Partners Compliance and Business Integrity has implemented the online submission, history and reporting of Conflict of Interest (COI) documentation to help manage the process of identifying potential conflicts on an individual’s position, given outside roles and /or commitments. All Medical / Professional Staff members with Harvard Medical School (HMS) faculty appointments, physicians employed by Partners, and other key personnel as identified by hospital leadership or their Supervisors will complete a series of forms on a periodic basis. The information will be stored within the database in a secure manner. This information can be joined with other information available about the person on the Insight system such as sponsored grant applications and consulting agreements.
The Insight Conflict of Interest Module will be used to allow Partners to better evaluate potential risks by gaining an accurate view of the full scope of an individual’s outside activities and time commitments.
Business users are granted permission to the COI User Interface with 4 distinct access levels:
Individual access: allows one to add / edit MY COI, view COI history for that individual only, and print the current report at any time.
Supervisor access: allows the same capability as an Individual, as well as the ability to:
View and print reports of any individual in their hierarchy who has submitted a COI
Review any individual in their hierarchy who has submitted a COI. (This changes the status from “Submitted” to “Reviewed”.)
Super User access: allows the same capability as Individual access as well as the ability to:
Run custom reports
View or print COI and COI History for any individual in the system
Add / Edit My COI forms on behalf of an individual
Add, Maintain or Remove users within the Supervisor Hierarchy
Access the Data Management Page to accept or reject new entity names
Access the Communication Management Page to set up the e-mail for open enrollment, individuals, notification, and reminders
Access the Forms Management Page
Access the Delegate Management Page
Delegate access: Super Users have the ability to assign one or many delegates to a Supervisor. A person can be a delegate for multiple Supervisors. Delegates have the ability to:
Add / edit their own COI if they are required to complete one
Perform Supervisor functions for any and all Supervisors they are a Delegate for:
view and print reports of anyone in the Supervisor’s hierarchy
review any individual in the Supervisor’s Hierarchy
The My COI Page is the default page for all access levels within the COI module. Each user will have varying degrees of access indicated by the navigation bars below the “Conflict of Interest” main header as follows:
Individuals will only have the MY COI page tab header within the COI module.
Supervisors will have the page tab headers MY COI, Supervisor Summary, and Hierarchy Maintenance.
Super Users will have the page tab headers MY COI, Supervisor Summary, Hierarchy Maintenance, Custom Reports, Forms Management, and COI Admin.
Delegates will have the page tab headers MY COI, Supervisor Summary, Hierarchy Maintenance.
Screenshot: Conflict of Interest Sub-Navigation Tabs
NOTE: Please remember to set your browser to allow pop-ups. If pop-ups are blocked, you will not see some of the COI reports.