UCSF CONTINUING EDUCATION PORTAL
The Office of CME is rolling out new processes for applying for continuing education credit for multiple professions, for self-managing activities, and for providing a means for registrants to evaluate activities and self-claim credit for their participation. The CE Portal, hosted on the HighMarksCE platform, will be released in modules over the next several months to simplify and centralize CE activities. OCME hopes you find this a useful and valuable tool. See below for more information on each module.
| Module and Status | Description | Release Date |
|---|---|---|
|
CE Applications Complete |
The online application module replaces the current “paper” credit-request packet and supplemental forms required to apply for CE credit. Forms have been modernized and updated into a flexible, centralized online application. Continuing education activities that don’t offer credit are also allowed. The system collects disclosures for program chairs and planning committee members involved in the activity as well as any documents required for the application. |
April 20, 2020 |
|
Application Review In Testing Phase |
The online review process replaces the monthly Governing Board in-person subcommittee meetings and provides online, real-time reviews, and rolling approvals. | Projected July 31, 2020 |
|
Activity Management In Testing Phase |
Once approved, activities are available to coordinators and conference managers to set the parameters for what information displays on the OCME program calendar, to select what information needs to be obtained from speakers, and to monitor the planning process. | Projected July 31, 2020 |
|
Faculty Management In Testing Phase |
The faculty management module collects necessary information from all individuals who have an assigned role in the program, including updated profile information, disclosures, travel information, W-9’s, CV’s, biosketches, slides, and handouts. Communications with “faculty” are managed within the system. Peer Reviewers assigned to those sessions where conflicts exist will review presentations and provide feedback online. Everything is stored in one place! |
Projected July 31, 2020 |
|
Attendee Management In Planning Phase |
The attendee management module allows coordinators and conference managers to upload a list of participants to instantly create accounts for them in the system. Attendance data for each program (or grand rounds session) is uploaded to the system to record attendance. A mobile device check-in option is also available. | Projected August, 2020 |
|
Credit Claims In Planning Phase |
The credit claiming module allows individuals with active accounts in the system identified as having participated to select or confirm their number of credits, which automatically generates a profession-specific certificate and adds the activity to their electronic transcript. | Projected August, 2020 |
|
E-Transcripts In Planning Phase |
The e-transcripts module allows participants to view all of their earned credits from UCSF across all of their activities for the past three years and into the future. Participants are allowed to record credits earned from other organizations as well to keep their entire credit history within their accounts. | Projected August, 2020 |
|
Online Evaluations In Planning Phase |
The evaluation module presents online surveys to participants to evaluate sessions, complete post-tests, or evaluate and entire program. Program managers have the option to require completion of evaluations to claim credit if desired. | Projected Fall, 2020 |
How to Create an Account or Login
- Open the CE Planning Portal in a browser: https://ww2.highmarksce.com/ucsf
- Open the CE Planning tab.
For new accounts:
- On the right side of the home screen, enter your name and email address.
- Confirm your email address; this will be your username.
- Consent to collection of this data and use the Create Account button.
- You will receive an email to confirm your address.
- Once confirmed, you will be logged in automatically.
For existing accounts:
- On the left side of the home screen, enter your email address.
- Enter your password. If you did not receive a password but you already have an account, use the Get it Now! link to set or retrieve it.
- Use the Sign In button to login to the system.
Where to Find Help
The online portal planning wiki guide has several articles to help users step-by-step with using the portal from application management to attendee management. Identify your role in the system and search for articles related to your role, or step through a specific process in order, or discover the features of each module.
A help page for each form in the Application Module is also available in the guide. Look for the ? icon near the top of each form while using the system.
Getting Started by Audience
Find your system role below and visit the related link to jump straight to your part of the Portal Guide
Application Submitter/Coordinator
For individuals whose role is administrative oversight of managing an application submission
Activity Chairs / Planning Committee Members
For individuals whose role is content oversight for a program
Speaking Faculty
For individuals who are participating in a program as a presenter, moderator, panelist, session chair, etc.
