Policy list last updated October 22, 2025.

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	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
Yale Medicine Board- Bylaws	Bylaws	Schoolwide Finance, Administration & Governance; Governance

Clinical - Yale Medicine

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
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
Cataract - Education	Education	YM Administration	Compliance
Certified Nurse Midwife Use of Advanced Practice Provider Student Documentation - Policy	Policy	YM Administration	Compliance
Cerumen Removal - Education	Education	YM Administration	Compliance
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
Chest X-Ray - Education	Education	YM Administration	Compliance
Clinical Services Charge Reconciliation Ambulatory Services - Reference	Guideline	YM Administration	Clinical Business Operations
Clinical Services Charge Reconciliation Surgical and Procedural Services - Reference	Reference Material	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
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		YM Practice Standards	Administrative Based Standards
Diagnostic Imaging Shielding - Procedure	Procedure	YM Practice Standards	X-Ray Safety
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
Employee X-Ray Safety - Procedures	Procedure	YM Practice Standards	X-Ray Safety
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 - Education	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
Fluoroscopy Credentialing Program – Procedure	Procedure	YM Practice Standards	X-Ray Safety
InBasket Management Expectations for Providers - Policy	Policy	YM Practice Standards	Physician Based Standards
Infectious Disease Inpatient Visit Complexity - Clinicians - Education	Education	YM Administration	Compliance
Infectious Disease Inpatient Visit Complexity- Coders/Auditors - Education	Education	YM Administration	Compliance
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
Intra - Articular Injection - Education	Education	YM Administration	Compliance
IVF Cycle Plan and Consent	Form	Yale Fertility Center	Forms
Language Access and Effective Communications Procedure		YM Administration	Compliance
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
Nondiscrimination Policy		YM Administration	Compliance
Occupational Monitoring Program – Procedure	Procedure	YM Practice Standards	X-Ray Safety
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
Patient X-Ray Safety – Procedure	Procedure	YM Practice Standards	X-Ray Safety
Payment Arrangement Letter - Reference	Form	YM Administration	Collections
Physician and Advanced Practice Provider (APP) Shared Visits - Education	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
Psychiatric Diagnostic Evaluation - Education	Education	YM Administration	Compliance
Quality Control of X-Ray Equipment – Procedure	Procedure	YM Practice Standards	X-Ray Safety
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
Section 1557 Grievance Procedure		YM Administration	Compliance
Section 1557 Reasonable Modification Procedure		YM Administration	Compliance
Service Animals Procedure		YM Administration	Compliance
Speech Therapy - Education	Education	YM Administration	Compliance
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
X-Ray Protective Equipment – Procedure	Procedure	YM Practice Standards	X-Ray Safety
Y Access Transfer Center - Policy		YM Practice Standards	Physician Based Standards
Y Code - Procedure	Procedure	YM Administration	Reimbursement
Y code - Creating Custom Codes - Procedure		YM Administration	Accounts Receivable
Y-Code Request Form - Excel - Reference	Reference Material	YM Administration	Reimbursement
Yale Banned Appliances - Guideline	Guideline	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
YM Charge Code - Procedure	Procedure	YM Administration	Reimbursement
YM Compliance - Policy	Policy	YM Administration	Compliance
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 ""We C.A.R.E Award"" Nomination Form - Reference	Reference Material	YM Administration	YMA Staff Operations - Employee Engagement & Recognition
YMA ""We C.A.R.E. Award"" FAQs - Reference	Reference Material	YM Administration	Administration; YMA Staff Operations - Employee Engagement & Recognition
YMA ""We C.A.R.E. Award"" Overview - Reference	Reference Material	YM Administration	Administration; YMA Staff Operations - Employee Engagement & Recognition
YMA 30-60-90 Day Discussion Guidelines with New Employees - Education	Education	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 - Policy	Policy	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
YMA Dress Code - Policy	Policy	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 (1 Pager) - Reference	Reference Material	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 Chats - Education	Education	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 - Education	Education	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 P-Card and Expense Reimbursement - Policy	Policy	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
YMA Requisition Request Process Guide & Forms - Reference	Reference Material	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 - Education	Education	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
YMA Summary of Staff Expectations: Workplace - Guideline	Guideline	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
YMA Team Spotlight Board: Instructions for Managers - Education	Education	YM Administration	YMA Staff Operations - Employee Engagement & Recognition
YMA Team Spotlight Board: Sample Email Template to Staff - Education	Education	YM Administration	YMA Staff Operations - Employee Engagement & Recognition
YMA Virtual Staff Breakrooms: Instructions for Managers - Education	Education	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

