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Providing something of value to an HCP?When providing payment or something of value to healthcare professionals, transparency is paramount. But to accomplish this, your teams need to gather and report accurate and complete information. Let this guide do the heavy lifting for you by...Log in for pricing
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Vanishing Words: A Guide to Ephemeral MessagingEphemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these apps to keep your company out of hot...Log in for pricing
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Writing a good investigation reportAfter all the effort that goes into a quality workplace investigation, writing a report that’s both concise and comprehensive can seem exhausting. But you need to memorialize that effort and it’s not something you can afford to get wrong...Log in for pricing
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Finalizing the investigation reportYou’ve completed a thorough and thoughtful investigation, determined root causes, and have great ideas for how to resolve the issue and keep it from happening again. You’ve even written a fab report using our Writing a good investigation...Log in for pricing
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Goal setting for managersIt’s great when teams reach for the stars when setting their goals. But, ethics and compliance problems are likely to happen when those goals are unrealistic or poorly thought out, causing teams to cut corners, avoid collaborating, sacrifice...Log in for pricing
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What are side letters?Packing sandwich condiments on the side reduces risk (of mushy bread, bleh!), but contract terms on the side only increases it. Use this checklist to make sure your teams don't spoil the deal! Perfectly proportioned, it starts with a short, but...Log in for pricing
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Gathering information for a personal data requestExpeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence: This checklist helps your employees expeditiously gather and prepare information for...Log in for pricing
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Data Processing Agreement checklistEveryone tells their teams to do their due diligence, but do they know what that actually looks like? This job aid gives your IT and procurement teams the ultimate vendor contract checklist, covering everything from contract basics to data-processing...Log in for pricing
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Getting ready to use health information?If you’re in a healthcare setting, you know protecting health information is of the utmost importance. But what’s more? Making sure folks know how to handle it properly. This helpful tool gives your teams a rundown of everything they need to...Log in for pricing
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Anticorruption for SalespeopleWhen it comes to BIG topics like Anticorruption, portion control is a must. Otherwise, your sales team is going to mentally check out from the information overload. Check, please! Instead, serve up this locally-sourced checklist that boils down...Log in for pricing
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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...Log in for pricing
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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...Log in for pricing
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Has an employee asked for reasonable accommodation?Inclusion isn’t just a buzzword: Every company wants to make sure employees are set up for success and have equal access to all their benefits and privileges—after all, that’s how you retain your best people! Since every person and...Log in for pricing
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Partnering with HCPsDo 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...Log in for pricing
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Technical Support to HCPsIt’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...Log in for pricing
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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...Log in for pricing
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Finalizing, Submitting, or Storing Company Records?This simple checklist helps employees keep good records without getting bogged down with trying to remember what to do. It’s easy to forget how vital recordkeeping is, but sometimes the mere act of insufficient documentation is itself a violation...Log in for pricing
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Managing a Joint Venture Partner?Help your team know how to navigate day-to-day JV issues with this handy guide that hits all the key areas of corruption, trade compliance, conflicts, confidentiality and more—all so your team doesn’t have to do it from memory. It’s...Log in for pricing
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Exploring a potential partnership?This easy checklist gets your business development folks ready to take on new partners the right way. While your deal team is busy working to close the deal on a new partnership, keep potential compliance problems at the fore with this easy-to-follow...Log in for pricing
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Are you prepared to present?Empower your sales staff with this helpful checklist before they meet with prospective customers. Meeting sales prospects in person is critical for a lot of businesses and helps foster relationships, but your sales force needs to be prepared for a...Log in for pricing
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Managing a Third Party?The risk of working with third parties is actually working with them, not starting the relationship. Show your team how to manage third-party relationships—and their potential red flags. This piece breaks down the basics of handling day-to-day...Log in for pricing
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Before you close the investigation file, make sure...This simple checklist reminds your investigative team of how to effectively close out and document an investigation. Before an investigation team moves on, there are about a dozen elements of documentation and communication that must occur. It’s...Log in for pricing
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Before you send that shipment, make sure it won't come backThis checklist helps sales staff evaluate whether an order is legit—or potentially channel stuffing. The incentive to sell as much product as possible is great for your business … until sales folks get too eager to get stuff out the door...Log in for pricing
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Contract Execution ChecklistDistill down the critical elements for your company's contracts with this simple, customizable tool. Avoiding surprises after a deal closes requires your team to check for more than commas in the agreement. Before execution, use this powerful tool to...Log in for pricing
