Eleven micro-training modules covering the patient-engagement workflow. Phases 0 to 4 run in order; phase 10 applies any time. Each module ends with a knowledge check before the graded Dayforce quiz. Draft content, pending SME sign-off.
HIPAA/GDPR and SOP training you complete before any patient interaction.
Open module →Identify and reach patients through approved, consented channels.
Open module →Capture consent and execute the mutual NDA before proceeding.
Open module →Screen participants against criteria using approved tools.
Open module →Execute the participation agreement and confirm it is on file.
Open module →Book travel within client policy, with no PHI in itineraries.
Open module →Run the engagement with PHI-safe recording and handling.
Open module →Produce, review, and store deliverables with de-identification.
Open module →Pay only through Gusto, never Venmo, Zelle, cash, or gift cards.
Open module →Archive and protect records per the retention schedule.
Open module →Report and contain incidents fast; applies to every phase.
Open module →