CPE, CDR + Licensure: Keeping Up Kori Geinert, MS, RD, LD Toni Swanson, RDN, LD

Session Objectives Review of PDP’s history and its benefits to the profession Understanding updates to the portfolio DP process and the purpose of these changes Distinctions between CDR and state licensures Clarify the pre-approval process and when its necessary

History of PDP 1969 2015 Specialist Certs Self assessment series Code of ethics Standards of practice 50 CEU’s required for re-certification Implement Practice competencies Practice Competency Validation study Practice Competencies PDP Evaluation PDP implementation 2015

How does PDP benefit you Professionally? CDR considers the value of the PDP process to be proportional to the amount of effort put into completing each step of it Research shows CPE is optimized when each practitioner identifies knowledge and skills needed for professional competence uses appropriate educational methods develops individualized strategies to implement what has been learned, into their professional practice Let’s focus on the title of this process – PROFESSIONAL DEVELOPMENT PORTFOLIO – it is not simply termed ‘continuing education portfolio’….the focus is beyond that of ensuring you have completed your continuing edu requirements. Most of us are the typical Type A learners, who seek out education to empower our practices. The portfolio really serves as a resource to help you stand out among the medical field as not only a well educated provider but as a professionally developed provider as well. This can mean many different things for each individual.

Creating or developing a job description (competencies) There is an expectation that competencies will be used by the dietetics professional to identify learning needs guide continuing professional development and ongoing competence assist in career progression and professional development communicate the role and competence of the profession to stakeholders (employers, external accreditation bodies, the public, etc.) Creating or developing a job description (competencies) Help in answering the question of ‘What does a dietitian actually do?’ (competencies) Policy development, advocacy, working with legislators, etc. (competencies) Encourages you to be forward thinking – Ask yourself, ‘What kind of educational experiences should I be seeking out to meet my professional goals?’ At the end of the 5 year cycle, the PDP process asks you to reflect – Ask yourself, ‘How well did I determine the type of growth and development my career required over the past 5 years?’ Hopes to set you up to provide the highest quality dietetic services possible Think about how the education you have completed is impacting what you are doing as a professional, not just what you know.

PDP Cycle End dates Plans ending in 2019 and 2020 – follow the ‘old’ style Plans ending in years 2021 and beyond – follow the ‘new’ style and is what we will be focusing on today

Overview of new PDP plan The PDP Guide, will help you navigate the 3 steps (reduced from a 5 step process) of your CDR recertification process. The PDP process is aimed at helping to enrich your continuing education experience. This is achieved by emphasizing assessment of your current role, goal setting, and reflection on the impact of the activities you complete.   The first step is your Learning Plan, where you’ll take the long view on the coming 5-year cycle to better direct your education. You’ll develop this plan using the new intelligent Goal Wizard tool. Once you’ve created your Learning Plan, you will record continuing education activities you've attended in the Activity Log. When you've completed your minimum CPE requirements, you will submit the Log to CDR At the end of your 5-year cycle there is one final step, though not one you'll submit to CDR. The Professional Development Assessment is an exercise to measure the efficacy of your planning, and analyze what you are doing as a result of achieving the goals in your plan. ***remind them of the mid-point review. I found this very helpful as a first time RD.

Understanding the Terminology Spheres: Each have a number, 1-9 = Core Spheres, 10-14 Spheres are the broad areas of influence that relate to all practice areas Ethics/professionalism Communications Leadership/Advocacy Critical Thinking/Decision Making Informatics Research, Evidence informed practice/Quality Improvement Safety & Risk Management Food, Nutrition & Dietetics, Physical Activity Education and Counseling 10. Clinical Care 11. Business/Industry, Product Development & Marketing 12. Community and Population Health 13. Foodservice management 14. Organizational management

Understanding the terminology Essential Practice Competencies (broad) describe the knowledge, skills, judgment, and attitudes for all credentialed practitioners throughout their careers, and across areas of practice, and work settings. Also numbered (ex: Sphere 10, Competency 1 = 10.1) Aimed at mirroring competency based education requirements (what you had to satisfy as a student or intern) Replace ‘goals’ that were previously used in developing the learning plan They are intended to provide a structured guide to help identify, evaluate, and develop the behaviors required for continuing competence Written in Goal like statements aka, they are career focused and not intended to just meet the ‘minimum’ level of competence post CEU activity. CDR really wants you to be able to think about how this experience will help you whether or not you are a brand new, entry level provider or a tenured advanced practice provider.

