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All Policies, Procedures & Documents by Category

Please review a list of all policies by type, category, and department. This list is an automated display of the policies, procedures, and documents that live in YSM's PolicyTech tool. If you find something that needs to be updated, please contact our Policy Help Team at YSM.
Policy list last updated December 22, 2024.

About PolicyTech & Policy Management

Title of Policy, Procedure, or Document Type Category Sub-Categories
Development, Revision and Posting of YSM Policies, Procedures and Guidelines - Guidelines Policy Policy Management
Development, Revision, and Posting of YSM Policies, Procedures and Guidelines - Procedure Procedure Policy Management
Educating on Policy and Procedure - Guideline Guideline Policy Management
How to download a PolicyTech document Reference Material How-Tos
How to Review Tasks Completed by Writers, Reviewers, and Approvers Reference Material Help Guides Approver; Document Owner; Reviewer; Writer; How-Tos
How to share a PolicyTech document link Reference Material How-Tos
How to transfer styles from one Word document to another Reference Material How-Tos
How to Update a Document in PolicyTech to the New Template Reference Material How-Tos
Inserting Field Properties Reference Material How-Tos
PolicyTech Approver Help Guide Reference Material Help Guides Approver
PolicyTech General User Help Guide Reference Material Help Guides General User
PolicyTech Reviewer Help Guide Reference Material Help Guides Reviewer
PolicyTech Writer Help Guide Reference Material Help Guides Writer
Quick Guide - Document Owner Reference Material Help Guides Document Owner
Quick Guide - Approver Reference Material Help Guides Approver
Quick Guide - Reviewer Reference Material Help Guides Reviewer
Quick Guide - Writer Reference Material Help Guides Writer
YSM Bylaw Template Reference Material Templates YSM Templates
YSM Bylaw Template Instructions Reference Material Templates YSM Templates
YSM Guideline Template Guideline Templates YSM Templates
YSM Guideline Template Instructions Reference Material Templates YSM Templates
YSM Policy Management - Committee Charter Committee Charter Policy Management Governance; Schoolwide Finance, Administration & Governance; Committee Charters
YSM Policy Template Reference Material Templates YSM Templates
YSM Policy Template Instructions Reference Material Templates YSM Templates
YSM Policy/ Procedure/ Guideline Exception Request - Form Form Policy Management
YSM Policy/Procedure/ Guideline Workflow - Reference Reference Material Policy Management
YSM Policy/Procedure/Guideline Proposal - Form Form Policy Management
YSM Procedure Template Reference Material Templates YSM Templates
YSM Procedure Template Instructions Reference Material Templates YSM Templates
YSM Reference Template_Word Templates YSM Templates

Bylaws

Title of Policy, Procedure, or Document Type Category Sub-Categories
Board of Permanent Officers- Bylaws Bylaws Schoolwide Finance, Administration & Governance; Governance
Dean's Faculty Advisory Committee- Bylaws Bylaws Schoolwide Finance, Administration & Governance; Governance
Senior Appointment & Promotion Committee- Bylaws Bylaws Schoolwide Finance, Administration & Governance; Governance
Tenure Appointments Committee of the Biological Sciences (TACBS) Committee- Bylaws Bylaws Schoolwide Finance, Administration & Governance; Governance
Term Appointment & Promotion Committee- Bylaws Bylaws Schoolwide Finance, Administration & Governance; Governance
Yale Medicine Board- Bylaws Bylaws Schoolwide Finance, Administration & Governance; Governance

