All Policies by Category - Automated

Please review a list of all policies by type, category, and department.

(only display published policies)

About PolicyTech

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
How to download a PolicyTech document - ID:521		How-Tos
How to Review Tasks Completed by Writers, Reviewers, and Approvers - ID:534		Help Guides	Approver; Document Owner; Reviewer; Writer; How-Tos
How to share a PolicyTech document link - ID:518		How-Tos
PolicyTech Approver Help Guide - ID:475	Reference Material	Help Guides	Approver
PolicyTech General User Help Guide - ID:517	Reference Material	Help Guides	General User
PolicyTech Reviewer Help Guide - ID:474	Reference Material	Help Guides	Reviewer
PolicyTech Writer Help Guide - ID:473	Reference Material	Help Guides	Writer
Quick Guide - Document Owner - ID:502	Reference Material	Help Guides	Document Owner
Quick Guide - Approver - ID:499	Reference Material	Help Guides	Approver
Quick Guide - Reviewer - ID:501	Reference Material	Help Guides	Reviewer
Quick Guide - Writer - ID:500	Reference Material	Help Guides	Writer
YM Bylaw Template - ID:600	Bylaw	Templates	YM Templates
YM Guideline Template - ID:602	Guideline	Templates	YM Templates
YM Guideline Template Instructions - ID:603	Reference Material	Templates	YM Templates
YM Policy Template - ID:604	Policy	Templates	YM Templates
YM Policy Template Instructions - ID:605	Reference Material	Templates	YM Templates
YM Procedure Template - ID:606	Procedure	Templates	YM Templates
YM Procedure Template Instructions - ID:607	Reference Material	Templates	YM Templates
YSM Bylaw Template - ID:615	Bylaw	Templates	YSM Templates
YSM Bylaw Template Instructions - ID:616	Bylaw	Templates	YSM Templates
YSM Guideline Template - ID:613	Guideline	Templates	YSM Templates
YSM Guideline Template Instructions - ID:614	Reference Material	Templates	YSM Templates
YSM Policy Template - ID:609		Templates	YSM Templates
YSM Policy Template Instructions - ID:610	Reference Material	Templates	YSM Templates
YSM Procedure Template - ID:611		Templates	YSM Templates
YSM Procedure Template Instructions - ID:612	Reference Material	Templates	YSM Templates

