HIPAA Compliance Process
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      1. Accountable Knowledgebase
      2. HIPAA Compliance Process

      Utilizing Accountable’s Templated Policies and Procedures

      Now that we are done with the dashboard explanation, let's sink our teeth into the nitty gritty material; Policies and Procedures.

      Initial Navigation:

      We access policies and procedures by clicking on the Compliance dropdown to the left-hand side and selecting Policies and Procedures.

      Policies and Procedures

      Important Note!

      This is always step one for a compliance plan when utilizing Accountable's process; Policy Review!

       

      Here is a set of pictures intended to display what you do each step of the way:

       

      1. To use our (Accountable's) policies, hit 'View Template Library' after navigating to this page via the option on your left for 'Compliance,' then selecting the option for 'Policies and Procedures' in the dropdown.

       

      View Template Library

       2. Select a policy to get started by clicking on it's name.

      select policy

       

      3. Edit policy template as you see fit, in order for it to match company culture.

       edit policy

       

      4. When there is a need to save the document, but it is not yet time to publish it to your staff for their review, please make use of the 'Save as Draft' button seen here. 

       

      save as draft

       
      5. When revisiting a specific policy hit Edit (blue button to return to where you had left off)
       

      edit

       

      6. You will now see the familiar buttons of 'Save as Draft' and 'Publish'.

       

      edit pol 2

       

      7. Let's imagine for a moment that is has come time to Publish the policy and make it available for the staff to train on. The picture below displays just what you will see on your side prior to publishing.

      You will have the options of selecting which sub-account needs to attest to these policies (when applicable), emailing a notification to your staff that this policy has been published and adding an addendum to the note received by the employee in their email when the policy is indeed published. 

       

      ready to publish

       

       

      8. Now, go ahead and hit 'Publish', which is the blue button seen to the right-hand side. This will make this policy visible to the members of your staff, permitting them to attest to their understanding of each policy. 

      Further Important Things to Know


      • There is a final confirmation pop up before publishing that allows you to add a smart tag, provide a comment on the email which is sent to the user about the publication of this policy, and, last, you will see the option to sending notification to the employee about the publication of this policy.

      • Note: Each policy is defaulted in a way where the check box is on for sending a notification. If you do not want to send a notification for every time you publish a policy, simply fun! Check that box prior to publishing.

      • This permits employees with the status of user to attest to their understanding of these policies (training) directly from their dashboard.

       
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