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2023 Western Regional Urgent Care Conference
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CME - Mitigation of Financial Relationship
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Name of Person with Financial Relationship
*
First
Last
Step 1: Is the financial relationship with an ineligible company?
*
No
Yes
An ineligible company is any entity whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.
No mitigation is necessary.
Step 2: Is the person an owner or employee of an ineligible company?
*
No
Yes
If Yes, the person must be excluded from any participation in the planning or delivering of continuing medical education for the year reviewed in. If No, determine if the relationship is relevant.
This person must be excluded from any participation in the planning or delivering of CME.
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Step 3: Is the financial relationship relevant?
*
No, all criteria are not met.
Yes, all criteria are met.
A financial relationship is considered relevant if all three criteria are met.
Financial relationship criteria (check all that apply)
A financial relationship exists between the person in control of content and the ineligible company.
The financial relationship existed during the past 24 months and has not ended.
The content of the education is related to the products of an ineligible company with whom the person has a financial relationship.
A financial relationship is considered relevant if all three criteria are met.
No mitigation is necessary.
What role in the content does the person have?
*
Planner, Reviewer, Editor
Speaker, Facilitator, Faculty, Instructor, Panelist, Author
What mitigation strategy steps will you take? (choose at least one)
*
Divest the financial relationship.
Recusal from controlling aspects of planning and content with which there is a financial relationship.
Peer review of planning decisions by persons without relevant financial relationships.
Mitigation strategies for planners, reviewers, and editors.
What mitigation strategy steps will you take? (choose at least one)
*
Divest the financial relationship.
Peer review of content by persons without relevant financial relationships.
Attest that clinical recommendations are evidence-based and free of commercial bias.
Mitigation strategies for speakers, facilitators, faculty, instructors, panelists, and authors.
Name of Internal Staff
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Last
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*
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