All Policies, Procedures & Documents by Category

Please review a list of all policies by type, category, and department.This list is an automated display of the policies, procedures, and documents that live in YSM's PolicyTech tool. If you find something that needs to be updated, please contact our Policy Help Team at YSM.

About PolicyTech

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
How to download a PolicyTech document - ID:521		How-Tos
How to Review Tasks Completed by Writers, Reviewers, and Approvers - ID:534		Help Guides	Approver; Document Owner; Reviewer; Writer; How-Tos
How to share a PolicyTech document link - ID:518		How-Tos
PolicyTech Approver Help Guide - ID:475	Reference Material	Help Guides	Approver
PolicyTech General User Help Guide - ID:517	Reference Material	Help Guides	General User
PolicyTech Reviewer Help Guide - ID:474	Reference Material	Help Guides	Reviewer
PolicyTech Writer Help Guide - ID:473	Reference Material	Help Guides	Writer
Quick Guide - Document Owner - ID:502	Reference Material	Help Guides	Document Owner
Quick Guide - Approver - ID:499	Reference Material	Help Guides	Approver
Quick Guide - Reviewer - ID:501	Reference Material	Help Guides	Reviewer
Quick Guide - Writer - ID:500	Reference Material	Help Guides	Writer
YM Bylaw Template - ID:600	Bylaw	Templates	YM Templates
YM Guideline Template - ID:602	Guideline	Templates	YM Templates
YM Guideline Template Instructions - ID:603	Reference Material	Templates	YM Templates
YM Policy Template - ID:604	Policy	Templates	YM Templates
YM Policy Template Instructions - ID:605	Reference Material	Templates	YM Templates
YM Procedure Template - ID:606	Procedure	Templates	YM Templates
YM Procedure Template Instructions - ID:607	Reference Material	Templates	YM Templates
YSM Bylaw Template - ID:615	Bylaw	Templates	YSM Templates
YSM Bylaw Template Instructions - ID:616	Bylaw	Templates	YSM Templates
YSM Guideline Template - ID:613	Guideline	Templates	YSM Templates
YSM Guideline Template Instructions - ID:614	Reference Material	Templates	YSM Templates
YSM Policy Template - ID:609		Templates	YSM Templates
YSM Policy Template Instructions - ID:610	Reference Material	Templates	YSM Templates
YSM Procedure Template - ID:611		Templates	YSM Templates
YSM Procedure Template Instructions - ID:612	Reference Material	Templates	YSM Templates

