POLICY MANAGEMENT

SOFTWARE SET-UP

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Sit with your policy team and draft an MS Word document on how you want your ideal table of contents to look.

Work on prioritizing important folders and eliminating needless subfolders. Label them in plain language that your frontline staff can understand.

STEP 1: FOCUS ON SETTING UP YOUR TABLE OF

CONTENTS

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Doing this will save you a lot of time and money. I suggest doing this yourself and not hiring or paying an outside 3rd party to do so.

The goal here is to find where all policies and procedures are, record what format they are in, flag and remove duplicate and obsolete policies and identify any content gaps.

STEP 2: CONDUCT A POLICY INVENTORY

• However if you don’t do this step you are risking the creation of what I call “electronic policy chaos” within your policy management software application.

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Almost all policy management systems and policy management vendors will tell you how easy it is to load policies into a policy management software solution.

STEP 3: UPLOAD POLICIES

• The fields if filled out correctly that will turn your new policy management software from a glorified file management system into a world-class policy management solution are the following:• Policy Name.

• The people that are responsible for the policy.• The next review date for the policy.• Linking accreditation and regulatory data to

the policy.

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The idea here is to look at your approach to policies and your current approval process (outside of any policy management software solution) and map out the most common roles people assume.

These will serve as your roles within policy management for those people that are doing things beyond simply reading them.

STEP 4: FIGURE OUT THE ROLES THAT YOUR SPECIAL POLICY CONTRIBUTORS WILL ASSUME IN YOUR POLICY

MANAGEMENT SOFTWARE

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For more information and advice, visit our Knowledge

Center at policymedical.com/blog

FOR MORE:

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THANK YOU FOR READING