All Policies & Procedures by Category

Finance & Administration Policies & Procedures

Title & Link Annual Budget - Reference Material - ID:125 Clinical Trials Closure Checklist - Form - ID:529 YSM Appropriate Use of University Information and Information Technology - Form - ID:168 YSM Mission Coding - Guideline - ID:148 General Allocation (GA) - Guideline - ID:133 Academic Program Support Commitment - Guideline - ID:124 YSM Departmental Compensation Plans - Guidelines - ID:224 YSM Minimum Commitments Guidelines - ID:225 Endowed Professorship Income Distribution - Policy - ID:130 Accounting for Yale Medicine Private Practice Acquisitions - Procedure - ID:514 Monthly Accounts Receivable and Billing - Procedure - ID:137 Purchasing Capital Equipment - Procedure - ID:140 T&E Approval: Chairs and Lead Administrators - Procedure - ID:143 YSM Centralized Billing for Workday - Procedure - ID:145 YSM VA Salary Coding - Procedure - ID:149 Non-Sponsored Accounts Receivable Write-Offs and Balance Sheet Reserves - Procedure - ID:513 Endowment Income Spending - Procedure - ID:597 Academic Leaves of Absence - Procedure - ID:123 YSM Child Rearing Leaves - Procedure - ID:146 Space Allocation - Procedure - ID:139 Faculty Annual Compensation Review Procedure - ID:497 Disposition of University-Owned Computers and Cellular Phones - Procedure - ID:129 YSM Balance Classification - Reference - ID:159 YSM Program Mission Guidance Presentation - Reference - ID:163 YSM Recommended Program Usage - Reference - ID:164 YSM F&A Forms & Contracts Submission Guidelines - Reference Material - ID:527 Cash Sales COA - Reference - ID:567 YSM Revenue Assessment Chart FY24 - Reference - ID:568 FY24 Indirect Cost Rates (FA) Fringe Benefits and Recovery Mechanisms - Reference - ID:569 Workday Invoice Template - Form - ID:650 Long Range Plan - Reference Material - ID:134 Q2 Forecast Monitoring - Reference Material - ID:141 Yale Medicine Compliance Champions (YMCC) Committee Charter - ID:646 Yale Medicine Compliance Committee Charter - ID:645 Compliance - Policy - ID:621 Prevention of Fraud, Waste and Abuse - Policy - ID:641 YM Compliance Investigations - Policy - ID:642	Categories Reference Form Guideline Policy Procedure Charter	Controller, Finance, CAU? Financial Planning & Analysis Controller's Office Finance Central Administrative Units	Faculty Affairs? Faculty Affairs & Academic Analytics
Annual Budget - Reference Material - ID:125	Reference	Financial Planning & Analysis
Clinical Trials Closure Checklist - Form - ID:529	Form	Controller's Office
YSM Appropriate Use of University Information and Information Technology - Form - ID:168	Form	Finance
YSM Mission Coding - Guideline - ID:148	Guideline	Financial Planning & Analysis
General Allocation (GA) - Guideline - ID:133	Guideline	Controller's Office
Academic Program Support Commitment - Guideline - ID:124	Guideline	Financial Planning & Analysis
YSM Departmental Compensation Plans - Guidelines - ID:224	Guideline		Faculty Affairs & Academic Analytics
YSM Minimum Commitments Guidelines - ID:225	Guideline		Faculty Affairs & Academic Analytics
Endowed Professorship Income Distribution - Policy - ID:130	Policy	Central Administrative Units
Accounting for Yale Medicine Private Practice Acquisitions - Procedure - ID:514	Procedure	Finance
Monthly Accounts Receivable and Billing - Procedure - ID:137	Procedure	Controller's Office
Purchasing Capital Equipment - Procedure - ID:140	Procedure	Controller's Office
T&E Approval: Chairs and Lead Administrators - Procedure - ID:143	Procedure	Controller's Office
YSM Centralized Billing for Workday - Procedure - ID:145	Procedure	Controller's Office
YSM VA Salary Coding - Procedure - ID:149	Procedure	Controller's Office
Non-Sponsored Accounts Receivable Write-Offs and Balance Sheet Reserves - Procedure - ID:513	Procedure	Controller's Office
Endowment Income Spending - Procedure - ID:597	Procedure	Controller's Office
Academic Leaves of Absence - Procedure - ID:123	Procedure	Controller's Office	Faculty Affairs & Academic Analytics
YSM Child Rearing Leaves - Procedure - ID:146	Procedure	Controller's Office	Faculty Affairs & Academic Analytics
Space Allocation - Procedure - ID:139	Procedure	Financial Planning & Analysis
Faculty Annual Compensation Review Procedure - ID:497	Reference	Controller's Office	Faculty Affairs & Academic Analytics
Disposition of University-Owned Computers and Cellular Phones - Procedure - ID:129	Reference	Finance
YSM Balance Classification - Reference - ID:159	Reference	Controller's Office
YSM Program Mission Guidance Presentation - Reference - ID:163	Reference	Controller's Office
YSM Recommended Program Usage - Reference - ID:164	Reference	Controller's Office