Clinical

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
CLIN - Adult Emergency Department (York Street) Consultations and Admissions - Policy - ID:231	Policy	YM Practice Standards	Physician Based Standards
CLIN - Advance Beneficiary Notice Medicare - Procedure - ID:747	Procedure	YM Administration	Reimbursement
CLIN - Advance Beneficiary Notice of Non-coverage (ABN) Instructions - Reference - ID:744	Reference Material	YM Administration	Reimbursement
CLIN - Advance Beneficiary Notice of Non-Coverage (Spanish) - Reference - ID:746	Form	YM Administration	Reimbursement
CLIN - Advanced Beneficiary Notice of Non-Coverage (ABN) - Reference - ID:745	Form	YM Administration	Reimbursement
CLIN - Ambulatory Clinic Cancellations Due to Hazardous Weather - Policy - ID:488	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Ambulatory Hand-Offs - Policy - ID:487	Policy	YM Practice Standards	Physician Based Standards
CLIN - Ambulatory Medical Record Completion - Policy - ID:486	Policy	YM Practice Standards	Physician Based Standards
CLIN - Ambulatory Medication Sample - Policy - ID:485	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Ambulatory Referral Work Queue Management - Policy - ID:484	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Appointment Availability and Scheduling Guidelines - Policy - ID:237	Policy	YM Practice Standards	Patient Based Standards
CLIN - Authorizing Patients - Procedure - ID:756	Procedure	YM Administration	Clinical Business Operations
CLIN - Broken Payment Arrangement Letter - Reference - ID:782	Form	YM Administration	Collections
CLIN - Budget Plan - Procedure - ID:757	Procedure	YM Administration	Collections
CLIN - Budget Plan Set Up Criteria - Reference - ID:783	Guideline	Collections	YM Administration
CLIN - Cash Posting - Procedure - ID:726	Procedure	YM Administration	Accounts Receivable
CLIN - Chaperones for Examinations, Treatments, or Procedures - Policy - ID:238	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Chaperones Policy Implementation Guidance - FAQs - Reference - ID:271	Reference Material	YM Practice Standards	Chaperone Policy & Training
CLIN - Chaperones Policy-Reporting Questionable Behavior - Reference - ID:272	Reference Material	YM Practice Standards	Chaperone Policy & Training
CLIN - Charge Corrections - Procedure - ID:739	Procedure	YM Administration	Accounts Receivable
CLIN - Clinical Services Charge Reconciliation - Procedure - ID:358	Procedure	YM Administration	Clinical Business Operations
CLIN - Clinical Services Charge Reconciliation Ambulatory Services - Reference - ID:381	Guideline	YM Administration	Clinical Business Operations
CLIN - Clinical Services Charge Reconciliation Surgical and Procedural Services - Reference - ID:382	Guideline	YM Administration	Clinical Business Operations
CLIN - Communication Skills and Policies - Policy - ID:239	Policy	YM Practice Standards	Physician Based Standards
CLIN - Communication with Referring Physicians - Policy - ID:240	Policy	YM Practice Standards	Physician Based Standards
CLIN - Complaints - Billing Compliance - Procedure - ID:758	Procedure	Administration	YM Administration
CLIN - Compliance - Policy - ID:712	Policy	YM Administration	Compliance
CLIN - Confidentiality of Credentialing Records - Faculty - Reference - ID:736	Form	Credentialing	YM Administration
CLIN - Confidentiality of Credentialing Records - Staff - Reference - ID:737		Credentialing	YM Administration
CLIN - Consent for Operation or Special Procedure - Policy - ID:273	Form	YM Practice Standards	Clinical Operations Based Standards
CLIN - Copy Function in EMR - Policy - ID:241	Policy	YM Practice Standards	Physician Based Standards
CLIN - Coverage Plan for Ambulatory Clinics During Official Holidays and Recess Days - Policy - ID:242	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Customer Relationship Management (CRM) - Procedure - ID:740	Procedure	YM Administration	Accounts Receivable
CLIN - Deceased Patient Accounts - Procedure - ID:759	Procedure	YM Administration	Collections
CLIN - Departing Physicians - Policy - ID:243	Policy	YM Practice Standards	Administrative Based Standards
CLIN - Discharging Patients from a Practice - Policy - ID:520	Policy	YM Practice Standards	Administrative Based Standards
CLIN - Disclosure of Adverse Outcomes and Events of Harm - Policy - ID:245	Policy	YM Practice Standards	Physician Based Standards
CLIN - E-Consult - PCP Workflow - Reference - ID:775	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - E-Consult-Specialist Workflow - Reference - ID:776	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - Email Inquiries - Procedure - ID:760	Procedure	Administration	YM Administration
CLIN - Enhanced Referrals & eConsults FAQ's - Reference - ID:777	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - Enhanced Referrals & eConsults Guidelines - Reference - ID:778	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - Enhanced Referrals & eConsults Program Announcement - Reference - ID:779	Reference Material	YM Administration	Enhanced Referrals & eConsults
CLIN - EPIC - Ambulatory Chaperones for Exams, Treatments, or Procedures - Reference - ID:457	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting The Use of Chaperones For Inpatient Providers - Reference - ID:275	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Intraoperative RNs - Reference - ID:276	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for IP-RNs-PCAs - Reference - ID:277	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Pre-op and PACU RNs - Reference - ID:278	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Radiology - Reference - ID:279	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Nurse Tech - Reference - ID:281	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Sensitive Medical Procedures - Emergency Room Provider - Reference - ID:282	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - EPIC - Documenting the Use of Chaperones for Stork Nursing & Providers - Reference - ID:280	Reference Material	YM Practice Standards	EPIC TipSheets
CLIN - External Collections - Procedure - ID:761	Procedure	YM Administration	Collections
CLIN - Financial Hardship - Procedure - ID:762	Procedure	YM Administration	Collections
CLIN - Financial Hardship Acceptance Letter - Reference - ID:773	Form	YM Administration	Collections
CLIN - Financial Hardship Checklist - Reference - ID:770	Form	YM Administration	Collections
CLIN - Financial Hardship Cover Letter - Reference - ID:769	Form	YM Administration	Collections
CLIN - Financial Hardship Denial Letter - Reference - ID:772	Form	YM Administration	Collections
CLIN - Financial Hardship Federal Poverty - Guideline - ID:765	Guideline	YM Administration	Collections
CLIN - Financial Statement Hardship - Reference - ID:768	Form	YM Administration	Collections
CLIN - InBasket Management Expectations for Providers - Policy - ID:246	Policy	YM Practice Standards	Physician Based Standards
CLIN - Inpatient Consults - Policy - ID:247	Policy	YM Practice Standards	Physician Based Standards
CLIN - Insurance Carrier Denials - Procedure - ID:741	Procedure	YM Administration	Accounts Receivable
CLIN - Interactions between Clinical Personnel of Yale Medicine and Industry - Policy - ID:259	Policy	YM Practice Standards	Physician Based Standards
CLIN - Internet and Electronic Networking Guidelines - Policy - ID:248	Policy	YM Practice Standards	Physician Based Standards
CLIN - Interviewing Resources - Faculty Candidates with Clinical Responsibilities - Policy - ID:550	Policy	YM Practice Standards	Physician Based Standards
CLIN - Managed Care Website Data Collection Form - Reference - ID:447	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - Managing Disruptive Patients and Visitors - Policy - ID:250	Policy	YM Practice Standards	Patient Based Standards
