-
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 -
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 impostersKids 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 dataCollecting 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?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?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?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?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 situationWhen 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 standardsYou 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 -
How to complete the CMS Certificate of Medical NecessityNeed 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...8✨Tokens -
How to complete the CMS Advance Beneficiary Notice of Noncoverage (ABN)Help your representatives navigate confusing government instructions for completing the CMS Advance Beneficiary Notice of Noncoverage (ABN) with this straightforward job aid. We’ve simplified...8✨Tokens -
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 MedicaidUse 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?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 -
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...8✨Tokens -
New Employee Onboarding checklistSeamlessly 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 checklistGive 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 FlagsThis 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 kickbacksUse 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!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