1. www.EthosCE.com
EthosCE: Streamlining the
CME Enterprise
Presented by:
Jeremy C. Lundberg, CEO
Joel DeGrands, COO
Ezra Wolfe, CTO
Raja Venkata, PMP

2. www.EthosCE.com
DLC Solutions
 Award-winning Web, e-learning, and social
media technology firm.
 15+ yrs in specializing CME Web technology.
 Medical academic centers, associations and
healthcare systems.
 Philadelphia, PA and Washington, DC.
 Complete in-house production team.

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Select Clients

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Goals for CME Technology
 Enhanced learning experience in an intuitive environment.
 Centralization AND standardization of CME data.
 Improve regulatory compliance and outcomes measurement.
 Decrease administrative costs.
 Help desk, training, data entry, etc.
 Integration with other essential stakeholders.
 Automation of key tasks at the enterprise-level.

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Common Model in CME
Meeting Logistics
Online Courses Evaluations
Assessments

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A Strategic Model for CME
HR Management System
3rd Party Applications
Learning Management System
External Education Partners
Content Management System

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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 engine.

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Mobile

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Performance Improvement

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e-Learning

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Customizations
 Custom feature development.
 Open architecture to support 3rd
party integrations.
 Single Sign On (SSO)
 Historical data migration.

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Training and Support
 Onsite and Web-based staff training.
 Unlimited phone and email support.
 Custom documentation and user
guides.
 24/7 monitoring, security patches, and
analytics.

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American Academy of Family Physicians

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United Healthcare

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University of Pennsylvania

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Setting the Stage
 Multiple Websites and databases in separate silos.
 10 Fulltime CME Employees
 2011
 5,000+ activities
 725,000+ certificates issued
 90 Regularly Scheduled Series (RSS)

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A Critical Problem
 90 Regularly Scheduled Series.
 112,500 attendees to be recorded.
 6+ mo. backlog from attendance to CME transcript.
 Reliance on MS Word, email, and paper sign-in sheets.
 1 FTE required to:
 Review applications
 Monitor disclosures and handouts
 Conduct onsite visits
 Enter attendees into database
 Training and approvals
 Monitoring peer-review process

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Strategic Planning and Deployment
 Interviewed key stakeholders to ID “Pain Points”
and workflows.
 Recommended new automated workflow using
Smartphone technologies.
 Customized EthosCE LMS.
 Conducted pilot study, evaluated data and
optimized.
 Launch and expansion to other areas.

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RSS Session
created by
Department
Coordinator
Course Reviewed
& Approved by
CME RSS
Coordinator
SMS short code
generated and
posted at RSS
session
Attendees send
short-code text
message from
mobile phone
Registered vs.
Non-Registered
Attendee
Workflow enabled
CME Transcript
and Reporting
Updated
ACCME PARS
Reporting
Mobile Attendance Tracking Workflow

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The Results
79% of HCPs used Mobile
Attendance App
17% had Smartphone, but no
text messaging service
3% 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: 4.6

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The Results
Centralized, single point-of-entry.
One integrated CME administrative
process.
All critical documentation located in
single dashboard for 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 reviews.

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RSS Dashboard

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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 process

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Thank You
Jeremy C. Lundberg, MSSW
(267) 234-7401
jlundberg@dlc-solutions.com
www.EthosCE.com