Clinical

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
CLIN - Adult Emergency Department (York Street) Consultations and Admissions - Policy - ID:231	Policy	YM Practice Standards	Physician Based Standards
CLIN - Advance Beneficiary Notice Medicare - Procedure - ID:747	Procedure	YM Administration	Reimbursement
CLIN - Advance Beneficiary Notice of Non-coverage (ABN) Instructions - Reference - ID:744	Reference Material	YM Administration	Reimbursement
CLIN - Advance Beneficiary Notice of Non-Coverage (Spanish) - Reference - ID:746	Form	YM Administration	Reimbursement
CLIN - Advanced Beneficiary Notice of Non-Coverage (ABN) - Reference - ID:745	Form	YM Administration	Reimbursement
CLIN - Ambulatory Clinic Cancellations Due to Hazardous Weather - Policy - ID:488	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Ambulatory Hand-Offs - Policy - ID:487	Policy	YM Practice Standards	Physician Based Standards
CLIN - Ambulatory Medical Record Completion - Policy - ID:486	Policy	YM Practice Standards	Physician Based Standards
CLIN - Ambulatory Medication Sample - Policy - ID:485	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Ambulatory Referral Work Queue Management - Policy - ID:484	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Appointment Availability and Scheduling Guidelines - Policy - ID:237	Policy	YM Practice Standards	Patient Based Standards
CLIN - Authorizing Patients - Procedure - ID:756	Procedure	YM Administration	Clinical Business Operations
CLIN - Broken Payment Arrangement Letter - Reference - ID:782	Form	YM Administration	Collections
CLIN - Budget Plan - Procedure - ID:757	Procedure	YM Administration	Collections
CLIN - Budget Plan Set Up Criteria - Reference - ID:783	Guideline	Collections	YM Administration
CLIN - Cash Posting - Procedure - ID:726	Procedure	YM Administration	Accounts Receivable
CLIN - Chaperones for Examinations, Treatments, or Procedures - Policy - ID:238	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Chaperones Policy Implementation Guidance - FAQs - Reference - ID:271	Reference Material	YM Practice Standards	Chaperone Policy & Training
CLIN - Chaperones Policy-Reporting Questionable Behavior - Reference - ID:272	Reference Material	YM Practice Standards	Chaperone Policy & Training
CLIN - Charge Corrections - Procedure - ID:739	Procedure	YM Administration	Accounts Receivable
CLIN - Clinical Services Charge Reconciliation - Procedure - ID:358	Procedure	YM Administration	Clinical Business Operations
CLIN - Clinical Services Charge Reconciliation Ambulatory Services - Reference - ID:381	Guideline	YM Administration	Clinical Business Operations
CLIN - Clinical Services Charge Reconciliation Surgical and Procedural Services - Reference - ID:382	Guideline	YM Administration	Clinical Business Operations
CLIN - Communication Skills and Policies - Policy - ID:239	Policy	YM Practice Standards	Physician Based Standards
CLIN - Communication with Referring Physicians - Policy - ID:240	Policy	YM Practice Standards	Physician Based Standards
CLIN - Complaints - Billing Compliance - Procedure - ID:758	Procedure	Administration	YM Administration
CLIN - Compliance - Policy - ID:712	Policy	YM Administration	Compliance
CLIN - Confidentiality of Credentialing Records - Faculty - Reference - ID:736	Form	Credentialing	YM Administration
CLIN - Confidentiality of Credentialing Records - Staff - Reference - ID:737		Credentialing	YM Administration
CLIN - Consent for Operation or Special Procedure - Policy - ID:273	Form	YM Practice Standards	Clinical Operations Based Standards
CLIN - Copy Function in EMR - Policy - ID:241	Policy	YM Practice Standards	Physician Based Standards
CLIN - Coverage Plan for Ambulatory Clinics During Official Holidays and Recess Days - Policy - ID:242	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Customer Relationship Management (CRM) - Procedure - ID:740	Procedure	YM Administration	Accounts Receivable
CLIN - Deceased Patient Accounts - Procedure - ID:759	Procedure	YM Administration	Collections
CLIN - Departing Physicians - Policy - ID:243	Policy	YM Practice Standards	Administrative Based Standards
CLIN - Discharging Patients from a Practice - Policy - ID:520	Policy	YM Practice Standards	Administrative Based Standards
CLIN - Disclosure of Adverse Outcomes and Events of Harm - Policy - ID:245	Policy	YM Practice Standards	Physician Based Standards
CLIN - E-Consult - PCP Workflow - Reference - ID:775	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - E-Consult-Specialist Workflow - Reference - ID:776	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - Email Inquiries - Procedure - ID:760	Procedure	Administration	YM Administration
CLIN - Enhanced Referrals & eConsults FAQ's - Reference - ID:777	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - Enhanced Referrals & eConsults Guidelines - Reference - ID:778	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - Enhanced Referrals & eConsults Program Announcement - Reference - ID:779	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - EPIC - Ambulatory Chaperones for Exams, Treatments, or Procedures - Reference - ID:457	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting The Use of Chaperones For Inpatient Providers - Reference - ID:275	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Intraoperative RNs - Reference - ID:276	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for IP-RNs-PCAs - Reference - ID:277	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Pre-op and PACU RNs - Reference - ID:278	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Radiology - Reference - ID:279	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Nurse Tech - Reference - ID:281	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Provider - Reference - ID:282	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Stork Nursing & Providers - Reference - ID:280	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - External Collections - Procedure - ID:761	Procedure	YM Administration	Collections
CLIN - Financial Hardship - Procedure - ID:762	Procedure	YM Administration	Collections
CLIN - Financial Hardship Acceptance Letter - Reference - ID:773	Form	YM Administration	Collections
CLIN - Financial Hardship Checklist - Reference - ID:770	Form	YM Administration	Collections
CLIN - Financial Hardship Cover Letter - Reference - ID:769	Form	YM Administration	Collections
CLIN - Financial Hardship Denial Letter - Reference - ID:772	Form	YM Administration	Collections
CLIN - Financial Hardship Federal Poverty - Guideline - ID:765	Guideline	YM Administration	Collections
CLIN - Financial Statement Hardship - Reference - ID:768	Form	YM Administration	Collections
CLIN - InBasket Management Expectations for Providers - Policy - ID:246	Policy	YM Practice Standards	Physician Based Standards
CLIN - Inpatient Consults - Policy - ID:247	Policy	YM Practice Standards	Physician Based Standards
CLIN - Insurance Carrier Denials - Procedure - ID:741	Procedure	YM Administration	Accounts Receivable
CLIN - Interactions between Clinical Personnel of Yale Medicine and Industry - Policy - ID:259	Policy	YM Practice Standards	Physician Based Standards
CLIN - Internet and Electronic Networking Guidelines - Policy - ID:248	Policy	YM Practice Standards	Physician Based Standards
CLIN - Interviewing Resources - Faculty Candidates with Clinical Responsibilities - Policy - ID:550	Policy	YM Practice Standards	Physician Based Standards
CLIN - Managed Care Website Data Collection Form - Reference - ID:447	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - Managing Disruptive Patients and Visitors - Policy - ID:250	Policy	YM Practice Standards	Patient Based Standards