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
Access to Students as Research Subjects – Procedure	Procedure	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	Graduation Requirements
Assessment - Clerkship Exams - Policy	Policy	MD Education	Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
Assessment - Course Exams and Qualifiers - Policy	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	Academic Progress; Clerkship Phase Policies & Procedures; Professionalism and Academic Learning Environment Policies
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
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
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
Longitudinal Coaching Program Policy	Policy	MD Education	Academic Progress; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures; Professionalism and Academic Learning Environment Policies
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 Education Didactic Sessions Conflict of Interest (COI) – Policy	Policy	MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; General; Pre-Clerkship Phase Policies & Procedures; Professionalism and Academic Learning Environment Policies
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
Pre-Clerkship Academic Workload - Guidelines	Guideline	MD Education	Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
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	Policy	MD Education	Attendance; Pre-Clerkship Phase Policies & Procedures
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	Policy	MD Education	Academic Progress; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Graduation Requirements; Pre-Clerkship Phase Policies & Procedures; Professionalism and Academic Learning Environment Policies
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	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
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
Use of Electronic Devices in Didactic Sessions with Patients - Policy	Policy	MD Education	General; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures; Professionalism and Academic Learning Environment Policies
USMLE STEP Graduation Requirements - Policy	Policy	MD Education	Assessment, Remediation and Appeals; General
YSM Emergency Aid Fund - Procedure	Policy	MD Education	General; Student Life Policies
YSM Observership Policy	Policy	MD Education	General; Student Life Policies

