Understanding the AGD - Joint Program Provider Manager on CE Zoom (V2)

You can now monitor your AGD Joint Program Provider approval process. Stay on top of pending items and streamline your the approval process. A new feature for Company account holders.

Use the quick links below to explore each part of the manager:

Joint Program Provider Manager Overview

How to Access the AGD Joint Program Provider Manager

Understanding the Requirements for each approving section

Status Color Key

Joint Program Provider Manager Overview

All courses submitted for AGD Joint Program Provider review can now be tracked through the Joint Program Provider Manager. This tool allows you to monitor the approval status of your:

• Single Courses

• Repeated Courses

• Course Templates

Each type is organized into three tabs: Pending, Approved, and Denied, making it easy to see where your submissions stand.

How to Access the AGD Joint Program Provider Manager

To view and follow your AGD Joint Program Providership course status:

1. From your Company Dashboard,

2. Click on Joint ProgramProvider Manager in the left-hand navigation menu.

This will open the full view of your Single Courses, Repeated Courses, and Course Templates—organized by Pending, Approved, and Denied tabs.

Understanding the Requirements for each approving section

While the Joint Program Provider Manager is read-only on the company side, it gives you full visibility into each course’s progress.

Each course includes 10 parts that must be completed before approval.

• Presenter Qualifications

   

  When participating in an AGD Joint Program Provider Program, it is essential to verify that each presenter is qualified to speak on the subject matter of the course they are delivering.

  This means the presenter must have the appropriate education, credentials, professional experience, or subject matter expertise that directly supports the content they are teaching.

  This ensures the course meets AGD standards for educational integrity and provides attendees with credible, relevant, and professionally delivered content.

  Documentation or a brief bio highlighting relevant qualifications must be provided within the course wizard for each presenter for the AGD approval committee to review and for participants to have access to.

• Course Set Up

  As part of the AGD Joint Program Provider process, the Course Wizard in CE Zoom must be fully completed. This step-by-step setup captures all the essential information needed to:

  • List and advertise the course properly

  • Ensure compliance with AGD standards

  • Enable accurate CE certificate issuance to attendees

  Each section of the wizard is required and must be completed before the course can move forward for approval.

  ⚠️  An incomplete setup will show as a draft on the Joint Program Provider Manager; this can delay the approval process and prevent the course from being posted or recognized with AGD-PACE Joint Program Provider status.

   

• AGD Policies & Procedures

  
  The AGD Policy & Procedures outline the official guidelines and requirements for offering continuing education under the AGD Joint Program Provider.

• Joint Program Provider Agreement

  
  When two or more organizations collaborate on a CE activity, a signed Joint Program Provider Agreement is required before the course is delivered. This agreement outlines each party’s responsibilities and confirms their commitment to follow CE Zoom’s Joint Program Provider Policies and Procedures.

• COI

  As part of AGD Joint Program Provider requirements, all presenters must disclose any potential Conflicts of Interest (COI). This ensures transparency and protects the integrity of the continuing education being delivered.

  In the Course Wizard, you’ll be prompted to confirm whether a COI exists for each presenter.

  • If there is a COI, use the provided text box to describe the nature of the conflict in detail.

  • If there is no COI, simply select “No” to proceed.

• Image of Authenticity

  As part of AGD Joint Program Provider guidelines, all images used in your CE course materials must be original or used with proper authorization. This includes photos, graphics, illustrations, or any visual content. Each presenter will need to sign an affidavit that confirms all patient images used in course materials are authentic, unaltered, and used with proper consent, ensuring compliance with HIPAA privacy regulations and AGD PACE content standards.

• PP Slides

  All course materials must be submitted for review by CE Zoom course planners for AGD-PACE compliance; approval must be given prior to delivery of the CE Activity.

• Supplemental Materials 

  For AGD-approved courses, supplemental materials refer to any additional resources provided to enhance the learning experience. These may include:

  • Handouts

  • Worksheets or practice exercises

  • Reference materials

  • Case studies or examples

  • Step-by-step guides

  • Checklists or summaries

• Publicity 

  Publicity materials include any marketing or promotional content used to advertise your CE course. This can include:

  • Flyers

  • Emails

  • Social media posts

  • Website listings

  • Registration pages

• Sponsorship Agreements

  Courses offered through the AGD Joint Program Provider may include sponsorships, but they must not influence the course content or speaker selection.

  All sponsors must be disclosed, and any commercial support must be handled in accordance with AGD’s standards for transparency and independence. This includes:

  • Clearly identifying sponsors in course materials and promotions

  • Ensuring course content remains free of commercial bias

  • Using disclaimers to separate educational content from sponsor involvement

  ⚠️ All sponsorship details must be submitted as part of the course review process to ensure compliance with AGD guidelines.

A signed sponsorship agreement is required for any course receiving commercial support.

Status Color Key

• Green (Approved): Documentation accepted and approved

• Red (Rejected): Item was not approved and needs revision and resubmitted

• Yellow (Content Missing): Incomplete or missing forms or course information that must be submitted

• Gray (Not Reviewed): No action has been taken yet

Tip: If any documentation shows a yellow or red status, submitting the required materials promptly will help expedite the approval process.