CLIN - Medical Care for Self, Family, and Significant Others - Policy - ID:519		YM Practice Standards	Physician Based Standards
CLIN - Medicare ABN Tips - Reference - ID:751	Reference Material	YM Administration	Reimbursement
CLIN - Morbidity and Mortality Conferences Guidelines - Policy - ID:252	Policy	YM Practice Standards	Physician Based Standards
CLIN - No Response from Insurance Carrier - Procedure - ID:742	Procedure	YM Administration	Accounts Receivable
CLIN - Office of Patient Relations , Patient Complaints - Procedure - ID:763	Procedure	Administration	YM Administration
CLIN - On-Call Guidelines - Policy - ID:491	Policy	YM Practice Standards	Physician Based Standards
CLIN - Participation in Outside Clinical Professional Activity (Moonlighting Guidelines) - Policy - ID:254	Policy	YM Practice Standards	Physician Based Standards
CLIN - Patient Complaint Advocacy Process - Reference - ID:767	Reference Material	Administration	YM Administration
CLIN - Patient Registration - Policy - ID:255	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Patient Responsibility for Payment (Waiver) - Reference - ID:748	Form	YM Administration	Reimbursement
CLIN - Patient Responsibility for Payment (Waiver)-Spanish - Reference - ID:749	Form	YM Administration	Reimbursement
CLIN - Patient Rights and Responsibilities - Policy - ID:256	Policy	YM Practice Standards	Patient Based Standards
CLIN - Payment Arrangement Letter - Reference - ID:771	Form	YM Administration	Collections
CLIN - Physician and Advanced Practice Providers Impairment - Policy - ID:479	Policy	YM Practice Standards	Physician Based Standards
CLIN - Physician Health and Wellness - Policy - ID:258	Policy	YM Practice Standards	Physician Based Standards
CLIN - Practice Standards Committee Charter - Reference - ID:530		YM Practice Standards	Physician Based Standards
CLIN - Practice Standards Summary - Reference - ID:283	Reference Material	YM Practice Standards	Physician Based Standards
CLIN - Prevention of Fraud, Waste and Abuse - Policy - ID:641	Policy	YM Administration	Compliance
CLIN - Privacy and Confidentiality of Yale Medicine Patient Information - Policy - ID:260	Policy	YM Practice Standards	Physician Based Standards
CLIN - Proctoring and Clinical Evaluation Guidelines - Policy - ID:261	Policy	YM Practice Standards	Physician Based Standards
CLIN - Professionalism Charter - Reference - ID:284	Form	YM Practice Standards	Physician Based Standards
CLIN - Registering Patients - Procedure - ID:781	Procedure	YM Administration	Clinical Business Operations
CLIN - Registration Training - Procedure - ID:780	Procedure	Clinical Business Operations	YM Administration
CLIN - Request for Write-Off Approval Worksheet - Reference - ID:766	Form	YM Administration	Collections
CLIN - Requests to Restrict the Release of Protected Health Information - Procedure - ID:743	Procedure	YM Administration	Accounts Receivable
CLIN - Responding to Discrimination from Patients and Their Decision-Makers - Policy - ID:263	Policy	YM Practice Standards	Patient Based Standards
CLIN - Scope of Practice - Policy - ID:478	Policy	YM Practice Standards	Physician Based Standards
CLIN - Supervision of Trainees by Yale Medicine Physicians - Policy - ID:266	Policy	YM Practice Standards	Physician Based Standards
CLIN - Telephone Systems - Policy - ID:267	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - The Ambulatory Patient Experience - Policy - ID:489	Policy	YM Practice Standards	Patient Based Standards
CLIN - The Office Experience - Policy - ID:269	Policy	YM Practice Standards	Patient Based Standards
CLIN - Universal Credentialing Application - Reference - ID:715	Procedure	YM Administration	Credentialing
CLIN - Waiver of Co-insurance - Procedure - ID:703	Procedure	YM Administration	Accounts Receivable
CLIN - Waiver of Liability (Non-Medicare) - Procedure - ID:750	Procedure	YM Administration	Reimbursement
CLIN - Y Access Transfer Center - Policy - ID:680		YM Practice Standards	Physician Based Standards
CLIN - Y Code - Procedure - ID:556	Procedure	YM Administration	Reimbursement
CLIN - Yale Banned Appliances - Guideline - ID:467	Reference Material	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - Yale Medicine P-Card and Expense Reimbursement - Guideline - ID:462	Reference Material	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - Y-Code Request Form - Excel - Reference - ID:774	Reference Material	YM Administration	Reimbursement
CLIN - YM Charge Code - Guideline - ID:411	Procedure	YM Administration	Reimbursement
CLIN - YM Compliance Investigations - Policy - ID:642		YM Administration	Compliance
CLIN - YM Credentialing Committee Members - Reference - ID:730	Reference Material	YM Administration	Credentialing
CLIN - YM New CBO Request - Form - ID:738	Form	YM Administration	Accounts Receivable
CLIN - YMA 30-60-90 Day Discussion Guidelines with New Employees - Guideline - ID:466	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Cell Phone - Policy - ID:453	Policy	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Clinic Standard of Appearance - Guidelines - ID:454	Guideline	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Confidentiality Agreement Form - Reference - ID:455	Form	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Dress Code - Procedure - ID:458	Procedure	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Email Etiquette - Guidelines - ID:459	Guideline	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Employee Engagement for Managers -Guideline - ID:562	Guideline	YMA Staff Operations - Employee Engagement & Recognition	YM Administration
CLIN - YMA Employee Engagement Toolkit for Managers - Reference - ID:563	Reference Material	YM Administration	YMA Staff Operations - Employee Engagement & Recognition
CLIN - YMA Hiring & Exiting - Procedure - ID:465	Procedure	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Meeting Etiquette - Guideline - ID:460	Guideline	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA New Manager Fact Sheet - Reference - ID:591	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Offboarding Guide/Checklist - Reference - ID:691	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Onboarding Guide/Checklist (Permanent Staff) - Reference - ID:785	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Onboarding Guide/Checklist (Temporary/Casual Employees) - Reference - ID:786	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Requisition Request Process Guide & Forms - Reference - ID:784	Form	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Staff Guidelines & Policies - Procedure - ID:468	Procedure	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Standards of Professional Behavior - Guideline - ID:463	Reference Material	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Summary of Staff Expectations: Workplace - Procedure - ID:464	Procedure	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN- Credentialing - Policy - ID:731	Policy	YM Administration	Credentialing
CLIN- Non-Discrimination Affirmation - Reference - ID:735	Form	Credentialing	YM Administration
CLIN -Telephone Inquiries - Procedure - ID:764	Procedure	Administration	YM Administration
CLIN- YM Monitoring of Sanctions Limitations and Complaints Checklist - Reference - ID:734	Form	Credentialing	YM Administration
Credential Checklist - ID:732		YM Administration	YM Practice Standards
Credentialing Recredentialing Application - ID:733		Accounts Receivable	YM Administration; Credentialing
FIN/FIN - Accounting for Yale Medicine Private Practice Acquisitions - Procedure - ID:729	Procedure	YM Administration	Administration; YSM Finance; Finance & Administration; Controller's Office

