Recording Your CPD

The CPD page keeps one registration year (1 December to 30 November) on a single screen. Certificates you drop on it are read for you and lined up to confirm; anything without a certificate takes a few seconds to add by hand; three bars show where you stand against the Chinese Medicine Board's minimums; and one button exports the lot for an audit.

The Board asks for 20 hours a year, at least 5 of them interactive (two-way, with other practitioners) and at least 4 on professional issues (ethics, boundaries, advertising, infection control, privacy, regulation). There is no formal/informal split any more, so Daobook doesn't ask.

Step 1: Open your CPD year

Click CPD in the sidebar. The page opens on the current registration year — "CPD 2025–26", for example. The small links beside the heading switch to the previous year and, from 1 November, to next year.

The CPD year page: the heading with the year switcher, the drop zone, the To review tray with two certificates, and the Add an activity line

Step 2: Drop in your certificates

Drag one or many certificates — PDFs or photos — onto the Drop certificates here zone, or click it to choose files. Each file is saved as evidence straight away and appears in the To review tray while Daobook reads it.

When a read finishes, the row shows what was found: what it was, the provider, the date, the hours, and the two category tick boxes, with a short "Why" line explaining the categories. Check the fields against the certificate, change anything that needs it, and click Looks right. The activity moves onto your record and the bars update.

The To review tray with a read certificate: title, date, hours, provider and the Interactive and Professional issues tick boxes, with the Looks right button

If a file isn't a CPD record — a receipt that slipped in — the row says so, and Not CPD removes it along with the file. Confirm all appears when more than one certificate is ready.

Step 3: Add anything without a certificate

For journal reading, a case discussion or a study group, use Add an activity: what it was, the date, the hours, tick Interactive or Professional issues if they apply, and click Add.

Step 4: Open an activity to finish it

Click any row under Activities to open it in place. Here you can name the provider, link the activity to one of your goals, drop evidence onto it, and write the reflection.

The reflection is two short prompts. What did you take from it? can be drafted for you — click Draft from the certificate and edit the two sentences it writes. What will you do differently? is yours alone to write; it is the half the Board's own examples turn on. The dot at the end of the row turns green once either is written.

An activity opened in place: provider, learning goal, category tick boxes, notes, the two reflection prompts with the Draft from the certificate link, and the evidence drop zone

Click Save to keep your changes, or Cancel to close the row.

Step 5: Set a goal or two

Under This year's goals, type a goal and click Add goal, or click Suggest from my activities to get three written from what you have already logged and Add the ones that fit. Each goal has a status you can change at any time, and shows how many activities are linked to it. It is fine to set goals after the fact.

This year's goals: two goals with their status and linked-activity counts, the Add goal line and the Suggest from my activities link

Step 6: Watch the bars

The three bars show your total, interactive and professional-issues hours against the minimums. Underneath there is at most one line — activities still missing evidence, then activities missing a reflection, then, in the last 60 days of the year, how many hours are still to go.

The three progress bars for total hours, interactive hours and professional issues hours, with one quiet line underneath

If you registered part-way through the year, click Registered part-way through this year? under the heading and enter the date. The total scales to 5 hours for each three months remaining.

Step 7: Export for an audit

Click Export for audit at the top right. You get a zip with Report.pdf — your portfolio laid out like the AHPRA template, with goals, every activity and its reflection, and the totals against the Board's minimums — plus an Evidence folder holding every file.

In the United States: continuing education

On daobook.health the same page is your CE record for your state board. The first time you open it, enter your licensing board and the date your license expires; your renewal period runs the two years to that date, and the line under the heading shows it. The same fields are in Settings → Practice Info → Practitioner Details, under your state license number, for when you renew.

A California licensee sees the Board's categories on each course — Law & ethics, Category 2 and Home study — with a place for the provider's Board approval number and the location, and four bars: 50 hours in total, at least 4 of law and ethics, and the two caps (5 hours of Category 2, half the renewal from home study) that turn amber once crossed. If this is the first renewal of a new license, click First renewal of a new license? and enter the date you were licensed. Any other state gets one bar against the hours you enter under Hours required?. Goals and reflections are there if you want them, and Export CE record downloads your record with every certificate.

Tips:

Nothing in the To review tray counts until you click Looks right, so a dropped file never inflates your hours by mistake.
Reading certificates is included with every plan, up to 60 a month.