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Privacy

Job aids

  • Suspect a privacy breach?

    Suspect a privacy breach?

    Awkward silence = cringe. Awkward silence with your coworkers = just plain terrible. Help your employees avoid long pauses and staring contests with this incredibly helpful infographic. It covers everything they need to share about a potential data...

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  • Expeditious

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 personal data requests, and covers other important details they need to share with the Legal team.

Your teams will thank you for helping them be expeditious, and you’ll be relieved to receive the info you need the first time around.

    Gathering information for a personal data request

    Expeditious 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...

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  • What counts as personal data to one person might be meaningless info to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how.
In five simple steps, it guides them through  what documentation and approvals must be in order before anything goes outside the company. That way, they’ll know if it’s ok to hit “send” or if they’ll need to check with the Privacy Team first.
Clarity + consistency = privacy cure all

    Received a request to transfer data?

    What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...

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  • Foster a culture of data security at your company with this infographic, which answers the “why” of data protection with four key points: it’s the law, it’s good business, our customers expect it, and it’s the right thing to do. Your folks will appreciate the context, and your leaders will appreciate your proactivity in preventing a breach.

    We protect our data

    Foster a culture of data security at your company with this infographic, which answers the “why” of data protection with four key points: it’s the law, it’s good business, our customers expect it, and it’s the right thing to...

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  • Being accountable and fixing mistakes yourself is great, but when it comes to privacy mishaps, there are situations where the Privacy Team needs to be looped in. This infographic explains the most common scenarios that require their helping hands—from everyday slip-ups (like sending a private email to the wrong person) to stuff they stumble upon (like finding confidential info lying around).
Share this with your people so they know exactly when and how to escalate a privacy issue when it happens.

    Notify Privacy when mistakes happen

    Being accountable and fixing mistakes yourself is great, but when it comes to privacy mishaps, there are situations where the Privacy Team needs to be looped in. This infographic explains the most common scenarios that require their helping...

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  • Charades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games.
Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and exactly how to respond so there’s no surprises.
Two words. Three syllables:Good Thinking!

    How to handle a personal data request

    Charades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games. Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and...

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  • Everyone 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 specifics.

Your teams will love the easy to read format, and you’ll rest assured that every service provider your company partners with for data processing will be properly vetted. Don’t wait for a sloppy contract to ruin your day (or, let’s be honest, year). Snag this job aid ASAP.

    Data Processing Agreement checklist

    Everyone 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...

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  • 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 request?

Use this infographic to highlight who scammers are most likely to impersonate, the types of falsified documents they might use as leverage, and what details your people need to gather BEFORE contacting the Privacy Team.

    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 request? Use this infographic to highlight who scammers...

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  • If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and CAN’T use personal data, and who to contact if they have questions. 

Missing a piece of your privacy puzzle? Check out our collection of tools here.

    Can I use personal data for this purpose?

    If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...

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  • Careful virtual communications

    Careful virtual communications

    We may love dishing about juicy binge-worthy shows on Slack, but it’s easy to forget that these types of communications are on company record, which can lead to problems if discussions take a sensitive turn.  At best: cringey embarrassing...

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  • Living your values means ensuring data privacy throughout your org. You’ve written all the policies, operationalized training and have a Chief Privacy Officer. But — do your people know who to contact if they have questions about Privacy?

This job aid outlines when your employees should reach out to you — like if they receive a customer request or need to make a business change related to data.

    When should I contact the Privacy Team?

    Living your values means ensuring data privacy throughout your org. You’ve written all the policies, operationalized training, and have a Chief Privacy Officer. But do your people know when to pick up the phone and contact the Privacy Team? This...

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  • Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this?

This nifty infographic makes sure your people understand the process of collecting or using sensitive personal information, and where to go with questions.

    Collecting sensitive personal data?

    Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this? This nifty infographic makes sure your people...

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  • 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 is risky, so your employees need to know what is and isn’t okay. 

This infographic helps remove the risk by neatly outlining the types of information your teams should never collect and what to do if they need help.

    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 is risky, so your employees need to know what is and...

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  • Maintaining customer and employee privacy has always been important, but with GDPR, CCPA and other privacy regs across the globe, not only is it important—it’s also the law. Ensure your teams know what qualifies as “personal data” and avoid accidental slip-ups with Broadcat’s “Is this personal data?” job aid.

    Is this personal data?

    Maintaining customer and employee privacy has always been important, but with GDPR, CCPA and other privacy regs across the globe, not only is it important—it’s also the law. Ensure your teams know what qualifies as “personal data”...

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  • 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 help them plan and communicate how they’ll collect, use and protect patient data. It wraps up with a simple reminder to reach out to the Privacy Team when they need to talk through a specific situation.

Looking for the customer data version? Check it out, here.

    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 help them plan and communicate how they’ll...

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  • 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 know about handling health info every step of the way.

Whether they are collecting, storing, or deleting information, your people will appreciate being better prepared, and you’ll rest assured knowing health information is secure.

Need guidance on what even counts as personal info in the first place? Snag the Handling Personal Information? job aid.

    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...

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  • Accumulating stacks of paperwork at workstations is a normal part of the workday, but privacy breaches are not!

This incredibly simple decision-tree takes the guesswork out of the equation so your administrators can focus on what you’re here for—helping patients—and less on what to do with all those forms.

Not only will it save your people time, it might just save your butt from a HIPAA violation. Tokens well spent!

    Keep, move, or discard it?

    Accumulating stacks of paperwork at workstations is a normal part of the workday, but privacy breaches are not! This incredibly simple decision-tree takes the guesswork out of the equation so your administrators can focus on what you’re here...

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  • 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, and operations purposes.

Use this job aid to educate your team so they’ll have less anxiety figuring out if they can share info, and your patients will be pleased by the swift care they receive.

Looking for more on consent boundaries? Check out the “Are you an information blocker?” job aid.

    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, and operations purposes. Use this job aid to educate...

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  • 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 share info. And that’s no bueno when it comes to someone’s health!

This job aid helps your people — including your InfoSec team and managers — save lives by sharing medical records timely and appropriately. Want to supplement this piece with more information ? Check out our other practical healthcare materials.

    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...

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  • 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 into plain language, making it crystal clear to your employees—including your info sec and finance folks—why they need to take privacy seriously and where to go with questions.

Use it as a training takeaway, routine reminder, and post it around workstations along with Handling health information? for max impact.

    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...

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  • 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 handling patient info, proactively saving you from a major cleanup after a privacy disaster.  

Wanna take a deep dive into what’s considered “health information”? We’ve got you covered: Check out What is health information? to round out your patient privacy training.

    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...

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  • What can I ask a candidate during the hiring process?

    What can I ask a candidate during the hiring process?

    Hiring is exciting (finally, all hands on deck!) but if anyone on the team slips up and asks the wrong question during the interview process—stormy seas are ahead! Fear not matey, because this infographic maps out what’s OK to ask, what...

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  • 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...

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  • Finalizing, Submitting, or Storing Company Records?

    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...

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