Dean's Office

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
DEA - Bridge Funding - Policy - ID:629		Dean's Office
DEA - Development, Revision and Posting of YSM Policies, Procedures and Guidelines - Guidelines - ID:508	Policy	Dean's Office
DEA - Development, Revision, and Posting of YSM Policies, Procedures and Guidelines - Procedure - ID:509	Procedure	Dean's Office
DEA - Formal Feedback to Faculty - Policy - ID:584	Policy	Dean's Office
DEA - YSM Policy/ Procedure/ Guideline Exception Request - Form - ID:510	Form	Dean's Office
DEA - YSM Policy/Procedure/ Guideline Workflow - Reference - ID:512	Reference Material	Dean's Office
DEA - YSM Policy/Procedure/Guideline Proposal - Form - ID:511	Form	Dean's Office
DIV - Diversity at the Yale School of Medicine - Policy - ID:576	Policy	Dean's Office	Diversity; Diversity, Equity & Inclusion
FAC - Leadership Search - SOP - ID:594	Procedure	Dean's Office	Office of Academic & Professional Development; Faculty; Academic Affairs

Diversity, Equity & Inclusion

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
DIV- Yale School of Medicine Diversity Categories - Policy - ID:526		Diversity
GOV- Diversity Advisory Council- Bylaws - ID:217	Bylaw	Diversity	Bylaws; Governance