YSM F&A Forms & Contracts Submission Guidelines - Reference Material - ID:527	Reference	Controller's Office
Cash Sales COA - Reference - ID:567	Reference	Controller's Office
YSM Revenue Assessment Chart FY24 - Reference - ID:568	Reference	Controller's Office
FY24 Indirect Cost Rates (FA) Fringe Benefits and Recovery Mechanisms - Reference - ID:569	Reference	Controller's Office
Workday Invoice Template - Form - ID:650	Form	Controller's Office
Long Range Plan - Reference Material - ID:134	Reference	Financial Planning & Analysis
Q2 Forecast Monitoring - Reference Material - ID:141	Reference	Financial Planning & Analysis
Yale Medicine Compliance Champions (YMCC) Committee Charter - ID:646	Charter	Finance
Yale Medicine Compliance Committee Charter - ID:645	Charter	Finance
Yale Medicine Compliance Champions (YMCC) Committee Charter - ID:646	Charter	Finance
Yale Medicine Compliance Committee Charter - ID:645	Charter	Finance
Compliance - Policy - ID:621	Policy	Finance
Prevention of Fraud, Waste and Abuse - Policy - ID:641	Policy	Finance
YM Compliance Investigations - Policy - ID:642	Policy	Finance

YSM Governance, Faculty & Diversity

Title Board of Permanent Officers- Bylaws - ID:215 Dean's Faculty Advisory Committee- Bylaws - ID:216 Diversity Advisory Council- Bylaws - ID:217 Tenure Appointments Committee of the Biological Sciences (TACBS) Committee- Bylaws - ID:221 Yale Medicine Board- Bylaws - ID:223 Executive Group- Bylaws - ID:414 Senior Appointment & Promotion Committee- Bylaws - ID:656 Term Appointment & Promotion Committee- Bylaws - ID:657 Nomination and Renewal of Endowed Professorships within YSM- Procedure - ID:219 Leadership Search - SOP - ID:594 Development, Revision and Posting of YSM Policies, Procedures and Guidelines - Guidelines - ID:508 Development, Revision, and Posting of YSM Policies, Procedures and Guidelines - Procedure - ID:509 YSM Policy/ Procedure/ Guideline Exception Request - Form - ID:510 YSM Policy/Procedure/Guideline Proposal - Form - ID:511 YSM Policy/Procedure/ Guideline Workflow - Reference - ID:512 Formal Feedback to Faculty - Policy - ID:584 Bridge Funding - Policy - ID:629 DIV- Yale School of Medicine Diversity Categories - Policy - ID:526 DIV - Diversity at the Yale School of Medicine - Policy - ID:576	Categories Bylaw Procedure Guideline Form Reference Policy	Departments Governance Faculty Dean Diversity
Board of Permanent Officers- Bylaws - ID:215	Bylaw	Governance
Dean's Faculty Advisory Committee- Bylaws - ID:216	Bylaw	Governance
Diversity Advisory Council- Bylaws - ID:217	Bylaw	Governance
Tenure Appointments Committee of the Biological Sciences (TACBS) Committee- Bylaws - ID:221	Bylaw	Governance
Yale Medicine Board- Bylaws - ID:223	Bylaw	Governance
Executive Group- Bylaws - ID:414	Bylaw	Governance
Senior Appointment & Promotion Committee- Bylaws - ID:656	Bylaw	Governance
Term Appointment & Promotion Committee- Bylaws - ID:657	Bylaw	Governance
Nomination and Renewal of Endowed Professorships within YSM- Procedure - ID:219	Procedure	Faculty
Leadership Search - SOP - ID:594	Procedure	Faculty
Development, Revision and Posting of YSM Policies, Procedures and Guidelines - Guidelines - ID:508	Guideline	Dean
Development, Revision, and Posting of YSM Policies, Procedures and Guidelines - Procedure - ID:509	Procedure	Dean
YSM Policy/ Procedure/ Guideline Exception Request - Form - ID:510	Form	Dean
YSM Policy/Procedure/Guideline Proposal - Form - ID:511	Form	Dean
YSM Policy/Procedure/ Guideline Workflow - Reference - ID:512	Reference	Dean
Formal Feedback to Faculty - Policy - ID:584	Policy	Dean
Bridge Funding - Policy - ID:629	Policy	Dean
DIV- Yale School of Medicine Diversity Categories - Policy - ID:526	Policy	Diversity
DIV - Diversity at the Yale School of Medicine - Policy - ID:576	Policy	Diversity

PolicyTech Templates, Help Documents & Policy Governance

Title Development, Revision and Posting of YSM Policies, Procedures and Guidelines - Guidelines - ID:508 Development, Revision, and Posting of YSM Policies, Procedures and Guidelines - Procedure - ID:509 YSM Policy/ Procedure/ Guideline Exception Request - Form - ID:510 YSM Policy/Procedure/ Guideline Workflow - Reference - ID:512 YSM Policy/Procedure/Guideline Proposal - Form - ID:511 How to download a PolicyTech document - ID:521 How to Review Tasks Completed by Writers, Reviewers, and Approvers - ID:534 How to share a PolicyTech document link - ID:518 PolicyTech Approver Help Guide - ID:475 PolicyTech General User Help Guide - ID:517 PolicyTech Reviewer Help Guide - ID:474 PolicyTech Writer Help Guide - ID:473 Quick Guide - Approver - ID:499 Quick Guide - Writer - ID:500 Quick Guide - Reviewer - ID:501 Quick Guide - Document Owner - ID:502 YM Bylaw Template - ID:600 YM Bylaw Template Instructions - ID:601 YM Guideline Template - ID:602 YM Guideline Template Instructions - ID:603 YM Policy Template - ID:604 YM Policy Template Instructions - ID:605 YM Procedure Template - ID:606 YM Procedure Template Instructions - ID:607 YSM Bylaw Template - ID:615 YSM Bylaw Template Instructions - ID:616 YSM Guideline Template - ID:613 YSM Guideline Template Instructions - ID:614 YSM Policy Template - ID:609 YSM Policy Template Instructions - ID:610 YSM Procedure Template - ID:611 YSM Procedure Template Instructions - ID:612	Categories Policy Governance How To Guide Template	Departments All Yale Medicine Yale School of Medicine
