Texas licensees in specific healthcare professions can now manually report excess continuing education (CME) hours earned prior to their first cycle in CE Broker. This one-time reporting process, known as Banking hours, ensures that carryover credits are accurately applied to your current compliance cycle.
This option is available for the following Texas professions:
Acupuncturist
Physician and Physician Assistant
Radiologist Assistant Certificate
Medical Radiologic Technologist
Limited Medical Radiologic Technologist
Non-Certified Technician
Surgical Assistant
Requirements for Banking Hours
Before beginning the reporting process, please note the following regulatory requirements:
The maximum number of allowable carryover hours varies by profession.
This process is only required for hours completed before your first active cycle in CE Broker. Future excess hours will be carried over automatically by the system.
You must provide digital copies of your certificates of completion for all hours being reported.
Step-by-Step Reporting Instructions
Log in to your CE Broker account.
Click View Details ⌄ and select the Report CE button.
Scroll to the bottom of the reporting options list and locate the section titled More self-reporting options.
Select the reporting option for carryover hours from the list. The title of this option may vary slightly by profession.
Click the Learn More section for specific details and instructions. When you are ready to start, click Report.
On the Course Detail page, enter today’s date in the Date Completed field.
Note: Do not enter the actual completion date on this first screen. Using today's date ensures the system applies the hours to your current active cycle.
Select the Course Type (Live or Anytime) and choose the appropriate Option (e.g., Computer Based Training or Lecture) from the drop-down menu.
Locate the Subject Area section and enter your hours into the appropriate requirement box.
For Question 1, select Yes to acknowledge that you are only reporting hours completed in excess of your previous cycle's requirements.
For Question 2, enter the actual completion date(s) of the courses you are carrying over.
For Question 3, select "Yes. The true completion dates were entered in response to Question 2." then click Continue to next step.
If you realize you incorrectly entered the date on the first page or need to modify any information, you can click the Go back to previous page button at any time to make corrections.
Click the Attach document button. You may drag and drop your file into the window or select browse to upload it from your device.
Once the file appears below the cloud icon, click Continue to next step.
In the last step, click the Submit CE button to finalize the process.