Clinical - Yale Medicine

Title of Policy, Procedure, or Document Type Category Sub-Categories
""We C.A.R.E."" FAQs YM Administration Administration; YMA Staff Operations - Employee Engagement & Recognition
Accounting for Yale Medicine Private Practice Acquisitions - Procedure Procedure YM Administration Administration; Finance & Administration; Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Adult Emergency Department (York Street) Consultations and Admissions - Policy Policy YM Practice Standards Physician Based Standards
Advance Beneficiary Notice Medicare - Procedure Procedure YM Administration Reimbursement
Advance Beneficiary Notice of Non-coverage (ABN) Instructions - Reference Reference Material YM Administration Reimbursement
Advance Beneficiary Notice of Non-Coverage (Spanish) - Reference Form YM Administration Reimbursement
Advanced Beneficiary Notice of Non-Coverage (ABN) - Reference Form YM Administration Reimbursement
Ambulatory Clinic Cancellations Due to Hazardous Weather - Policy Policy YM Practice Standards Clinical Operations Based Standards
Ambulatory Hand-Offs - Policy Policy YM Practice Standards Physician Based Standards
Ambulatory Medical Record Completion - Policy Policy YM Practice Standards Physician Based Standards
Ambulatory Medication Sample - Policy Policy YM Practice Standards Clinical Operations Based Standards
Ambulatory Referral Work Queue Management - Policy Policy YM Practice Standards Clinical Operations Based Standards
Appointment Availability and Scheduling Guidelines - Policy Policy YM Practice Standards Patient Based Standards
Authorizing Patients - Procedure Procedure YM Administration Clinical Business Operations
Broken Payment Arrangement Letter - Reference Form YM Administration Collections
Budget Plan - Procedure Procedure YM Administration Collections
Budget Plan Set Up Criteria - Reference Guideline Collections YM Administration
Cash Posting - Procedure Procedure YM Administration Accounts Receivable
Chaperones for Examinations, Treatments, or Procedures - Policy Policy YM Practice Standards Clinical Operations Based Standards
Chaperones Policy Implementation Guidance - FAQs - Reference Reference Material YM Practice Standards Chaperone Policy & Training
Chaperones Policy-Reporting Questionable Behavior - Reference Reference Material YM Practice Standards Chaperone Policy & Training
Charge Corrections - Procedure Procedure YM Administration Accounts Receivable
Clinical Services Charge Reconciliation - Procedure Procedure YM Administration Clinical Business Operations
Clinical Services Charge Reconciliation Ambulatory Services - Reference Guideline YM Administration Clinical Business Operations
Clinical Services Charge Reconciliation Surgical and Procedural Services - Reference Guideline YM Administration Clinical Business Operations
Communication Skills and Policies - Policy Policy YM Practice Standards Physician Based Standards
Communication with Referring Physicians - Policy Policy YM Practice Standards Physician Based Standards
Complaints - Billing Compliance - Procedure Procedure Administration YM Administration
Compliance - Policy Policy YM Administration Compliance
Confidentiality of Credentialing Records - Faculty - Reference Form Credentialing YM Administration
Confidentiality of Credentialing Records - Staff - Reference Form YM Administration Credentialing
Consent for Operation or Special Procedure - Policy Form YM Practice Standards Clinical Operations Based Standards
Copy Function in EMR - Policy Policy YM Practice Standards Physician Based Standards
Coverage Plan for Ambulatory Clinics During Official Holidays and Recess Days - Policy Policy YM Practice Standards Clinical Operations Based Standards
Credential Checklist YM Administration YM Practice Standards
Credentialing - Policy Policy YM Administration Credentialing
Credentialing Recredentialing Application Accounts Receivable YM Administration; Credentialing
Customer Relationship Management (CRM) - Procedure Procedure YM Administration Accounts Receivable
Deceased Patient Accounts - Procedure Procedure YM Administration Collections
Departing Physicians - Policy Policy YM Practice Standards Administrative Based Standards
Discharging Patients from a Practice - Policy Policy YM Practice Standards Administrative Based Standards
Disclosure of Adverse Outcomes and Events of Harm - Policy Policy YM Practice Standards Physician Based Standards
E-Consult - PCP Workflow - Reference Reference Material YM Administration Enhanced Referrals & eConsults
E-Consult-Specialist Workflow - Reference Reference Material YM Administration Enhanced Referrals & eConsults
Email Inquiries - Procedure Procedure Administration YM Administration
Enhanced Referrals & eConsults FAQ's - Reference Reference Material YM Administration Enhanced Referrals & eConsults
Enhanced Referrals & eConsults Guidelines - Reference Reference Material YM Administration Enhanced Referrals & eConsults
Enhanced Referrals & eConsults Program Announcement - Reference Reference Material YM Administration Enhanced Referrals & eConsults
EPIC - Ambulatory Chaperones for Exams, Treatments, or Procedures - Reference Reference Material YM Practice Standards EPIC TipSheets