CLIN - Medical Care for Self, Family, and Significant Others - Policy - ID:519		YM Practice Standards	Physician Based Standards
CLIN - Medicare ABN Tips - Reference - ID:751	Reference Material	YM Administration	Reimbursement
CLIN - Morbidity and Mortality Conferences Guidelines - Policy - ID:252	Policy	YM Practice Standards	Physician Based Standards
CLIN - No Response from Insurance Carrier - Procedure - ID:742	Procedure	YM Administration	Accounts Receivable
CLIN - Office of Patient Relations , Patient Complaints - Procedure - ID:763	Procedure	Administration	YM Administration
CLIN - On-Call Guidelines - Policy - ID:491	Policy	YM Practice Standards	Physician Based Standards
CLIN - Participation in Outside Clinical Professional Activity (Moonlighting Guidelines) - Policy - ID:254	Policy	YM Practice Standards	Physician Based Standards
CLIN - Patient Complaint Advocacy Process - Reference - ID:767	Reference Material	Administration	YM Administration
CLIN - Patient Registration - Policy - ID:255	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - Patient Responsibility for Payment (Waiver) - Reference - ID:748	Form	YM Administration	Reimbursement
CLIN - Patient Responsibility for Payment (Waiver)-Spanish - Reference - ID:749	Form	YM Administration	Reimbursement
CLIN - Patient Rights and Responsibilities - Policy - ID:256	Policy	YM Practice Standards	Patient Based Standards
CLIN - Payment Arrangement Letter - Reference - ID:771	Form	YM Administration	Collections
CLIN - Physician and Advanced Practice Providers Impairment - Policy - ID:479	Policy	YM Practice Standards	Physician Based Standards
CLIN - Physician Health and Wellness - Policy - ID:258	Policy	YM Practice Standards	Physician Based Standards
CLIN - Practice Standards Committee Charter - Reference - ID:530		YM Practice Standards	Physician Based Standards
CLIN - Practice Standards Summary - Reference - ID:283	Reference Material	YM Practice Standards	Physician Based Standards
CLIN - Prevention of Fraud, Waste and Abuse - Policy - ID:641	Policy	YM Administration	Compliance
CLIN - Privacy and Confidentiality of Yale Medicine Patient Information - Policy - ID:260	Policy	YM Practice Standards	Physician Based Standards
CLIN - Proctoring and Clinical Evaluation Guidelines - Policy - ID:261	Policy	YM Practice Standards	Physician Based Standards
CLIN - Professionalism Charter - Reference - ID:284	Form	YM Practice Standards	Physician Based Standards
CLIN - Registering Patients - Procedure - ID:781	Procedure	YM Administration	Clinical Business Operations
CLIN - Registration Training - Procedure - ID:780	Procedure	Clinical Business Operations	YM Administration
CLIN - Request for Write-Off Approval Worksheet - Reference - ID:766	Form	YM Administration	Collections
CLIN - Requests to Restrict the Release of Protected Health Information - Procedure - ID:743	Procedure	YM Administration	Accounts Receivable
CLIN - Responding to Discrimination from Patients and Their Decision-Makers - Policy - ID:263	Policy	YM Practice Standards	Patient Based Standards
CLIN - Scope of Practice - Policy - ID:478	Policy	YM Practice Standards	Physician Based Standards
CLIN - Supervision of Trainees by Yale Medicine Physicians - Policy - ID:266	Policy	YM Practice Standards	Physician Based Standards
CLIN - Telephone Systems - Policy - ID:267	Policy	YM Practice Standards	Clinical Operations Based Standards
CLIN - The Ambulatory Patient Experience - Policy - ID:489	Policy	YM Practice Standards	Patient Based Standards
CLIN - The Office Experience - Policy - ID:269	Policy	YM Practice Standards	Patient Based Standards
CLIN - Universal Credentialing Application - Reference - ID:715	Procedure	YM Administration	Credentialing
CLIN - Waiver of Co-insurance - Procedure - ID:703	Procedure	YM Administration	Accounts Receivable
CLIN - Waiver of Liability (Non-Medicare) - Procedure - ID:750	Procedure	YM Administration	Reimbursement
CLIN - Y Access Transfer Center - Policy - ID:680		YM Practice Standards	Physician Based Standards
CLIN - Y Code - Procedure - ID:556	Procedure	YM Administration	Reimbursement
CLIN - Yale Banned Appliances - Guideline - ID:467	Reference Material	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - Yale Medicine P-Card and Expense Reimbursement - Guideline - ID:462	Reference Material	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - Y-Code Request Form - Excel - Reference - ID:774	Reference Material	YM Administration	Reimbursement
CLIN - YM Charge Code - Guideline - ID:411	Procedure	YM Administration	Reimbursement
CLIN - YM Compliance Investigations - Policy - ID:642		YM Administration	Compliance
CLIN - YM Credentialing Committee Members - Reference - ID:730	Reference Material	YM Administration	Credentialing
CLIN - YM New CBO Request - Form - ID:738	Form	YM Administration	Accounts Receivable
CLIN - YMA 30-60-90 Day Discussion Guidelines with New Employees - Guideline - ID:466	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Cell Phone - Policy - ID:453	Policy	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Clinic Standard of Appearance - Guidelines - ID:454	Guideline	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Confidentiality Agreement Form - Reference - ID:455	Form	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Dress Code - Procedure - ID:458	Procedure	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Email Etiquette - Guidelines - ID:459	Guideline	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Employee Engagement for Managers -Guideline - ID:562	Guideline	YMA Staff Operations - Employee Engagement & Recognition	YM Administration
CLIN - YMA Employee Engagement Toolkit for Managers - Reference - ID:563	Reference Material	YM Administration	YMA Staff Operations - Employee Engagement & Recognition
CLIN - YMA Hiring & Exiting - Procedure - ID:465	Procedure	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Meeting Etiquette - Guideline - ID:460	Guideline	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA New Manager Fact Sheet - Reference - ID:591	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Offboarding Guide/Checklist - Reference - ID:691	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Onboarding Guide/Checklist (Permanent Staff) - Reference - ID:785	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Onboarding Guide/Checklist (Temporary/Casual Employees) - Reference - ID:786	Reference Material	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Requisition Request Process Guide & Forms - Reference - ID:784	Form	YM Administration	YMA Staff Operations - Hiring & Exiting
CLIN - YMA Staff Guidelines & Policies - Procedure - ID:468	Procedure	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Standards of Professional Behavior - Guideline - ID:463	Reference Material	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN - YMA Summary of Staff Expectations: Workplace - Procedure - ID:464	Procedure	YM Administration	YMA Staff Operations - Staff Guidelines and Policies
CLIN- Credentialing - Policy - ID:731	Policy	YM Administration	Credentialing
CLIN- Non-Discrimination Affirmation - Reference - ID:735	Form	Credentialing	YM Administration
CLIN -Telephone Inquiries - Procedure - ID:764	Procedure	Administration	YM Administration
CLIN- YM Monitoring of Sanctions Limitations and Complaints Checklist - Reference - ID:734	Form	Credentialing	YM Administration
Credential Checklist - ID:732		YM Administration	YM Practice Standards
Credentialing Recredentialing Application - ID:733		Accounts Receivable	YM Administration; Credentialing
FIN/FIN - Accounting for Yale Medicine Private Practice Acquisitions - Procedure - ID:729	Procedure	YM Administration	Administration; YSM Finance; Finance & Administration; Controller's Office

