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  • Template: Annual Board of Directors Program Overview

    Template: Annual Board of Directors Program Overview

    Prepping for your yearly status check? No need to start from scratch. Here’s how to streamline. Nail your annual program overview with 17 prepared, customizable slides that are framed around the...

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  • This checklist outlines everything your employees need to verify before they use ephemeral messaging apps.

    Vanishing Words: A Guide to Ephemeral Messaging

    Ephemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these...

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  • Hiring red flags module

    Hiring red flags module

    Get your team aware of the compliance pitfalls in the hiring process. It’s not always clear when a potential hire can be bad news. Does your HR team know how to spot conflicts of interest? Or to sniff out when a position is being used to secure new...

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  • Hotline Report - horizontal

    Hotline Report - horizontal

    The hotline poster goes 21st century! Use it as a poster or use this graphic any digital screen where you want to drive hotline awareness.

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  • Hotline Speak Up - horizontal

    Hotline Speak Up - horizontal

    The hotline poster goes 21st century! Print a poster or display it on any digital screen where you want to drive hotline awareness.

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  • How a manager can create inclusion

    How a manager can create inclusion

    Let’s be real, when it comes to being a manager, the people stuff is usually the hardest part of the job. And being asked to be “inclusive” can raise anxiety levels even further: How exactly do I do that? Am I doing something wrong? Is...

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  • ALL employees should feel like a respected part of the team, but your managers might not know specific steps that'll make this happen. In five brief slides, this micro-module covers how to incorporate diversity, equity, and inclusive practices into their day-to-day interactions, including accommodations that might be necessary. This way, they'll know what it looks like to celebrate and support differences without worrying about doing or saying the wrong thing.

    How a manager can create inclusion (mini-module)

    ALL employees should feel like a respected part of the team, but your managers might not know specific steps that'll make this happen.  In five brief slides, this mini-module covers how to incorporate diversity, equity, and inclusive practices...

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  • How can I ethically interact with Healthcare Professionals?

    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)

    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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  • 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 handle a personal data request

    How to handle a personal data request

    Charades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games. Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and...

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  • This guide makes it easy for employees to spot gov officials—even the less obvious ones—so your org can avoid costly AC/AB faux pas.

    How to identify a government official

    Government officials can be difficult to spot. Sure, senators and mayors are some obvious ones, but what about someone who works in infrastructure? Or a city government consultant? And if one of your folks doesn’t know the answer to that question,...

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  • Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company. In six brief slides, this deck gives managers the information they need to reassure employees that conflicts aren’t necessarily bad—but that not reporting them is—and helps managers encourage interest disclosure. Add this micromodule to the Annual Refresher Course or pair it with our Assessing Conflicts of Interest decision tree, and watch those COI reporting numbers climb.

    How to manage conflicts of interest (mini-module)

    Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company.  In six brief slides, this deck gives managers the information they need to reassure employees that conflicts...

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  • How to protect our data from imposters

    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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  • How to speak up and handle tough conversations

    How to speak up and handle tough conversations

    Imagine a world where employees are empowered and skilled at working out their ethics and compliance concerns themselves—before tensions escalate and managers, HR, and/or your helpline investigators have to step in...[insert clouds parting and...

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  • How to speak up when you're a bystander

    How to speak up when you're a bystander

    Employees don’t always speak up when they see things that don’t align with your org’s values or policies. Often, they throw in the towel because they think it’s someone else’s responsibility, that the issue was already...

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  • Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk? While prohibiting the use of AI might sound good, it ignores human nature to find the easiest path forward (and when has prohibition really ever worked anyway, amirite?). Give your employees direction with this comprehensive guide before they find themselves up a creek without a paddle. They’ll learn how to avoid disaster and why these steps are necessary. Not just that—they’ll appreciate finding clarity in the murky waters of AI ethics and you’ll know they have the right tools to get through the muck. Wanna frame this important issue with a mini campaign? Bookend it with the We protect our data and Notify Privacy when mistakes happen job aids.

    How to use AI Chatbots at work

    Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk? While prohibiting the use of AI might sound good, it ignores human...

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  • How we make decisions

    How we make decisions

    A simple decision grid for knowing the right thing to do—and knowing when to reach out for help.

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  • How we treat each other around the office

    How we treat each other around the office

    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. Like college roommates, sometimes our day-to-day interactions get...

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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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  • How would you feel if your coworkers found out?

    How would you feel if your coworkers found out?

    “Do the right thing” is simple advice but harder in practice. What does it all mean!? Use this high-impact graphic to create ethical awareness and remind folks of available resources (*ahem* your Code!) to help them make good decisions. Top...

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  • How-to Guide: Measuring Policy Usability

    How-to Guide: Measuring Policy Usability

    Make sure your company's policies are actually understandable with this simple tool. Knowing is a policy is usable is more than just running a grade-level check in Microsoft Word—it’s knowing if employees can correctly find the information...

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  • I forgot my compliance training!

    I forgot my compliance training!

    Be a superhero to everyone who missed their training deadline with this comic-book-style reminder. Your employees will appreciate the fun visual, and you’ll appreciate the 100% completion rate. Need more reminders? Check out the Your training is...

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