Walkthrough: Managing Compliance and Regulations in HUB Healthcare

Introduction: In HUB Healthcare, managing compliance and adhering to regulations is critical. The platform offers a comprehensive workflow system that can be customized to track compliance-related cases, encompassing documents, forms, financial information, products, inventory, tasks, and other pertinent details. This walkthrough guides you through creating a specific workflow to manage compliance effectively.

Detailed Step-by-Step Guide:

Step 1: Setting Up Your Compliance Workflow

• Guide: Begin by setting up a workflow specifically designed for compliance management. For more on workflows, click here - setting up workflows
• Action: In HUB Healthcare, navigate to the workflow creation section and select the option to create a new workflow. Name it appropriately, for example, "Compliance Management Workflow."

Step 2: Customizing Workflow Stages

• Guide: Customize the workflow to include stages relevant to compliance, such as 'Document Verification,' 'Regulatory Review,' 'Financial Auditing,' etc.
• Action: Add each stage, defining the necessary steps and criteria for progression.

Step 3: Creating Compliance Cases

• Guide: Once your workflow is set, start creating cases for specific compliance tasks.
• Action: Go to the 'Cases' section, and create a new case under your Compliance Management Workflow.

Step 4: Tracking Documents and Forms

• Guide: For document-intensive compliance processes, ensure all necessary forms and documents are tracked.
• Action: Use the 'Document Sharing and Management' feature to upload and link all relevant compliance documents to the specific case.

Step 5: Managing Financial Information

• Guide: Financial compliance is key. Track and manage all financial information related to the case.
• Action: Within the case, add sections or links to financial reports, audits, or billing information.

Step 6: Product and Inventory Tracking

• Guide: Ensure compliance in terms of products and inventory, especially for items with regulatory implications.