Practical Reviews

Financial Disclosure Form to be completed by Planners/Authors/Editors/Presenters

Before completing the disclosure form, you may find this brief ACCME video on financial relationship disclosure helpful. Click here to view the video.

This form must be completed by all planners, faculty, and others who would be in positions to control content.

Oakstone Publishing is accredited by the ACCME. In accordance with the ACCME Standards for Integrity and Independence, Oakstone Publishing requires all planners, faculty, and others in a position to control the educational content of an accredited CE activity to disclose the absence or existence of all financial relationships (of any dollar amount) with any ineligible companies within the past 24 months.

The ACCME defines ineligible companies as those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.

There is no minimum financial threshold; you must disclose all financial relationships, regardless of the amount, with ineligible companies. We ask you to disclose regardless of whether you view the financial relationships as relevant to the education. Oakstone Publishing will determine whether any disclosed financial relationships are relevant to the educational activity. Financial relationships are considered relevant if the content of the education is related to the products or services of the ineligible company. Individuals must disclose all financial relationships with ineligible companies, regardless of whether they believe the relationships are relevant to the content. The accredited provider is responsible for determining relevance. For more information on the Standards for Integrity and Independence in Accredited Continuing Education, please visit accme.org/standards.

What are the next steps in this process? After we receive your disclosure information, we will review it to determine whether your financial relationships are relevant to the education. Please note: the identification of relevant financial relationships does not necessarily mean that you are unable to participate in the planning and implementation of this educational activity. Rather, the accreditation standards require that relevant financial relationships are mitigated before you assume your role in this activity. If no relevant financial relationships are identified, no mitigation is required.

Mitigation strategies will be appropriate to the role(s) on the activity and may include recusal from planning decisions, peer review of planning decisions and content by a person without relevant financial relationships, attesting that clinical recommendations are evidence-based and free of commercial bias, or other action consistent with ACCME Standards.

If any new financial relationships arise prior to or during the educational activity, you must immediately notify Oakstone Publishing so that review, mitigation, and disclosure to learners can occur. All planners, faculty, and others who would be in positions to control content are required to complete this form. All relevant financial relationships, or the absence of relevant financial relationships, will be disclosed to learners prior to the start of the educational activity in accordance with ACCME Standards for Integrity and Independence. Disclosure to learners will include the name of the ineligible company and the nature of the relationship, or a statement that no relevant financial relationships exist. Disclosure to learners will also include a statement that all relevant financial relationships have been mitigated in accordance with ACCME Standards for Integrity and Independence.

If you complete this form annually, rather than by activity, you are required to notify the Office of Continuing Education at oakcmeoffice@ebix.com of any new relationships to ensure up-to-date information is relayed to the learner.

If you have questions about these expectations please contact us at oakcmeoffice@ebix.com.

Failure to provide required disclosure information or to comply with ACCME Standards for Integrity and Independence will prevent participation in the planning, development, or presentation of this activity. Individuals who refuse to disclose financial relationships will be disqualified from participation in the activity.

 

Please make sure you have made the appropriate selection. If you do not agree to present balanced, objective, evidence-based content, disclose all financial relationships, and comply with ACCME Standards for Integrity and Independence, you may NOT participate in the planning, development, or presentation of this program or its contents. If you made this selection in error, then please make the correction and continue.

The following information is required:

Select the activity from the menu for which you are a planner/author/editor/presenter.

 

Oakstone Publishing is responsible for demonstrating compliance with the ACCME Standards for Integrity and Independence in Accredited Continuing Education. All individuals in a position to control the content of an accredited continuing education activity, must disclose all financial relationships with ineligible companies from the past 24 months.

Safeguards Against Commercial Bias: Oakstone expects that the content or format of CME activities and related materials will promote improvements or quality in healthcare and not a specific proprietary business interest of an ineligible company. All recommendations involving patient care must be based on the best available evidence and be independent of commercial interests.

If disclosed financial relationships are determined to be relevant, they will be mitigated prior to the individual assuming their role in the activity and before the educational content is delivered to learners.

We employ several strategies to ensure the absence of commercial bias, and you are integral to their successful implementation.

  1. Presentations will be peer reviewed in which the content will be validated.
  2. CME content must give a balanced view of therapeutic options. Use of generic names will contribute to this impartiality. Educational materials that are a part of this activity cannot contain advertising or promotional messaging. When trade names are used, faculty should reference multiple companies when available and provide a balanced view of therapeutic options. Faculty and authors should use generic names whenever possible. If your CME educational material includes trade names, trade names from several companies should be used where available, not just trade names from a single company.

Please note: It is the responsibility of faculty to inform participants of any discussion of unapproved or investigative use of a commercial product or device during the activity or, if applicable, in response to questions posed by the participants.

Do you acknowledge the ACCME policies?

If you select “No,” you will be unable to participate in this activity unless compliance requirements are met.

Type/s of affiliation or financial relationships and name/s of ineligible companies: Oakstone's Disclosure Policy

 

Please list ineligible companies and relationship/s below:

Individual stocks and stock options should be disclosed; diversified mutual funds do not need to be disclosed. Research funding from ineligible companies should be disclosed by the principal or named investigator even if that individual’s institution receives the research grant and manages the funds.

Have any of the above financial relationships ended in the past 24 months? If yes, list any of the financial relationships that have ended.

I attest that the information I have provided is complete and accurate to the best of my knowledge and that I will notify Oakstone Publishing if any new relevant financial relationships arise prior to or during the activity.