2. Sit with your policy team and draft an
MS Word document on how you want
your ideal table of contents to look.
Work on prioritizing important folders
and eliminating needless subfolders.
Label them in plain language that your
frontline staff can understand.
STEP 1: FOCUS ON SETTING UP
YOUR TABLE OF CONTENTS
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3. Doing this will save you a lot of time and money. I
suggest doing this yourself and not hiring or paying
an outside 3rd party to do so.
The goal here is to find where all policies and
procedures are, record what format they are in, flag
and remove duplicate and obsolete policies and
identify any content gaps.
STEP 2: CONDUCT A POLICY
INVENTORY
• However if you don’t do this step you are risking the creation of what
I call “electronic policy chaos” within your policy management
software application.
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4. Almost all policy management systems and policy
management vendors will tell you how easy it is to
load policies into a policy management software
solution.
STEP 3: UPLOAD POLICIES
• The fields if filled out correctly that will turn your new policy
management software from a glorified file management system
into a world-class policy management solution are the following:
• Policy Name.
• The people that are responsible for the policy.
• The next review date for the policy.
• Linking accreditation and regulatory data to the policy.
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5. The idea here is to look at your approach to
policies and your current approval process
(outside of any policy management software
solution) and map out the most common roles
people assume.
These will serve as your roles within policy
management for those people that are doing
things beyond simply reading them.
STEP 4: FIGURE OUT THE ROLES THAT YOUR SPECIAL POLICY
CONTRIBUTORS WILL ASSUME IN YOUR POLICY MANAGEMENT
SOFTWARE
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6. For more information and advice,
visit our Knowledge Center at
policymedical.com/blog
FOR MORE:
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