EPIC - Documenting The Use of Chaperones For Inpatient Providers - Reference Reference Material YM Practice Standards EPIC TipSheets
EPIC - Documenting the Use of Chaperones for Intraoperative RNs - Reference Reference Material YM Practice Standards EPIC TipSheets
EPIC - Documenting the Use of Chaperones for IP-RNs-PCAs - Reference Reference Material YM Practice Standards EPIC TipSheets
EPIC - Documenting the Use of Chaperones for Pre-op and PACU RNs - Reference Reference Material YM Practice Standards EPIC TipSheets
EPIC - Documenting the Use of Chaperones for Radiology - Reference Reference Material YM Practice Standards EPIC TipSheets
EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Nurse Tech - Reference Reference Material YM Practice Standards EPIC TipSheets
EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Provider - Reference Reference Material YM Practice Standards EPIC TipSheets
EPIC - Documenting the Use of Chaperones for Stork Nursing & Providers - Reference Reference Material YM Practice Standards EPIC TipSheets
Evaluation and Management (E&M) Visit Complexity - Educational Document Education YM Administration Compliance
External Collections - Procedure Procedure YM Administration Collections
Financial Hardship - Procedure Procedure YM Administration Collections
Financial Hardship Acceptance Letter - Reference Form YM Administration Collections
Financial Hardship Checklist - Reference Form YM Administration Collections
Financial Hardship Cover Letter - Reference Form YM Administration Collections
Financial Hardship Denial Letter - Reference Form YM Administration Collections
Financial Hardship Federal Poverty - Guideline Guideline YM Administration Collections
Financial Statement Hardship - Reference Form YM Administration Collections
InBasket Management Expectations for Providers - Policy Policy YM Practice Standards Physician Based Standards
Inpatient Consults - Policy Policy YM Practice Standards Physician Based Standards
Insurance Carrier Denials - Procedure Procedure YM Administration Accounts Receivable
Interactions between Clinical Personnel of Yale Medicine and Industry - Policy Policy YM Practice Standards Physician Based Standards
Internet and Electronic Networking Guidelines - Policy Policy YM Practice Standards Physician Based Standards
Interviewing Resources - Faculty Candidates with Clinical Responsibilities - Policy Policy YM Practice Standards Physician Based Standards
Managed Care Website Data Collection Form - Reference Reference Material YM Administration YMA Staff Operations - Hiring & Exiting
Managing Disruptive Patients and Visitors - Policy Policy YM Practice Standards Patient Based Standards
Maternity Bundle Payment Program Billing - Education Education YM Administration Compliance
Medical Care for Self, Family, and Significant Others - Policy YM Practice Standards Physician Based Standards
Medicare ABN Tips - Reference Reference Material YM Administration Reimbursement
Morbidity and Mortality Conferences Guidelines - Policy Policy YM Practice Standards Physician Based Standards
No Response from Insurance Carrier - Procedure Procedure YM Administration Accounts Receivable
Non-Discrimination Affirmation - Reference Form Credentialing YM Administration
Office of Patient Relations , Patient Complaints - Procedure Procedure Administration YM Administration
On-Call Guidelines - Policy Policy YM Practice Standards Physician Based Standards
Participation in Outside Clinical Professional Activity (Moonlighting Guidelines) - Policy Policy YM Practice Standards Physician Based Standards
Patient Complaint Advocacy Process - Reference Reference Material Administration YM Administration
Patient Registration - Policy Policy YM Practice Standards Clinical Operations Based Standards
Patient Responsibility for Payment (Waiver) - Reference Form YM Administration Reimbursement
Patient Responsibility for Payment (Waiver)-Spanish - Reference Form YM Administration Reimbursement
Patient Rights and Responsibilities - Policy Policy YM Practice Standards Patient Based Standards
Payment Arrangement Letter - Reference Form YM Administration Collections
Physician and Advanced Practice Provider (APP) Shared Visits - Educational Document Education YM Administration Compliance
Physician and Advanced Practice Providers Impairment - Policy Policy YM Practice Standards Physician Based Standards
Physician Health and Wellness - Policy Policy YM Practice Standards Physician Based Standards
Practice Standards Committee Charter - Reference YM Practice Standards Physician Based Standards
Practice Standards Summary - Reference Reference Material YM Practice Standards Physician Based Standards
Prevention of Fraud, Waste and Abuse - Policy Policy YM Administration Compliance
Privacy and Confidentiality of Yale Medicine Patient Information - Policy Policy YM Practice Standards Physician Based Standards
Proctoring and Clinical Evaluation Guidelines - Policy Policy YM Practice Standards Physician Based Standards
Professionalism Charter - Reference Form YM Practice Standards Physician Based Standards
Registering Patients - Procedure Procedure YM Administration Clinical Business Operations
