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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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  • 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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  • 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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  • 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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  • 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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  • 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.) Broken down into a two-step process covering both...

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  • 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 situations and the requirements that physician...

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