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Job aids

  • 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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  • Helpline Flowchart - FEBRUARY GIFT

    Helpline Flowchart - FEBRUARY GIFT

    It’s a lot easier to encourage people to share thoughtful, accurate, and detailed information when YOU do it first! Help your teams shake off the uncomfies about contacting the helpline with this stellar flowchart that explains exactly what happens...

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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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  • How we treat each other around the office (manager version)

    How we treat each other around the office (manager version)

    It's not unusual to spend hours investigating a Helpline report only to discover that everything stemmed from a manager's poor people skills. It wasn't a true compliance issue after all. UGH! Be proactive and give your leaders this concise—but...

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  • Interacting with clients and service providers

    Interacting with clients and service providers

    While treating customers and vendors with respect is the right thing to do, it’s also great for business. Avoid helpline complaints and negative reviews (including on job search sites) by explaining exactly what civility and respect look like when...

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  • What to expect during an internal investigation

    What to expect during an internal investigation

    Investigations often make employees anxious, even if they’re not the subject of any allegations. And when emotions run high, their brains stop processing all the info you are sharing with them. So, instead of hoping they remember all the stuff you...

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  • Giving and receiving feedback

    Giving and receiving feedback

    If a chunk of your Helpline reports stem from interpersonal issues—like general lack of civility and professionalism—you’re not alone.   And, that’s no surprise. People aren’t great at sharing feedback (or just plain...

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  • Giving and receiving feedback (manager version)

    Giving and receiving feedback (manager version)

    It’s not unusual to receive a Helpline report, only to find out after hours of investigation that it isn’t a true harassment or discrimination issue—it’s a general lack of civility and professionalism by a manager...

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  • What can I ask a candidate during the hiring process?

    What can I ask a candidate during the hiring process?

    Hiring is exciting (finally, all hands on deck!) but if anyone on the team slips up and asks the wrong question during the interview process—stormy seas are ahead! Fear not matey, because this infographic maps out what’s OK to ask, what...

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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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  • What to know before an emergency situation

    What to know before an emergency situation

    When starting in a new location, there’s so much stuff competing for space in your brain that safety protocols don't always make the cut. Plus, instant recall is tough when you’re in crisis mode:  “The toaster is on fire! Ahh!...

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  • You have high standards—labor standards, that is. And you want your suppliers to share these values too. 
This infographic makes it clear that—when it comes to treating employees with dignity and respect—no one better be lurking in the murky grey area. But if they do venture into the no-swim zone, your contact info is readily available to catch issues early.
Then, keep the message flowing with these topical posters for a full Labor Standards campaign.

    Our labor standards

    You have high standards—labor standards, that is. And you want your suppliers to share these values too.  This infographic makes it clear that—when it comes to treating employees with dignity and respect—no one better be lurking...

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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 an employee asked for reasonable accommodation?

    Has an employee asked for reasonable accommodation?

    Inclusion isn’t just a buzzword: Every company wants to make sure employees are set up for success and have equal access to all their benefits and privileges—after all, that’s how you retain your best people! Since every person and...

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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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