Testimonials
"...I have determined that PolicyTech seems to be the only one who 'gets it' when it comes to policy management and control."
Dorian Cougias Industry Analyst
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Learn more about policy management
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Policy Management Build vs. Buy: Why Policy Management Makes Sense New! by Michael Rasmussen
Many companies have decided to create their own policy management software. While the principles of managing policies seem simple--especially if you are dealing with mostly text-based documents--the actual control aspects of policy management can be quite complicated. A policy manager must also track writers, reviewers, approvers, and readers to be effective in monitoring the documents.
"Policy Management Build vs. Buy: Why Policy Management Software Makes Sense" explains the benefits and monetary savings of going with a tested and trusted policy management system.
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Software Solutions to Manage Strategic Policies
Policies and procedures are the foundation of every business. Unfortunately, this foundation is often ignored or forgotten. Companies with poor policies and weak policy management limit the productivity of employees as well as the overall level of service quality. The Software Solutions to Manage Strategic Policies white paper offers best practices for policy management within your organization.
This guide will explore the following topics:
Identify the issues that may be impacting your company's policy management
Define the policy management lifecycle
How to overcome specific policy management challenges
Understand the benefits of using an electronic policy management system
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Top Reasons Managers Choose PPM
Maintaining a database of policies and procedures that are accurate and accessible can seem like a daunting task. You might have asked yourself the question, "Why do I need policy management software?" Experience has demonstrated that a software-based policy manager can reduce the workload of a policy manager while improving the overall employee awareness and adherence to company policies.
See "Top Reasons Managers Choose PPM" to see simple reasons that policy management software can be easy to use and quick to implement.
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Managing the Policy & Procedure Puzzle
Successfully assembling all of the pieces of policy and procedure documentation is a puzzle for many organizations. Compliance and quality standards demand a high level of uniformity and accountability that can be difficult to achieve under the best of circumstances. To solve the puzzle, many organizations rely on paper and binder techniques because of perceptions of poor technology and high cost. However, using today's software-based policy managers can save time, save money, and improve the quality process for policy and procedure documents. In this article, learn best practices in putting your policy management puzzle together. |
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The benefits of online policy and procedure management systems by The American Society of Healthcare Risk Management
Operational inefficiencies, sub-optimal patient care, financial losses and missing or ineffective sanctions for non-compliance are all potential outcomes that can stem from passive policy and procedure management. Automation can help solve these problems and provide strategic, operational and financial benefits to health care organizations and their professionals. Through this article, the American Society of Healthcare Risk Management analyzes how the implementation and use of an online policy and procedure management system can facilitate and support excellence and sound risk management practices in compliance and accreditation, document management, education and risk management/patient safety. |
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E-Policy Management: Progressing Patient Safety by The Association of Healthcare Internal Auditors
The nature of paper-based policies is fraught with recognized issues which can affect organizational goals of providing safe and quality-centered patient care. Policies need to be readily available for reference by staff and they need to be current. Moreover, polices need continual and timely review and approval. The nature of manuals sitting on shelves or elsewhere can be contrary to well-intentioned objectives. In this article, read about the tie between the 2001 Institute of Medicine report on quality and the need to ensure that the quality in our organizations is improved through automating policy management. |
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PNC Bank
Even though PNC Bank used electronic solutions (an intranet and Lotus Notes) to manage their policies, they still struggled with finding documents, inadequate document organizational structures and not having a centralized location that was easily accessible. By switching to Policy & Procedure Manager, PNC Bank has improved document organization as well as their ability to find documents through a dependable search. Moreover, PNC now enjoys a consistent, centralized location for policy management. |
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Valero
Port Arthur needed a way to keep their policies and procedures accessible, orderly, and accurate. Given the tough economic times in 2008, Port Arthur was also looking to get this done in the most cost-effective way possible. Using PolicyTech's Policy & Procedure Manager� (PPM) Port Arthur met these goals in an affordable, yet technology oriented manner. |