Education

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
EDU - Absenteeism From Clinical Clerkships - Policy - ID:720	Policy	MD Education	Attendance; Clerkship Phase Policies & Procedures
EDU - Absenteeism From Electives and Sub-Internships - Policy - ID:719	Policy	MD Education	ATP Phase Policies & Procedures; Attendance
EDU - Absenteeism from Mandatory Pre-Clerkship Curriculum - Procedure - ID:718	Procedure	MD Education	Attendance; Pre-Clerkship Phase Policies & Procedures
EDU - Academic Advising - Policy - ID:523	Policy	MD Education	Academic Progress; General
EDU - Academic Credit for Matriculating Ph.D. Students and YSM MSTP Students - Policy - ID:564	Policy	MD Education	Academic Progress; General
EDU - Academic Credit for YSM Joint or Dual Degree Students - Policy - ID:721	Policy	MD Education	Academic Progress; General
EDU - Access to Medical Students as Research Subjects - Policy - ID:61	Policy	MD Education	General; Student Life Policies
EDU - Admissions Committee Conflict of Interest (COI) - Policy and Procedures - ID:62	Policy	MD Education	Admissions; General
EDU - Advancement and Graduation Requirements - Policy - ID:107	Policy	MD Education	Academic Progress; General; Graduation Requirements
EDU - Assessment - Clerkship Exams - Policy - ID:63	Policy	MD Education	Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
EDU - Assessment - Course Exams and Qualifiers - Policy - ID:685		MD Education	Assessment, Remediation and Appeals; Pre-Clerkship Phase Policies & Procedures
EDU - Assignment of Clerkship Component Rotations for Students - Procedure - ID:507	Procedure	MD Education	Clerkship Phase Policies & Procedures
EDU - Cause for Removal from Courses, Clerkships, Electives and Sub-Internships - Policy - ID:112	Policy	MD Education	General; Professionalism and Academic Learning Environment Policies
EDU - Change in Student Status - Policy - ID:532	Policy	MD Education	Academic Progress; General
EDU - Clerkship Evaluation - Policy - ID:580	Policy	MD Education	Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
EDU - Clerkship Review Subcommittee (CRSC) - Bylaws - ID:692	Bylaw	MD Education	Clerkship Phase Policies & Procedures; Curriculum Review and Oversight; General
EDU - Clinical Skills Assessment (C-OSCE) Requirements for Graduation - Policy - ID:579	Policy	MD Education	General; Graduation Requirements
EDU - Clinical Supervision of Medical Students - Policy - ID:573	Policy	MD Education	Learning Environment, Supervision & Student Safety
EDU - Confidentiality of Medical Student Educational Records - Policy - ID:586	Policy	MD Education	General; Student Life Policies
EDU - Conflict of Interest (COI) Policy for Medical Student Education Didactic Sessions - Policy - ID:72	Policy	MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; General; Pre-Clerkship Phase Policies & Procedures; Professionalism and Academic Learning Environment Policies
EDU - Deferred Action for Childhood Arrivals (DACA) - Policy - ID:73	Policy	MD Education	Admissions; General
EDU - Educational Policy and Curriculum Committee (EPCC) - Bylaws - ID:797	Bylaw	MD Education	Curriculum Review and Oversight; General
EDU - Elective & Sub-Internship Evaluations - Policy - ID:74	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures
EDU - Elective Policy for Visiting Medical Students - Policy - ID:75	Policy	MD Education	ATP Phase Policies & Procedures; Learning Environment, Supervision & Student Safety
EDU - Elective Review Subcommittee (ERSC) - Bylaws - ID:693	Bylaw	MD Education	ATP Phase Policies & Procedures; Curriculum Review and Oversight; General
EDU - Equal Opportunity Statement - Guidelines - ID:77	Guideline	MD Education	Admissions; General
EDU - Exposure to Infectious and Environmental Hazards - Policy - ID:574	Policy	MD Education	Learning Environment, Supervision & Student Safety
EDU - Failure of USMLE Step 1, Step 2 CK or C-OSCE - Policy - ID:78	Policy	MD Education	Academic Progress; Assessment, Remediation and Appeals; General
EDU - Failure to Adhere to Research - Guidelines - ID:688	Guideline	MD Education	Assessment, Remediation and Appeals
EDU - Flow of Information for Suboptimal Student Behavior or Performance - Procedure - ID:585	Procedure	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Good Standing - Policy - ID:575	Policy	MD Education	Academic Progress; General
EDU - Learning Environment Subcommittee (LESC) - Bylaws - ID:694	Bylaw	MD Education	Curriculum Review and Oversight; General; Learning Environment, Supervision & Student Safety
EDU - Mapping & Integration Subcommittee (MISC) - Bylaws - ID:695	Bylaw	MD Education	Curriculum Review and Oversight; General
EDU - MD/PhD Program Advisory Committee - Bylaws - ID:696	Bylaw	MD Education	General
EDU - Medical Student Clerkship Evaluation - Form - ID:710	Form	MD Education	Clerkship Phase Policies & Procedures; General
EDU - Medical Student Clinical Work Hours - Policy - ID:86	Policy	MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Medical Student Elective-Sub-Internship Evaluation - Form - ID:118	Form	MD Education	ATP Phase Policies & Procedures; General
