Award Reciprocal CLE Credit

Task

This article lists the steps needed to award reciprocal CLE credit as another CLE credit. Reciprocal credits are added when a course is approved in one jurisdiction but is also accepted in another jurisdiction. 

Steps

1. In InstructorSite, from the main navigation bar, select New(+) and then Course.

2. Create a new Course.

3. Once the course Profile fields have been added, scroll down to the Credits section.  

4. Select a Credit to Award. 

Note: The Reciprocal slider cannot be used until more than one juridisction credit has been added. Once multiple jurisdiction credits have been added the Reciprocal slider can be used.

5. Input the desired amount for each type of credit. For this example, New York credit was added to the course. It shows the attendee will receive an  Ethics credit. 

6. Select the Credit to be awarded as Reciprocal. 

7. Input the desired amount for each type of credit and choose Reciprocal. For this example, the Alabama credit was added to the course as a Reciprocal credit to the NY Credit. It shows the attendee will receive a New York  Ethics credits and receive an Alabama Ethics credit.

8. Select Save Course. 

9. To ensure reciprocity has been added; from the course Overview, on the right-hand side, under Credits, the Alabama credit will be marked with '(Reciprocal)'. 

10. Once the Event has been created, and attendance has been recorded, Certificates can be sent out. Please note, only certificates for the jurisdictions that approved the course accreditation will be issued. In this example, Aaron (an attorney from Alabama) will be issued a New York CLE Certfificate because Alabama credit is being awarded via reciprocity from New York.

11. In LearningSite, when an attorney goes to register for the event, they will know which credits they can earn Reciprosity for.

Implications 

1. Compliance Reports

When reciprocal credits are earned, the credits will appear on the course history and the user's compliance report as reciprocal.

2.Year-End Reports

When reciprocal credits are earned, they do not appear on the Year-End Report, simply because the course was not approved by that state board. 

For example, If the provider has a course approved for CA credits only, and claims NY reciprocal credits, it wouldn't make sense for the NY Year-End report to show this, because the course wasn't approved by the NY board. 

3. Certificates

When reciprocal credits are earned, a certificate for the reciprocal jurisdiction will not be available. They would receive the certificate for the jurisdiction where the credits were originally approved. 

For example, if the course was approved in CA, and the attendee claims NY credit through reciprocity, the attendee would only receive the certificate for CA and not NY. This means when they go to report their NY credits they would present the CA certificate and report the NY credits as reciprocal. The attendee's course history and NY plan will confirm the course has CA credit, and NY reciprocal credit.