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  • Eliminate manual policy workflow processes
  • Create, approve, and review policies
  • Link to external agencies like Joint Commission and CMS
  • Send read acknowledgements
  • Set up related documents
  • View revision history
  • Tag documents with keywords
  • Create reports and index policies
  • Easily edit policies using a Microsoft inline editing tool
  • Search, navigate, and access policies, forms, and contracts quickly


“This has made managing our policies and forms so much easier. I like the ease of use of this program. It has all of our policies organized in such a way that is extremely efficient for our facility. “

Now, during surveys or state-mandated investigations, whenever a surveyor asks for policies and procedures on a particular item, the person can go to a workstation and obtain the information in seconds. This was almost turnkey and our IT department customized all 13 sites from the platform in just weeks.”

“The Policies and Procedures Management Tool is both a functional and efficient solution for managing policies. As a fairly new administrator of MMH’s P & P sector, it’s imperative for me to retrieve policies in a timely manner. The search feature allows me to effortlessly locate a policy, simply by typing in text found in the policy title, document body or pre-set keywords. Huge time saver!”