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  • 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...
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  • Knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this infographic.
    What is a business record?
    Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic.  It starts with...
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  • Boost efficiency, avoid legal risks, and reduce storage expenses with this 8-slide mini-module on best practices for managing business records. Records Management: Simplified (mini-module) Records Management: Simplified (mini-module) Records Management: Simplified (mini-module)
    Records Management: Simplified (mini-module)
    The way your teams handle company records can either make your org super efficient or create a complete mess. Even worse, poor practices hinder productivity and can lead to legal woes.  Keep everyone organized and compliant with this 8-slide...
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  • Destroy Health Information Securely - horizontal
    Destroy Health Information Securely - horizontal
    Your teams are always in the midst of stacks and stacks of papers and terabytes of information. Use this awareness piece to provide some welcomed brevity in all that organized chaos.  Post it where medical records are printed, reviewed, or thrown...
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  • 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...
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  • Stop rogue approvals before they happen! This decision tree helps teams avoid costly mistakes by ensuring they have the green light to sign.
    Delegated authority: Can I sign off on this?
    Ever had that oh no moment when you realize someone signed something they weren’t supposed to? Yeah, that’s how legal nightmares (and awkward conversations) start. Enter this trusty decision tree—your secret to stopping rogue approvals...
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  • HIPAA, not HIPPA
    HIPAA, not HIPPA
    If you struggle with HIPAA/HIPPA, you’re not alone. Even journalism’s top spelling authority got it wrong on Instagram once (cough APA Style Guide cough). But, if you’re in healthcare, you know that HIPAA is a biggie, so...
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  • 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
  • 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...
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  • Broadcat Icon System: Entities and Information Pack Broadcat Icon System: Entities and Information Pack Broadcat Icon System: Entities and Information Pack Broadcat Icon System: Entities and Information Pack
    Broadcat Icon System: Entities and Information Pack
    Need a way to represent different entities—like a government organization or healthcare facility—or describe how to handle confidential information or IP? You're in luck!  With this icon pack, you’ll be able to illustrate concepts...
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  • This guide does the heavy lifting of defining HCPs, outlining what to document, and where to submit all this info (on time)!
    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...
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  • Is this a breach? Is this a breach? Is this a breach? Is this a breach?
    Is this a breach?
    If you work in healthcare, you know that having access to medical records is an essential part of business. But here's what isn’t: Accessing health information out of curiosity or for personal gain. Yikes!  This scenario-based module lays out...
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  • Getting ready to use health information?
    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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  • We protect health information - horizontal
    We protect health information - horizontal
    What’s better than a subtle reminder to your employees about protecting health information? Avoiding a HIPAA violation, of course! The good news? This piece helps with both. Looking for Keep it secure Creating, using, or disclosing health...
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  • Keep It Secure
    Keep It Secure
    A simple yet effective reminder that protecting health information is everyone’s responsibility.  Looking for other awareness pieces on protecting healthcare information? Check out: We protect health information Creating, using, or...
    2✨Tokens
  • Keep, move, or discard it?
    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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  • 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...
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  • 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...
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  • 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,...
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  • 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...
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  • 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 help them plan and communicate how they’ll...
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  • Keep health information secure
    Keep health information secure
    Protecting patient health information can be as easy as 1-2-3. Remind your employees of these simple ways to keep information secure when they aren’t at their workstation. Looking for other awareness pieces on protecting healthcare information?...
    2✨Tokens
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