Workflow & Collaboration
Our policy management software collaboration tools are built with your workflow processes in mind:

Workflow Collaboration

Policy updates and notifications will be shared in a more integral way, paving the way for open and clear communications among your policy committees.

Digital Signatures

Sign-off on policies is done electronically, with Digital Signatures. Tracking down and physically signing a piece of paper is no longer necessary, simplifying the process, and freeing up time.

Microsoft Office Integration

Create, revise, and publish policies, all within the system. The unique integration with Microsoft Office allows for a seamless process, and policy version control is practically guaranteed.

Automated Notifications

Outdated policies will not remain unnoticed by Policy Reviewers, with automatic e-mail notifications indicating which policies are up for review.

Committees & Workflow

PolicyManager ™ enables users to set up committees and workflows to standardize the way a policy is revised each time. Collaboration has never been easier.

PolicyManager™ will increase document circulation efficiency:

Policy Circulation

For policies that appear in various folders and locations, PolicyManager’s “Circulate” feature ensures that when one policy is updated, all of them are updated.

Version Control

Accessing previous versions of a policy for the next unannounced auditor visit, requires just one click of the button. Risk management will immediately appreciate the benefits of policy version control and archiving.

Custom Reporting

Create custom reports based on data that is most relevant to any healthcare organization. PolicyManager’s reporting capabilities were built with your compliance, quality and accreditation goals in mind.

Policy Archiving

PolicyManager™ automatically archives previous policy versions as soon as a policy is updated. Archives are stored chronologically, and can be accessed in reporting.

Policy Crosswalking

Policy Owners will automatically receive an alert when a regulatory body, such as the Joint Commission, updates a standard that affects their policy. The ability to link policies with up-to-date regulatory standards, finally satisfies the missing void in fully automating policy lifecycle management.

Risk and Compliance
A policy management solution to reduce your risks and improve quality:

Regulatory Standard Links

To help enhance compliance in the organization, documents within PolicyManager™ can be mapped to the appropriate regulation or standard.​ ​​

Easy Attestation

PolicyManager™ helps enable users to maintain an ever-ready state of compliance. The iAttest feature alerts frontline staff of required attestation, and is an essential asset to Risk and Compliance.

Operational Efficiency
On-demand access to policies and procedures:

Optimized for Tablets

PolicyManager™ is now accessible through both iOS and Android tablet devices. Healthcare professionals can enjoy the benefits of efficient policy management more conveniently on demand.

Document Linking

PolicyManager™ allows various documents to be linked within the system. For example, a relevant form or contract can be linked to a policy, saving the user time, and avoiding a lengthy search process.

Usability and One-Click Searching

PolicyMedical’s clients have steadily complimented the software on its overall ease of use, and ability to search anything in just one click.

Quick and Easy Accessibility

PolicyManager™ permits quick access to content that is relevant to each staff member. Users can bring up any policy from any computer in as little as 5 seconds.

Technical Specifications
User control increases document and network security:

Site-Specific Access

With the use of IP addresses, PolicyManager™ provides the option to allow a single site in a multi-facility organization to access documents that are only specific to that site.

Controlled Access

Administrators have full control over granting users (or groups of users) different levels of access to reading and editing documents, thus increasing overall security and privacy.

Single Sign-On Capability

User accounts are LDAP compatible, which means that a medical facility’s user accounts can be migrated directly into PolicyManager™.


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