New York Medical College

School of Medicine

Forms

 

Download forms for the following:

Regularly Scheduled Series (RSS) (including: Grand Rounds and Lecture Series, Tumor Boards, CQI, Case, and M&M Conferences)
Major Conferences
Enduring Materials
Faculty Development

Instructions for downloading forms

Regularly Scheduled Series (RSS) Forms

Annual Application for CME Providership of Regularly Scheduled Series
RSS Activity Announcement Template
Financial Disclosure Form
Good Practices Agreement
Commercial Support Agreement
RSS Sign-In Sheet
RSS Activity Evaluation Form

Faculty Development Forms

Faculty Development Courses Application
Faculty Confirmation Letter
Financial Disclosure Form
Good Practicies Agreement
Commercial Support Agreement
Activity Evaluation Form

Major Conferences

Application for CME Providership of A Conference
Faculty Confirmation Letter
Financial Disclosure Form
Good Practices Agreement
Activity Budget Template
Commercial Support Agreement
Composite Faculty Disclosure Declaration
Verbal Disclosure Form
Activity Evaluation Form

Enduring Materials

Application for CME Providership of Enduring Materials
Faculty Disclosure Form
Good Practices Agreement
Commercial Support Agreement
Enduring Material Activity Budget Template

Downloading CME Forms from the Web

  • To download a form, place the cursor on the name of the form you wish to access. (Accessible forms {links} will be underlined.) The pointer arrow will turn into a pointing hand.
  • Right Click on the name of the form you want to download  This will bring up a dialog box
  • Highlight "Save Target As…" (Note: some browsers may use the term "Save Link As…")
  • A "Save As" box will appear asking where you want to save the document
  • It is suggested that you save the file to the desktop or some other easily retrievable location
  • Next to "Save In:" Highlight the location where you want to save the document (e.g. desktop, A drive, My Documents folder, etc.)
  • Click the "Save" button
  • The form will be downloaded to the location you specified on your computer, and you will be returned to the web page. You can proceed to download as many forms as necessary.

How to Complete the NYMC CME Forms

  1. Double Click on the "My Computer" Icon
  2. Double Click on the icon for the location where the file is stored (e.g. Desktop/CME Forms)
  3. Locate the form you want to open
  4. Double Click on the form
  5. Microsoft Word will open and a New document will come up in the form. The cursor will be in the first field requiring completion.
  6. To avoid losing any information, go to the "File" pull down menu and highlight "Save Document"
  7. Type in a name and choose a location to save your document.
  8. (It is recommended that you reference the activity in some way so that you will be able to identify it and retrieve it later. {e.g. for Medicine Grand Rounds for December, 2001 you might name the file: medgr1201})
  9. Once the document has been saved and you are back in the form, begin completing the form.
  10. Helper Prompts are available on the bottom ribbon of the computer screen
  11. Press the "tab" key to move to the next required field (If a field does not pertain to you, just tab to the next field. If you need to skip a number of fields, use the mouse to click in the next field that requires information.)
  12. Use your mouse to click on the check box if you want to check off that box. An X will then appear in the form. If you checked a box in error, click on the box again to remove the mark.
  13. Continue to fill in the required fields of the document.
  14. When all required information has been inserted, print the document. (To do this, go to the File" pull down menu and highlight "Print". A dialog box will come up with print options, make any changes you need to make, then click "OK")
  15. Save the document before closing. (To do this, go to the "File" pull down menu and highlight "Save".)

As with all computer documents, the key to not losing data, is to save, and save often!

Using Microsoft Word Form Documents and Templates

Terms:

A Microsoft word file that ends in the extension doc is a Microsoft Word document.  The icon appears as a piece of paper with the top right corner folded down and a big teal colored "W" on the paper. (e.g. serialcvr.doc)

A Microsoft word file that ends in the extension dot is a Microsoft Word Template. The icon appears as a steno pad of paper with multiple pages showing on the bottom, a big teal colored "W" on the paper, and a yellow spiral on the top holding the pages together as in a steno book. (e.g. Serial Conference Application.dot)

Microsoft Word Form: A document or template that requests information that the user completes using a computer. The user only has access to limited areas of the form. Fields, where the user is requested to fill-in information are visible on the screen. Helper prompts are visible on the bottom ribbon of the screen to aid the user in completing the form (e.g. Commercial Support Agreement.dot).

Field: a place where a user is requested to fill in information - the field can request entering of free form text, marking a check box, selecting an item from a drop down box).

Protected Document: A document (or section of a document) that has been protected so that the user is only allowed to enter text or make changes to certain areas of the form. These areas are known as "fields". These "fields" are shown as shaded areas on the form. Whole documents can be protected (e.g. Serial Conference Application.dot) or sections within a document can be protected (e.g. Serial Conference Sign in Sheet.dot).

Pull-Down Menus: Words at the top of a Word file that when you click on, give a list of items which you can choose from. The pull-down menus are: File, Edit, View, Insert, Format, Tools, Table, Window, Help.

Dialog Box: A box that pops up when you highlight or choose something either giving you further information or giving you choices. (E.g. When you go to the "Start" menu and highlight "Shut Down" a pop-up box comes up asking if you want to : Stand by, Re-start the computer, shut down the computer, or restart the computer in MS-DOS mode.)

Things to Remember:

When you open a Word document (.doc) and make changes to it, unless you choose "Save As" from the "File" pull-down menu, when you save the document, the previous blank version of the file will be over-written.

When you double click on a template (.dot), a New Document (Microsoft Word -Document 1 will appear in the left hand corner on the blue header ribbon of the document) will be brought up with the formatting of the template on which the document is based. After you enter information you can then click on "Save" from the "File" pull-down menu and save the document with the name that you choose.