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Eastern Idaho Regional Medical Center
After experiencing the benefits of PolicyTech's software at two former hospitals, a hospital's Director of Quality Management again implements Policy & Procedure Manager as the policy management solution for a third hospital--Eastern Idaho Regional Medical Center (EIRMC) with the important goals of cutting costs while increasing productivity and compliance. |
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Methodist Health System
Methodist Healthcare System (MHS) of San Antonio utilized what they termed a "horrible" document management system that used primitive search methods, did not support uploading of documents, and routinely lost or truncated documents within the system causing great difficulty during Joint Commission surveys. To remedy the problem, MHS now utilizes PolicyTech's Policy & Procedure Manager (PPM) to make the process much more reliable. In addition MHS can leverage PPM's automated policy tracking, readership quizzing, as well as repurpose documents which saves time and money. |
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Ventura County Human Services Agency
Using PolicyTech's� Policy & Procedure Manager�, Ventura County Human Services Agency utilizes policies and procedures to provide services and benefits affordably and efficiently through 17 locations serving the 700,000 residents of the county. |
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Palm Beach Pathology
Palm Beach Pathology needed to move important policies and procedures from paper binders to a more efficient policy management system that would improve their College of American Pathologists (CAP) inspections. |
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Carolina Telecom
Carolina Telecom needed to keep employees current on company policies and procedures while working at a dozen retail locations in the greater Carey, N.C. area. The company tried unsuccessfully to use email to track documents but failed because of insufficient tracking capability. Using PolicyTech's Policy & Procedure Manager, Carolina Telecom took control of their policies and paved the way for expansion. |
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Consumer Credit Counseling Services
PolicyTech's Policy & Procedure Manager helps one of America's premier non-profit credit counseling agencies manage thousands of policy and procedure documents to maintain compliance standards for multiple oversight bodies. |
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Sumner Mental Health Center
Sumner Mental Health Center (SMHC) moved its HIPAA policies and procedures from notebooks to Policy & Procedure Manager to make their policy documents manageable and increase HIPAA accountability |
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supplyForce
PolicyTech's Policy & Procedure Manager helps supplyFORCE, a major commodity management and procurement firm, get ISO 9001:2000 certified by maintaining organized policy and procedure documents. |
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City of Black Hawk, Colorado
PolicyTech Policy & Procedure Manager solves a modern boom town's policy and procedure management struggles and helps prevent litigation. |
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San Juan Regional Medical Center
Policy & Procedure Manager slashes six months off of a hospital's policy process and maintains policies in one easy to access location. |
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Milford Police Department
The Milford Connecticut Police Department used PolicyTech's Policy & Procedure Manager (PPM) to simplify the department's daily needs for viewing policy and procedures by creating a centralized electronic database of policies that is easy to access from any computer. The department also benefits from the archive function that saves each version of every document for later reference. |
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Policy Management Build vs. Buy: Why Policy Management Makes Sense New! by Michael Rasmussen
Many companies have decided to create their own policy management software. While the principles of managing policies seem simple--especially if you are dealing with mostly text-based documents--the actual control aspects of policy management can be quite complicated. A policy manager must also track writers, reviewers, approvers, and readers to be effective in monitoring the documents. Industry expert Michael Rasmussen provides an excellent analysis of the pros and cons of the "make versus buy" dilemma.
"Policy Management Build vs. Buy: Why Policy Management Software Makes Sense" explains the benefits and monetary savings of going with a tested and trusted policy management system. |
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Policy and Procedure Manager ROI Explanation
Many companies resist adding a software-based electronic policy manager to their cache of business tools because of the perceived costs of purchasing the software. However, in most cases Policy & Procedure Manager saves companies thousands of dollars by reducing the time and money required to manage, update, and publish policies.
Review this ROI Explanation Document to see just how Policy & Procedure Manager can reduce costs for your organization. |
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Creating Order out of Chaos
Effective policy management starts with a lifecycle approach to managing policies. This is the process of managing and maintaining policies throughout their effective use within the organization.