Registration Training - Procedure Procedure Clinical Business Operations YM Administration
Request for Write-Off Approval Worksheet - Reference Form YM Administration Collections
Requests to Restrict the Release of Protected Health Information - Procedure Procedure YM Administration Accounts Receivable
Responding to Discrimination from Patients and Their Decision-Makers - Policy Policy YM Practice Standards Patient Based Standards
Scope of Practice - Policy Policy YM Practice Standards Physician Based Standards
Supervision of Trainees by Yale Medicine Physicians - Policy Policy YM Practice Standards Physician Based Standards
Telephone Inquiries - Procedure Procedure Administration YM Administration
Telephone Systems - Policy Policy YM Practice Standards Clinical Operations Based Standards
The Ambulatory Patient Experience - Policy Policy YM Practice Standards Patient Based Standards
The Office Experience - Policy Policy YM Practice Standards Patient Based Standards
Universal Credentialing Application - Reference Procedure YM Administration Credentialing
Waiver of Co-insurance - Procedure Procedure YM Administration Accounts Receivable
Waiver of Liability (Non-Medicare) - Procedure Procedure YM Administration Reimbursement
Y Access Transfer Center - Policy YM Practice Standards Physician Based Standards
Y Code - Procedure Procedure YM Administration Reimbursement
Yale Banned Appliances - Guideline Reference Material YM Administration YMA Staff Operations - Staff Guidelines and Policies
Yale Medicine Administration Award Overview ""We C.A.R.E. Award"" Guideline YM Administration Administration; YMA Staff Operations - Employee Engagement & Recognition
Yale Medicine P-Card and Expense Reimbursement - Guideline Reference Material YM Administration YMA Staff Operations - Staff Guidelines and Policies
Y-Code Request Form - Excel - Reference Reference Material YM Administration Reimbursement
YM Charge Code - Guideline Procedure YM Administration Reimbursement
YM Compliance Investigations - Policy YM Administration Compliance
YM Credentialing Committee Members - Reference Reference Material YM Administration Credentialing
YM Monitoring of Sanctions Limitations and Complaints Checklist - Reference Form Credentialing YM Administration
YM New CBO Request - Form Form YM Administration Accounts Receivable
YMA 30-60-90 Day Discussion Guidelines with New Employees - Guideline Reference Material YM Administration YMA Staff Operations - Hiring & Exiting
YMA Cell Phone - Policy Policy YM Administration YMA Staff Operations - Staff Guidelines and Policies
YMA Clinic Standard of Appearance - Guidelines Guideline YM Administration YMA Staff Operations - Staff Guidelines and Policies
YMA Confidentiality Agreement Form - Reference Form YM Administration YMA Staff Operations - Staff Guidelines and Policies
YMA Dress Code - Procedure Procedure YM Administration YMA Staff Operations - Staff Guidelines and Policies
YMA Email Etiquette - Guidelines Guideline YM Administration YMA Staff Operations - Staff Guidelines and Policies
YMA Employee Engagement for Managers -Guideline Guideline YMA Staff Operations - Employee Engagement & Recognition YM Administration
YMA Employee Engagement Toolkit for Managers - Reference Reference Material YM Administration YMA Staff Operations - Employee Engagement & Recognition
YMA Hiring & Exiting - Procedure Procedure YM Administration YMA Staff Operations - Hiring & Exiting
YMA Manager 'Office-Hours' & Leadership 'Coffee Chats' YM Administration YMA Staff Operations - Employee Engagement & Recognition
YMA Meeting Etiquette - Guideline Guideline YM Administration YMA Staff Operations - Staff Guidelines and Policies
YMA New Manager Fact Sheet - Reference Reference Material YM Administration YMA Staff Operations - Hiring & Exiting
YMA Offboarding Guide/Checklist - Reference Reference Material YM Administration YMA Staff Operations - Hiring & Exiting
YMA Onboarding Guide/Checklist (Permanent Staff) - Reference Reference Material YM Administration YMA Staff Operations - Hiring & Exiting
YMA Onboarding Guide/Checklist (Temporary/Casual Employees) - Reference Reference Material YM Administration YMA Staff Operations - Hiring & Exiting
YMA Requisition Request Process Guide & Forms - Reference Form YM Administration YMA Staff Operations - Hiring & Exiting
YMA Staff Guidelines & Policies - Procedure Procedure YM Administration YMA Staff Operations - Staff Guidelines and Policies
YMA Standards of Professional Behavior - Guideline Reference Material YM Administration YMA Staff Operations - Staff Guidelines and Policies
YMA Summary of Staff Expectations: Workplace - Procedure Procedure YM Administration YMA Staff Operations - Staff Guidelines and Policies
YMA Team Spotlight Board: Instructions for Managers YM Administration YMA Staff Operations - Employee Engagement & Recognition
YMA Team Spotlight Board: Sample Email Template to Staff Guideline YM Administration YMA Staff Operations - Employee Engagement & Recognition
YMA Virtual Breakrooms (Staff-only): Instruc􀆟ons for Managers YM Administration YMA Staff Operations - Employee Engagement & Recognition