Development, Revision and Posting of YSM Policies, Procedures and Guidelines - Guidelines - ID:508	Policy Governance	All
Development, Revision, and Posting of YSM Policies, Procedures and Guidelines - Procedure - ID:509	Policy Governance	All
YSM Policy/ Procedure/ Guideline Exception Request - Form - ID:510	Policy Governance	All
YSM Policy/Procedure/ Guideline Workflow - Reference - ID:512	Policy Governance	All
YSM Policy/Procedure/Guideline Proposal - Form - ID:511	Policy Governance	All
How to download a PolicyTech document - ID:521	How To	All
How to Review Tasks Completed by Writers, Reviewers, and Approvers - ID:534	How To	All
How to share a PolicyTech document link - ID:518	How To	All
PolicyTech Approver Help Guide - ID:475	Guide	All
PolicyTech General User Help Guide - ID:517	Guide	All
PolicyTech Reviewer Help Guide - ID:474	Guide	All
PolicyTech Writer Help Guide - ID:473	Guide	All
Quick Guide - Approver - ID:499	Guide	All
Quick Guide - Writer - ID:500	Guide	All
Quick Guide - Reviewer - ID:501	Guide	All
Quick Guide - Document Owner - ID:502	Guide	All
YM Bylaw Template - ID:600	Template	Yale Medicine
YM Bylaw Template Instructions - ID:601	Template	Yale Medicine
YM Guideline Template - ID:602	Template	Yale Medicine
YM Guideline Template Instructions - ID:603	Template	Yale Medicine
YM Policy Template - ID:604	Template	Yale Medicine
YM Policy Template Instructions - ID:605	Template	Yale Medicine
YM Procedure Template - ID:606	Template	Yale Medicine
YM Procedure Template Instructions - ID:607	Template	Yale Medicine
YSM Bylaw Template - ID:615	Template	Yale School of Medicine
YSM Bylaw Template Instructions - ID:616	Template	Yale School of Medicine
YSM Guideline Template - ID:613	Template	Yale School of Medicine
YSM Guideline Template Instructions - ID:614	Template	Yale School of Medicine
YSM Policy Template - ID:609	Template	Yale School of Medicine
YSM Policy Template Instructions - ID:610	Template	Yale School of Medicine
YSM Procedure Template - ID:611	Template	Yale School of Medicine
YSM Procedure Template Instructions - ID:612	Template	Yale School of Medicine

Research & Clinical Investigation

TItle & Link RES/YCCI 0101-SOP Development, Review and Approval-Procedure - ID:214 RES/YCCI-0105-Emergency Operations Plan-Procedure RES/YCCI-0401-Protocol Risk Assessments-Procedure RES/YCCI 0508-Close Out Visits (Site)-Procedure - ID:174 RES/YCCI 0507-Monitoring Visits (Site)-Procedure - ID:188 RES/YCCI 0506-Site Initiation Visits (Site)-Procedure - ID:206 RES/YCCI-0701-Charge Review-Procedure RES/YCCI-1005-Adverse Events-Procedure RES/YCCI-1201-Source Documentation-Procedure RES/YCCI-1202-Source Documentation Redaction-Procedure RES/YCCI-1205-Protocol Training-Procedure RES/YCCI-1207-Participant Recruitment-Procedure RES/YCCI-1220-Phlebotomy and Blood Sampling-Procedure RES/YCCI 1221-Sample Tracking-Procedure - ID:205 RES/YCCI 1222-Clinical Trial Specimen and Kit Destruction-Procedure - ID:171 RES/YCCI 0703-Clinical Billing Risk Assessment-Procedure - ID:202 RES/YCCI 0704-Clinical Billing Risk Assessment Score Sheet-Procedure - ID:203 RES/YCCI-0501-Pre-Study Qualification (Sponsor)-Procedure RES/YCCI-0502-Site Initiation Visits (Sponsor)-Procedure RES/YCCI-0503-Interim Monitoring Visits (Sponsor)-Procedure RES/YCCI-0504-Close Out Visits (Sponsor)-Procedure RES/YCCI-0308-Delegation of Authority-Procedure RES/YCCI-0702-Preauthorization of Patients for Clinical Trial Participation-Procedure RES/YCCI-0601-Initial IND Submission (Sponsor-Investigator)-Procedure	Categories Procedure	Department RES/YCCI
RES/YCCI 0101-SOP Development, Review and Approval-Procedure - ID:214	Procedure	RES/YCCI
RES/YCCI-0105-Emergency Operations Plan-Procedure	Procedure	RES/YCCI
RES/YCCI-0401-Protocol Risk Assessments-Procedure	Procedure	RES/YCCI
RES/YCCI 0508-Close Out Visits (Site)-Procedure - ID:174	Procedure	RES/YCCI
RES/YCCI 0507-Monitoring Visits (Site)-Procedure - ID:188	Procedure	RES/YCCI
RES/YCCI 0506-Site Initiation Visits (Site)-Procedure - ID:206	Procedure	RES/YCCI
