AHA Endorsement:

Policy & Procedure Management Software & Services

"Now, we are confident that employees know where to find policies and that we are covered both in a quality and legal manner because the policies are all up to date. It puts my mind at ease knowing every employee has the same information." – David Robinson, Director of IT, Sumner Mental Health Center

Without an efficient system in place, hospital policies and procedures can quickly become out of date or misplaced. Health care providers are increasingly relying on dedicated new technologies to manage and coordinate these critical documents and attendant processes.

Why We Endorsed Policy & Procedure Management Software & Services from NAVEX Global

PolicyTech policy and procedure management software allows hospitals and health care systems to manage all their policies and procedures consistently, efficiently and cost effectively. With PolicyTech, administrators easily assign authority and responsibilities, control the content and look of each document and determine the frequency of communications and reminders — all with a click of a button. Because best practices are embedded in the solution, authors fill out documents correctly; then, the review-and-approval process is fully automated.

Following the proprietary AHA Due Diligence Process™, AHA awarded its exclusive endorsement to NAVEX Global’s solution because:

  • It is designed specifically to address the complex compliance environment of hospitals.
  • It effectively automates the documentation, communication and maintenance processes. Most hospitals report more than a 50 percent reduction in the effort required to manage policies and procedures with PolicyTech.
  • Many of NAVEX Global's customers are Fortune 500 companies; more than 50 percent are health care organizations. With experience in several other sectors, the company can address issues in critical operational areas, including scalability, security, infrastructure and multiple-language capabilities.

An automated policy and procedure management system frees the human resources and compliance staff for core business activities, while giving the administration confidence in the compliance of its organization within a complex regulatory environment. Key differentiating features include:

  • Document creation wizard lets writers setup the document’s title, version number, review interval, required collaborators, reviewers and approvers
  • Automated Workflow processes route documents through writing, reviewing and approving, with automatic archiving to eliminate any duplications
  • Dashboard reports provide at-a-glance insights, such as what documents need to be read, reviewed or updated
  • Robust reporting capabilities allow users to report by date, site, department or regulation standard
  • Audit-Trails track every stage of the document creation; and provide ad-hoc reporting on who has viewed a document and which version(s) they read; and even provide their score on an optional comprehension quiz administered by the system
  • Due dates, escalation and reminder emails accelerate the review-and-approval processes
  • MS Office integration lets users edit documents within an internet browser while using a familiar application
  • Update documents without needing to upload/download through an external system or HTML text editor for improved version control and ease of use
  • Mobile-friendly access to the system gives employees ready access to all the policies and procedures relevant to their jobs
  • Training new employees on appropriate policies and procedures is quick, easy and user-friendly


Read more about this solution and why it was awarded the exclusive AHA Endorsement.
Learn more at www.navexglobal.com/products/policy-management/heathcare.