Communications

Title of Policy, Procedure, or Document Type Category Sub-Categories
Branding, Wordmark, Shield, Graphic Identities, and Logos for YSM-Guideline Guideline Communications Schoolwide Finance, Administration & Governance; YSM Branding and Logos
Crisis Management Communications for YSM & YM-Procedure Procedure Communications Schoolwide Finance, Administration & Governance; Crisis Communications
Internal Communications: Global Emails for YSM & YM-Procedure Procedure Communications Schoolwide Finance, Administration & Governance
Online Publishing Policy Policy Communications Schoolwide Finance, Administration & Governance; Digital & Web Publishing
Program and Center Naming Conventions for YSM & YM-Guideline Guideline Communications Schoolwide Finance, Administration & Governance; Program & Center Naming
Program Naming for Yale Medicine-Procedure Procedure Communications Schoolwide Finance, Administration & Governance; Program & Center Naming
Social Media Guidelines & Best Practices Communications Schoolwide Finance, Administration & Governance; Digital & Web Publishing
Website Guidelines & Best Practices Guideline Communications Schoolwide Finance, Administration & Governance; Digital & Web Publishing
YSM Affiliation - Guideline Guideline Communications Schoolwide Finance, Administration & Governance; Digital & Web Publishing; YSM Branding and Logos