Dean's Office

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
DEA - Bridge Funding - Policy - ID:629		Dean's Office
DEA - Development, Revision and Posting of YSM Policies, Procedures and Guidelines - Guidelines - ID:508	Policy	Dean's Office
DEA - Development, Revision, and Posting of YSM Policies, Procedures and Guidelines - Procedure - ID:509	Procedure	Dean's Office
DEA - Formal Feedback to Faculty - Policy - ID:584	Policy	Dean's Office
DEA - YSM Policy/ Procedure/ Guideline Exception Request - Form - ID:510	Form	Dean's Office
DEA - YSM Policy/Procedure/ Guideline Workflow - Reference - ID:512	Reference Material	Dean's Office
DEA - YSM Policy/Procedure/Guideline Proposal - Form - ID:511	Form	Dean's Office
DIV - Diversity at the Yale School of Medicine - Policy - ID:576	Policy	Dean's Office	Diversity; Diversity, Equity & Inclusion
FAC - Leadership Search - SOP - ID:594	Procedure	Dean's Office	Office of Academic & Professional Development; Faculty; Academic Affairs

Diversity, Equity & Inclusion

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
DIV- Yale School of Medicine Diversity Categories - Policy - ID:526		Diversity
GOV- Diversity Advisory Council- Bylaws - ID:217	Bylaw	Diversity	Bylaws; Governance

