Video guide · Credentials & CME
How to review your CME progress
Check the counted dates, credit categories and rule source before deciding what to do next.
Watch the walkthrough
1:00 · Narrated demo with captions. Synthetic data; no live messages or payments.
Read the transcript
Understand a CME calculation
Demonstration records only. No real messages, payments or AI requests occur.
Open Compliance and start with the dates being counted. A credit may be outside this renewal or have the wrong category. Read the rule's source and review date. If the app asks whether a condition applies, keep Not sure until you can confirm. Use Rules changed? to report a specific discrepancy. The calculation organizes your records; it does not approve your renewal.
Record organization only. The app does not approve a renewal.
Follow the steps
Your saved license and CME records. Opening board sources or sending a rule report needs a connection.
- Open Credentials, then CME Credits and choose Compliance.
- Find the state you are reviewing. Read the dates used for its calculation and check them against the license you are renewing.
- Check total hours, category minimums and topic rows. Review entries outside the cycle or missing a category before adding more credit.
- Open the source link and read its review date. If an applicability question appears, answer for that license; keep Not sure until you can confirm.
- Use Rules changed? to report a specific discrepancy with a board link and explanation. Confirm unclear requirements with the board.
Good to know
- The tracker uses your saved records and rules on file. A completed bar is not a board decision or a guarantee of compliance.
- The Ohio pain-clinic question is an explicit conditional-rule pilot. Other exceptions may be described in notes without being fully calculated.
- The app does not submit your license renewal.
You’re done when: You understand which records were counted and which requirements or conditions still need confirmation.
Written guide reviewed 2026-09-19. This walkthrough uses synthetic demo data.
Organize your own records
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