Can I personalize policy management software to suit me?

If there is one question that I have heard every organization ask over the years is, “Is it possible to personalize policy management software to suit my needs?” And my answer is always “Of course you can!” Regardless if the question is being asked during the sales or implementation process this is an important question. It’s understandable audience members want to know if they can customize an application to meet the needs of their organization. Every healthcare provider is different and they want to ensure that an application can be flexible. Good healthcare policy management software should have this flexibility. If you are investing the time and money rolling out a new system then you want it to suit your needs. It may even be the case that the parameters of the software does not suit your needs.

Regardless of the application you are choosing to implement the common areas of personalization most clients ask me are:

Can we customize the access rights to the policy management application?
Can we personalize our Table of Contents?
Can we personalize our settings?

Customizing Access Rights Of The Policy Management Software

Having the flexibility to customize access rights is an important factor for clients because this allows them to control what their colleagues will be able to do within the application. For example there may be certain confidential documents that are to be accessible by senior leadership only. You may also want to ensure that only a set group of individuals are able to edit or create documents, therefore the appropriate content is being generated. In addition you may want to customize your policy management software to provide certain members of your organization access to specific functionalities such as generating reports or adding new users into the application. Being able to customize your access rights to a policy management application allows you to set document control for your policies.

Customizing The Table Of Contents

Customizing the Table of Contents is an important topic that audience members are concerned about when selecting a policy management application because they want to ensure that they have flexibility. Every organization is different when it comes to arranging their documents in a certain folder structure, some may choose to have several sub categories, while others may want to limit the number of folders. The more options and flexibility you have the easier it will be to manage your Table of Contents

Customizing Set-Up Tools

Finally, having an application that allows organizations to customize their settings provides freedom as to how they want to manage their documents. For example certain facilities may want to send email reminders for documents on a monthly basis, while others might want it to be on a weekly schedule. Facilities can also customize their policy management application by uploading their unique document templates to be used for editing or creating documents. Furthermore they can create their own unique workflows to control the document creation process. It is possible for organizations to select what external resources they want to attach to their policies so as to customize their content.

Deciding To Personalize Policy Management Software

These are just a few ways as to how organizations can customize their policy management system. Applications that provide flexibility and robustness help with document control processes. It also helps them manage their policies in a manner that best suits the needs of their environment.

At PolicyMedical our flagship software, PolicyManager, has a lot of flexibility and customization options. If you would like to find out more then please do not hesitate to contact us. Or you would like to request a demonstration please click here.

About the author

Yusuf Rawji

I have been with PolicyMedical for nearly 3 years and my role within the organization is as Client Interactions Manager. This role allows me to interact with our audience members in several ways and I manage the team that is responsible for implementing, training and supporting our clients for our various products. Working at PolicyMedical has helped me develop several skills in my professional and personal life. With over 15 years of experience in the customer service field I am continually learning new things and ideas on how to keep our clients happy. The greatest thing I love about working with PolicyMedical is it allows me to be myself (some of my team members argue this is a bad thing) and allows me to help individuals in their daily lives.