Microsoft Word Forms are protected documents.

Helper prompts are available on the bottom ribbon of the computer screen.

Use your mouse to click on the check box if you want to check off that box. An X will then appear in the form. If you checked a box in error, click on the box again to remove the mark.

If you choose to edit a Microsoft Form (document or template), make changes to the form only BEFORE you have entered information into any field. If you unprotect the form, any information that was entered in the fields before you unprotected it, will be cleared when you try to save, print, or re-protect the document.

While it is possible to unprotect the document it is highly discouraged. If, for some reason, you unprotect the document, all data entered before the document was unprotected will be cleared. Please note, check boxes and pull down menus will NOT function when the document is unprotected, nor will helper prompts be visible.

ADVANCED INSTRUCTIONS FOR EXPERIENCED MICROSOFT WORD USERS

How to Edit Microsoft Form Documents and Templates

To Modify Microsoft Word Form Templates:

  1. Open Microsoft Word. This can be done by double clicking on a short-cut icon on your desktop or toolbar, or going to the Start Menu, highlighting Programs, and then highlighting Microsoft Word
  2. Once in Word, Go to the "File" pull down menu and highlight "Open…"
  3. A dialog box will appear asking you to locate the file you wish to open. Next to "Look In" enter the place where you saved the file you want to make changes to (i.e. desktop, "C" drive, - My documents, "A" (floppy) drive, etc.)
  4. Make sure next to the "Files of Type" on the bottom left of the dialog box, that "Document templates", or "All Files" is listed
  5. Find the document and click on it to highlight it
  6. Click on "OK"- NOTE: You must go into the document this way to alter the template. If you double click on the template icon a NEW document will open and you will have made no changes to the actual template. See instructions for "Creating a New Template Based on an Existing Template or Document" if you want to keep the template as it is and just create a new template form with your specific information.
  7. When the document opens, Go to the "Tools" Pull-down menu
  8. Highlight "Unprotect Document"
  9. The document will now become unprotected allowing you access to all areas of the document.
  10. You can change formatting, remove fields and replace with information that you always want to appear, etc.
  11. When you have made all the changes that you wish to make,
  12. Go to the "File" pull-down menu
  13. Highlight "Protect Document"
  14. A dialog box will appear asking if you want to Protect document for: "Tracked Changes", "Comments", or "Forms"
  15. Make sure you click on the button next to "Forms"
  16. If you want to protect the document from other people going in and making changes, you can enter a password here. NOTE: You do NOT have to enter a password
  17. If you do enter a password, another box will appear asking you to type the password in for confirmation.
  18. If you use the password, be sure to write it down in a safe place in case you forget it. Lost passwords can't be retrieved and the document will remain protected forever.
  19. After you save the document be sure to click on "Save" before you exit to save the changes you made.
  20. A dialog box will open and you will be prompted to enter a name for the document, Next to "File Name" Type in a name for the document. Make sure the "File Type" is "Document Template"

To Modify Microsoft Word Form Documents:

  1. Locate the form you wish to make changes to on your computer. (i.e. desktop, "A" (floppy) drive)
  2. Double click on the document's icon
  3. When the document opens, Go to the "Tools" Pull-down menu
  4. Highlight "Unprotect Document"
  5. The document will now become unprotected allowing you access to all areas of the document.
  6. You can change formatting, remove fields and replace with information that you always want to appear, etc.
  7. When you have made all the changes that you want to make
  8. Go to the "File" pull-down menu
  9. Highlight "Protect Document"
  10. A dialog box will appear asking if you want to Protect document for: Tracked changes, Comments, or Forms
    11. Make sure you click on the button next to "Forms"
  11. If you want to protect the document from other people going in and making changes, you can enter a password here. NOTE: You do NOT have to enter a password
  12. If you do enter a password, another box will appear asking you to type the password in for confirmation.
  13. If you use the password, be sure to write it down someplace in case you forget it. Lost passwords can't be retrieved and the document will remain protected forever.
  14. After you save the document be sure to click on "Save" before you exit to save the changes you made.

To Create A New Template based on an Existing Template or Document:

  1. Locate the form you wish to make changes to on your computer. (i.e. desktop, c drive - My documents, A (floppy) drive)
  2. Double click on the document or template's icon
  3. When the document or template opens, Go to the "Tools" Pull-down menu
  4. Highlight "Unprotect Document"
  5. The form will now become unprotected allowing you access to all areas of the document.
  6. You can change formatting, remove fields and replace with information that you always want to appear, etc.
  7. When you have made all the changes that you want to make
  8. Go to the "File" pull-down menu
  9. Highlight "Protect Document"
  10. A dialog box will appear asking if you want to Protect document for: Tracked changes, Comments, or Forms
  11. Make sure you click on the button next to "Forms"
  12. If you want to protect the document from other people going in and making changes, you can enter a password here. NOTE: You do NOT have to enter a password
  13. If you do enter a password, another box will appear asking you to type the password in for confirmation.
  14. If you use the password, be sure to write it down someplace in case you forget it. Lost passwords can't be retrieved and the document will remain protected forever.
  15. After you save the document be sure to click on "Save" before you exit to save the changes you made.
  16. A dialog box will appear asking you where you want to save the document, what you want to name your document and asking what type of file the document is.
  17. Click on the arrow next to the box: "Save File As Type" and highlight "Document Template"
  18. Go up to the box next to "Save In" and choose the location to save the template. NOTE: When you choose to save a document as a template, the default save location will be in Microsoft Word in the Templates folder. You do not have to save the document here.
  19. You now have a new template. Each time you double-click on the template's icon a new document will open.


Updated on: August 25, 2014