INDEPENDENT STUDY COURSES

INDEPENDENT STUDY COURSES

F:\executive\motions and policies\policies\Board approved\ISC .doc (BOD approved 10-6-05, 9-20-07, 8-11-09, 8-9-10, 9-19-11, 11-7-11, 2-3-14, 4-27-16, 6-11-18)

1

Category Policy 1 2 I. Advertising/Marketing A. Advertising 3 B. Course Brochures 4 C. Course Marketing 5 D. ISC Publication Services with Other Sections/Academies6 7 II. Advisory Panel A. Panel Structure 8

B. Meetings 9 C. Terms 10 D. Solicitation of Qualified Authors 11

12 III. Author Credit and A. Contact Hours 13 Complimentary Copies B. Complimentary Monograph Copies 14

15 IV. Author Contracts A. Board Approval needed prior to Sending Contracts 16 B. Required Forms 17 C. Contract Deadline 18 D. Timeframe for Securing Authors 19 20 V. Author Honorarium/ 21 Expenses A. Amount of Honorarium/Expenses 22

B. Complimentary ISC in Lieu of Honorarium 23 C. Authorship of an Independent Study Course Monograph by24

Officers and Committee Chairs 25 D. Receiving Honorarium 26 E. Reprints 27 F. Missed Deadlines 28 G. Monograph Deadline Dates 29

30 VI. Copyright (Nonauthor) A. Individual Reprint Requests Granted on a One-time 31

Nonexclusive Basis 32 B. Publisher Reprint Requests Granted on a Reciprocal Basis33 C. Permission to Reprint Fee34

35 VII. Editor A. Honorarium 36 B. Performance Evaluation37 C. Term of Office38 D. Emergency Plan39 40 VIII. Subject Matter Experts A. Honorarium 41 B. Contact Hours42

C. Complimentary Copy of Monographs43 44 45 46



2

IX. Online Course A. Course Evaluations1 Evaluations B. Compilation of Course Evaluations2 3 X. Final Exams A. Final Exams Posted to Learning Management Platform4

B. Life of Online Exams5 C. Hard Copy Exams6 D. Contact Hours Awarded to those who pass7 E. Notification of Exam Results8 F. Receiving Course Credit9 G. Retaking Exams10

11 XI. Monographs/Courses A. Course Sales12

B. Offer Complimentary ISC to first 10 Item Writers13 C. Offer Complimentary ISC to Mentors who participate in the14

Mentorship Program15 D. Copyediting16

17 XII. Registration A. Refund Policy18

B. Continuing Education for Non-PTs/PTAs19 C. ISC Fees for Print on Demand20 D. Copyright Permission for Academic Institution/Faculty Members21 E. Physical Therapist Residency and Fellowship Curriculum22

Offerings23 24

XIII. CEU Certification A. Individuals Must Contact Their State Board to Receive CEUs25 B. State Approval26

27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46



3

I. ADVERTISING/MARKETING 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

A. Advertising

i. Re-runs (all past courses)A cumulative 1-page ad advertising all available courses is placed in OP and JOSPT. A cumulative brochure listing all available courses is mailed each year. Course numbers will be included on all advertising.

B. Course Brochures

A brochure advertising one or more courses may be created on an annual basis and

reviewed by the ISC Editor prior to distribution.

C. Course Marketing

The Academy of Orthopaedic Physical Therapy (AOPT) will market its ISCs and other

educational offerings to members and, when appropriate, non-members.

D. ISC Publication Services with Other Sections/Academies

The Academy of Orthopaedic Physical Therapy will not actively pursue ISC publication services from other APTA Sections/Academies. The Academy of Orthopaedic Physical Therapy will consider contracting with other Sections/Academies for publishing services if contacted. 25

26 27

II. ADVISORY PANEL 28 29 30 31 32 33 34

35 36 37 38 39 40 41

42 43 44

A. Panel Structure

The ISC Advisory Panel will be made up of the ISC Editor (Chair), ISC Associate Editor, the AOPT Board of Director Liaison, Education Chair, and up to 15 other members recommended by the ISC Editor and approved by the AOPT Board of Directors.

