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Professional Resource: HIPAA “Calling a Client Flow Chart” Reference Poster:

Reviewing the policies that protect client/patient privacy is a regular part of staff training in healthcare settings- but often, when we encounter information we’ve seen dozens (or hundreds!) of times before, we often “zone out” a bit rather than focusing in on reviewing critical information.

Our familiarity with procedures can sometimes make it difficult to engage content like this HIPAA-compliance client-contact guide with the same attention and interest that we’d devote to new information.

I believe, in line with emerging research from the field of neuroscience, that reviewing old information in new ways (like converting policy review to a visual adventure) helps engage more of the brain in the learning/reviewing process, leading to faster and more effective recall.

This printable PDF resource is designed to help with this by shifting the content from bland policy-related text to playful, humorous, visual format.

Flowchart depicting when to call a client

Suitable for staff training or as a personal reference for clinicians in private practice, this playful flow chart covers all the bases for securely contacting a client without disclosing PHI inappropriately or otherwise violating a patient or client’s confidentiality. With soft-organic lines and a few bits of humor,  your staff will be happy to refamiliarize themselves with proper procedures. Visual thinkers may benefit from seeing the information in a new format, which can help memory retention for both visual thinkers and non-visual thinkers.

Need a custom flow chart for your organization’s patient-contacting workflow? Contact me about availability to retool this resource to your needs.

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PDF download of when to call a client

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