What's inside the Toolkit

This toolkit provides policies, forms and templates to support your staff and credentialing files, as well as resource links for primary source verification.

This toolkit is set up as a repository for all the credentialing and staffing policies made available to you as a part of your membership. We have even included a "Passport" where we explain the process and steps you should take.

As an exclusive member, you are free to explore this library, access its resources and download them where we've enabled you to do so.

Here is a breakdown of what is included in this toolkit:

  • 1

    How To: Credentialing and Staffing Files Workbook

    • CREDENTIALING AND STAFFING FILES WORKBOOK

    • GETTING STARTED

    • CONNECTIONS: OVERVIEW

    • CONNECTIONS: GOVERNANCE

    • CONNECTIONS: RISK & QAPI
  • 2

    CREDENTIALING

    • PROCESS: CREDENTIALING

    • WHAT IS CREDENTIALING?

    • DOCUMENT COLLECTION

    • PRIMARY SOURCE VERIFICATION

    • NEXT STEPS

    • DELINEATION OF PRIVILEGES

    • BY-LAWS

    • PEER REVIEW

    • GOVERNING BOARD APPROVAL
  • 3

    STAFF FILES

    • PROCESS: STAFF FILES

    • CREATE AND MAINTAIN
  • 4

    EDUCATION

    • EDUCATION
  • 5

    RECOMMENDED POLICIES AND FORMS

    • RECOMMENDED POLICIES

    • RECOMMENDED FORMS
  • 6

    POLICY LIBRARY

    • ABOUT THE LIBRARY

    • CODE OF CONDUCT POLICY

    • CONTINUING EDUCATION POLICY

    • CREDENTIALING AND PRIVILEGING POLICY

    • ORIENTATION PLAN POLICY

    • STAFF SURGICAL ATTIRE POLICY

    • WORKPLACE BULLYING POLICY
  • 7

    FORMS & TOOLS

    • CHECKLIST TEMPLATES

    • APPOINTMENT NOTIFICATION LETTER

    • APPOINTMENT REQUEST FORM

    • BY-LAWS ATTESTATION FORM

    • CREDENTIALING APPLICATION LETTER

    • PEER REVIEW LETTER
  • 8

    STAFF RESOURCE DOCUMENTS

    • CORRECTIVE ACTION REPORT

    • FLU FORM

    • ORIENTATION CHECKLIST

    • PERFORMANCE APPRAISAL FORM

    • TIME OFF REQUEST FORM

    • ADMINISTRATOR JOB DESCRIPTION TEMPLATE

    • ADMISSIONS CLERK JOB DESCRIPTION TEMPLATE

    • CLINICAL DIRECTOR JOB DESCRIPTION TEMPLATE

    • OPERATING ROOM NURSE JOB DESCRIPTION TEMPLATE

    • PRE-OP/PACU RN JOB DESCRIPTION TEMPLATE

    • SURGICAL TECHNOLOGIST JOB DESCRIPTION TEMPLATE
  • 9

    RESOURCE LINKS

    • RESOURCE LINKS
  • 10

    TRAINING

    • COMPLIANCE TRAINING
  • 11

    ADDITIONAL SUPPORT

    • ADDITIONAL SUPPORT

Did you see the Bundle?

If you need access to all of the Resource How-to's
in our Library, you don't want to miss this

  • Policies & Forms, Education Bundles

    Resource How-To Bundle for Leadership

    With this bundle, you will have access to powerful tools and resources you need to meet regulatory & compliance requirements and find info you need to make your job easier!

    13 Courses $899.00 / year