B. Meetings

The ISC Advisory Panel will meet via conference call 2 times as needed each year and at a minimum a face-to-face meeting at the APTA Combined Sections Meeting to finalize 3-4 course topics, monograph titles, and potential authors for approval by the Board of Directors at CSM. Additional calls will be held as deemed necessary by the ISC Editor.

C. Terms

To ensure panel consistency between AOPT elections or the selection of a new ISC Editor,

the ISC Editor contract will remain a 3-year term with one 3-year extension if 45

Return to Table of Contents



4

approved by the Board of Directors, from March 1st through February 28th. The ISC 1 Board of Director Liaison and Education Chair will serve their elected terms. Advisory 2 Panel members will serve a 3-year term and no more than 2 terms. 3

4 D. Solicitation of Qualified Authors5

6 7 8 9

10 11

Once course topics are developed, a call for authors will be mass e-mailed to all AOPT members, posted to Facebook and Twitter, and placed on the AOPT Web site. Based on the availability of potential authors, the ISC Advisory Panel will recommend 2 to 3 possible ISC courses that could be developed. The ISC Editor will recommend these potential ISC courses, monograph titles, and potential authors to the AOPT Board of Directors for approval at the July Board of Directors Meeting.12

13 14

III. AUTHOR CREDIT AND COMPLIMENTARY COPIES15 16

A. Contact Hours17 18

Primary authors may: (1) be able to take the final exam for the course at no charge and (2)19 receive appropriate contact hours if they achieve a score of 70% or higher.20

21 B. Complimentary Monograph Copies22

23 Primary authors who contributed to a monograph for a specific independent study course24 will receive one complimentary printed copy of the course.25

26 27

IV. AUTHOR CONTRACTS28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46

A. Board Approval Needed Prior to Sending Contracts

Independent Study Course contracts should not be sent to authors until the Board of Directors has formally approved the course topics and monograph titles. Authors may write more than 1 monograph per course with ISC Editor approval.

B. Required FormsA signed contract outlining the responsibilities that must be met to receive an honorarium and a completed W-9 form are needed for all independent study course authors. Authors must also submit the signed Copyright Release form, the Photo/Figure/Table Copyright Release form, Subject Consent form (if applicable), and the completed Permissions Documentation form.

C. Contract Deadline

Once the initial contract has been sent to the author, it is expected that the contract will be

signed and returned to the AOPT office within 2 weeks of receipt. 47




5

1 D. Timeframe for Securing Authors2

3 Authors will be confirmed 12 months prior to the planned publication date.4

5 6

V. AUTHOR HONORARIUM/EXPENSES 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43

A. Amount of Honorarium/Expenses

Authors will be paid an honorarium of $1,500 plus up to $250 for expenses. Receipts must be submitted with the reimbursement form at the time of the expense request.

In unusual circumstances, the Editor may allow an author to exceed the $250 expense allotment if there is reasonable justification for the expense. The author must notify the Editor of anticipated additional expenses when or before submitting the first draft of the monograph. Cases will be considered on an individual basis and will not exceed a total of

$1,000 maximum per 3-monograph course, $2,000 maximum per 6-monograph course, and

$4,000 maximum per 12-monograph course.

B. Complimentary ISC in Lieu of Honorarium

When authors cannot accept an honorarium because of their specific employment situation (ie, armed forces, government), they will receive a maximum of 3 complimentary independent study courses or have the AOPT donate $500 on their behalf to a nonprofit organization of their choice.

C. Authorship of an Independent Study Course Monograph by Officers and Committee Chairs AOPT officers and committee chairs may only serve as authors for AOPT sponsored independent study courses with prior approval of the Board of Directors. They are also eligible for honorariums if approved in advance by the Board of Directors.