RES/YCCI-0701-Charge Review-Procedure	Procedure	RES/YCCI
RES/YCCI-1005-Adverse Events-Procedure	Procedure	RES/YCCI
RES/YCCI-1201-Source Documentation-Procedure	Procedure	RES/YCCI
RES/YCCI-1202-Source Documentation Redaction-Procedure	Procedure	RES/YCCI
RES/YCCI-1205-Protocol Training-Procedure	Procedure	RES/YCCI
RES/YCCI-1207-Participant Recruitment-Procedure	Procedure	RES/YCCI
RES/YCCI-1220-Phlebotomy and Blood Sampling-Procedure	Procedure	RES/YCCI
RES/YCCI 1221-Sample Tracking-Procedure - ID:205	Procedure	RES/YCCI
RES/YCCI 1222-Clinical Trial Specimen and Kit Destruction-Procedure - ID:171	Procedure	RES/YCCI
RES/YCCI 0703-Clinical Billing Risk Assessment-Procedure - ID:202	Procedure	RES/YCCI
RES/YCCI 0704-Clinical Billing Risk Assessment Score Sheet-Procedure - ID:203	Procedure	RES/YCCI
RES/YCCI-0501-Pre-Study Qualification (Sponsor)-Procedure	Procedure	RES/YCCI
RES/YCCI-0502-Site Initiation Visits (Sponsor)-Procedure	Procedure	RES/YCCI
RES/YCCI-0503-Interim Monitoring Visits (Sponsor)-Procedure	Procedure	RES/YCCI
RES/YCCI-0504-Close Out Visits (Sponsor)-Procedure	Procedure	RES/YCCI
RES/YCCI-0308-Delegation of Authority-Procedure	Procedure	RES/YCCI
RES/YCCI-0702-Preauthorization of Patients for Clinical Trial Participation-Procedure	Procedure	RES/YCCI
RES/YCCI-0601-Initial IND Submission (Sponsor-Investigator)-Procedure	Procedure	RES/YCCI

Web & Communications

Title & Link Crisis Management Communications for YSM & YM-Procedure - ID:226 Program and Center Naming Conventions for YSM & YM-Guideline - ID:227 Program Naming for Yale Medicine-Procedure - ID:228 YSM Affiliation - Guideline - ID:617 Branding, Wordmark, Shield, Graphic Identities, and Logos for YSM-Guideline - ID:630 Web Publishing & Social Media for YSM & YM-Guideline - ID:633 Social Media Policy - ID:634 Internal Communications: Global Emails for YSM & YM-Procedure - ID:673 Web Publishing - Policy - ID:674	Categories Procedure Guideline Policy	Departments YSM Office of Communications
Crisis Management Communications for YSM & YM-Procedure - ID:226	Procedure	YSM Office of Communications
Program and Center Naming Conventions for YSM & YM-Guideline - ID:227	Guideline	YSM Office of Communications
Program Naming for Yale Medicine-Procedure - ID:228	Procedure	YSM Office of Communications
YSM Affiliation - Guideline - ID:617	Guideline	YSM Office of Communications
Branding, Wordmark, Shield, Graphic Identities, and Logos for YSM-Guideline - ID:630	Guideline	YSM Office of Communications
Web Publishing & Social Media for YSM & YM-Guideline - ID:633	Guideline	YSM Office of Communications
Social Media Policy - ID:634	Policy	YSM Office of Communications
Internal Communications: Global Emails for YSM & YM-Procedure - ID:673	Procedure	YSM Office of Communications
Web Publishing - Policy - ID:674	Policy	YSM Office of Communications

Yale Medicine Policies, Procedures & Forms

TItle & Link Yale Medicine Compliance Champions (YMCC) Committee Charter - ID:646 Yale Medicine Compliance Committee Charter - ID:645 Compliance - Policy - ID:621 Prevention of Fraud, Waste and Abuse - Policy - ID:641 YM Compliance Investigations - Policy - ID:642 Credentialing - Policy - ID:360 Advance Beneficiary Notice Medicare - Procedure - ID:352 Authorizing Patients - Procedure - ID:353 Budget Plan - Procedure - ID:354 Cash Posting - Procedure - ID:355 Charge Corrections - Procedure - ID:356 Clinical Services Charge Reconciliation - Procedure - ID:358 Complaints - Billing Compliance - Procedure - ID:359 Customer Relationship Management (CRM) - Procedure - ID:361 Deceased Patient Accounts - Procedure - ID:362 Email Inquiries - Procedure - ID:363 External Collections - Procedure - ID:364 Financial Hardship - Procedure - ID:365 Insurance Carrier Denials - Procedure - ID:366 No Response from Insurance Carrier - Procedure - ID:367 Office of Patient Relations , Patient Complaints - Procedure - ID:368 Registering Patients - Procedure - ID:370 Registration Training - Procedure - ID:371 CLIN -Telephone Inquiries - Procedure - ID:373 Waiver of Co-insurance - Procedure - ID:374 Waiver of Liability (Non-Medicare) - Procedure - ID:375 Advance Beneficiary Notice of Non-coverage (ABN) Instructions - Reference - ID:376 Advanced Beneficiary Notice of Non-Coverage (ABN) - Reference - ID:377 Advance Beneficiary Notice of Non-Coverage (Spanish) - Reference - ID:378 Budget Plan Set Up Criteria - Reference - ID:380 Clinical Services Charge Reconciliation Ambulatory Services - Reference - ID:381 Clinical Services Charge Reconciliation Surgical and Procedural Services - Reference - ID:382 E-Consult-Specialist Workflow - Reference - ID:387 Enhanced Referrals & eConsults FAQ's - Reference - ID:388 Enhanced Referrals & eConsults Program