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Have Some Questions?
Here's some questions that have been asked by CME coordinators
when shopping for a CME tracking program.
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Frequently Asked Questions

Q: I have looked at several "Meeting Planning" programs.  What makes CME Tracker different from the others? A: CME Tracker was designed, from the ground up, by input and direction from CME professionals like you.  It is much more than a "Meeting Planning" software program.  With a place to enter items  like "Needs Assessment", "Objectives", "Target Audience", "Accreditation Text", "Instructional Methods", etc., you will find that the CME process is streamlined.  And, that you are prepared to answer to your accrediting body. 
Q: Is there an additional charge for any specific features in the CME Tracker (i.e. Credentialing or Evaluations)? A: No, CME Tracker is a COMPLETE package which includes all necessary components for Meeting Planning, Evaluation, Credentialing, etc.  The entire CME process is included for one price.
Q: We need "Courier Route" numbers on all mailing labels.  I don't see a place to put this information in CME Tracker, What are our options? A: CME Tracker contains several fields that can be named by you, and used to collect any type of data.  When preparing your Mailing labels, you will simply place "Courier Route Field" in your merge document.
Q: Do we need any other programs (like Access) to use the CME Tracker? A: No, The CME Tracker is a Complete, Stand-Alone solution to managing the CME Process. 
Q: Other departments need the data collected in CME Tracker.  Is there any way to send them a spreadsheet with registration or mailing information? A: Sure! The Print area contains reports that simply create a spreadsheet that can be shared with other departments or other programs.
Q: In the UK, we do not use M.D. for our our physicians, and our list of specialties varies from what we see in the U.S.  Can we still use 
the CME Tracker?
A: Yes, ALL drop-down fields in the CME Tracker are fully customizable.  You can populate these selection lists with specific terms used in your institution.
Q: Your program seems to be very extensive. I work in a small hospital and am responsible for sponsoring small events.  What am I required to enter in order to have meaningful reports? A: There are no requirements for data entry in the CME Tracker.  Naturally, the more information you enter, the more sophisticated your reporting capabilties will be.  However, there is no need to enter data in areas you do not use.
Q: We have our own evaluation form.  Do we have to use yours? A: The Evaluation area permits you to enter as many different evaluations as you choose.  You are not required to use the pre-defined evaluation, and can define and print your evaluation simply.
Q: We need our director's signature on all certificates.  Can this be scanned into the CME Tracker? A: The "Custom" Certificates are all displayed and edited in your word processing program.  Therefore, you can place a scanned signature in this document as you would any other.
Q: If I want to build a custom report in CME Tracker, do I need to learn a "reporting" language or codes? A: No, Creating a custom report in the CME Tracker means you will be working in your standard word processing program as you do with any other document.  The Tracker prepares a "merge" file containing all of the specific data that you have entered. 
Q: We do hundreds of "Grand Rounds" each year.  How can I enter these without repetitively typing this information each time I want to enter a new one? A: The Event Duplicator is a great way to bypass repetitive keyboarding.  Once you've entered an activity that will be repeated, you can duplicate that event 1 or 100 times with a click of the mouse!
Q: Many of our attendees come from the same organization and have the same office addresses. Do you have any way to "copy" addresses and save time? A: Sure! If you choose, the program will record an address permanently and automatically "fill-in" that address for each additional person from the same organization.
Q: We offer different registration fees for "early-bird" registrations and for residents.  These fees could be different for each conference.  Is there any way to keep up with this? A: It's Simple!  Each person has an "Attendee Type" (i.e. "early-bird" or "resident" or "physician") and each event can have a fee schedule for all of the different attendee types.  These fees will automatically be recorded at registration.
Q: We need to post a calendar monthly, but don't have room on a regular calendar to put all of our events.  We never have events on the Sabbath. 
Is there any way to print a calendar without Saturdays?
A: The "Monthly Calendar", which includes the event date, time, name, topic, speaker and speaker affiliation, can be printed for a 7 day week; with "No Saturdays"; with "No Sundays" or for a 5 day work week.  This is a pop-up selection as you are printing the calendar.
Q: IT just installed our CME Tracker.  What's the next step? A: We know you have your own style for learning and have a variety of options available.  Enclosed in your CME Tracker package is a "Managers Guide" that can be reviewed for a basic understanding of the possibilities for entering and reporting on your data.  Also included is a step-by-step tutorial that will take you through the process of entering an event, a person, registering the person and giving credit.  Some people prefer to read the "User's Guide" while walking through the program.  A variety of advanced tutorials are available for download once you're ready for them.  Finally, our Customer Support staff is available to "tour" through the program with you either generally, or in detail - in as many phone sessions as you'd like.  If you prefer an on-site training session, that can be scheduled with Customer Support
Q: We have just ordered  the CME Tracker and want to move the doctor's names  and addresses  from our old program.  How can 
we do that?
A: You have a couple of options for moving data into the CME Tracker.  The Import Tool gives you an opportunity to "map" the fields from your old database to the new one and import the records.  However, many people choose to have their records imported by our staff, and included in their initial installation. 

 

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