D. Receiving Honorarium

Authors will receive an honorarium after the:• final revisions have been received.• author checklist is complete,• page proof in pdf format has been reviewed and approved, and• authorization statement is signed and returned.

E. Reprints to use any Independent Study Course in part or whole, one must first contact the Academy of Orthopaedic Physical Therapy office for permission to reprint. 44

45 46




6

Five (5) years from the date of the initial publication of the monograph, the Academy of 1 Orthopaedic Physical Therapy releases ownership of the monograph to the author. 2

3 F. Missed Deadlines4

5 We recruit the most promising authors. The ISC Editor and Managing Editor continually6 review author progress and mutually agree when an author needs to be terminated. Refer to7 the Work made for Hire Agreement, Right to Terminate, contained in the Author Packet.8

9 G. Monograph Deadline Dates10

11 The author’s deadline date for submitting a completed monograph will be determined on a12 case-by-case basis.13

14 15

VI. COPYRIGHT (NONAUTHOR) 16 17

A. Individual Reprint Requests Granted on a One-time Nonexclusive Basis18 19

Requests to reprint in printed and electronic form (from entities other than the author) will20 be granted on a one-time, nonexclusive basis, provided:21

1. Granting the request does not diminish the value of the copyrighted material;22 2. No more than two paragraphs of text are quoted exactly;23 3. Adaptations or modifications of the original material are submitted for approval by the24

Independent Study Course Editor to ensure that the adaptation does not violate the spirit25 or intention of the original;26

4. An appropriate credit line is included in the publication; and27 5. The Academy of Orthopaedic Physical Therapy is provided a complimentary copy of28

the publication in which its copyrighted material appears.29 30

B. Publisher Reprint Requests Granted on a Reciprocal Basis31 32

Requests to reprint that meet the standards delineated in the above section will be granted33 on a reciprocal basis:34 1. Publishers who do not charge the Independent Study Course Series a fee for reprinting35

their copyrighted materials will be granted the right to reprint materials to which the36 Academy of Orthopaedic Physical Therapy holds the copyright free of charge;37

2. Publishers who charge the Independent Study Course Series a fee for reprinting38 copyrighted materials will be charged an identical fee for reprinting materials to which39 the Academy of Orthopaedic Physical Therapy holds the copyright.40

41 C. Permission to Reprint Fee42

43 A $50 fee will be charged to non-authors and non-Academy of Orthopaedic Physical44 Therapy members to receive permission to reprint independent study course materials. A45




7

$25 fee will be charged to non- authors who are Academy of Orthopaedic Physical Therapy 1 members. 2

3 VII. EDITOR4

5 A. Honorarium6

7 The editor will be paid an amount per monograph edited as dictated in the Agreement to8 Provide Editorial Services.9

10 B. Performance Evaluation11

12 ISC authors, Advisory Panel members, and the ISC Managing Editor will have input into13 the performance evaluation of the ISC Editor annually. The Executive Director and the ISC14 Board Liaison, with input from the Board of Directors, will conduct an annual performance15 evaluation of the ISC Editor based on the responsibilities outlined in Attachment A of the16 ISC Editor Agreement.17

18 C. Term of Office19

20 The initial appointment for the ISC Editor will be a 3-year term with one 3-year extension if21 approved by the Board of Directors.22

23 D. Emergency Plan24

If the Editor should be unable to perform his editorial duties, then the ISC Associate Editor25 will handle content-related ISC tasks. This includes:26 reviewing monographs,27 developing course topics,28 developing monograph titles,29 contacting potential authors, and30 finding subject matter experts.31

32 33

VIII. SUBJECT MATTER EXPERTS34 35

A. Honorarium36 37

Subject Matter Experts (SMEs) will be paid $300 per monograph reviewed as dictated in38 the SME Work Made for Hire agreement. Payment will be made to the SME after he or she39 returns the reviewed monograph, SME Summary Sheet, and the signed Statement of40 Completion of Review form to the ISC Managing Editor.41

