A handy infographic based on FTC guidance, this walks your teams through the main issues involved in collecting and using customer data. Rather than give hard-and-fast rules, this piece asks critical questions about the use of customer information—so your various teams can come to you afterwards with more difficult and specific questions.
Looking for the healthcare version? Just let us know after you check out, and we'll send it right over!
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...
This elegant decision tree helps your team quickly determine if they can share info—or keep it private. One of our favorite pieces, this breaks down the main elements of what constitutes info that...
Dawn Raids can be scary, but Happy Cloud knows what to do. Educate your team on how to respond when government agents come knocking. Your team shouldn’t be unprepared for a surprise visit from...
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...
Being mindful of privacy issues before your team obtains info can prevent the problems in the first place.
Just because it's possible doesn't mean your team should do it. Urge them to be mindful in how (and why) they collect data.
Making sure confidential documents stay private requires some basics. This graphic guide helps your employees keep your info from accidentally getting disclosed by promoting uniformity in marking...
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...
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...
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.)...
This checklist assists your on-the-ground folks as they determine whether new accounts are legit and viable. There’s no point in making a “sale” when it wasn’t real to begin with. This walks your...
Make sure your team knows "no-hire" agreements are illegal with this graphic reminder. Based on recent DOJ antitrust litigation, this piece explains that antitrust behavior extends beyond...