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Job aids

Healthcare

  • Handling Personal Information?

    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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  • How can I ethically interact with Health Care Professionals?

    How can I ethically interact with Health Care 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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  • 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 do. Your folks will appreciate the context, and your leaders will appreciate your proactivity in preventing a breach.

    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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  • 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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  • Suspect a privacy breach?

    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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  • 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 are most likely to impersonate, the types of falsified documents they might use as leverage, and what details your people need to gather BEFORE contacting the Privacy Team.

    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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  • 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 collect, use and protect patient data. It wraps up with a simple reminder to reach out to the Privacy Team when they need to talk through a specific situation.

Looking for the customer data version? Check it out, here.

    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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  • 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 know about handling health info every step of the way.

Whether they are collecting, storing, or deleting information, your people will appreciate being better prepared, and you’ll rest assured knowing health information is secure.

Need guidance on what even counts as personal info in the first place? Snag the Handling Personal Information? job aid.

    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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  • 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 for—helping patients—and less on what to do with all those forms.

Not only will it save your people time, it might just save your butt from a HIPAA violation. Tokens well spent!

    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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  • 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 your team so they’ll have less anxiety figuring out if they can share info, and your patients will be pleased by the swift care they receive.

Looking for more on consent boundaries? Check out the “Are you an information blocker?” job aid.

    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 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 share info. And that’s no bueno when it comes to someone’s health!

This job aid helps your people — including your InfoSec team and managers — save lives by sharing medical records timely and appropriately. Want to supplement this piece with more information ? Check out our other practical healthcare materials.

    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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  • 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 into plain language, making it crystal clear to your employees—including your info sec and finance folks—why they need to take privacy seriously and where to go with questions.

Use it as a training takeaway, routine reminder, and post it around workstations along with Handling health information? for max impact.

    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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  • 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 handling patient info, proactively saving you from a major cleanup after a privacy disaster.  

Wanna take a deep dive into what’s considered “health information”? We’ve got you covered: Check out What is health information? to round out your patient privacy training.

    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?

    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?

    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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  • 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 (should we even be doing this?) and documenting the essentials (cross those Ts!). This way, you can be sure your deals are good for business and your reputation. ¡De nada!

    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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  • 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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  • How to complete the CMS Certificate of Medical Necessity

    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 to complete the CMS Advance Beneficiary Notice of Noncoverage (ABN)

    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)

    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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  • Say no to kickbacks

    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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