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
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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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Watch out for red flags from third parties
Do your employees know what to look out for when managing third parties? This piece supports their due diligence efforts by covering the five red flags they need to spot and tell you about ASAP!
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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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Get asked to click on a link? (job aid)
Scammers are complicated, but spotting when they're spoofing web domains doesn't have to be. Use this helpful piece to teach your team the basics of avoiding fraudulent payments, misplaced confidential documents, and a compromised network by knowing...
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Basic Code of Conduct Obligations
This general guide is a quick reminder (with tips!) of day-to-day things that every employee needs to know, including how each of us has responsibilities related to ethics and compliance. Meant as a refresher and thought-provoker, this piece...
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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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When Do You Need to Check Our Code of Conduct?
This elegant decision tree goes beyond obvious cases like “when you're not sure” to give expansive guidance on when to use your Code. In short, if your employee is doing something brand-new at the company, they should check the Code. If your...
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Business Courtesies: What Can You Do?
Distill your gifts and entertainment policy into a handy chart—this one’s great for more complex policies. We made your gifts, entertainment, and travel policy simple by breaking out what can be expensed with without approval, what needs...
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Business Gratuities: What Can You Give/Receive?
Distill your gifts and entertainment policy into a handy chart—this one’s great for simpler policies. We made the gift-giving and -receiving process simple by breaking out what can be exchanged, what documentation or approval is needed, and...
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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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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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Red Flags of Human Trafficking
Empower employees to spot human trafficking red flags with this powerful infographic. You’ve got every reason to want to avoid human trafficking in your supply chain, so we give your team a heads-up on what to look for. This infographic focuses...
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Is this person a government official?
Use this awesome, in-depth flow chart to show your folks how to ID government officials. Just because someone doesn’t have the title of “senator” or “His Excellency” doesn’t mean they’re not a government...
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Managing a Joint Venture Partner?
Help your team know how to navigate day-to-day JV issues with this handy guide that hits all the key areas of corruption, trade compliance, conflicts, confidentiality and more—all so your team doesn’t have to do it from memory. It’s...
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Exploring a potential partnership?
This easy checklist gets your business development folks ready to take on new partners the right way. While your deal team is busy working to close the deal on a new partnership, keep potential compliance problems at the fore with this easy-to-follow...
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Are you prepared to present?
Empower your sales staff with this helpful checklist before they meet with prospective customers. Meeting sales prospects in person is critical for a lot of businesses and helps foster relationships, but your sales force needs to be prepared for a...
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Managing a Third Party?
The risk of working with third parties is actually working with them, not starting the relationship. Show your team how to manage third-party relationships—and their potential red flags. This piece breaks down the basics of handling day-to-day...
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Legal and Compliance: Who Does What?
You’ve been asked it; this chart explains it. Set out for your employees the different roles and responsibilities of legal and compliance. Your compliance allies aren’t just in compliance; they’re also part of the legal team. Use this...
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Before you close the investigation file, make sure...
This simple checklist reminds your investigative team of how to effectively close out and document an investigation. Before an investigation team moves on, there are about a dozen elements of documentation and communication that must occur. It’s...
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Before you send that shipment, make sure it won't come back
This checklist helps sales staff evaluate whether an order is legit—or potentially channel stuffing. The incentive to sell as much product as possible is great for your business … until sales folks get too eager to get stuff out the door...
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Is it OK to do or say [blank] at work?
Grandma knows what’s up. Help your team easily determine whether behavior is appropriate at the workplace with this colorful decision tree. Your workplace doesn’t have to be stuffy, but it’s a business, and recognition that your action...
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![Is it OK to do or say [blank] at work?]( /content/blur/DC-391-JA-P-blur.jpg
"Is it OK to do or say [blank] at work?")