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1 Understanding When Conflict of Interest (COI) Exists When you need COI Forms and when you don’t! Amy L. Charette, MS, RN WMSD Nurse Peer Review Leader [email protected]

Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

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Page 1: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

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Understanding When Conflict of Interest (COI) Exists

When you need COI Forms and when you don’t!

Amy L. Charette, MS, RN

WMSD Nurse Peer Review Leader

[email protected]

Page 2: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Understand Conflict of Interest

The Confusing 4 C’s

➢Content Integrity

➢Conflict of Interest (COI)

➢Commercial Interest

➢Commercial Support

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Page 3: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

ANCC Content Integrity Standards

http://www.nursecredentialing.org/Accreditation-

CEContentIntegrity.pdf

.

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Page 4: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

GOAL: Quality Education -- Free of Bias

Content Integrity

Actual or potential conflicts of interest are resolved

Content is based on best available evidence

Independence from commercial interest organization funding for the activity (commercial support)

Free from promotional activity

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Page 5: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Quality Education -- Free of Bias

Content Integrity

Actual or potential conflicts of interest are resolved

Content is based on best available evidence

Independence from commercial interest organization funding for the activity (commercial support)

Free from promotional activity

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Page 6: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Conflict of Interest

A conflict of interest (COI) exists when three conditions are

present:

1. An individual is in a position to control content of the

educational activity, and

2. The individual has a financial relationship with a

commercial interest* organization, and

3. The products and/or services of the commercial

interest* organization are relevant to the content of the

educational activity

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Page 7: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Commercial Interest Organization

The American Nurses Credentialing Center (ANCC)

defines an organization as having a commercial

interest (“Commercial Interest Organization”)* if it:

Produces, markets, sells or distributes health care goods or

services consumed by or used on patients;

Is owned or operated, in whole or in part, by an organization

that produces, markets, sells or distributes health care

goods or services consumed by or used on patients; or

Advocates for use of the products or services of commercial

interest organizations.

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Page 8: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Relevant relationships in COI

Relevant relationships, as defined by ANCC, are relationships with a commercial interest if the products or services of the commercial interest are related to the content of the educational activity.

Relationships with any commercial interest of the individual’s spouse/partner may be relevant relationships and must be reported, evaluated, and resolved.

Relationships are considered relevant if they have occurred within the past 12 months

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Page 9: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Eligibility to participate in planning/presenting

Employees of commercial interest organizations are not permitted to

serve as planners, speakers, presenters, authors and/or content

reviewers if the content of the educational activity is related to the

products or services of the commercial interest organization.

Employees of commercial interest organizations are permitted to

serve as planners, speakers, presenters, authors and/or content

reviewers if the content of the educational activity is NOT related to

the products of the commercial interest organization.

Individuals who have non-employee relationships with commercial

interest organizations are permitted to serve as planners, speakers,

presenters, authors and/or content reviewers as long as the nurse

planner has implemented a mechanism to identify, resolve and

disclose the relationship according to ANCC standards.

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Page 10: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Nurse Planner Decision Matrix

1. Are the products or services of any commercial interest

relevant to the content of educational activity?

2. Identify who has the opportunity to influence the content of

the educational activity.

3. For all individuals who have the opportunity to influence

content: document relationships the individual (including

spouse/significant other) has with commercial interest

organizations within the past 12 months that are relevant to

the content.

4. If the relationship is relevant, COI form with resolution is

required.

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Page 11: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Documenting COI

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Page 12: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

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Page 13: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Documenting Control of Content

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Page 14: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

2016 WMSD COI Form

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Page 15: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

COI Resolution Process

Removing the individual with conflict of interest from participating in all parts of the educational activity.

Revising the role of the individual with conflict of interest so that the relationship is no longer relevant to the educational activity.

Not awarding continuing education contact hours for a portion or all of the educational activity.

Undertaking review of the educational activity by the Nurse Planner to evaluate for potential bias, balance in presentation, evidence-based content or other indicator of integrity and absence of bias AND monitoring the educational activity to evaluate for commercial bias in the presentation.

Undertaking review of the educational activity by the Nurse Planner to evaluate for potential bias, balance in presentation, evidence-based content or other indicator of integrity and absence of bias AND reviewing participant feedback to evaluate for commercial bias in the activity

Undertaking review of the educational activity by a content reviewer to evaluate for potential bias, balance in presentation, evidence-based content or other indicator of integrity and absence of bias AND monitoring the educational activity to evaluate for commercial bias in the presentation.

Undertaking review of the educational activity by a content reviewer to evaluate for potential bias, balance in presentation, evidence-based content or other indicator of integrity and absence of bias AND reviewing participant feedback to evaluate for commercial bias in the activity

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Page 16: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

Key Takeaways

It’s all about preventing commercial influence in CNE.

No COI for anyone if the content does not involve clinical

treatment or management of patients with discussion of

products or services used on patients.

Not a commercial interest company by ANCC definition if the

company’s products and services are not used on patients.

No COI if the planner/presenter has no commercial

relationships relevant to content that does discuss products

and services used on patients.

Actual COI often can be resolved, always is disclosed.

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Page 17: Understanding When Conflict of Interest (COI) Exists · Conflict of Interest A conflict of interest (COI) exists when three conditions are present: 1. An individual is in a position

WMSD Resources

• WMSD Website

• http://www.westernmsd.org/MainMenu/CE

• WMSD Resources – Individual Activity Applications or

Approved Providers• ANCC Content Integrity Standards

• http://www.nursecredentialing.org/Accreditation-

CEContentIntegrity.pdf

• Evaluating Conflict of Interest Flowchart 2015

• WMSD Website FAQs

• http://westernmsd.org/MainMenu/CE/Frequently-

Asked-CNE-Questions

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