Skip to main content

CME Credit Tracking

Track CME credits across multiple state licenses. Automatic allocation, special topics, and compliance monitoring.

CME Credit Tracking

CredFolio's CME tracking system helps you manage continuing medical education credits across multiple state licenses, ensuring you meet all requirements for renewal.

How Does CME Tracking Work?

When you upload a CME certificate, CredFolio automatically:

  1. Extracts credit information — Hours, credit type, completion date

  2. Identifies special topics — MATE Act, opioid training, ethics, and more

  3. Allocates to your licenses — Distributes credits based on your state requirements

  4. Tracks your progress — Shows completion status for each requirement

How Do I Set Up CME Tracking?

To set up CME tracking for your licenses:

Step 1: Add Your Medical Licenses

Go to Settings → Licenses and add all states where you hold a medical license.

Step 2: Set Renewal Dates

Enter your license expiration dates so we can calculate your current CME cycle.

Step 3: Upload CME Certificates

Upload your CME certificates and CredFolio will automatically track your progress toward each requirement.

What Does the CME Dashboard Show?

Progress Overview

The main CME dashboard displays:

  • Total hours completed — Sum of all CME credits in your current cycle

  • Hours required — What your state(s) require for renewal

  • Progress bar — Visual indicator of your completion percentage

Special Requirements

Many states require specific topics. CredFolio tracks these separately:

Requirement

Description

MATE Act

8-hour opioid prescriber training (one-time federal requirement)

Opioid/Pain Management

State-specific opioid education requirements

Ethics

Medical ethics and professional conduct

Cultural Competency

Diversity and cultural awareness training

Risk Management

Patient safety and risk reduction

Note: Requirements vary by state. CredFolio automatically shows only the requirements that apply to your specific licenses.

How Does Multi-State License Management Work?

If you hold licenses in multiple states, CredFolio helps you:

  • View combined requirements — See all your obligations in one place

  • Allocate credits efficiently — Apply CME to multiple licenses when allowed

  • Track separate cycles — Handle different renewal periods for each state

Tip: Many CME courses satisfy requirements for multiple states. CredFolio automatically identifies these opportunities to maximize your credit efficiency.

What CME Features Are Included in Each Plan?

Feature

Starter (Free)

Pro ($29/mo)

Premium ($39/mo)

CME Tracking

1 state

Unlimited states

Unlimited states

Special Topics

Basic tracking

Full tracking

Full tracking + insights

Renewal Alerts

Email only

Email + SMS

Email + SMS + calendar

CME Tracking FAQs

Can I Manually Add CME Credits?

Yes! While we recommend uploading certificates for automatic tracking, you can add credits manually from the CME dashboard by clicking Add Credits.

What If the AI Extracts Wrong Information?

You can edit any extracted data before confirming. The system always asks you to verify information before it's saved to your CME records.

How Do I Know Which Requirements I Still Need?

The CME dashboard shows a progress tracker for each requirement. Incomplete requirements display the remaining hours you need to complete.

Did this answer your question?