Education

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
EDU - Absenteeism From Clinical Clerkships - Policy - ID:720	Policy	MD Education	Attendance; Clerkship Phase Policies & Procedures
EDU - Absenteeism From Electives and Sub-Internships - Policy - ID:719	Policy	MD Education	ATP Phase Policies & Procedures; Attendance
EDU - Absenteeism from Mandatory Pre-Clerkship Curriculum - Procedure - ID:718	Procedure	MD Education	Attendance; Pre-Clerkship Phase Policies & Procedures
EDU - Academic Advising - Policy - ID:523	Policy	MD Education	Academic Progress; General
EDU - Academic Credit for Matriculating Ph.D. Students and YSM MSTP Students - Policy - ID:564	Policy	MD Education	Academic Progress; General
EDU - Academic Credit for YSM Joint or Dual Degree Students - Policy - ID:721	Policy	MD Education	Academic Progress; General
EDU - Access to Medical Students as Research Subjects - Policy - ID:61	Policy	MD Education	General; Student Life Policies
EDU - Admissions Committee Conflict of Interest (COI) - Policy and Procedures - ID:62	Policy	MD Education	Admissions; General
EDU - Advancement and Graduation Requirements - Policy - ID:107	Policy	MD Education	Academic Progress; General; Graduation Requirements
EDU - Assessment - Clerkship Exams - Policy - ID:63	Policy	MD Education	Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
EDU - Assessment - Course Exams and Qualifiers - Policy - ID:685		MD Education	Assessment, Remediation and Appeals; Pre-Clerkship Phase Policies & Procedures
EDU - Assignment of Clerkship Component Rotations for Students - Procedure - ID:507	Procedure	MD Education	Clerkship Phase Policies & Procedures
EDU - Cause for Removal from Courses, Clerkships, Electives and Sub-Internships - Policy - ID:112	Policy	MD Education	General; Professionalism and Academic Learning Environment Policies
EDU - Change in Student Status - Policy - ID:532	Policy	MD Education	Academic Progress; General
EDU - Clerkship Evaluation - Policy - ID:580	Policy	MD Education	Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
EDU - Clerkship Review Subcommittee (CRSC) - Bylaws - ID:692	Bylaw	MD Education	Clerkship Phase Policies & Procedures; Curriculum Review and Oversight; General
EDU - Clinical Skills Assessment (C-OSCE) Requirements for Graduation - Policy - ID:579	Policy	MD Education	General; Graduation Requirements
EDU - Clinical Supervision of Medical Students - Policy - ID:573	Policy	MD Education	Learning Environment, Supervision & Student Safety
EDU - Confidentiality of Medical Student Educational Records - Policy - ID:586	Policy	MD Education	General; Student Life Policies
EDU - Conflict of Interest (COI) Policy for Medical Student Education Didactic Sessions - Policy - ID:72	Policy	MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; General; Pre-Clerkship Phase Policies & Procedures; Professionalism and Academic Learning Environment Policies
EDU - Deferred Action for Childhood Arrivals (DACA) - Policy - ID:73	Policy	MD Education	Admissions; General
EDU - Educational Policy and Curriculum Committee (EPCC) - Bylaws - ID:797	Bylaw	MD Education	Curriculum Review and Oversight; General
EDU - Elective & Sub-Internship Evaluations - Policy - ID:74	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures
EDU - Elective Policy for Visiting Medical Students - Policy - ID:75	Policy	MD Education	ATP Phase Policies & Procedures; Learning Environment, Supervision & Student Safety
EDU - Elective Review Subcommittee (ERSC) - Bylaws - ID:693	Bylaw	MD Education	ATP Phase Policies & Procedures; Curriculum Review and Oversight; General
EDU - Equal Opportunity Statement - Guidelines - ID:77	Guideline	MD Education	Admissions; General
EDU - Exposure to Infectious and Environmental Hazards - Policy - ID:574	Policy	MD Education	Learning Environment, Supervision & Student Safety
EDU - Failure of USMLE Step 1, Step 2 CK or C-OSCE - Policy - ID:78	Policy	MD Education	Academic Progress; Assessment, Remediation and Appeals; General
EDU - Failure to Adhere to Research - Guidelines - ID:688	Guideline	MD Education	Assessment, Remediation and Appeals
EDU - Flow of Information for Suboptimal Student Behavior or Performance - Procedure - ID:585	Procedure	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Good Standing - Policy - ID:575	Policy	MD Education	Academic Progress; General
EDU - Learning Environment Subcommittee (LESC) - Bylaws - ID:694	Bylaw	MD Education	Curriculum Review and Oversight; General; Learning Environment, Supervision & Student Safety
EDU - Mapping & Integration Subcommittee (MISC) - Bylaws - ID:695	Bylaw	MD Education	Curriculum Review and Oversight; General
EDU - MD/PhD Program Advisory Committee - Bylaws - ID:696	Bylaw	MD Education	General
EDU - Medical Student Clerkship Evaluation - Form - ID:710	Form	MD Education	Clerkship Phase Policies & Procedures; General
EDU - Medical Student Clinical Work Hours - Policy - ID:86	Policy	MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Medical Student Elective-Sub-Internship Evaluation - Form - ID:118	Form	MD Education	ATP Phase Policies & Procedures; General
