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.

  1. Open Credentials, then CME Credits and choose Compliance.
  2. Find the state you are reviewing. Read the dates used for its calculation and check them against the license you are renewing.
  3. Check total hours, category minimums and topic rows. Review entries outside the cycle or missing a category before adding more credit.
  4. 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.
  5. 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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