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  • Are you an information blocker?
    Are you an information blocker?
    Are you a (gasp!) information blocker?! You’ve learned to be cautious. But when it comes to the Cures Act, there’s such a thing as being too cautious. Example: You could be an information blocker if you require written patient consent to...
    8✨Tokens
  • Is this health information?
    Is this health information?
    It’s not always obvious what’s considered health information and covered by privacy laws—or who’s responsible for keeping it secure.  That’s where this simple chart comes in. It translates the regulatory mumbo jumbo...
    8✨Tokens
  • Handling health information?
    Handling health information?
    Health information flows through many hands while treating patients and processing payment for care. Use this chart to make sure your people — including Finance, InfoSec, and managers — know the DOs and DON'Ts of securely...
    8✨Tokens
  • Received a request for funding?
    Received a request for funding?
    Anyone at your org might pick up the phone or receive an email asking for funding. Ensure they know exactly how to navigate those requests and avoid downstream issues with this job aid. Covering donations, grants, sponsorship and access programs, this...
    8✨Tokens
  • Writing for Compliance Writing for Compliance Writing for Compliance Writing for Compliance
    Writing for Compliance
    Writing that motivates others to act and follow standards is a talent that doesn’t come naturally to many of us. After years of academic and professional pressure, we default to using fancy schmancy words and over-explaining things—cluttering...
    12✨Tokens
  • Submitting a Timesheet?
    Submitting a Timesheet?
    Getting creative at work is usually a good thing, but not when it comes to timekeeping. Incorporate this checklist into the time tracking process, so both your hourly employees and managers are crystal clear on the rules. This way, small adjustments can...
    8✨Tokens
  • Reviewing a physician agreement?
    Reviewing a physician agreement?
    Finding out about a deal-breaker weeks into the negotiation process is no bueno. Be the hero and save your organization time and dinero with this clever checklist. Broken into two sections, this tool guides your people through evaluating the arrangement...
    8✨Tokens
  • Has someone come to our ER seeking emergency care?
    Has someone come to our ER seeking emergency care?
    Healthcare laws are complicated—we’re looking at you, EMTALA!—but this decision tree is not. Use this tool to help your employees follow appropriate ER procedures: should the person seeking care receive emergency care or be transferred,...
    8✨Tokens
  • Partnering with HCPs
    Partnering with HCPs
    Do your Company reps ever pitch partnership opportunities with HCPs? That’s awesome! Partnerships are great for business … when they’re properly handled. Show your support with this checklist, which guides your people through the...
    8✨Tokens
  • Technical Support to HCPs
    Technical Support to HCPs
    It’s dangerous to go alone! Take this! Use this checklist to prep your reps to provide technical support in a clinical setting. This tool breaks down what they need to consider before and during their visit to keep interactions with HCPs totally...
    8✨Tokens
  • Communicating off-label use
    Communicating off-label use
    Your HCP-facing employees want to encourage use of your products while keeping between the lines. Says easy, does hard! Help them stay on the straight and narrow path with this tool that outlines what’s appropriate—both generally when sharing...
    8✨Tokens
  • How to complete the CMS Certificate of Medical Necessity
    How to complete the CMS Certificate of Medical Necessity
    Need to complete the CMS Certificate of Medical Necessity? Use these elegant job aids to help your team do it properly. Government instructions, amirite?! We’ve taken the government’s confusing form-completion directions and transformed them...
    8✨Tokens
  • Instructions to review a Detailed Work Order (DWO)
    Instructions to review a Detailed Work Order (DWO)
    Use this graphic job aid to prevent your sales team from running afoul of CMS requirements when they review DWOs. Who knew reviewing DWOs were so complicated?! (Those in the medical field, obvs.) Broken down into a two-step process covering both...
    8✨Tokens
  • Referrals involving Medicare or Medicaid
    Referrals involving Medicare or Medicaid
    Use this decision tree to help your employees navigate the Stark Law’s requirements regarding referrals involving payment by Medicare or Medicaid. Covering the essentials of most day-to-day situations and the requirements that physician...
    8✨Tokens
  • Handling Personal Information?
    Handling Personal Information?
    This easy-to-use chart covers what counts as personal information—and how to think through managing it. Handling personal information—whether it’s your customers’ or your own employees’—is risky, so help your...
    8✨Tokens
  • We refer on merit
    We refer on merit
    This easy-to-grasp poster powerfully and simply explains referrals aren't for sale.
    2✨Tokens
  • If you see it, report it
    If you see it, report it
    This piece encourages your team to come forward when they feel a referral request is sketchy.
    2✨Tokens
  • Say no to kickbacks
    Say no to kickbacks
    Use this highly visual piece to help your employees recognize corrupt referrals—and what to do about it. Kickbacks come in different forms—suitcases full of cash are (mostly) stuff in movies. This piece drives home that your business...
    6✨Tokens
  • Going on a trip? Protect your data!
    Going on a trip? Protect your data!
    Show your folks these simple, but vital, rules for keeping company and personal info from being stolen while traveling. It’s not always intuitive that travel creates risk—people lose stuff, they get their computer stolen, hackers target...
    6✨Tokens
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