EDU - Mid-Course, Clerkship, Elective, and Sub-Internship Assessment and Feedback - Policy - ID:88	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Mistreatment and Harassment - Policy - ID:583	Procedure	MD Education	General
EDU - Narrative Assessment - Policy - ID:503	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Non-Academic Technical Standards - Policy - ID:91	Policy	MD Education	Admissions; General
EDU - Non-Involvement of Providers of Student Health Services or Family Members in Student Assessment - Policy - ID:504	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Performance Assessment Appeals - Policy - ID:572	Policy	MD Education	Learning Environment, Supervision & Student Safety
EDU - Policy Subcommittee (PSC) - Bylaws - ID:707	Bylaw	MD Education	Curriculum Review and Oversight; General
EDU - Pre-Clerkship Academic Workload - Guidelines - ID:578	Guideline	MD Education	Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Preclerkship Review Subcommittee (PCRSC) - Bylaws - ID:698	Bylaw	MD Education	Curriculum Review and Oversight; General; Pre-Clerkship Phase Policies & Procedures
EDU - Progress Committee - Bylaws - ID:699	Bylaw	MD Education	Academic Progress
EDU - Progress Committee Conflict of Interest (COI) - Policy and Procedures - ID:96	Policy	MD Education	Academic Progress; General
EDU - Progress Committee Policy for Inclusion of Adverse Action in the MSPE - Policy - ID:589	Policy	MD Education	Academic Progress; General
EDU - Re-Entry to the Wards for MD Students Taking Time Away from Clinical Work - Policy - ID:506	Policy	MD Education	Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
EDU - Re-Entry to the Wards for MD-PhD Students Taking Time Away from Clinical Work - Policy - ID:98	Policy	MD Education	Assessment, Remediation and Appeals; Clerkship Phase Policies & Procedures
EDU - Remediation - Policy - ID:706	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Request an Unexcused Absence - Form - ID:711	Form	MD Education	Attendance; Clerkship Phase Policies & Procedures
EDU - Request to Attend a Conference - Form - ID:494	Form	MD Education	Clerkship Phase Policies & Procedures; General
EDU - Required Attendance in Pre-Clerkship Curriculum - Policy - ID:496	Policy	MD Education	Attendance; Pre-Clerkship Phase Policies & Procedures
EDU - Required Attendance on Clinical Clerkships, Electives and Sub-Internships - Policy - ID:581	Policy	MD Education	ATP Phase Policies & Procedures; Attendance; Clerkship Phase Policies & Procedures
EDU - Responsible Use of Alcohol at Student-Organized Events - Policy - ID:104	Policy	MD Education	General; Student Life Policies
EDU - Review of Students, Adverse Actions, and Appeals - Policy - ID:444	Policy	MD Education	Academic Progress; Assessment, Remediation and Appeals; General
EDU - Standards of Professionalism - Policy - ID:505	Policy	MD Education	General; Professionalism and Academic Learning Environment Policies
EDU - Statement of Free Expression and Non-Discrimination - Policy - ID:69	Policy	MD Education	General; Professionalism and Academic Learning Environment Policies
EDU - Student Access and Use of Electronic Health Records - Policy - ID:686		MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; General
EDU - Student Organizations - Guidelines - ID:531	Guideline	MD Education	General; Student Life Policies
EDU - Student Physical Exam Room Recording - Guidelines - ID:664	Guideline	MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Student Review and Challenge of the Medical Student Performance Evaluation (MSPE) - Policy - ID:655	Policy	MD Education	Academic Progress; Assessment, Remediation and Appeals; General
EDU - Student Review and Challenge the of the Educational Record - Policy - ID:635	Procedure	MD Education	General; Graduation Requirements
EDU - Switching Out of Small Groups - Procedure - ID:94	Procedure	MD Education	Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Teaching Preparation for Residents, Graduate Students and Post-Doctoral Fellows - Policy - ID:577	Policy	MD Education	ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Learning Environment, Supervision & Student Safety; Pre-Clerkship Phase Policies & Procedures
EDU - Thesis Information and Guidelines - ID:109	Guideline	MD Education	General; Graduation Requirements
EDU - Timeliness of Evaluations: Courses, Clerkships, Electives, Sub-Internships and Research - Policy - ID:687	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures; Pre-Clerkship Phase Policies & Procedures
EDU - Tracking: Clerkship, Elective, or Sub-Internship Grade Appeal - Procedure - ID:95	Policy	MD Education	Assessment, Remediation and Appeals; ATP Phase Policies & Procedures; Clerkship Phase Policies & Procedures
EDU - USMLE STEP Graduation Requirements - Policy - ID:113	Policy	MD Education	Assessment, Remediation and Appeals; General
EDU - YSM Admissions Committee - Bylaws - ID:700	Bylaw	MD Education	Admissions; General
EDU - YSM Emergency Aid Fund - Procedure - ID:115	Procedure	MD Education	General; Learning Environment, Supervision & Student Safety
EDU - YSM Observership Policy - ID:114	Policy	MD Education	General; Student Life Policies