42 B. Contact Hours43

44 SMEs reviewing an entire course series may take the final exam online and receive contact45 hours at no charge upon achieving 70% or higher.46




8

1 2

C. Complimentary Copy of Monographs3 4

A SME who reviews an entire course series will receive a complimentary copy of the ISC5 he or she reviewed and will be able to take the final exam.6

7 8

IX. ONLINE COURSE EVALUATIONS9 10

A. Course Evaluations11 12

Registrants completing final exams online will be requested to complete the course13 evaluation form prior to accessing the exam.14

15 B. Compilation of Course Evaluations16

17 Course evaluations will be compiled 3 months after the start date of the course. Evaluations18 will be sent to the authors, ISC Editor, and ISC Board Liaison.19

20 21

X. FINAL EXAMS 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45

A. Final Exams Posted to Learning Management Platform

Final exams for completed and current courses will be placed on the orthoptlearn.org platform for completion. Registrants are able to print a pdf copy of the exam prior to taking and submitting the exam for credit.

B. Life of Online Exams

Exams will be kept active on the AOPT Learning Management Platform for 6 years. This is

1 year past the retirement date, which will allow registrants time to complete the exam

before it is removed.

C. Hard Copy Exams

Hard copy exams will be provided to registrants as requested on a per case basis.

D. Contact Hours Awarded to Those who Pass

Contact hours will be awarded to registrants who pass the exam with a score of 70% or

higher.

The Editor determines the contact hours of each course by the amount of time it takes to

complete each monograph based on its length and depth. 46 47




9

1 2

E. Notification of Exam Results3 4

1. Registrants completing online exams will immediately receive their score and be5 able to print out their certificate of completion after passing the exam.6

2. Answers will not be given to registrants as it compromises exam security.7 3. Registrants completing exams online will be able to see their score and the8

questions they answered incorrectly.9 4. If someone challenges a question, the inquiry must be submitted in writing to the10

ISC Managing Editor and will be referred to the ISC Editor and/or Author. Every11 effort will be made to accommodate expedited processing, however, most exams12 cannot be processed in this manner, regardless of licensure deadlines.13

14 F. Receiving Course Credit15

16 Exams must be completed online. After successful completion of the course, appropriate17 CEUs will be awarded.18

19 G. Retaking Exams (if a registrant fails an exam twice, then the following retake fees apply)20

21 1. $25 fee for 3-monograph courses22 2. $50 fee for 6-monograph courses23 3. $75 fee for Current Concepts or any course with greater than 6 monographs24 4. Retake exams can only be re-taken an additional 2 times25

26 27

XI. MONOGRAPHS/COURSES 28 29

A. Course Sales30 31

An ISC must be purchased as a complete course unless specific courses are designated for32 individual monograph sales.33

34 B. Offer Complimentary ISC to first 10 Item Writers35

36 The Academy of Orthopaedic Physical Therapy will offer one complimentary ISC to each37 of the first 10 Orthopaedic Specialty Council Item Writers who submit at least 5 approved38 test items for the OCS testing data bank per calendar year. The Item Writer may choose39 any ISC published in the previous year or earlier, except Current Concepts and are eligible40 to take the exam and earn contact hours.41

42 C. Offer Complimentary ISC to Mentors who participate in the Mentorship Program43

44 The Academy of Orthopaedic Physical Therapy will offer one complimentary 3-monograph45 or 6-monograph ISC of their choice upon completion of the Mentorship Program. The46




10

Mentor may choose any ISC published in the previous year or earlier, except Current 1 Concepts and are eligible to take the exam and earn contact hours. 2

3 D. Copyediting4

All ISC monograph copyediting will be performed in-house unless staff time constraints5 require the use of an outside contractor.6