Diversity

Title of Policy, Procedure, or Document Type Category Sub-Categories
Diversity Advisory Council- Bylaws Diversity Schoolwide Finance, Administration & Governance
Diversity at the Yale School of Medicine - Policy Diversity Schoolwide Finance, Administration & Governance
Yale School of Medicine Diversity Categories - Policy Diversity Schoolwide Finance, Administration & Governance

Education

Title of Policy, Procedure, or Document Type Category Sub-Categories
Academic Advising - Policy Policy MD Education Academic Progress; General
Academic Credit for Matriculating Ph.D. Students and YSM MSTP Students - Policy Policy MD Education Academic Progress; General
Academic Credit for YSM Joint or Dual Degree Students - Policy Policy MD Education Academic Progress; General
Access to Students as Research Subjects - Policy Policy MD Education MHS Program; PA Education
Admissions Committee Conflict of Interest (COI) - Policy and Procedures Policy MD Education Admissions; General
Advancement and Graduation Requirements - Policy Policy MD Education Academic Progress; General; Graduation Requirements
Assessment - Clerkship Exams - Policy Policy MD Education Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
Assessment - Course Exams and Qualifiers - Policy MD Education Assessment, Remediation and Appeals; Pre-Clerkship Phase Policies & Procedures
Assignment of Clerkship Component Rotations for Students - Procedure Procedure MD Education Clerkship Phase Policies & Procedures
Away Elective - Policy Policy MD Education
Cause for Removal from Courses, Clerkships, Electives and Sub-Internships - Policy Policy MD Education General; Professionalism and Academic Learning Environment Policies
Change in Student Status - Policy Policy MD Education Academic Progress; General
Clerkship Evaluation - Policy Policy MD Education Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
Clerkship Review Subcommittee (CRSC) - Bylaws Bylaw MD Education Clerkship Phase Policies & Procedures; Curriculum Review and Oversight; General
Clinical Skills Assessment (C-OSCE) Requirements for Graduation - Policy Policy MD Education General; Graduation Requirements
Clinical Supervision of Medical Students - Policy Policy MD Education Learning Environment, Supervision & Student Safety
Confidentiality of Medical Student Educational Records - Policy Policy MD Education General; Student Life Policies
Conflict of Interest (COI) Policy for Medical Student Education Didactic Sessions - Policy Policy MD Education ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; General; Pre-Clerkship Phase Policies & Procedures; Professionalism and Academic Learning Environment Policies
Educational Policy and Curriculum Committee (EPCC) - Bylaws MD Education General; Bylaws; Schoolwide Finance, Administration & Governance; Governance
Elective & Sub-Internship Evaluations - Policy Policy MD Education Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures
Elective Policy for Visiting Medical Students - Policy Policy MD Education ATP Phase Policies & Procedures; Learning Environment, Supervision & Student Safety
Elective Review Subcommittee (ERSC) - Bylaws Bylaw MD Education ATP Phase Policies & Procedures; Curriculum Review and Oversight; General
Equal Opportunity Statement - Guidelines Guideline MD Education Admissions; General
Exposure to Infectious and Environmental Hazards - Policy Policy MD Education Learning Environment, Supervision & Student Safety
Failure of USMLE Step 1, Step 2 CK or C-OSCE - Policy Policy MD Education Academic Progress; Assessment, Remediation and Appeals; General
Failure to Adhere to Research - Guidelines Guideline MD Education Assessment, Remediation and Appeals
Flow of Information for Suboptimal Student Behavior or Performance - Procedure Procedure MD Education Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
Good Standing - Policy Policy MD Education Academic Progress; General
Identifying Students Experiencing Academic Difficulty - Policy Policy MD Education
Learning Environment Subcommittee (LESC) - Bylaws Bylaw MD Education Curriculum Review and Oversight; General; Learning Environment, Supervision & Student Safety
Mapping & Integration Subcommittee (MISC) - Bylaws Bylaw MD Education Curriculum Review and Oversight; General
MD/PhD Program Advisory Committee - Bylaws Bylaw MD Education General
Medical Student Clerkship Evaluation - Form Form MD Education Clerkship Phase Policies & Procedures; General
Medical Student Clinical Work Hours - Policy Policy MD Education ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
Medical Student Elective-Sub-Internship Evaluation - Form Form MD Education ATP Phase Policies & Procedures; General
Mid-Course, Clerkship, Elective, and Sub-Internship Assessment and Feedback - Policy Policy MD Education Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
Mistreatment and Harassment - Policy Procedure MD Education General
Narrative Assessment - Policy Policy MD Education Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
Non-Academic Technical Standards - Policy Policy MD Education Admissions; General
Non-Involvement of Providers of Student Health Services or Family Members in Student Assessment - Policy Policy MD Education Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
Performance Assessment Appeals - Policy Policy MD Education Learning Environment, Supervision & Student Safety
Policy Subcommittee (PSC) - Bylaws Bylaw MD Education Curriculum Review and Oversight; General
Pre-Clerkship Academic Workload - Guidelines Guideline MD Education Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
Preclerkship Review Subcommittee (PCRSC) - Bylaws Bylaw MD Education Curriculum Review and Oversight; General; Pre-Clerkship Phase Policies & Procedures
Progress Committee - Bylaws MD Education General; Bylaws; Schoolwide Finance, Administration & Governance; Governance
Progress Committee Conflict of Interest (COI) - Policy and Procedures Policy MD Education Academic Progress; General
Progress Committee Policy for Inclusion of Adverse Action in the MSPE - Policy Policy MD Education Academic Progress; General
Re-Entry to the Wards for MD Students Taking Time Away from Clinical Work - Policy Policy MD Education Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
Re-Entry to the Wards for MD-PhD Students Taking Time Away from Clinical Work - Policy Policy MD Education Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
Remediation - Policy Policy MD Education Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
Reporting an Absence from Clinical Clerkships - Procedure Procedure MD Education Attendance; Clerkship Phase Policies & Procedures
Reporting an Absence from Mandatory Pre-Clerkship Curriculum - Procedure Procedure MD Education Attendance; Pre-Clerkship Phase Policies & Procedures
Request an Unexcused Absence - Form Form MD Education Attendance; Clerkship Phase Policies & Procedures
Request to Attend a Conference - Form Form MD Education Clerkship Phase Policies & Procedures; General
Required Attendance in Pre-Clerkship Curriculum and Capstone - Policy Policy MD Education Attendance; Pre-Clerkship Phase Policies & Procedures
Required Attendance on Clinical Clerkships - Policy Policy MD Education Attendance; Clerkship Phase Policies & Procedures
Required Attendance on Clinical Electives and Sub-Internships - Policy Policy MD Education ATP Phase Policies & Procedures; Attendance; Clerkship Phase Policies & Procedures
Responsible Use of Alcohol at Student-Organized Events - Policy Policy MD Education General; Student Life Policies
Review of Students, Adverse Actions, and Appeals - Policy Policy MD Education Academic Progress; Assessment, Remediation and Appeals; General
Satisfactory Academic Progress Policy MD Education
Standards of Professionalism - Policy Policy MD Education General; Professionalism and Academic Learning Environment Policies
Statement of Free Expression and Non-Discrimination - Policy Policy MD Education General; Professionalism and Academic Learning Environment Policies
Student Access and Use of Electronic Health Records - Policy MD Education ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; General
Student Organizations - Guidelines Guideline MD Education General; Student Life Policies
Student Physical Exam Room Recording - Guidelines Guideline MD Education ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
Student Review and Challenge of the Medical Student Performance Evaluation (MSPE) - Policy Policy MD Education Academic Progress; Assessment, Remediation and Appeals; General
Student Review and Challenge the of the Educational Record - Policy Procedure MD Education General; Graduation Requirements
Switching Out of Small Groups - Procedure MD Education General
Switching Small Groups with Narrative Feedback Policy MD Education
Teaching Preparation for Residents, Graduate Students and Post-Doctoral Fellows - Policy Policy MD Education ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
Thesis Information and Guidelines Guideline MD Education General; Graduation Requirements
Timeliness of Evaluations: Courses, Clerkships, Electives, Sub-Internships and Research - Policy Policy MD Education Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
Tracking: Clerkship, Elective, or Sub-Internship Grade Appeal - Procedure Policy MD Education Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures
USMLE STEP Graduation Requirements - Policy Policy MD Education Assessment, Remediation and Appeals; General
YSM Admissions Committee - Bylaws Bylaw MD Education Admissions; General
YSM Emergency Aid Fund - Procedure Procedure MD Education General; Learning Environment, Supervision & Student Safety
YSM Observership Policy Policy MD Education General; Student Life Policies

Faculty - OAPD

Title of Policy, Procedure, or Document Type Category Sub-Categories
Definition of Effort for Ladder Faculty - Policy Policy Faculty - OAPD Schoolwide Finance, Administration & Governance; Office of Academic & Professional Development; Academic Affairs
Formal Feedback to Faculty - Policy Policy Faculty - OAPD Schoolwide Finance, Administration & Governance; Office of Academic & Professional Development; Academic Affairs
Leadership Search - SOP Procedure Faculty - OAPD Schoolwide Finance, Administration & Governance; Office of Academic & Professional Development; Academic Affairs
Nomination and Renewal of Endowed Professorships within YSM- Procedure Procedure Faculty - OAPD Schoolwide Finance, Administration & Governance; Office of Academic & Professional Development; Academic Affairs
YSM Department Goals and Chair Incentives - Policy Policy Faculty - OAPD Schoolwide Finance, Administration & Governance; Office of Academic & Professional Development; Academic Affairs
YSM Department Goals and Chair Incentives - Procedure Procedure Faculty - OAPD Schoolwide Finance, Administration & Governance; Office of Academic & Professional Development; Academic Affairs