Announcement - Reference - ID:389 Financial Hardship Checklist - Reference - ID:391 Financial Hardship Cover Letter - Reference - ID:392 Financial Hardship Denial Letter - Reference - ID:393 Financial Statement Hardship - Reference - ID:394 Medicare ABN Tips - Reference - ID:395 Patient Complaint Advocacy Process - Reference - ID:398 Patient Responsibility for Payment (Waiver) - Reference - ID:399 Patient Responsibility for Payment (Waiver)-Spanish - Reference - ID:400 Payment Arrangement Letter - Reference - ID:401 Request for Write-Off Approval Worksheet - Reference - ID:403 YM Charge Code - Guideline - ID:411 Y Code - Procedure - ID:418 YM New CBO Request - Form - ID:423 Requests to Restrict the Release of Protected Health Information - Procedure - ID:426 Broken Payment Arrangement Letter - Reference - ID:429 Financial Hardship Federal Poverty - Guideline - ID:431 Financial Hardship Acceptance Letter - Reference - ID:438 Enhanced Referrals & eConsults Guidelines - Reference - ID:440 E-Consult - PCP Workflow - Reference - ID:441 Y-Code Request Form - Excel - Reference - ID:442 Managed Care Website Data Collection Form - Reference - ID:447 YMA Offboarding Guide/Checklist - Reference - ID:448 YMA Onboarding Guide/Checklist (Temporary/Casual Employees) - Reference - ID:450 YMA Cell Phone - Policy - ID:453 YMA Clinic Standard of Appearance - Guidelines - ID:454 YMA Confidentiality Agreement Form - Reference - ID:455 YMA Dress Code - Procedure - ID:458 YMA Email Etiquette - Guidelines - ID:459 YMA Meeting Etiquette - Guideline - ID:460 Yale Medicine P-Card and Expense Reimbursement - Guideline - ID:462 YMA Standards of Professional Behavior - Guideline - ID:463 YMA Summary of Staff Expectations: Workplace - Procedure - ID:464 YMA Hiring & Exiting - Procedure - ID:465 YMA 30-60-90 Day Discussion Guidelines with New Employees - Guideline - ID:466 Yale Banned Appliances - Guideline - ID:467 YMA Staff Guidelines & Policies - Procedure - ID:468 YMA Employee Engagement for Managers -Guideline - ID:562 YMA Employee Engagement Toolkit for Managers - Reference - ID:563 YMA New Manager Fact Sheet - Reference - ID:591 Universal Credentialing Application - Reference - ID:647 YM Credentialing Committee Members - Reference - ID:648 YMA Requisition Request Process Guide & Forms - Reference - ID:668 YMA Onboarding Guide/Checklist (Permanent Staff) - Reference - ID:670	Categories Charter Policy Procedure Reference Guideline Form	Payer Management, Finance? Finance Specialty and Payer Management
Yale Medicine Compliance Champions (YMCC) Committee Charter - ID:646	Charter	Finance
Yale Medicine Compliance Committee Charter - ID:645	Charter	Finance
Compliance - Policy - ID:621	Policy	Finance
Prevention of Fraud, Waste and Abuse - Policy - ID:641	Policy	Finance
YM Compliance Investigations - Policy - ID:642	Policy	Finance
Credentialing - Policy - ID:360	Policy	Specialty and Payer Management
Advance Beneficiary Notice Medicare - Procedure - ID:352	Procedure	Specialty and Payer Management
Authorizing Patients - Procedure - ID:353	Procedure	Specialty and Payer Management
Budget Plan - Procedure - ID:354	Procedure	Specialty and Payer Management
Cash Posting - Procedure - ID:355	Procedure	Specialty and Payer Management
Charge Corrections - Procedure - ID:356	Procedure	Specialty and Payer Management
Clinical Services Charge Reconciliation - Procedure - ID:358	Procedure	Specialty and Payer Management
Complaints - Billing Compliance - Procedure - ID:359	Procedure	Specialty and Payer Management
Customer Relationship Management (CRM) - Procedure - ID:361	Procedure	Specialty and Payer Management
Deceased Patient Accounts - Procedure - ID:362	Procedure	Specialty and Payer Management
Email Inquiries - Procedure - ID:363	Procedure	Specialty and Payer Management
External Collections - Procedure - ID:364	Procedure	Specialty and Payer Management
Financial Hardship - Procedure - ID:365	Procedure	Specialty and Payer Management
Insurance Carrier Denials - Procedure - ID:366	Procedure	Specialty and Payer Management
No Response from Insurance Carrier - Procedure - ID:367	Procedure	Specialty and Payer Management
Office of Patient Relations , Patient Complaints - Procedure - ID:368	Procedure	Specialty and Payer Management
Registering Patients - Procedure - ID:370	Procedure	Specialty and Payer Management
Registration Training - Procedure - ID:371	Procedure	Specialty and Payer Management
CLIN -Telephone Inquiries - Procedure - ID:373	Procedure	Specialty and Payer Management
Waiver of Co-insurance - Procedure - ID:374	Procedure	Specialty and Payer Management
Waiver of Liability (Non-Medicare) - Procedure - ID:375	Procedure	Specialty and Payer Management