7 8

XII. REGISTRATION9 10

A. Refund Policy11 12

No refunds will be given after receipt of materials.13 14

B. Continuing Education for Non-PTs/PTAs15 16

CLINICAL CONTINUING EDUCATION FOR INDIVIDUALS OTHER THAN PHYSICAL17 THERAPISTS AND PHYSICAL THERAPIST ASSISTANTS HOD P06-02-26-49 HOD P06-18 02-26-49][Initial HOD 06-01-28-28] [Position]19 Physical therapists and physical therapist assistants conducting clinical continuing education20 courses are obligated to identify target audiences and indicate in the printed, lecture, and advertising21 materials that course content is not intended for use by participants outside the scope of their license22 or regulation. Furthermore, they should make it clear when teaching elements of physical therapist23 patient/client management that subsequent use of those elements is physical therapy only when24 performed by a physical therapist or by a physical therapist assistant under the direction and25 supervision of a physical therapist, in accordance with Association policies, positions, guidelines,26 standards, and the Code of Ethics. In the interest of public safety, physical therapists and physical27 therapist assistants should not conduct clinical continuing education courses that teach elements of28 physical therapist patient/client management to individuals who are not licensed or otherwise29 regulated, except as they are involved in a specific plan of care, and in accordance with Association30 policies, positions, guidelines, standards, and the Code of Ethics.31

32 C. ISC Fees for Print on Demand33

34 1-monograph course AOPT Member $ 35 35

Non-AOPT Member $100 36 37

2-monograph course AOPT Member $ 65 38 Non-AOPT Member $190 39

40 3-monograph course AOPT Member $120 41

Non-AOPT Member $245 42 43

6-monograph course AOPT Member $235 44 Non-AOPT Member $410 45

46 47




11

1 Current Concepts Course AOPT Member $350 2

Non-AOPT Member $600 3 D. Copyright Permission for Academic Institution/Faculty Members4

5 1. Fees:6

3-monograph course Member: $170 ($55 for purchase of course by Academic7 Institution/Faculty Member and $115 for annual copyright to make photocopies for8 students). Nonmember: $230 ($115 for purchase of course + $115 for annual copyright)9

6-monograph course Member: $275 ($100 for purchase of course by Academic10 Institution/Faculty Member and $175 for annual copyright to make photocopies for11 students). Nonmember: $365 ($190 purchase + $175 annual copyright)12

12-monograph course Member: $380 ($150 for purchase of course by Academic13 Institution/Faculty Member and $230 for annual copyright to make photocopies for14 students). Nonmember: $530 ($300 purchase + $230 annual copyright.15

Note: The copyright is an annual fee. 16

2. Final exams are not provided and contact hours cannot be earned.17

3. Completion of the Initial Request for Copyright Permission form must be submitted18 when the course and copyright permission are first purchased.19

4. Completion of the Annual Request for Copyright Permission form must be submitted20 each additional year the course is copied.21

5. Copyright permission is good for 1 year.22

23 E. Physical Therapist Residency and Fellowship Curriculum Offerings24

25 26 27 28 29 30 31 32 33 34 35 36 37 38 39

AOPT has created a Residency/Fellowship Education Curriculum Offering for physical therapist residents and fellows who require didactic materials for the completion of their residency/fellowship program. The cost of the Residency/Fellowship Education Curriculum Offering is $400.00 for Academy of Orthopaedic Physical Therapy members. A $10 shipping and handling fee will be charged in addition to the curriculum cost.

The Residency/Fellowship Education Curriculum Offering consists of the following courses via Dropbox link: (1) ISC 27.1 Post-operative Management of Orthopaedic Surgeries; (2) ISC 27.3 Clinical Imaging; (3) ISC 16.1, Pharmacology; (4) ISC 26.2, Current Concepts of Orthopaedic Physical Therapy, 4th Edition; and (5) ISC 27.4 Frontiers in Orthopaedic Science; along with the Research Application to Practice PowerPoint Presentation and a multiple-choice final examination for each course. Each examination, when completed, will be graded by the AOPT with the results provided to the resident. Criteria for “passing” are at the discretion of the residency/fellowship director.

