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Methodist Healthcare of San Antonio Enhances JCAHO Compliance

Read how MHS took confidence in the AHA Endorsement of NAVEX Global's policy management software to solve for policy management problems.


“I love this product. I just love it. I don’t know why more people don’t know about it. Your product can revolutionize the industry.” -- Susan Andrews-Carden, RN, MS, MHS, Director of Clinical Informatics

Methodist Healthcare System of San Antonio (MHS) is composed of seven hospitals with more than 6,000 employees including 2,000 physicians in 15 health care facilities around the San Antonio, Texas area. MHS sees more than 250,000 patients a year.

MHS 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 essential Joint Commission surveys.

It was no surprise then, when Joint Commission audits identified areas of weakness in MHS’s policy management system.  Surveyors discovered that employees could not find documents in MHS’s electronic policy manager and some policies were not kept current. Additionally, policy documents were difficult to find and difficult to edit. While these shortcomings were not fatal to the JCAHO survey, they did alert MHS officials to the need for improved policy management.

To remedy the problem, MHS now operates NAVEX Global’s PolicyTech policy management software, making the process more reliable with automated policy tracking, readership quizzing and the multipurpose use of PPM documents. The software gave MHS a convenient way to store policies and procedures with a robust search engine, automated review and approval system, and the ability to infuse pictures, links and videos into the documents making it a multifunctional document storage tool.

Download the case study to learn how this MHS was able to connect people, through effective policy management.