Policy and Procedure Management for Healthcare Entities

Our comprehensive policy management software solution transforms the way your organization handles policies and procedures, helps you move away from “the binder,” and allows your teammates to find the right policies, forms, and other documents in seconds.

The Ultimate Policy Management Solution for Healthcare

Explore how Compliatric’s Policy and Forms Management features are intelligently designed to simplify policy and procedure documentation, while enhancing efficiency and ensuring regulatory compliance with ease.

Policy Creation and Integration

Create policies directly within the software or integrate seamlessly with popular word-processing platforms such as Microsoft Word or Google Documents providing flexibility and convenience in policy drafting and allowing users to work within familiar environments.

Facilitate collaboration among team members and manage multi-step approval processes to fit your organizational hierarchy, enabling swift creation, review, and implementation of policies.  Integrated eSignature ensures clear approval of authorized stakeholders.

Obtain a simple employee attestation or transform policies into competency-based training to ensure all staff members comprehend their obligations and procedures. This will reduce compliance risks and enhance adherence to organizational standards.

Staff policies are accessible via a user-friendly searchable interface for effortless retrieval. This saves time and makes it easy for employees to find the policies they need quickly and efficiently. Policies can be associated with or restricted by location, department, or position to maintain focused relevance.  

Ensure Operational Intelligence and Enhance Compliance Through Effective Policy Management

From document management to detailed auditing capabilities, our system is built to support the critical needs of modern healthcare environments, ensuring that policies are not only up-to-date and compliant but also effectively managed and adhered to across all levels of your organization. Unlock the full potential of your policy management with these key features:

Update Alerts and Notifications

Policy owners receive notifications when it’s time to review and update policies, ensuring timely updates and adherence to compliance standards..  Staff policy email alerts will apprise employees about new or updated policies to keep all staff informed of the latest changes and additions, ensuring that the organization remains agile and compliant with current practices and regulations.

Version control ensures only the most current, approved documents are in use, enhancing efficiency and reducing risk.

Proactively ensure operational integrity and robust oversight by conducting detailed audits of policy adherence and effectiveness to identify gaps in compliance or areas where policies are not fully controlling the risks they are designed to mitigate. 

Associate policies with procedures, documents, forms, or web links for full policy context and deeper understanding. Cross-walk policies to other platform records, including regulatory requirements or accreditation standards, to ensure continuous improvement and alignment with the latest standards.

Benefits of Compliatric’s Document and Policy Manager

Time and Resource Efficiency

Streamline policy creation, tracking, and approval to save time and reduce manual efforts

Fine
Prevention

Crosswalks (i.e. aligning policies with the latest regulation) keep you up to date and audit ready.

Advanced
Insights

Policy linkages throughout the platform to other modules allow the identification of gaps.

Scalability
 

Scale your organization effortlessly with automation and one centralized location for everything

Frequently Asked Questions

What is policy management software?

Policy management software is a tool designed to help organizations create, manage, distribute, and track compliance policies and procedures. It ensures that documents are up-to-date, accessible, and compliant with regulatory standards.

Yes, it automates document tracking, maintains version control, and ensures policies align with current standards through policy crosswalks, aiding in survey readiness and regulatory compliance.

Compliatric sends automated notifications for policy reviews, updates, and attestations, ensuring timely communication and compliance across your organization without manual follow-up.

Yes, Compliatric allows you to customize policy approval workflows to fit your organization’s hierarchy, ensuring the right levels of oversight and approval for each document.

Compliatric provides comprehensive support, including implementation guidance, training materials, and customer service, to ensure a smooth setup and optimal use of the policy management module.

Let Us Help You Transform Your Policy Management!

Fill out this form, and someone from our amazing sales team will reach out as soon as they can!

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“If I had to use a spreadsheet to manage a new investigation, I could spend a whole day just notating the initial information. Then I’d spend about ten days in the course of a month copying and formatting the rest of the data into a document and attaching all of my supporting information. I can do all of that in an hour with Compliatric.”

Jennifer Theriot
Medical Compliance Officer, ASTHS
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Having Compliatric as a compliance portal has streamlined our Compliance Department at CareSTL Health tremendously. Compliatric has been a great asset to CareSTL Health and their platform is highly recommended.

Renée Jones, MHA, MBA
Chief Compliance Officer, CareSTL Health
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Compliatric has helped our organization recognize significant efficiencies in how we organize, track and report our compliance activities.  The customer support has been amazing in timeliness and quality of response and the continual development allows us to expand the scope beyond what we imagined when we first signed on.

Darrell Contreras, Esq
Compliance Officer, Millenium Health
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Everything we do in Compliatric is essential for running a primary care facility and maintaining compliance. It enables us to be organized and efficient, which impacts our performance and bottom line."

Clarissa Clinkscales
COO, Foothills CHC
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“Compliatric is a foundational piece of providing high-quality, dignified care to our health center patients, who deserve the same level of care as
anybody else. For us to do that in a safe, compliant matter is what we're all about.”
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Elena Freydin, DNP
Chief Compliance Officer, Lynn Community Health Center
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After our last site visit, I desired a better way to keep everything incrementally and accurately organized and up-to-date for our next site visit. This is when I learned about Compliatric, a web-based program that does all I wanted and so much more.

Edgar Chavez, MD
CEO, Universal Community Health Center
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“The real value of Compliatric is going forward. Now we will use the system faithfully for all our compliance activities, and we will be ready for our next site visit. We will be in a state of continual compliance.”

Dr. Kemi Alli
Former CEO, Millenium Health
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