EDU - Mid-Course, Clerkship, Elective, and Sub-Internship Assessment and Feedback - Policy - ID:88	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Mistreatment and Harassment - Policy - ID:583	Procedure	MD Education	General
EDU - Narrative Assessment - Policy - ID:503	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Non-Academic Technical Standards - Policy - ID:91	Policy	MD Education	Admissions; General
EDU - Non-Involvement of Providers of Student Health Services or Family Members in Student Assessment - Policy - ID:504	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Performance Assessment Appeals - Policy - ID:572	Policy	MD Education	Learning Environment, Supervision & Student Safety
EDU - Policy Subcommittee (PSC) - Bylaws - ID:707	Bylaw	MD Education	Curriculum Review and Oversight; General
EDU - Pre-Clerkship Academic Workload - Guidelines - ID:578	Guideline	MD Education	Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Preclerkship Review Subcommittee (PCRSC) - Bylaws - ID:698	Bylaw	MD Education	Curriculum Review and Oversight; General; Pre-Clerkship Phase Policies & Procedures
EDU - Progress Committee - Bylaws - ID:699	Bylaw	MD Education	Academic Progress
EDU - Progress Committee Conflict of Interest (COI) - Policy and Procedures - ID:96	Policy	MD Education	Academic Progress; General
EDU - Progress Committee Policy for Inclusion of Adverse Action in the MSPE - Policy - ID:589	Policy	MD Education	Academic Progress; General
EDU - Re-Entry to the Wards for MD Students Taking Time Away from Clinical Work - Policy - ID:506	Policy	MD Education	Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
EDU - Re-Entry to the Wards for MD-PhD Students Taking Time Away from Clinical Work - Policy - ID:98	Policy	MD Education	Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
EDU - Remediation - Policy - ID:706	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Request an Unexcused Absence - Form - ID:711	Form	MD Education	Attendance; Clerkship Phase Policies & Procedures
EDU - Request to Attend a Conference - Form - ID:494	Form	MD Education	Clerkship Phase Policies & Procedures; General
EDU - Required Attendance in Pre-Clerkship Curriculum - Policy - ID:496	Policy	MD Education	Attendance; Pre-Clerkship Phase Policies & Procedures
EDU - Required Attendance on Clinical Clerkships, Electives and Sub-Internships - Policy - ID:581	Policy	MD Education	ATP Phase Policies & Procedures; Attendance; Clerkship Phase Policies & Procedures
EDU - Responsible Use of Alcohol at Student-Organized Events - Policy - ID:104	Policy	MD Education	General; Student Life Policies
EDU - Review of Students, Adverse Actions, and Appeals - Policy - ID:444	Policy	MD Education	Academic Progress; Assessment, Remediation and Appeals; General
EDU - Standards of Professionalism - Policy - ID:505	Policy	MD Education	General; Professionalism and Academic Learning Environment Policies
EDU - Statement of Free Expression and Non-Discrimination - Policy - ID:69	Policy	MD Education	General; Professionalism and Academic Learning Environment Policies
EDU - Student Access and Use of Electronic Health Records - Policy - ID:686		MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; General
EDU - Student Organizations - Guidelines - ID:531	Guideline	MD Education	General; Student Life Policies
EDU - Student Physical Exam Room Recording - Guidelines - ID:664	Guideline	MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Student Review and Challenge of the Medical Student Performance Evaluation (MSPE) - Policy - ID:655	Policy	MD Education	Academic Progress; Assessment, Remediation and Appeals; General
EDU - Student Review and Challenge the of the Educational Record - Policy - ID:635	Procedure	MD Education	General; Graduation Requirements
EDU - Switching Out of Small Groups - Procedure - ID:94	Procedure	MD Education	Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Teaching Preparation for Residents, Graduate Students and Post-Doctoral Fellows - Policy - ID:577	Policy	MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Thesis Information and Guidelines - ID:109	Guideline	MD Education	General; Graduation Requirements
EDU - Timeliness of Evaluations: Courses, Clerkships, Electives, Sub-Internships and Research - Policy - ID:687	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Tracking: Clerkship, Elective, or Sub-Internship Grade Appeal - Procedure - ID:95	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures
EDU - USMLE STEP Graduation Requirements - Policy - ID:113	Policy	MD Education	Assessment, Remediation and Appeals; General
EDU - YSM Admissions Committee - Bylaws - ID:700	Bylaw	MD Education	Admissions; General
EDU - YSM Emergency Aid Fund - Procedure - ID:115	Procedure	MD Education	General; Learning Environment, Supervision & Student Safety
EDU - YSM Observership Policy - ID:114	Policy	MD Education	General; Student Life Policies

