastern Time, excluding United States holidays Phone 1.800.998.6374 (US/Canada) +1.781.392.2000 (All other countries) Email customerservice@uptodate.com Fax +1.781.642.8840 TECHNICAL SUPPORT Hours of service Monday through Friday from 8 am to 9 pm Eastern Time, excluding United States holidays Phone 1.800.998.6374 (US/Canada) +1.781.392.2000 (All other countries) Email support@uptodate.com sitesupport@uptodate.com (institutional subscribers) Fax +1.781.642.8840 95 Sawyer Road Waltham, MA 02453 UpToDate.com 888.550.4788 +1.781.392.2000 UpToDate, Inc. 10/12 SKU#000120