Faculty

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
FAC- Nomination and Renewal of Endowed Professorships within YSM- Procedure - ID:219	Procedure	Office of Academic & Professional Development	Academic Affairs

Finance & Administration

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
FIN/COM Web Publishing - Policy - ID:674	Policy	Communications
FIN/COM-Branding, Wordmark, Shield, Graphic Identities, and Logos for YSM-Guideline - ID:630	Guideline	Communications	YSM Branding and Logos
FIN/COM-Crisis Management Communications for YSM & YM-Procedure - ID:628	Procedure	Communications	Crisis Communications
FIN/COM-Internal Communications: Global Emails for YSM & YM-Procedure - ID:673	Procedure	Communications
FIN/COM-Program and Center Naming Conventions for YSM & YM-Guideline - ID:227	Guideline	Communications	Program & Center Naming
FIN/COM-Program Naming for Yale Medicine-Procedure - ID:228	Procedure	Communications	Program & Center Naming
FIN/COM-Social Media Policy - ID:634		Communications
FIN/COM-Web Publishing & Social Media for YSM & YM-Guideline - ID:633	Guideline	Communications	Digital & Web Publishing
FIN/COM-YSM Affiliation - Guideline - ID:617	Guideline	Communications	Digital & Web Publishing; YSM Branding and Logos
FIN/FIN – Academic Program Support (APS) and Faculty Excellence and Diversity Initiative (FEDI) Commitment – Policy - ID:796	Policy	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN – Academic Program Support (APS) Contribution – Policy - ID:802	Policy	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Academic Program Support Commitment - Guideline - ID:705	Guideline	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Cash Sales COA - Reference - ID:567	Reference Material	YSM Finance	Controller's Office
FIN/FIN - Chart of Accounts and Program Mission Guidance Presentation - Reference - ID:653	Reference Material	YSM Finance	Controller's Office
FIN/FIN - Clinical Trials Closure Checklist - Form - ID:529	Form	YSM Finance	Controller's Office
FIN/FIN – Department Funding of Faculty Commitments – Policy - ID:683	Policy	YSM Finance	Controller's Office
FIN/FIN – Department Funding of Faculty Commitments – Procedure - ID:792	Procedure	YSM Finance	Controller's Office
FIN/FIN - Endowed Professorship Income Distribution - Policy - ID:130	Policy	YSM Finance	Controller's Office
FIN/FIN - Endowment Income Spending - Procedure - ID:597	Procedure	YSM Finance	Controller's Office
FIN/FIN – Expense Report Secondary Approval: Deans, Chairs, and Lead Administrators/Senior Directors – Policy - ID:636	Policy	YSM Finance	Controller's Office
FIN/FIN - Expense Report Secondary Approval: Deans, Chairs, and Lead Administrators/Senior Directors – Procedure - ID:596	Procedure	YSM Finance	Controller's Office
FIN/FIN - FY24 Indirect Cost Rates (FA) Fringe Benefits and Recovery Mechanisms - Reference - ID:569	Reference Material	YSM Finance	Controller's Office
FIN/FIN - General Allocation (GA) - Guideline - ID:684	Guideline	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Monthly Accounts Receivable and Billing - Procedure - ID:137	Procedure	YSM Finance	Controller's Office
FIN/FIN - Non-Sponsored Accounts Receivable Write-Offs and Balance Sheet Reserves - Procedure - ID:787	Procedure	YSM Finance	Controller's Office
FIN/FIN - Purchasing Capital Equipment - Procedure - ID:723	Procedure	YSM Finance	Controller's Office
FIN/FIN - Q2 Forecast, Budget, and Long Range Plan Process - Reference Material - ID:663	Reference Material	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Space Allocation - Procedure - ID:639	Procedure	YSM Finance	Financial Planning, Analysis & Reporting
FIN/FIN - Workday Invoice Template - Form - ID:650	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Balance Classification - Reference - ID:651	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Centralized Billing for Workday - Procedure - ID:145	Procedure	YSM Finance	Controller's Office
FIN/FIN - YSM F&A Forms & Contracts Submission Guidelines - Reference Material - ID:527	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Faculty Effort Review - Policy - ID:660	Policy	YSM Finance	Controller's Office
FIN/FIN - YSM Faculty Effort Review - Procedure - ID:659	Procedure	YSM Finance	Controller's Office
FIN/FIN - YSM Faculty Effort Review Attestation - Form - ID:662	Form	YSM Finance	Controller's Office
FIN/FIN - YSM Gift Assessment Reduction or Waiver Accounting - Reference - ID:790	Reference Material	YSM Finance	Controller's Office
FIN/FIN – YSM Gift Assessment Reduction or Waiver Request – Reference - ID:791	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Mission Coding - Guideline - ID:709	Guideline	YSM Finance	Controller's Office
FIN/FIN - YSM Recommended Program Usage - Reference - ID:652	Reference Material	YSM Finance	Controller's Office
FIN/FIN - YSM Revenue Assessment Chart FY24 - Reference - ID:568	Reference Material	YSM Finance	Controller's Office
FIN/FIN – YSM Salary over the Pension Cap – Procedure - ID:803	Procedure	YSM Finance	Controller's Office
FIN/FIN - YSM VA Salary Coding - Procedure - ID:149	Procedure	YSM Finance	Controller's Office
FIN/OPS - Academic Leaves of Absence - Procedure - ID:123	Procedure	YSM Operations	Academic Appointee Administration
FIN/OPS - Clinical Fellow Health Insurance Subsidy - Policy - ID:682	Policy	YSM Operations	Academic Appointee Administration
FIN/OPS - Clinical Fellow Health Insurance Subsidy - Procedure - ID:681	Procedure	YSM Operations	Academic Appointee Administration
FIN/OPS - Disposition of University-Owned Computers and Cellular Phones - Procedure - ID:129	Procedure	YSM Operations	ITS
FIN/OPS - Faculty Annual Compensation Review - Procedure - ID:717	Procedure	YSM Operations	Academic Appointee Administration
FIN/OPS - YSM Child Rearing Leaves - Procedure - ID:146	Procedure	YSM Operations	Academic Appointee Administration
FIN/OPS - YSM Departmental Compensation Plans - Guidelines - ID:224	Guideline	YSM Operations	Academic Appointee Administration
FIN/OPS - YSM Minimum Commitments Guidelines - ID:225	Guideline	YSM Operations	Academic Appointee Administration