Faculty

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
FAC- Nomination and Renewal of Endowed Professorships within YSM- Procedure - ID:219	Procedure	Office of Academic & Professional Development	Academic Affairs

Finance & Administration

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
FIN/COM Web Publishing - Policy - ID:674	Policy	Communications
FIN/COM-Branding, Wordmark, Shield, Graphic Identities, and Logos for YSM-Guideline - ID:630	Guideline	Communications	YSM Branding and Logos
FIN/COM-Crisis Management Communications for YSM & YM-Procedure - ID:628	Procedure	Communications	Crisis Communications
FIN/COM-Internal Communications: Global Emails for YSM & YM-Procedure - ID:673	Procedure	Communications
FIN/COM-Program and Center Naming Conventions for YSM & YM-Guideline - ID:227	Guideline	Communications	Program & Center Naming
FIN/COM-Program Naming for Yale Medicine-Procedure - ID:228	Procedure	Communications	Program & Center Naming
FIN/COM-Social Media Policy - ID:634		Communications
FIN/COM-Web Publishing & Social Media for YSM & YM-Guideline - ID:633	Guideline	Communications	Digital & Web Publishing
FIN/COM-YSM Affiliation - Guideline - ID:617	Guideline	Communications	Digital & Web Publishing; YSM Branding and Logos
FIN/FIN – Academic Program Support (APS) and Faculty Excellence and Diversity Initiative (FEDI) Commitment – Policy - ID:796	Policy	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN – Academic Program Support (APS) Contribution – Policy - ID:802	Policy	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Academic Program Support Commitment - Guideline - ID:705	Guideline	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Cash Sales COA - Reference - ID:567	Reference Material	YSM Finance	Controller's Office
FIN/FIN - Chart of Accounts and Program Mission Guidance Presentation - Reference - ID:653	Reference Material	YSM Finance	Controller's Office
FIN/FIN - Clinical Trials Closure Checklist - Form - ID:529	Form	YSM Finance	Controller's Office
FIN/FIN – Department Funding of Faculty Commitments – Policy - ID:683	Policy	YSM Finance	Controller's Office
FIN/FIN – Department Funding of Faculty Commitments – Procedure - ID:792	Procedure	YSM Finance	Controller's Office
FIN/FIN - Endowed Professorship Income Distribution - Policy - ID:130	Policy	YSM Finance	Controller's Office
FIN/FIN - Endowment Income Spending - Procedure - ID:597	Procedure	YSM Finance	Controller's Office
FIN/FIN – Expense Report Secondary Approval: Deans, Chairs, and Lead Administrators/Senior Directors – Policy - ID:636	Policy	YSM Finance	Controller's Office
FIN/FIN - Expense Report Secondary Approval: Deans, Chairs, and Lead Administrators/Senior Directors – Procedure - ID:596	Procedure	YSM Finance	Controller's Office
FIN/FIN - FY24 Indirect Cost Rates (FA) Fringe Benefits and Recovery Mechanisms - Reference - ID:569	Reference Material	YSM Finance	Controller's Office
FIN/FIN - General Allocation (GA) - Guideline - ID:684	Guideline	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Monthly Accounts Receivable and Billing - Procedure - ID:137	Procedure	YSM Finance	Controller's Office
FIN/FIN - Non-Sponsored Accounts Receivable Write-Offs and Balance Sheet Reserves - Procedure - ID:787	Procedure	YSM Finance	Controller's Office
FIN/FIN - Purchasing Capital Equipment - Procedure - ID:723	Procedure	YSM Finance	Controller's Office
FIN/FIN - Q2 Forecast, Budget, and Long Range Plan Process - Reference Material - ID:663	Reference Material	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Space Allocation - Procedure - ID:639	Procedure	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Workday Invoice Template - Form - ID:650	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Balance Classification - Reference - ID:651	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Centralized Billing for Workday - Procedure - ID:145	Procedure	YSM Finance	Controller's Office
FIN/FIN - YSM F&A Forms & Contracts Submission Guidelines - Reference Material - ID:527	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Faculty Effort Review - Policy - ID:660	Policy	YSM Finance	Controller's Office
FIN/FIN - YSM Faculty Effort Review - Procedure - ID:659	Procedure	YSM Finance	Controller's Office
FIN/FIN - YSM Faculty Effort Review Attestation - Form - ID:662	Form	YSM Finance	Controller's Office
FIN/FIN - YSM Gift Assessment Reduction or Waiver Accounting - Reference - ID:790	Reference Material	YSM Finance	Controller's Office
FIN/FIN – YSM Gift Assessment Reduction or Waiver Request – Reference - ID:791	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Mission Coding - Guideline - ID:709	Guideline	YSM Finance	Controller's Office
FIN/FIN - YSM Recommended Program Usage - Reference - ID:652	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Revenue Assessment Chart FY24 - Reference - ID:568	Reference Material	YSM Finance	Controller's Office
FIN/FIN – YSM Salary over the Pension Cap – Procedure - ID:803	Procedure	YSM Finance	Controller's Office
FIN/FIN - YSM VA Salary Coding - Procedure - ID:149	Procedure	YSM Finance	Controller's Office
FIN/OPS - Academic Leaves of Absence - Procedure - ID:123	Procedure	YSM Operations	Academic Appointee Administration
FIN/OPS - Clinical Fellow Health Insurance Subsidy - Policy - ID:682	Policy	YSM Operations	Academic Appointee Administration
FIN/OPS - Clinical Fellow Health Insurance Subsidy - Procedure - ID:681	Procedure	YSM Operations	Academic Appointee Administration
FIN/OPS - Disposition of University-Owned Computers and Cellular Phones - Procedure - ID:129	Procedure	YSM Operations	ITS
FIN/OPS - Faculty Annual Compensation Review - Procedure - ID:717	Procedure	YSM Operations	Academic Appointee Administration
FIN/OPS - YSM Child Rearing Leaves - Procedure - ID:146	Procedure	YSM Operations	Academic Appointee Administration
FIN/OPS - YSM Departmental Compensation Plans - Guidelines - ID:224	Guideline	YSM Operations	Academic Appointee Administration
FIN/OPS - YSM Minimum Commitments Guidelines - ID:225	Guideline	YSM Operations	Academic Appointee Administration