Advance Beneficiary Notice of Non-coverage (ABN) Instructions - Reference - ID:376	Reference	Specialty and Payer Management
Advanced Beneficiary Notice of Non-Coverage (ABN) - Reference - ID:377	Reference	Specialty and Payer Management
Advance Beneficiary Notice of Non-Coverage (Spanish) - Reference - ID:378	Reference	Specialty and Payer Management
Budget Plan Set Up Criteria - Reference - ID:380	Reference	Specialty and Payer Management
Clinical Services Charge Reconciliation Ambulatory Services - Reference - ID:381	Reference	Specialty and Payer Management
Clinical Services Charge Reconciliation Surgical and Procedural Services - Reference - ID:382	Reference	Specialty and Payer Management
E-Consult-Specialist Workflow - Reference - ID:387	Reference	Specialty and Payer Management
Enhanced Referrals & eConsults FAQ's - Reference - ID:388	Reference	Specialty and Payer Management
Enhanced Referrals & eConsults Program Announcement - Reference - ID:389	Reference	Specialty and Payer Management
Financial Hardship Checklist - Reference - ID:391	Reference	Specialty and Payer Management
Financial Hardship Cover Letter - Reference - ID:392	Reference	Specialty and Payer Management
Financial Hardship Denial Letter - Reference - ID:393	Reference	Specialty and Payer Management
Financial Statement Hardship - Reference - ID:394	Reference	Specialty and Payer Management
Medicare ABN Tips - Reference - ID:395	Reference	Specialty and Payer Management
Patient Complaint Advocacy Process - Reference - ID:398	Reference	Specialty and Payer Management
Patient Responsibility for Payment (Waiver) - Reference - ID:399	Reference	Specialty and Payer Management
Patient Responsibility for Payment (Waiver)-Spanish - Reference - ID:400	Reference	Specialty and Payer Management
Payment Arrangement Letter - Reference - ID:401	Reference	Specialty and Payer Management
Request for Write-Off Approval Worksheet - Reference - ID:403	Reference	Specialty and Payer Management
YM Charge Code - Guideline - ID:411	Guideline	Specialty and Payer Management
Y Code - Procedure - ID:418	Procedure	Specialty and Payer Management
YM New CBO Request - Form - ID:423	Form	Specialty and Payer Management
Requests to Restrict the Release of Protected Health Information - Procedure - ID:426	Procedure	Specialty and Payer Management
Broken Payment Arrangement Letter - Reference - ID:429	Reference	Specialty and Payer Management
Financial Hardship Federal Poverty - Guideline - ID:431	Guideline	Specialty and Payer Management
Financial Hardship Acceptance Letter - Reference - ID:438	Reference	Specialty and Payer Management
Enhanced Referrals & eConsults Guidelines - Reference - ID:440	Reference	Specialty and Payer Management
E-Consult - PCP Workflow - Reference - ID:441	Reference	Specialty and Payer Management
Y-Code Request Form - Excel - Reference - ID:442	Reference	Specialty and Payer Management
Managed Care Website Data Collection Form - Reference - ID:447	Reference	Specialty and Payer Management
YMA Offboarding Guide/Checklist - Reference - ID:448	Reference	Specialty and Payer Management
YMA Onboarding Guide/Checklist (Temporary/Casual Employees) - Reference - ID:450	Reference	Specialty and Payer Management
YMA Cell Phone - Policy - ID:453	Policy	Specialty and Payer Management
YMA Clinic Standard of Appearance - Guidelines - ID:454	Guideline	Specialty and Payer Management
YMA Confidentiality Agreement Form - Reference - ID:455	Reference	Specialty and Payer Management
YMA Dress Code - Procedure - ID:458	Procedure	Specialty and Payer Management
YMA Email Etiquette - Guidelines - ID:459	Guideline	Specialty and Payer Management
YMA Meeting Etiquette - Guideline - ID:460	Guideline	Specialty and Payer Management
Yale Medicine P-Card and Expense Reimbursement - Guideline - ID:462	Guideline	Specialty and Payer Management
YMA Standards of Professional Behavior - Guideline - ID:463	Guideline	Specialty and Payer Management
YMA Summary of Staff Expectations: Workplace - Procedure - ID:464	Procedure	Specialty and Payer Management
YMA Hiring & Exiting - Procedure - ID:465	Procedure	Specialty and Payer Management
YMA 30-60-90 Day Discussion Guidelines with New Employees - Guideline - ID:466	Guideline	Specialty and Payer Management
Yale Banned Appliances - Guideline - ID:467	Guideline	Specialty and Payer Management
YMA Staff Guidelines & Policies - Procedure - ID:468	Procedure	Specialty and Payer Management
YMA Employee Engagement for Managers -Guideline - ID:562	Guideline	Specialty and Payer Management
YMA Employee Engagement Toolkit for Managers - Reference - ID:563	Reference	Specialty and Payer Management
YMA New Manager Fact Sheet - Reference - ID:591	Reference	Specialty and Payer Management
