How to Assign Policies & Procedures for Attestation
We suggest using Tags to Assign Policies & Procedures for Attestation! Learn more about How to Create & Assign Smart Tags here.
Steps
Assign Policies & Procedures for Attestation
Via Smart Tags
Suggested approach!
View your Smart Tags
Learn how to View Existing Smart Tags here. Once done, continue with Assign a Smart Tag(s).
Assign a Smart Tag(s)
Learn how to View an Assign a Tag here.
Via Manual Assignment
From the Dashboard, Select People in the left sidebar
In the Team Members table, in the Actions column, Select the three dots > Select Edit
In the Requirements section, Select Policy Review > Select Update Team Member
It's not too late to follow our best practice, and Assign a Smart Tag!
REMINDER: This is a recurring element of HIPAA Compliance. Each of your Team Members need to Attest to having reviewed all Policies & Procedures every 12 months.
Next Steps
Step 6: Complete a Security Risk Assessment
Updated about 1 month ago