Terminology continued Performance Indicators Also numerical ex: (Sphere 10, Competency 1, Performance indicator 1 = 10.1.1 – this is what you will see listed on CEU certificates) More specific Define factors that are part of the competency (goal) – What is it you will need to do, know, ability to perform in order to meet the competency Drive the specific continuing education Replaces the Learning need Codes – describing what it is we need to learn Example – you aren’t going to see any specific diseases listed in this new process. Example: In the previous version, under 5000 (Medical Nutrition therapy) learning need code were specific disease states. You are now asked to think about what kind of skills (performance indicator) you will need to best serve those patients with specific disease states. This is a shift in thinking about the purpose of the education and what you will gain from it. Not that you were specifically learning about a disease.

How to Enter Learning Plan THINK BROADLY! REMINDER - You do not need to complete a CEU activity for every competency or performance indicator in your plan. You only need 75 total (RDN’s) or 50 total (NDTR’s) CEU’s in the 5 year cycle. As of 2017, 1 CEU is required in the Ethics sphere. There is no one specific activity that satisfies the ethics sphere. The only way in the new PDP to enter the Learning Plan is to use the Goal Wizard – this is step #1 in the process.

How to search for CEU’s including ethics eligible options

Demonstration of the Goal Wizard Dream Wizard– Let’s all go! Reflect, Assess, Plan Identify current employment status Answer series of questions Confirm competency profile Select competencies (replace goals) Select Performance indicators (replaces learning need codes)

Logging CEU’s Online MyCDR Go Mobile App my.cdrnet.org/PDP Available in Apple App Store or Google Play Can complete quizzes from the AND Journal Update profile Pay annual CDR fees Should we walk them through how to log a CEU as well? TIP: Immediately enter CEU hours – don’t let them build up. Purpose of the PDP is to reflect on how this information will help you in your practice. Waiting too long inhibits that ability

Licensure Why is licensure important? CDR State Protects consumers and helps them to identify/access qualified professionals who practice safe and ethical nutrition therapy. Sets a minimum standard for education and experience CDR RD vs RDN State State regulated nutrition professionals Registered Dietitians (RD) are able to identify themselves as Registered Dietitian Nutritionists (RDN). This new title is optional, and there is no difference between the practice, experience or skill set of an RD vs an RDN. According to the Academy, the change is meant to remind the public that “All Dietitians are Nutritionists, but not all Nutritionists are Dietitians”. Some employers request that RD’s become licensed because licensed Dietitians qualify as providers by insurance companies, are recognized by JCAHO, meet the criteria for Medical Nutrition Therapy, and are the only professionals that can provide nutrition counseling.

Licensure Required CEU’s for RD Required CEU’s for LD 75 credits every 5 years Required CEU’s for LD Varies from state to state MN requirements are 45 credits every 3 years

Prior Approval for CPE’s An organization providing CEU’s to Dietitians may request prior approval of the CEU through CDR Is this required? What is the benefit? Live activities do not require prior approval in order for a dietitian to receive CEU’s. There are a few reasons why some organizations choose to submit prior approval requests for live activities: 1. It's a way of advertising their event (particularly helpful for someone organizing a large conference) 2. Once a lecture has been approved, and that lecture was recorded, RDs/DTRs could later watch the recording for continuing education credit for one year following the date of the activity 3. Some states require activities to be prior approved for a dietitian to use those continuing education credits for their state licensure. This varies by state.

Prior Approval Process Submit CPE approval forms through CDR https://www.cdrnet.org/prior-approval-video Your CPE form will be reviewed by MN state affiliate An e-mail will notify you when your CPE form is approved Billing is done by MAND If your CPE program is taking place only in MN it will be reviewed by the MN state affiliate—currently Toni Swanson. If your CPE program is taking place in more states than just MN then CDR will be approving your program. The benefit of having the state affiliate approve your program is a faster approval time. **If they ask: Fees for processing are: 1-1.5 credits  $ 20 2-2.5 credits  $ 25 3-4.5 credits  $ 50 5 or more credits $ 100 Each extra day  $ 50 with a maximum of $200 per event

Questions