40 41




12

1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21

The Residency/Fellowship Education Curriculum Offering is available to residents and fellows who are: (1) current Academy of Orthopaedic Physical Therapy members or are willing to join AOPT and (2) currently in a credentialed or developing residency or fellowship program in orthopaedic physical therapy or related fellowship area. Developing residency/fellowship programs will have two years for their residents to be eligible for the Residency/Fellowship Curriculum Offering during which time they must demonstrate proof of application for APTA credentialing. A third year will be available during the credentialing process as needed. After the 3-year grace period, the cost will revert back to the typical member costs for each ISC course offered in the Curriculum Offering only if the residents or fellows are AOPT members and will remain at that rate until the program is fully credentialed. Each resident must be individually enrolled in each of the 5 ISC courses that are included in the Residency/Fellowship Education Curriculum Offering. The residency director will provide a list of current residents by completing and submitting the Supplemental Residency Education Curriculum Verification form (to include a resident contract or appointment letter for credentialed programs). Residents will receive notification of their scores via e-mail once the final exam is submitted to the AOPT office and is graded. No contact hours are earned for successful completion. Criteria for “passing” are at the discretion of the residency director. If residents do not meet the criteria for passing set by their director, they may retake the exam up to 2 additional times. The director must contact the AOPT office to make this request. There is no fee for retaking exams. The residency director determines the length of time for the retake. Retake exams must be submitted to the AOPT office for scoring. 22

23 Individual Residency and Fellowship Curriculum Option 24

25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45

AOPT has an Individual Residency/Fellowship Curriculum Option for residents and fellows who require didactic materials for the completion of their residency/fellowship program. All ISCs offered by AOPT will be available for purchase via Drobox only under the individual option.

The Individual Residency/Fellowship Curriculum Option is available to residents and fellows who are: (1) AOPT members or are willing to join AOPT and (2) currently in a credentialed or developing residency or fellowship program in orthopaedic physical therapy or related fellowship area. Developing residency/fellowship programs will have two years for their residents to be eligible for the Individual Residency/Fellowship Curriculum Option during which time they must demonstrate proof of application for APTA credentialing. A third year will be available during the credentialing process as needed. After the 3-year grace period, the cost will revert back to the standard member costs for each ISC course selected only if the residents or fellows are AOPT members and will remain at that rate until the program is fully credentialed. Each resident must be individually enrolled in each of the ISC courses selected in the individual option.

The cost of each ISC selected in the individual option will be at the full Academy of Orthopaedic Physical Therapy member rate less a 50% discount. This offer is not available to non-Academy of Orthopaedic Physical Therapy members. Individual courses will be provided via a Dropbox link, and therefore, no additional shipping cost will be charged. 46




13

1 2 3 4 5 6 7 8 9

A multiple-choice final examination for each ISC will be provided to residency directors. Residents will receive notification of their scores via e-mail once the final exam is submitted to the AOPT office and scored. No contact hours are earned for successful completion. The criterion for “passing” is at the discretion of the residency/fellowship director. If residents do not meet the criteria for passing set by their director, they may retake the exam up to 2 additional times. The director must contact the AOPT office to make this request. There is no fee for retaking exams. The residency director determines the length of time for the retake. Retake exams must be submitted to the AOPT office for scoring. 10

11 12

XIII. CEU CERTIFICATION13 14 15 16 17 18 19 20 21 22 23 24 25 26 27

A. Individuals Must Contact Their State Board to Receive CEUs

Each individual is responsible for contacting his/her own State Board to receive the approved number of continuing education units (CEUs). It is the ultimate responsibility of each individual State Board to approve a course for CEUs; however the AOPT does apply

for approval through CA, OK, OH, NV, and TX.

B. State Approval

With approval of the Board of Directors of the Academy of Orthopaedic Physical Therapy,

CEU credit will be requested for ISCs in the following states for 5 years: CA, OK, OH, NV,

and TX.

All state approvals will be listed by course on the AOPT web site. 28


Documents

INDEPENDENT STUDY COURSES