Governance

Title of Policy, Procedure, or Document	Type	Category
GOV- Dean's Faculty Advisory Committee- Bylaws - ID:216	Bylaw	Bylaws
GOV- Executive Group- Bylaws - ID:414	Bylaw	Bylaws
GOV- Senior Appointment & Promotion Committee- Bylaws - ID:656	Bylaw	Bylaws
GOV- Tenure Appointments Committee of the Biological Sciences (TACBS) Committee- Bylaws - ID:221	Bylaw	Bylaws
GOV- Term Appointment & Promotion Committee- Bylaws - ID:657	Bylaw	Bylaws
GOV- Yale Medicine Board- Bylaws - ID:223	Bylaw	Bylaws
GOV-Board of Permanent Officers- Bylaws - ID:215	Bylaw	Bylaws
Yale Medicine Compliance Champions (YMCC) Committee Charter - ID:646	Committee Charter	Committee Charters
Yale Medicine Compliance Committee Charter - ID:645	Committee Charter	Committee Charters

Research

Title of Policy, Procedure, or Document	Type	Category	Sub-Categories
RES/YCCI-0101-SOP Development, Review and Approval-Procedure - ID:214	Procedure	YCCI	YCCI-General Administration
RES/YCCI-0103-Record Management and Retention-Procedure - ID:194	Procedure	YCCI	YCCI-General Administration
RES/YCCI-0105-Emergency Operations Plan-Procedure - ID:180	Procedure	YCCI	YCCI-General Administration
RES/YCCI-0308-Delegation of Authority-Procedure - ID:722	Procedure	YCCI	YCCI-Regulatory Affairs
RES/YCCI-0401-Protocol Risk Assessments-Procedure - ID:193	Procedure	YCCI	YCCI-Quality Assurance
RES/YCCI-0402-Conducting Internal Reviews (Sponsor, Institutional)-Procedure - ID:176	Procedure	YCCI	YCCI-Quality Assurance
RES/YCCI-0501-Pre-Study Qualification (Sponsor)-Procedure - ID:191	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0502-Site Initiation Visits (Sponsor)-Procedure - ID:207	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0503-Interim Monitoring Visits (Sponsor)-Procedure - ID:184	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0504-Close Out Visits (Sponsor)-Procedure - ID:175	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0506-Site Initiation Visits (Site)-Procedure - ID:206	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0507-Monitoring Visits (Site)-Procedure - ID:188	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0508-Close Out Visits (Site)-Procedure - ID:174	Procedure	YCCI	YCCI-Monitoring
RES/YCCI-0601-Initial IND Submission (Sponsor-Investigator)-Procedure - ID:183	Procedure	YCCI	YCCI-Sponsor: Devices, Drugs and Biologics; Sponsor
RES/YCCI-0701-Charge Review-Procedure - ID:170	Procedure	YCCI	YCCI-Clinical Research Budgeting & Financial Management
RES/YCCI-0702-Preauthorization of Patients for Clinical Trial Participation-Procedure - ID:178	Procedure	YCCI	YCCI-Clinical Research Budgeting & Financial Management
RES/YCCI-0703-Clinical Billing Risk Assessment-Procedure - ID:202	Procedure	YCCI	YCCI-Clinical Research Budgeting & Financial Management
RES/YCCI-0704-Clinical Billing Risk Assessment Score Sheet-Procedure - ID:203	Procedure	YCCI	YCCI-Clinical Research Budgeting & Financial Management
RES/YCCI-1201-Source Documentation-Procedure - ID:208	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1202-Source Documentation Redaction-Procedure - ID:209	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1205-Protocol Training-Procedure - ID:669	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1207-Participant Recruitment-Procedure - ID:714	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1208-Adverse Events-Procedure - ID:677	Procedure	YCCI	YCCI-Clinical Research Operations
RES/YCCI-1220-Phlebotomy and Blood Sampling-Procedure - ID:190	Procedure	YCCI	YCCI-Clinical Research Operations; Lab Services
RES/YCCI-1221-Sample Tracking-Procedure - ID:205	Procedure	YCCI	YCCI-Clinical Research Operations; Lab Services
RES/YCCI-1222-Clinical Trial Specimen and Kit Destruction-Procedure - ID:171	Procedure	YCCI	YCCI-Clinical Research Operations; Lab Services