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Healthcare FWA

Job aids

  • 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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  • 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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  • 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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  • 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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  • 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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