Finance & Administration

Title of Policy, Procedure, or Document Type Category Sub-Categories
Academic Leaves of Absence - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Operations; Academic Appointee Administration
Academic Program Support (APS) and Faculty Excellence and Diversity Initiative (FEDI) Commitment – Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
Academic Program Support (APS) Contribution – Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
Academic Program Support Commitment - Guideline Guideline Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
Cash Sales COA - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Chart of Accounts and Program Mission Guidance Presentation - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Clinical Fellow Health Insurance Subsidy - Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Operations; Academic Appointee Administration
Clinical Fellow Health Insurance Subsidy - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Operations; Academic Appointee Administration
Clinical Trials Closure Checklist - Form Form Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Defining Clinical Effort – Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Operations; Academic Appointee Administration
Department Funding of Faculty Commitments – Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Department Funding of Faculty Commitments – Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Disposition of University-Owned Computers and Cellular Phones - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Operations; ITS
Endowed Professorship Income Distribution - Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Endowment Income Spending - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Expense Report Secondary Approval: Deans, Chairs, and Lead Administrators/Senior Directors – Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Expense Report Secondary Approval: Deans, Chairs, and Lead Administrators/Senior Directors – Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Faculty Annual Compensation Review - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Operations; Academic Appointee Administration
Faculty Compensation - Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Operations; Academic Appointee Administration
FY25 Indirect Cost Rates (FA) Fringe Benefits and Recovery Mechanisms - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
General Allocation (GA) - Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
Industry Clinical Trial Indirect Rate - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Lodging - Guideline Guideline Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Monthly Accounts Receivable and Billing - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Non-Sponsored Accounts Receivable Write-Offs and Balance Sheet Reserves - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Purchasing Capital Equipment - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Q2 Forecast, Budget, and Long Range Plan Process - Reference Material Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
Quarterly Financial Statement Fluctuation Analysis - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Salary over the Pension Cap – Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Salary Over the Pension Cap Rebate Process User Instructions – Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Space Allocation - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
Workday Invoice Template - Form Form Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Yale New Haven Health System Special Funds Process – Frequently Asked Questions – Guideline Guideline Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM AssetWorks Single Room Update Instructions - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
YSM AssetWorks Single Room Update Quick Guide - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
YSM Balance Classification - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Balance Sheet Reconciliation Responsibilities – Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Centralized Billing for Workday - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Child Rearing Leaves - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Operations; Academic Appointee Administration
YSM F&A Forms & Contracts Submission Guidelines - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Faculty Effort Review - Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Faculty Effort Review - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Faculty Effort Review Attestation - Form Form Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Gift Assessment Reduction or Waiver – Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Gift Assessment Reduction or Waiver Accounting - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Gift Assessment Reduction or Waiver Request – Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Gift Assessment Reduction or Waiver Request – Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Minimum Commitments Guidelines Guideline Finance & Administration Schoolwide Finance, Administration & Governance; YSM Operations; Academic Appointee Administration
YSM Mission Coding - Guideline Guideline Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Recommended Program Usage - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Revenue Assessment Chart FY25 - Reference Reference Material Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Space Data Review – Policy Policy Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
YSM Space Data Review – Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Financial Planning, Analysis & Reporting
YSM VA Salary Coding - Procedure Procedure Finance & Administration Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office

Governance

Title of Policy, Procedure, or Document Type Category Sub-Categories
Yale Medicine Compliance Champions (YMCC) Committee Charter Committee Charter Governance Schoolwide Finance, Administration & Governance; Committee Charters
Yale Medicine Compliance Committee Charter Committee Charter Governance Schoolwide Finance, Administration & Governance; Committee Charters

