Featured Products
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Working remotely? Protect your data!
Your employees likely work on the go—from hotels, airports, home, bathroom stalls (hey, we don’t judge!)—which invites increased cybersecurity, privacy, and confidentiality risks. Kick your worries...
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Behavior during business events
Whether members of your org are attending a holiday party, product launch, or trade show—or anything in between—make sure they know what behavior you expect before attending the event. This...
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Fraud control (mini-module)
Use this handy mini-module to make it easy for your finance team to spot red flags in invoices by showing them what they actually look like—they'll love you for it! By request, we’ve taken our...
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Job aids
Healthcare
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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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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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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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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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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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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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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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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 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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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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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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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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Submitting a Timesheet?
Getting creative at work is usually a good thing, but not when it comes to timekeeping. Incorporate this checklist into the time tracking process, so both your hourly employees and managers are crystal clear on the rules. This way, small adjustments can...
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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?
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
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
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
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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How to complete the CMS Certificate of Medical Necessity
Need 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 confusing form-completion directions and transformed them...
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How can I ethically interact with Healthcare Professionals?
Make interacting with HCPs easier for your employees by laying out what they can and can’t do in a simple—yet powerful—chart. If your G&E policy can’t be distilled into a chart, it’s too complicated. We’ve done...
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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 seven (seven!!) full pages of dense government...
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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
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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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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