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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Healthcare
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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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Writing for Compliance
Writing that motivates others to act and follow standards is a talent that doesn’t come naturally to many of us. After years of academic and professional pressure, we default to using fancy schmancy words and over-explaining things—cluttering...
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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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We don't [blank] for referrals
A simple graphic showing typical forms of kickbacks, this graphic reminds your company that they're always refused.
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We refer on merit
This easy-to-grasp poster powerfully and simply explains referrals aren't for sale.
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Our referrals are based on merit
This elegant piece gives your team typical examples of kickbacks and a reminder that your company prohibits them.
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If you see it, report it
This piece encourages your team to come forward when they feel a referral request is sketchy.
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Say no to kickbacks
Use 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 movies. This piece drives home that your business...
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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 stuff, they get their computer stolen, hackers target...
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![We don't [blank] for referrals]( /content/blur/DC-292-SP-P-blur.jpg
"We don't [blank] for referrals")
