Purpose
Clear statement of scope, target audience, and applicability across departments and affiliated institutions.
A clear handbook reduces ambiguity, supports consistent training, and documents compliance steps required by accrediting bodies and federal law. It serves as a single source for operational rules, privacy safeguards, and expectations between hospital and educational partners.
The handbook is used by multiple roles across academic and clinical settings; examples below explain common responsibilities.
Each group uses different sections: clinical supervisors use policy and assessment sections; administrators use onboarding and records guidance.
Clear statement of scope, target audience, and applicability across departments and affiliated institutions.
Supervision levels, acceptable procedures for learners, escalation of patient-safety events, and on-call expectations.
HIPAA obligations, FERPA considerations for student records, consent protocols, and required privacy addenda.
Credentialing steps, immunization and training requirements, badge access, and orientation checklists.
Evaluation forms, milestone assessment schedules, remediation processes, and documentation standards.
Standard templates, signature blocks, notarization or witness requirements, and submission routing instructions.
| Field | Configuration |
|---|---|
| Authentication Method | Email link by default; use SMS or KBA for higher assurance. |
| Signing Order | Use sequential routing for role-based approvals. |
| Audit Trail | Enable IP, timestamp, and action logging on all transactions. |
| Retention Tagging | Apply document type and legal-hold tags for records management. |
Choose a platform that supports required authentication, audit trails, and integrations with hospital systems.
Complete credentialing and handbook acknowledgment before first clinical shift.
Update training and acknowledgments at least once per year.
Retain I-9 forms per federal timing rules after hire or termination.
Document initial and refresher HIPAA training on the expected schedule.
Publish handbook revisions with effective dates and notify stakeholders promptly.
Compile policies and stakeholder inputs for initial version.
Obtain counsel review for regulatory and privacy compliance.
Get approvals from academic and hospital leadership.
Publish final handbook and notify affected parties.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A large teaching hospital standardized onboarding across 12 departments to reduce credentialing time by centralizing forms.
A community hospital aligned its policies with an affiliated medical school for joint rotations.