Universal Credentialing Application - Reference - ID:647	Reference	Specialty and Payer Management
YM Credentialing Committee Members - Reference - ID:648	Reference	Specialty and Payer Management
YMA Requisition Request Process Guide & Forms - Reference - ID:668	Reference	Specialty and Payer Management
YMA Onboarding Guide/Checklist (Permanent Staff) - Reference - ID:670	Reference	Specialty and Payer Management

Yale Medicine Practice Standards

TItle & Link Adult Emergency Department (York Street) Consultations and Admissions - Policy - ID:231 Appointment Availability and Scheduling Guidelines - Policy - ID:237 Chaperones for Examinations, Treatments, or Procedures - Policy - ID:238 Communication Skills and Policies - Policy - ID:239 Communication with Referring Physicians - Policy - ID:240 Copy Function in EMR - Policy - ID:241 Coverage Plan for Ambulatory Clinics During Official Holidays and Recess Days - Policy - ID:242 Departing Physicians - Policy - ID:243 Disclosure of Adverse Outcomes and Events of Harm - Policy - ID:245 InBasket Management Expectations for Providers - Policy - ID:246 Inpatient Consults - Policy - ID:247 Internet and Electronic Networking Guidelines - Policy - ID:248 Managing Disruptive Patients and Visitors - Policy - ID:250 Morbidity and Mortality Conferences Guidelines - Policy - ID:252 Participation in Outside Clinical Professional Activity (Moonlighting Guidelines) - Policy - ID:254 Patient Registration - Policy - ID:255 Patient Rights and Responsibilities - Policy - ID:256 Physician Health and Wellness - Policy - ID:258 Interactions between Clinical Personnel of Yale Medicine and Industry - Policy - ID:259 Privacy and Confidentiality of Yale Medicine Patient Information - Policy - ID:260 Proctoring and Clinical Evaluation Guidelines - Policy - ID:261 Responding to Discrimination from Patients and Their Decision-Makers - Policy - ID:263 Supervision of Trainees by Yale Medicine Physicians - Policy - ID:266 Telephone Systems - Policy - ID:267 The Office Experience - Policy - ID:269 Chaperones Policy Implementation Guidance - FAQs - Reference - ID:271 Chaperones Policy-Reporting Questionable Behavior - Reference - ID:272 Consent for Operation or Special Procedure - Policy - ID:273 EPIC - Documenting The Use of Chaperones For Inpatient Providers - Reference - ID:275 EPIC - Documenting the Use of Chaperones for Intraoperative RNs - Reference - ID:276 EPIC - Documenting the Use of Chaperones for IP-RNs-PCAs - Reference - ID:277 EPIC - Documenting the Use of Chaperones for Pre-op and PACU RNs - Reference - ID:278 EPIC - Documenting the Use of Chaperones for Radiology - Reference - ID:279 EPIC - Documenting the Use of Chaperones for Stork Nursing & Providers - Reference - ID:280 EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Nurse Tech - Reference - ID:281 EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Provider - Reference - ID:282 Practice Standards Summary - Reference - ID:283 Professionalism Charter - Reference - ID:284 EPIC - Ambulatory Chaperones for Exams, Treatments, or Procedures - Reference - ID:457 Scope of Practice - Policy - ID:478 Physician and Advanced Practice Providers Impairment - Policy - ID:479 Ambulatory Referral Work Queue Management - Policy - ID:484 Ambulatory Medication Sample - Policy - ID:485 Ambulatory Medical Record Completion - Policy - ID:486 Ambulatory Hand-Offs - Policy - ID:487 Ambulatory Clinic Cancellations Due to Hazardous Weather - Policy - ID:488 The Ambulatory Patient Experience - Policy - ID:489 Y Access Line - Policy - ID:490 On-Call Guidelines - Policy - ID:491 Medical Care for Self, Family, and Significant Others - Policy - ID:519 Discharging Patients from a Practice - Policy - ID:520 Practice Standards Committee Charter - Reference - ID:530 Interviewing Resources - Faculty Candidates with Clinical Responsibilities - Policy - ID:550	Categories Policy Guideline Reference Procedure	Departments YM Practice Standard Committee
Adult Emergency Department (York Street) Consultations and Admissions - Policy - ID:231	Policy	YM Practice Standard Committee
Appointment Availability and Scheduling Guidelines - Policy - ID:237	Guideline	YM Practice Standard Committee
Chaperones for Examinations, Treatments, or Procedures - Policy - ID:238	Policy	YM Practice Standard Committee
Communication Skills and Policies - Policy - ID:239	Policy	YM Practice Standard Committee
Communication with Referring Physicians - Policy - ID:240	Policy	YM Practice Standard Committee
Copy Function in EMR - Policy - ID:241	Policy	YM Practice Standard Committee
Coverage Plan for Ambulatory Clinics During Official Holidays and Recess Days - Policy - ID:242	Policy	YM Practice Standard Committee
