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Trusted and chosen by customers across industries to implement regulatory compliance best practices

Healthcare Policy Management Software that is installs right on 
Microsoft Office 365 SharePoint platform

How To Achieve Efficient Policy Management

Centralized Drafting and Streamlined Policy Creation

Creating and updating hospital policies is an intricate task, demanding accuracy, clarity, and consistency across multiple departments. ConvergePoint simplifies this process significantly by centralizing all policy drafting within a single, secure platform. Healthcare administrators and policy drafters can utilize standardized templates or create customized ones to maintain uniformity across policies. With collaborative drafting capabilities, different stakeholders—including physicians, compliance officers, and nursing staff—can contribute simultaneously, enhancing accuracy and reducing errors.
 
Used by large and small healthcare organizations globally, ConvergePoint’s Policy Management Software is completely configurable to enable healthcare organizations to manage the entire policy lifecycle within one easy-to-use platform. Installed as an app on Microsoft 365 SharePoint, the solution integrates seamlessly into your existing environment. Users can draft documents directly in Word Online with built-in change tracking and version control, and leverage the Word plugin for effortless content automation. Additional plugins for Outlook and Teams make it easy to notify employees and assign tasks. The software also connects directly to your Active Directory, providing Single Sign-On, role-based access, and automated notifications—eliminating the need for manual user management when team members join or leave the organization.

Review and Approve Policy and Procedure Documents

policy management platform

Robust Review Processes and Extensive Audit Trails

One of the significant challenges our healthcare customers faced before adopting ConvergePoint was the cumbersome review and approval process. SharePoint's out-of-the-box features fell short, particularly in managing advanced document history, version control, and attestation processes.
 
ConvergePoint provides sophisticated revision tracking, enabling clear visibility into policy changes over time. Its advanced audit trail capabilities capture every modification, review action, and approval decision, thus creating a transparent, verifiable history crucial for audit preparedness and regulatory compliance.
 
ConvergePoint’s Policy Management Software allows your organization to create standardized policy and procedure templates that ensure consistency across all departments. By leveraging pre-approved content, teams can maintain accuracy and alignment in every document.
 
All templates and documents are securely stored within your Microsoft 365 SharePoint environment, allowing drafters to work on the latest version using Microsoft Word Online and ConvergePoint’s powerful Word plug-ins. The system ensures you're always audit-ready with built-in version history and detailed audit trails that track who made changes and when. Additionally, you can embed policy metadata and task approval data directly into the document content, enhancing clarity and compliance across the board.
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Policy Drafting and Approval
The smart guide to managing policies and procedures in large organizations.

Policy Workflows and Email Alerts

  • Structured pre-defined rules on how specific policy documents should be reviewed.
  • All drafters, reviewers, and approvers for each policy and procedure are clearly identified.
  • A complete audit trail of everything that happens during the policy workflow process.
  • Automated notifications to relevant employees when each policy and procedure document was published.
Sharepoint policy and procedure management

Policy Management System - Review and Approval

  • The software automatically assigns the policy document to the assigned reviewers and approvers
  • Structured processes with industry best practices to handle policy and procedure document rejection or change requests
  • All comments and approvals are tracked in one central place.
  • Complete audit trail of every step in the review and approval process captured across versions.
Policy creation software

Policy Documents - Renewals and Expirations

  • Automated alerts when documents are up for renewal.
  • Ability to revise or renew at a click of a button.
  • A clear audit trail tracks revision history and renewal history to pass any audits that will happen after many years. 
  • A clear indication of which documents are currently active and which ones are expired.
  • Automated notifications to relevant employees when revised documents are published
Policy making software

Policy Audit Trails and Activity History

  • With the policy management software, you can easily keep track of all the activity that took place during the drafting, reviewing, and approving of policies and procedures.
  • Structured audit trails with comments by each reviewer and approver make your evidence more easily reportable in the event of an audit.
  • Retain a clear history of which versions of documents were available to employees each year for easy access and tracking in the event an audit arises.

Create one central repository for all your policy and procedure documents

 

Policy Library

  • The policy management software will be the central location for your employees to find all policies and procedures.
  • Employees can quickly search for and view any document that is relevant to their role within the organization. 
  • Roles-based access based on employee function, region, or department.
  • Automatic alerts to employees when new versions of the policy or procedure is available.
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Policy Document Library

Ensure that employees have read and understood specific policies and procedures

 

Policy and Procedure Certification and Acknowledgement

  • Use Microsoft 365 SharePoint and your email address book to easily assign documents to employees to read and acknowledge.
  • Have employees take a quiz on the content of your policy or procedure if needed to quickly see if they understood the document.
  • Send automated email alerts to employees to remind them to complete tasks.
  • Department Managers can quickly see which employees are in compliance and who aren’t.
  • Generate audit-ready reports quickly and easily. 
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Policy Acknowledgement

Getting started with the policy management software is easy

 

Implementation and Onboarding

  • Easy to install SharePoint App.
  • A dedicated implementation specialist to help understand your existing business processes.
  • The specialist will work with you on the deployment of software, user training, and migration of existing documents
  • Go live in a matter of weeks.
  • Once live, unlimited access to the support team, user documentation, how-to videos, and on-demand training.
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Are you ready to learn more?

Talk to one of our policy management experts today!

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