Required Documentation for Single Program Pre-Approval Submissions

Single program submissions are processed through our CE Access Portal hosted by Prolydian. Submit one application for each program. The following information will be required for each program.

Program Overview:

• • Program title.
  • Date and time the program will take place.
  • Program format, (i.e., live in-person, live-virtual, webinar, etc.).
  • Registration information, (link to the registration page, and/or address of the physical site.
  • Session descriptions with at least 3 learning objectives.
  • Agenda or schedule of activity including non-educational breaks.
  • Speaker information including bios, resume, or CV.
  • How the program supports at least one of the Domains of Competency or Ethical Standards

Certificate of Completion:

The certificate of completion that you provide to your participants must include:

• • Participant’s name.
  • Name and date of the course.
  • Number of credits awarded.
  • Provider organization name.
  • Title, name, and signature of an authorized representative from your organization.
  • The PACB approval statement with the approval number and CE count.
  • Retention statement, which indicates to the participants how long they must keep the certificate in case of an audit.
  • Program Evaluation: Provide a copy of the evaluation your participants will be required to complete at the end of the activity to receive credit. You may use any evaluation method that is appropriate for your organization or program.

Program promotional materials:

Materials demonstrating how the information about your program is being marketed and should include:

• • Name of organization.
  • Title of program.
  • Outline and/or agenda for the program.
  • Program goal(s).
  • Learning outcomes.
  • CE information – When creating and submitting your promotional materials you may add, “This program has been submitted to The Patient Advocate Certification Board for approval to provide Board Certified Patient Advocates with [fill in the number] of [General, Ethics or J.E.D.I. CEs].*

*Be sure to indicate the type of CEs for which the program was approved.

Required Documentation for BCPA-ACE Pre-Approval Submissions

BCPA-ACE submissions require the same review and approval documentation as regular programs (see above). BCPA submissions are NOT processed via the BCPA Access Portal (hosted by Prolydian). Contact PACB for instructions regarding the submission of BCPA-ACE pre-approvals.

No additional fees: If the submission falls within the parameters of the provider ACE approved status, and the provider is in good standing, an additional fee for review/approval of the submission will not be required unless the submission exceeds the allowable number of CEs per category.

Indicate the Type of CEs Requested

CEs are approved in three categories: General, Ethics and J.E.D.I.

1. General CE Category

Program content must identify how it supports at least one of the Domains of Competency.

2. Ethics CE Category

Program content must identify how it supports at least one of the Ethical Standards.

3. J.E.D.I. CE Category

Technically a sub-category of Ethics, these submissions further state how the program content supports work in the areas of Justice, Equity, Diversity and Inclusivity.

Single program submissions through the Prolydian portal offers a drop-down selection for each of the above categories. For any other program submission method a statement indicating which of the Domains the program supports is typically adequate. Contact our support team with questions.

Program promotional materials:

Materials demonstrating how the information about your program is being marketed and should include:

• • Name of organization.
  • Title of program.
  • Outline and/or agenda for the program.
  • Program goal(s).
  • Learning outcomes.
  • CE information – When creating and submitting your promotional materials you may add, “This program has been submitted to The Patient Advocate Certification Board for approval to provide Board Certified Patient Advocates with [fill in the number] of [General, Ethics or J.E.D.I. CEs].*

 *Be sure to indicate the type of CEs for which the program was approved.

Required Documentation for BCPA-ACE Pre-Approval Submissions

BCPA-ACE submissions require the same review and approval documentation as regular programs (see above). BCPA submissions are NOT processed via the BCPA Access Portal (hosted by Prolydian). Contact PACB for instructions regarding the submission of BCPA-ACE pre-approvals.

No additional fees: If the submission falls within the parameters of the provider ACE approved status, and the provider is in good standing, an additional fee for review/approval of the submission will not be required unless the submission exceeds the allowable number of CEs per category.