Departing Physicians - Policy - ID:243	Policy	YM Practice Standard Committee
Disclosure of Adverse Outcomes and Events of Harm - Policy - ID:245	Policy	YM Practice Standard Committee
InBasket Management Expectations for Providers - Policy - ID:246	Policy	YM Practice Standard Committee
Inpatient Consults - Policy - ID:247	Policy	YM Practice Standard Committee
Internet and Electronic Networking Guidelines - Policy - ID:248	Policy	YM Practice Standard Committee
Managing Disruptive Patients and Visitors - Policy - ID:250	Policy	YM Practice Standard Committee
Morbidity and Mortality Conferences Guidelines - Policy - ID:252	Policy	YM Practice Standard Committee
Participation in Outside Clinical Professional Activity (Moonlighting Guidelines) - Policy - ID:254	Policy	YM Practice Standard Committee
Patient Registration - Policy - ID:255	Policy	YM Practice Standard Committee
Patient Rights and Responsibilities - Policy - ID:256	Policy	YM Practice Standard Committee
Physician Health and Wellness - Policy - ID:258	Policy	YM Practice Standard Committee
Interactions between Clinical Personnel of Yale Medicine and Industry - Policy - ID:259	Policy	YM Practice Standard Committee
Privacy and Confidentiality of Yale Medicine Patient Information - Policy - ID:260	Policy	YM Practice Standard Committee
Proctoring and Clinical Evaluation Guidelines - Policy - ID:261	Policy	YM Practice Standard Committee
Responding to Discrimination from Patients and Their Decision-Makers - Policy - ID:263	Policy	YM Practice Standard Committee
Supervision of Trainees by Yale Medicine Physicians - Policy - ID:266	Policy	YM Practice Standard Committee
Telephone Systems - Policy - ID:267	Policy	YM Practice Standard Committee
The Office Experience - Policy - ID:269	Policy	YM Practice Standard Committee
Chaperones Policy Implementation Guidance - FAQs - Reference - ID:271	Reference	YM Practice Standard Committee
Chaperones Policy-Reporting Questionable Behavior - Reference - ID:272	Reference	YM Practice Standard Committee
Consent for Operation or Special Procedure - Policy - ID:273	Policy	YM Practice Standard Committee
EPIC - Documenting The Use of Chaperones For Inpatient Providers - Reference - ID:275	Reference	YM Practice Standard Committee
EPIC - Documenting the Use of Chaperones for Intraoperative RNs - Reference - ID:276	Reference	YM Practice Standard Committee
EPIC - Documenting the Use of Chaperones for IP-RNs-PCAs - Reference - ID:277	Reference	YM Practice Standard Committee
EPIC - Documenting the Use of Chaperones for Pre-op and PACU RNs - Reference - ID:278	Reference	YM Practice Standard Committee
EPIC - Documenting the Use of Chaperones for Radiology - Reference - ID:279	Reference	YM Practice Standard Committee
EPIC - Documenting the Use of Chaperones for Stork Nursing & Providers - Reference - ID:280	Reference	YM Practice Standard Committee
EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Nurse Tech - Reference - ID:281	Procedure	YM Practice Standard Committee
EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Provider - Reference - ID:282	Procedure	YM Practice Standard Committee
Practice Standards Summary - Reference - ID:283	Reference	YM Practice Standard Committee
Professionalism Charter - Reference - ID:284	Reference	YM Practice Standard Committee
EPIC - Ambulatory Chaperones for Exams, Treatments, or Procedures - Reference - ID:457	Reference	YM Practice Standard Committee
Scope of Practice - Policy - ID:478	Policy	YM Practice Standard Committee
Physician and Advanced Practice Providers Impairment - Policy - ID:479	Policy	YM Practice Standard Committee
Ambulatory Referral Work Queue Management - Policy - ID:484	Policy	YM Practice Standard Committee
Ambulatory Medication Sample - Policy - ID:485	Policy	YM Practice Standard Committee
Ambulatory Medical Record Completion - Policy - ID:486	Policy	YM Practice Standard Committee
Ambulatory Hand-Offs - Policy - ID:487	Policy	YM Practice Standard Committee
Ambulatory Clinic Cancellations Due to Hazardous Weather - Policy - ID:488	Policy	YM Practice Standard Committee
The Ambulatory Patient Experience - Policy - ID:489	Policy	YM Practice Standard Committee
Y Access Line - Policy - ID:490	Policy	YM Practice Standard Committee
On-Call Guidelines - Policy - ID:491	Policy	YM Practice Standard Committee
Medical Care for Self, Family, and Significant Others - Policy - ID:519	Policy	YM Practice Standard Committee
Discharging Patients from a Practice - Policy - ID:520	Policy	YM Practice Standard Committee
Practice Standards Committee Charter - Reference - ID:530	Reference	YM Practice Standard Committee
Interviewing Resources - Faculty Candidates with Clinical Responsibilities - Policy - ID:550	Policy	YM Practice Standard Committee