Faculty - OAPD

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
Academic Leaves of Absence - Policy		Faculty - OAPD	Schoolwide Finance, Administration & Governance; Office of Academic & Professional Development; Academic Affairs
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 - Procedure	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
Administrative Allocation - Procedure	Procedure	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Basic Science and Clinical Department Memorandum of Understanding (MOU) - Form	Form	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Basic Science to Basic Science Department Memorandum of Understanding (MOU) - Form	Form	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
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
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
Endowment Income Spending - Form	Form	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 Limits - Reference	Reference Material	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
FD29 Industry Sponsored Clinical Trials Responsibilities and Reporting - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Federal Grant Realignment Bridge Funding - Procedure	Procedure	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Fully Joint Appointment Finance Requirements – Procedure	Procedure	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
FY26 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
Grant Management - Procedure	Procedure	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Grant Management Checklist - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Industry Clinical Trial Business Lifecycle - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Industry Clinical Trial Indirect Rate - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Industry Supported Clinical Trial Indirect Rates – Procedure	Procedure	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
New Spend Authorization Process Checklist - Reference	Reference Material	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	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
Reimbursement for Lawful Permanent Residence (Green Card) – Guideline	Guideline	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Research Studies with Billable Clinical Services - Policy	Policy	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Residual Balance Transfers for Clinical Trials – Policy	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
Salary over the Pension Cap – Procedure	Procedure	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
Spend Authorization Monitoring and Escalation Checklist - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Spend Authorization Monitoring and Escalation Process Map - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Spend Authorization Process Map - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Standardized Planning Model (SPM)/Projection Tool – Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Transportation Expense - Guideline	Guideline	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
Transportation Expense - Procedure	Procedure	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
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 Bridge Funding Checklist - Form	Form	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 FY25 Year-End Closing Procedures - Reference	Reference Material	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 Gift Assessment Reduction or Waiver – Policy	Policy	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM IT Hardware Purchases - Policy	Policy	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Operations; ITS
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 Post Award Reporting User Guide: APS Tab - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Post Award Reporting User Guide: Clinical Trial Tab - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Post Award Reporting User Guide: Getting Started - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Post Award Reporting User Guide: Grant Tab - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Post Award Reporting User Guide: Non Grant Tab - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Post Award Reporting User Guide: Updating Annual Salaries - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Post Award User Guide: Projection Tool - Reference	Reference Material	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 FY26 - 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 Travel and Entertainment Requirements - Guideline	Guideline	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
YSM Travel and Entertainment Requirements Guideline Frequently Asked Questions (FAQ) - Reference	Reference Material	Finance & Administration	Schoolwide Finance, Administration & Governance; YSM Finance; Controller's Office
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
Access Management and Workstation Utilization -0106- Procedure	Procedure	YCCI	General Administration
Ad Hoc Internal Review Requests -0404- Procedure	Procedure	YCCI	Quality Assurance
Advarra eSource + EDC Administration - 0806 - Procedure	Procedure	YCCI	Information Systems; Management; Sponsor
Advarra eSource and EDC Calendar Version Management -0804- Procedure	Procedure	YCCI	Information Systems; Management; Sponsor
Advarra eSource and EDC Forms Version Management -0805- Procedure	Procedure	YCCI	Information Systems; Management; Sponsor
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
Central Regulatory Document Maintenance in Advarra eReg - 0307- Procedure	Procedure	YCCI	Regulatory Affairs
Certification Support -0202- Procedure	Procedure	YCCI	Training and Professional Development
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 -0405- Procedure	Procedure	YCCI	Quality Assurance
Clinical Billing Risk Assessment Score Sheet - 0406- Procedure	Procedure	YCCI	Quality Assurance
Clinical Data Management (Sponsor) -1103- Procedure	Procedure	YCCI	Data Management
Clinical Research Billing Charge Audit -0407- Procedure	Procedure	YCCI	Quality Assurance
Clinical Research Pricing -0707- Procedure	Procedure	YCCI	Clinical Research Budgeting & Financial Management
Clinical Trial Agreement Review and Negotiation -0705- Procedure	Procedure	YCCI	Clinical Research Budgeting & Financial Management
Clinical Trial Budget Review and Negotiation -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	Training and Professional Development
Coverage Analysis Development - 0703- Procedure	Procedure	YCCI	Clinical Research Budgeting & Financial Management
Database Development, Testing, and Approval-1101- Procedure	Procedure	YCCI	Data Management
Database Lock -1104- Procedure	Procedure	YCCI	Data Management
Database Post-Production Change Management-1102- Procedure	Procedure	YCCI	Data Management
Delegation of Authority -0308- Procedure	Procedure	YCCI	Regulatory Affairs
Emergency Operations Plan -0105- Procedure	Procedure	YCCI	General Administration
eReg Administration - 0802- Procedure	Procedure	YCCI	Information Systems; Management; Sponsor
Expedited Safety Reports for INDs and IDEs -0609- Procedure	Procedure	YCCI	Sponsor: Devices, Drugs and Biologics; Sponsor
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
Financial Management and Closeout - 0709- Procedure	Procedure	YCCI	Clinical Research Budgeting & Financial Management
Harmonization of Financial Documents - 0706- Procedure	Procedure	YCCI	Clinical Research Budgeting & Financial Management
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
Internship Programs for Workforce Development - 0204 - Procedure	Procedure	YCCI	Training and Professional Development
Investigational Product Administration in Clinic -1210- Procedure	Procedure	YCCI	Clinical Research Operations
Investigational Product Storage -1209- Procedure	Procedure	YCCI	Clinical Research Operations
Investigator Responsibilities -1203- Procedure	Procedure	YCCI	Clinical Research Operations
Maintenance of INDs and IDEs - 0607- Procedure	Procedure	YCCI	Sponsor: Devices, Drugs and Biologics; Sponsor
Monitoring Tiered Support -0510- 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
OnCore CTMS Chargemaster Development and Maintenance – 0808- 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
Pre-Study Qualification (Sponsor) -0501- Procedure	Procedure	YCCI	Monitoring
Preauthorization of Patients for Clinical Trial Participation -0702- Procedure	Procedure	YCCI	Clinical Research Budgeting & Financial Management
Process for Submitting Alternative Plans for Monitoring -0509- Procedure		YCCI	Monitoring
Professional Billing Monthly Quality Assurance Review -0408- Procedure	Procedure	YCCI	Quality Assurance
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
Resources for Federal Grant Realignment - Guideline	Guideline	Research Development
Safety Reporting and Pharmacovigilance (Sponsor)- 0305- Procedure		YCCI	Regulatory Affairs
Sample Tracking -1221- Procedure	Procedure	YCCI	Clinical Research Operations; Lab Services
Seeking Pre-Submission Feedback from FDA -0605- Procedure	Procedure	YCCI	Sponsor: Devices, Drugs and Biologics; Sponsor
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
Sunsetting Programs - Policy	Policy	Research Development
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
YCCI Administrative Fees - 0708 - Procedure	Procedure	YCCI	Clinical Research Budgeting & Financial Management
YCCI Oversight Committee - 0107- Procedure	Procedure	YCCI	General Administration