Drive transformation within your organization with the help of PolicyMedical onboarding, training, concierge services, support and client success management.

Our customer success team prides itself on delivering fast response times, meeting implementation timelines and providing regular, timely communication. Our dedicated experienced staff includes Project Managers, Trainers, Client Success Managers and Support Engineers. We also have deep clinical expertise that enables us to fully appreciate and understand how your medical staff will be accessing the platform.

New Customer Onboarding

policymedical onboarding

Our experienced project managers will work with you to design a project delivery plan that considers your specific needs and goals. Working with you, our team will take you through a proven framework to project delivery that will minimize risk and deliver a faster return on your investment. We are with you through every phase of the project.

Leveraging decades of experience in healthcare IT implementations, our team will share best practices for setting up folder structures, policy formatting and uploading documents. Customers are provided with configuration checklists along with several turnkey templates to communicate timelines and expectations across the organization. Our communications team is also available to help coordinate internal launch events with your users to increase awareness and system adoption.

Our team works diligently with you to achieve all milestones for a seamless implementation.

"My organization uses both Contracts Manager and PolicyManager. The PolicyMedical team has been extremely helpful throughout onboarding and implementation for each module. They have answered our questions in a timely manner. If a particular team member does not have an answer for us, they do a great job of connecting with others on their team who can assist us. I’ve been impressed by how responsive and nice everyone is. The team’s excellent customer service has made onboarding, implementation, and use of the PolicyMedical system easier for us.

Jackie Rodriguez, Assistant General Counsel, Camden Coalition of Healthcare Providers

"We just moved to PolicyMedical as an online policy system and have been very happy with the version control and consolidation of policies that it has provided.  We have been able to reduce the number of organization wide duplicated policies and that has been a long-time goal.  We are now looking at their contract management module and it has a lot of the features we are looking for.  The customer service and on-boarding process has gone well for us."

Ellie Skelton, CEO | Executive Director, Touchstone Mental Health

Product Training

product training

Role-based hands-on training ensures that you get the most out of your investment in PolicyMedical. Training is provided virtually or on-site in an instructor-led classroom. Our experienced trainers will review features, functions and capabilities of the product during the training session catering to the needs of Systems Administrators and Power Users. Our on-site classroom training provides students with a traditional learning experience allowing users to engage in classroom discussions or chats. Custom training is available upon request.

“We were extremely pleased with the training and support provided by the PolicyMedical team. The trainer was flexible in scheduling our sessions, and provided a thorough walk- through of the features of the system. She truly served as our transition partner. I could not imagine being successful with implementation without the level of training and support that is offered by PolicyMedical. Thank you for providing this level of service.”

Lateefah Collingwood, Director of Integrated Learning, Carondelet Health Network

“The web-based training offered by PolicyManager covered - in a clear, organized fashion - the key functionality of the product. This training was tailored for our hospitals and users, and prepared them well for their responsibilities creating, updating, and approving policies. Bianca, our trainer, was knowledgeable and patient. I recommend that all new PolicyManager users participate in a training webinar.”

Erin E. Perry, Director – Organizational Development, LCMC Health

Concierge Services

Concierge Services

Whether you need advice or have limited resources, our experienced consultants are on hand to collaborate with you. Our menu of services allows you to mix n’match the services that best meet your business needs.

Services include:

  • Analysis & Document Rebranding
  • Basic Document Import
  • Single Version Document Import with Metadata Population
  • Multiple Version Document Import with Metadata Population
  • Custom Migration & Import Services
  • Policy Writing/Management Workshops & Consulting

“We had over 4,000 policies that would have taken weeks to upload to a new policy management system. PolicyMedical migrated it all over in a couple of days, saving us hundreds of man hours & providing more time to focus on our implementation.”

Ara Shanlian, Kaiser Permanente Los Angeles Medical Center

“The Policy Writing course offered through PolicyMedical has been transformative to our organization. By providing an overview and direction specific to our policy writing needs the instructor was able to engage employees long after they left the classroom. The instructor was knowledgeable, friendly, approachable and made policy writing interesting!”

Lee Ann Clark, Project Manager, Information Technology PMO, St. Joseph’s Hospital

Customer Support

Customer Support

Our team is committed to delivering a world class customer experience. Known for their fast, reliable service, our support engineers are available 24/7 via email, phone and live chat. Our support portal is the gateway to self-help resources including knowledge base articles, FAQs, on-demand webinars, video tutorials, reference guides and product updates.

Support Contact Details:
Tel: 1.888.697.6331 ext. 1

“As always, PolicyMedical and all those who assist us from PolicyMedical are awesome. The customer service provided is superb and should be a role model for all other businesses throughout the world.”

Myra Jones, Ballad Health (formerly Mountain States Health Alliance)

Client Success Management

Client Success Management

Your success is our success. Helping you meet your business goals, realize return on investment and drive system usage is important to us. Post launch, our team will provide hands-on guidance and support to ensure you successfully meet your business goals. We’re in lockstep with you throughout your entire journey. Your dedicated Customer Success Manager works closely with your solution champions and key stakeholders to map your path to success.

Our team uses the following collaborative methodologies:

  • Quarterly business reviews
  • Goal setting and analysis Forecasting and planning
  • Data analysis of platform usage
  • User adoption assessment
  • Performance reports – you and us

Together we will help you maximize usage, user adoption and business benefits of your investment in PolicyMedical solutions.

"Looking over the past few years’ experiences with PolicyMedical, we can say now with some cheer that we kind of like P&Ps! The system is fairly easy to learn, with lots of support, and a-rockin' search engine! Implementation was easy, and once we developed our own in-house training and support system for new employees and our dear P&P-phobic managers, the level of activity has increased, and the level of anxiety has decreased personally feel like Policy Medical ‘family’ and appreciate your hard work, your interest in our needs (and weird issues), and send a thank you all."

Marguerite Kelley, Medical Staff Coordinator, Klickitat Valley Health

"Any time I have had a problem, the response time and helpfulness of your Customer Service department has been fabulous! They are polite yet personable and very patient with my confusion and questions. I appreciate the time the representatives are willing to spend to explain things in detail so that I can understand the solution and be able to apply it to the benefit of our staff! I wish more companies modeled your Customer Service Department!"

Julie Zielke, Clinical Educator, Christus Good Shepherd Health System

They trust in us

Cox health

Our team looks forward to collaborating with you. Let us know how we can help.