Governance

Title of Policy, Procedure, or Document	Type	Category
GOV- Dean's Faculty Advisory Committee- Bylaws - ID:216	Bylaw	Bylaws
GOV- Executive Group- Bylaws - ID:414	Bylaw	Bylaws
GOV- Senior Appointment & Promotion Committee- Bylaws - ID:656	Bylaw	Bylaws
GOV- Tenure Appointments Committee of the Biological Sciences (TACBS) Committee- Bylaws - ID:221	Bylaw	Bylaws
GOV- Term Appointment & Promotion Committee- Bylaws - ID:657	Bylaw	Bylaws
GOV- Yale Medicine Board- Bylaws - ID:223	Bylaw	Bylaws
GOV-Board of Permanent Officers- Bylaws - ID:215	Bylaw	Bylaws
Yale Medicine Compliance Champions (YMCC) Committee Charter - ID:646	Committee Charter	Committee Charters
Yale Medicine Compliance Committee Charter - ID:645	Committee Charter	Committee Charters

Research

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
RES/YCCI-0101-SOP Development, Review and Approval-Procedure - ID:214	Procedure	YCCI	YCCI-General Administration
RES/YCCI-0103-Record Management and Retention-Procedure - ID:194	Procedure	YCCI	YCCI-General Administration
RES/YCCI-0105-Emergency Operations Plan-Procedure - ID:180	Procedure	YCCI	YCCI-General Administration
RES/YCCI-0308-Delegation of Authority-Procedure - ID:722	Procedure	YCCI	YCCI-Regulatory Affairs
RES/YCCI-0401-Protocol Risk Assessments-Procedure - ID:193	Procedure	YCCI	YCCI-Quality Assurance
RES/YCCI-0402-Conducting Internal Reviews (Sponsor, Institutional)-Procedure - ID:176	Procedure	YCCI	YCCI-Quality Assurance
RES/YCCI-0501-Pre-Study Qualification (Sponsor)-Procedure - ID:191	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0502-Site Initiation Visits (Sponsor)-Procedure - ID:207	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0503-Interim Monitoring Visits (Sponsor)-Procedure - ID:184	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0504-Close Out Visits (Sponsor)-Procedure - ID:175	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0506-Site Initiation Visits (Site)-Procedure - ID:206	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0507-Monitoring Visits (Site)-Procedure - ID:188	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0508-Close Out Visits (Site)-Procedure - ID:174	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0601-Initial IND Submission (Sponsor-Investigator)-Procedure - ID:183	Procedure	YCCI	YCCI-Sponsor: Devices, Drugs and Biologics; Sponsor
RES/YCCI-0701-Charge Review-Procedure - ID:170	Procedure	YCCI	YCCI-Clinical Research Budgeting & Financial Management
RES/YCCI-0702-Preauthorization of Patients for Clinical Trial Participation-Procedure - ID:178	Procedure	YCCI	YCCI-Clinical Research Budgeting & Financial Management
RES/YCCI-0703-Clinical Billing Risk Assessment-Procedure - ID:202	Procedure	YCCI	YCCI-Clinical Research Budgeting & Financial Management
RES/YCCI-0704-Clinical Billing Risk Assessment Score Sheet-Procedure - ID:203	Procedure	YCCI	YCCI-Clinical Research Budgeting & Financial Management
RES/YCCI-1201-Source Documentation-Procedure - ID:208	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1202-Source Documentation Redaction-Procedure - ID:209	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1205-Protocol Training-Procedure - ID:669	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1207-Participant Recruitment-Procedure - ID:714	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1208-Adverse Events-Procedure - ID:677	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1220-Phlebotomy and Blood Sampling-Procedure - ID:190	Procedure	YCCI	YCCI-Clinical Research Operations; Lab Services
RES/YCCI-1221-Sample Tracking-Procedure - ID:205	Procedure	YCCI	YCCI-Clinical Research Operations; Lab Services
RES/YCCI-1222-Clinical Trial Specimen and Kit Destruction-Procedure - ID:171	Procedure	YCCI	YCCI-Clinical Research Operations; Lab Services