Identification and Mitigation of Relevant Financial Relationships

IDENTIFICATION AND MITIGATION OF

RELEVANT FINANCIAL RELATIONSHIPS

You have been emailed a summary of relevant financial relationships from an individual, faculty, or planner, that may have the ability to control the content of your upcoming activity. You must review, mitigate, and complete the online mitigation form using the provided link.

To identify and mitigate relevant financial relationships that have been identified for planners, faculty, and others who will control educational content for your education activity, please make sure that:

the mitigation strategy is appropriate to the person’s role in the activity, and
that mitigation is implemented before each person takes on their role.

Steps to Follow:

Review Collected Information

Review the collected information about financial relationships and exclude owners or employees of ineligible companies from participating as planners or faculty

Ineligible companies are those whose primary business is producing, marketing, selling, reselling, or distributing healthcare products used by or on patients. For information about exceptions to this exclusion, see accme.org/standards.

To exclude individuals, select the box “Unable to mitigate. Prospective planner or faculty member removed from the activity.”

Determine Relevant Financial Relationships

Determine whether each person’s financial relationships with ineligible companies are relevant to the content of the education you are planning. Financial relationships are relevant if the following three conditions are met for the prospective person who will control the content of the education:

● A financial relationship, in any amount, exists between the person in control of content and an ineligible company.
● The financial relationship existed during the past 24 months.
● The content of the education is related to the products of an ineligible company with whom the person has a financial relationship.

Choose Mitigation Strategy

Choose a mitigation strategy for each person who has a relevant financial relationship and implement that strategy before the person assumes their role.

Using the lists below, identify which mitigation strategy(ies) will be used for all persons with relevant financial relationships who control the educational content of the educational activity. You may select multiple strategies but be sure to use strategies appropriate to the role(s) that each person has. You can also identify your own strategies for mitigation.

Mitigation steps for PLANNERS (choose at least one)
● Divest the financial relationship
● Recusal from controlling aspects of planning and content with which there is a financial relationship
● Peer review of planning decisions by persons without relevant financial relationships
● Use other methods (please describe)

Mitigation steps for FACULTY and OTHERS (choose at least one)
● Divest the financial relationship
● Peer review of content by persons without relevant financial relationships
● Attest that clinical recommendations are evidence-based and free of commercial bias (e.g., peer-reviewed literature, adhering to evidence-based practice guidelines)
● Use other methods (please describe)