Learn from Michael Rasmussen, former Forrester Analyst and the President of Corporate Integrity on how to create a lifecycle approach to managing your policies and procedures through the key steps of creation, communication, management, and maintenance. |
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Keeping the Look
Leading organizations establish a policy style guide with templates to achieve consistency across policies and align them with the corporate culture and brand. Without standards, policies can damage the corporate image and end in costly confusion and delay.
Learn from Michael Rasmussen, former Forrester Analyst and the President of Corporate Integrity on how to increase policy effectiveness through templates and style guides that achieve a consistent taxonomy, format, structure, language use, and definitions across policies. |
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Getting the Word Out
Having policies and procedures in place is just the first step in meeting compliance standards. Getting the word out to employees and ensuring they understand policies and their associated risks is the next step in linking policies to company performance.
Watch the webinar Getting the Word Out by Michael Rasmussen to see the tools for effectively communicating and monitoring procedures that translate into performance benefits.
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AHA Webinar - Effective Policy Management: A Pre-Requisite, Not an Elective
The typical organization faces a variety of problems when it comes to managing policies and procedures, including documents that are out of date, ineffective or not aligned to business needs. The doors of liability are open when organizations have policies in place that are inappropriate or out of compliance. A recent CISCO study found that 25% of employees are unaware of policies and 23% more thought they were not accessible.
Cedars-Sinai reveals how it tackled policy and procedure management control to enhance the delivery of health care services and improve employee satisfaction. Mary MacGran, Corporate Compliance Manager, will share the journey of Cedars-Sinai from a somewhat cumbersome, decentralized system to a centrally controlled electronic system within the Department of Corporate Compliance.
What You Will Learn
Mary MacGran will share her insights and experience related to:
Why policy management is a foundation piece, not a frill
Key considerations for putting a policy management system in place
How to get buy-in within the organization
Tips on designating the right team
How to get a system up and running through communicating, delegating, monitoring and congratulating
Speaker
Mary MacGran Corporate Compliance Manager
Cedars-Sinai Medical Center
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AHA Webinar - Effectively Managing Quality, Compliance, and Changing Regulatory Requirements through Policies and Procedures
In this webinar, AHA's Assistant General Counsel Lawrence Hughes will review recent and important developments affecting policies/procedures management. Then T.J. Samson Community Hospital (Glasgow, KY) will reveal how they achieved policies and procedures management control, as their Chief Compliance Officer Melanie Lyons Watson shares how an electronic policies/procedures system dramatically improved compliance and staff satisfaction levels, while enhancing patient outcomes.
WHAT YOU WILL LEARN:
- AHA's perspectives on recently proposed changes to HIPAA and their impact on effective policy/procedure management
- New privacy challenges of identity theft and what the FTC's red flag requirements will mean for an organization's policies/procedures
- How new Joint Commission standards and recent NLRB decisions may impact policies and procedures
- TJ Samson Community Hospital's compliance to Joint Commission surveys using policies/procedures automation
- How TJ Samson Community Hospital achieved staff buy-in to policies/procedures automation, with resulting quality improvements
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AHA Webinar- Where's That Policy? Best Practices in Policy & Procedure Management
Policies and procedures have become the backbone of most hospital compliance and regulatory management systems. As the burden to maintain, organize and update these key policies grows so does strain on personnel to meet these needs. However, implementing an effective system to manage, track and archive policies and procedures eases regulatory strain and improves the quality of health care.
The American Hospital Association and PolicyTech have partnered to provide expert strategies for implementation and management of policies and procedures. The webinar features two speakers: Wayne E. Soo Hoo, Ph.D., RN, CPHQ, Director, Quality Management and Patient Safety, Mercy San Juan Medical Center and Nita Bowers, Ph.D., President of The Training Place, PolicyTech International. Both have extensive experience in health care technology, the implementation of quality policy and procedure management.
WHAT YOU WILL LEARN:
Why most organizations fail when it comes to policy and procedure management
The pros and cons of various ways to manage policies and procedures
Possible solutions in simplifying hospital policy management
Process to follow when selecting policy management software
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