This course covers the importance of a policy manual and the standard types of information and materials necessary for constructing a good policy manual. Serves as an aid for those creating a policy manual. Improves your ability to provide consistent professional services to consumers and avoid liability.
Learning Objectives:
- Explain importance of a policy manual
- Increase compliance with the law
- Improve level of service to consumers
- Better management of high-risk areas of practice
- Aid the in the development of a policy manual
Course Topics:
- Topics include:
- Importance of a policy manual
- Important policies
- How to develop a policy manual
- Office policies
- Electronic and Internet policies
- Standard forms
- Mandatory disclosures
- Improving customer service
- Increasing compliance with laws
- Ethics
- Risk managemen