Research

Title of Policy, Procedure, or Document Type Category Sub-Categories
Ad Hoc Internal Review Requests -0404- Procedure Procedure YCCI Quality Assurance
Adverse Events -1208- Procedure Procedure YCCI Clinical Research Operations
Annual Department Budgeting -1501- Procedure Procedure YCCI Business Operations
Bridge Funding - Policy Research Development
Cancelled Service Fees -1504 - Procedure Procedure YCCI Business Operations
Certification Support -0202- Procedure Procedure YCCI General Administration
Certified Copy -0306- Procedure Procedure YCCI Regulatory Affairs
Change Management for Information Technology Updates -0809- Procedure Procedure YCCI Information Systems; Management; Sponsor
Charge Review -0701- Procedure Procedure YCCI Clinical Research Budgeting & Financial Management
Clinical Billing Risk Assessment -0703- Procedure Procedure YCCI Clinical Research Budgeting & Financial Management
Clinical Billing Risk Assessment Score Sheet - 0704- Procedure Procedure YCCI Clinical Research Budgeting & Financial Management
Clinical Trial Specimen and Kit Destruction -1222- Procedure Procedure YCCI Clinical Research Operations; Lab Services
Close Out Visits (Site) -0508- Procedure Procedure YCCI Monitoring
Close Out Visits (Sponsor) -0504- Procedure Procedure YCCI Monitoring
Conducting Internal Reviews (Sponsor, Institutional) -0402- Procedure Procedure YCCI Quality Assurance
Conference Attendance - 0203 - Procedure YCCI General Administration
Delegation of Authority -0308- Procedure Procedure YCCI Regulatory Affairs
Emergency Operations Plan -0105- Procedure Procedure YCCI General Administration
External Investigational New Drug Safety Reports (Site) - 0303 - Procedure Procedure YCCI Regulatory Affairs
Faculty Service Agreements -1503- Procedure Procedure YCCI Business Operations
FDA Annual Progress Reports (Sponsor-Investigator) - 0603- Procedure Procedure YCCI Sponsor: Devices, Drugs and Biologics; Sponsor
Initial IDE Submission (Sponsor-Investigator) -0602- Procedure Procedure YCCI Sponsor: Devices, Drugs and Biologics; Sponsor
Initial IND Submission (Sponsor-Investigator) -0601- Procedure Procedure YCCI Sponsor: Devices, Drugs and Biologics; Sponsor
Interim Monitoring Visits (Sponsor) -0503- Procedure Procedure YCCI Monitoring
Monitoring Visits (Site) -0507- Procedure Procedure YCCI Monitoring
New Employee Orientation and Onboarding -0201- Procedure YCCI Training and Professional Development
New Position Request -1502- Procedure Procedure YCCI Business Operations
OnCore Administration -0801- Procedure Procedure YCCI Information Systems; Management; Sponsor
P&L Monitoring - 1505 - Procedure Procedure YCCI Business Operations
Participant Recruitment -1207- Procedure Procedure YCCI Clinical Research Operations
Phlebotomy and Blood Sampling -1220- Procedure Procedure YCCI Clinical Research Operations; Lab Services
Preauthorization of Patients for Clinical Trial Participation -0702- Procedure Procedure YCCI Clinical Research Budgeting & Financial Management
Pre-Study Qualification (Sponsor) -0501- Procedure Procedure YCCI Monitoring
Protocol Risk Assessments -0401- Procedure Procedure YCCI Quality Assurance
Protocol Training -1205- Procedure Procedure YCCI Clinical Research Operations
Purchasing/Expense Approval Process - 1506- Procedure Procedure YCCI Business Operations
Record Management and Retention -0103- Procedure Procedure YCCI General Administration
Regulatory and Essential Document Maintenance (Site) -0301- Procedure YCCI Regulatory Affairs
Safety Reporting and Pharmacovigilance (Sponsor)- 0305- Procedure YCCI Regulatory Affairs
Sample Tracking -1221- Procedure Procedure YCCI Clinical Research Operations; Lab Services
Site Activation (Sponsor) -1002- Procedure Procedure YCCI Project Management; Sponsor
Site Initiation Visits (Site) -0506- Procedure Procedure YCCI Monitoring
Site Initiation Visits (Sponsor) -0502- Procedure Procedure YCCI Monitoring
Site Qualification Visits (Site) -0505- Procedure Procedure YCCI Monitoring
SOP Development, Review and Approval -0101-Procedure Procedure YCCI General Administration
Source Documentation -1201- Procedure Procedure YCCI Clinical Research Operations
Source Documentation Redaction -1202- Procedure Procedure YCCI Clinical Research Operations
Sponsor Audits and Regulatory Authority Inspections (Site) -0403- Procedure Procedure YCCI Quality Assurance
Staff Compensation Adjustments - 1507- Procedure Procedure YCCI Business Operations
Study Close Out (Sponsor) -1003- Procedure Procedure YCCI Project Management; Sponsor
Study Start Up (Sponsor) -1001- Procedure Procedure YCCI Project Management; Sponsor
Subject Management -1206- Procedure Procedure YCCI Clinical Research Operations
Trial Master File (Sponsor)- 0302- Procedure Procedure YCCI Regulatory Affairs
USP Annual Service Rate Setting -1508- Procedure Procedure YCCI Business Operations
Withdrawal of INDs and IDEs (Sponsor-Investigator) -0606- Procedure Procedure YCCI Sponsor: Devices, Drugs and Biologics; Sponsor