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Broadcat

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  • Three simple questions guide your employees through whether it’s OK to share info freely or they need an NDA before spilling the company beans.
    Do you need to get an NDA signed?
    Ever wonder if something you're about to share needs to be kept hush-hush? This handy guide is here to help! Think of it like a three-question quiz: answer yes or no, and it'll tell you if a...
    8✨Tokens
  • While employees are not responsible for a teammate’s substance abuse, they ARE responsible for reporting it. Walk your employees through exactly what they need to do if they suspect a coworker is intoxicated while working.

In three steps, this job aid explains that employees should 1) not jump to conclusions or pass judgment, 2) try to move the affected colleague away from a potentially dangerous setting, and 3) let someone know immediately. Plus, it outlines helpful info HR needs to know to investigate. 

This job aid is especially powerful in a manufacturing or construction environment, where safety concerns are paramount. Pair it with Substance abuse red flags or Resources to help with substance abuse for even more impact.
    Suspect substance abuse on the job?
    While employees are not responsible for a teammate’s substance abuse, they ARE responsible for reporting it. Walk your employees through exactly what they need to do if they suspect a coworker...
    8✨Tokens
  • How to protect our data from imposters
    How to protect our data from imposters
    Kids dressing up as police officers = super cute. Adults impersonating them to get your company’s data = just plain creepy. But do your employees know what to do if they get a strange data...
    8✨Tokens
  • We never collect sensitive personal data
    We never collect sensitive personal data
    Collecting data is an essential part of your business—it’s how you identify your customers and helps you tailor your products and services. But, let’s be real—collecting data...
    8✨Tokens
  • Want to collect health information?
    Want to collect health information?
    Your folks need to be thoughtful when collecting health information, but they may not know everything they need to consider. This infographic guides your teams through critical questions to...
    8✨Tokens
  • Do I need consent to use health information?
    Do I need consent to use health information?
    It’s generally advisable to take a proceed-with-caution approach when sharing patient info, but there are three very specific scenarios where patient consent is NOT needed: treatment, payment,...
    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...
    8✨Tokens
  • Do you know your international customers?
    Do you know your international customers?
    Some compliance teams have sophisticated software that checks for sanctions. But those of us who don’t have fancy pants spy-level programs need to do a little more digging to ensure that our...
    6✨Tokens
  • What to know before an emergency situation
    What to know before an emergency situation
    When starting in a new location, there’s so much stuff competing for space in your brain that safety protocols don't always make the cut. Plus, instant recall is tough when you’re in...
    8✨Tokens
  • Our labor standards
    Our labor standards
    You have high standards—labor standards, that is. And you want your suppliers to share these values too.  This infographic makes it clear that—when it comes to treating employees...
    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.)...
    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...
    8✨Tokens
  • Are you prepared to present?
    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,...
    8✨Tokens
  • New Employee Onboarding checklist
    New Employee Onboarding checklist
    Seamlessly bring on new hires with this helpful checklist—and diligence record. Rather than overwhelm a new hire (and their manager) at the start of the new job, we created a simple checklist...
    8✨Tokens
  • Petty cash red flags checklist
    Petty cash red flags checklist
    Give your managers and finance team a roadmap of proper petty cash procedures. Small amounts of money can create huge problems, but it’s still natural to be tempted to ignore something...
    8✨Tokens
  • New Account Red Flags
    New Account Red Flags
    This checklist assists your on-the-ground folks as they determine whether new accounts are legit and viable. There’s no point in making a “sale” when it wasn’t real to begin...
    8✨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...
    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...
    6✨Tokens
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Permanent licenses and no limit on employee count.

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