PolicyManager Features List

PolicyManager Reviews

PolicyManager

Policy and workflow management for healthcare organizations

4.64/5 (36 reviews)
660

PolicyManager Feature Summary

  • Policy creation wizard
  • Automated review & approval
  • Read & acknowledge
  • Policy training
  • Audit trails
  • Notifications
  • Access control
  • Activity dashboard
  • Administrative reporting
  • Approval process control
  • Auditing
  • Automatic notifications
  • Automatic reminders
  • Collaboration tools
  • Collaborative review
  • Customizable templates
  • Data mapping
  • Document approval
  • Document review
  • Electronic workflow
  • File transfer
  • Microsoft Office integration
  • Multiple user accounts
  • Permission management
  • Privacy options
  • Real time reporting
  • Recurring tasks
  • Remote document access
  • Remote access
  • Search functionality
  • Text editing
  • Role-based permissions
  • Keywords

Healthcare & Pharmaceuticals Feature Comparison

Most popular features of all Healthcare & Pharmaceuticals apps

Activity Dashboard (62 other apps)
Appointment Management (68 other apps)
Automated Scheduling (42 other apps)
Automatic Notifications (41 other apps)
Automatic Reminders (85 other apps)
Billing & Invoicing (80 other apps)
Calendar Management (52 other apps)
Charting (60 other apps)
Claims Management (59 other apps)
Client Portal (58 other apps)
Compliance Management (45 other apps)
Customizable Reporting (40 other apps)
Customizable Templates (41 other apps)
Document Storage (44 other apps)
Electronic Payments (36 other apps)
Electronic Signature Capture (42 other apps)
HIPAA Compliance (105 other apps)
Records Management (80 other apps)
Task Scheduling (40 other apps)
Workflow Management (41 other apps)

Competitor Feature Comparison

PolicyManager Feature Reviews

24 reviewers had the following to say about PolicyManager's features:

Camie Zufelt

PolicyManager will help ease the workflow issues we encounter

2018-02-14

However, I like the idea of having everything done electronically.

Pros

I am new to using PolicyManager however I see the value it will provide to our organization in workflow and policy management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Camie, thank you for your feedback. As you progress in your experience using PolicyManager, if you need any assistance, please don't hesitate to let us know.

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Terri Ziehlke

AAC Review

2016-11-11

It is very useful for document management.

Pros

ease of use customer service

Cons

I wish you could mass assign iatest & digital signatures

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering PolicyManager

you MUST start out with an understanding of organization & nomenclature, this is essential for strong foundstion

Source: Capterra
Helpful?   Yes   No
Read more
Jose Rodriguez

Easy to use Product

2015-10-29

The product is fantastic for document management needs.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Brooke Joiner

Great product and great customer service!

2018-02-14

Organization of our policies! It was much needed!

Pros

I would recommend this software to any company seeking a policy management site.

Cons

There are some restrictions with what the site can do, but overall it does mostly everything we need!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Brooke, thank you for your feedback. Great to hear PolicyManager is meeting your needs. We will be in touch to get more information on the restrictions you are experiencing to discuss how we can assist.

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Jana Helgeland

The search feature is great. It makes it easy for any employee to find the policy they need!

2018-02-14

Organization with our policies and procedures; consistency within the facility.

Pros

I have really enjoyed that each department can now have access to keeping their policies up-to-date; reminders are automatically sent to them when the document needs to be reviewed; uploading new documents is a breeze; digital signature is a nice feature.

Cons

Wish there were less steps involved in setting up and using this feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Jana, thank you for your feedback. We will be in touch to discuss your issues and needs with the Projects feature. We can assist by providing some additional educational resources and best-practice approaches. The Projects feature is currently on our Product Roadmap for redesign. It would great to review the proposed changes with you to see if they will successfully address your needs and include your feedback in our design input. Our team looks forward to collaborating with you.

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Luke Manuel

I have been using PolicyManager for about a year and I love it

2018-06-12

better communication with your team faster searching for documents

Pros

Now, we can do it all with a touch of the button and the results are done and implemented electronically. This helps with time-sensitive issues and accountability.

Cons

I really don't have any dislikes about this software. Compared to what I knew before using this software, I don't know why we waited so long to get it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Latina DeLaRiva

Product is easy to use and as an administrator I can help users with their projects even by phone.

2018-02-14

It was easy to use to complete a recommendation for a product used at our hospital.

Pros

Our laboratory uses the digital signature and attestation features to comply with CAP requirements.

Cons

I wish I could copy a workflow when creating a new one instead of creating a new workflow from scratch.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Latina, thanks for the feedback. Definitely! Your voice counts. We hear you on the workflow issue and know how burdensome workflows can be. We have opened up a ticket to see how best to address this enhancement request. Our Customer Support team will get in touch with you as to the status of the enhancement request.

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Linda Huckaby

Policy Manager staff are most helpful when issues arise. The Software is simple to use.

2018-02-14

Aids in maintaining document control of Policies.

Pros

Policies are reviewed and updated in a timely manner due to email reminders.

Cons

Would like for the reminder emails to show the entity that the user uses, instead of the first entity listed in alphabetical order - this is confusing to some people.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Linda, thanks for your feedback. We have opened up a ticket regarding the reminder emails to look into this issue and our Customer Support team will get in touch with you as to the status of the enhancement request.

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Alexa Clark

User Friendly, Efficient, Great Customer Service

2015-11-13

I have really enjoyed using this website and our Senior Leaders and Management Team have said many times it's user friendly and a sharp application.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kate Bennett

Fairly easy to use, needs some areas of improvement

2015-11-05

Still waiting for the dashboard to be running properly...would be very useful for our staff!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tara Kosak

Policy Manger is easy to use and customer service is top notch

2018-02-15

Pros

The ability to hold staff accountable for policy review through attestations. Customer service response is quick. Ability to track progress on projects is helpful.

Cons

Would like to see an option for header feeders and the ability to free text dates rather than selecting from a calendar.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Tara, thanks for the feedback. There is good news on the horizon with regards to the editing feature issues mentioned. We recently completed migration from eDrawSoft to Office Online for online document creation and editing. This gives us access to other feature sets thru Office Online for inserting certain meta data fields into headers and footers of documents as opposed to how we currently do this. We will be looking into these capabilities further in 2018 and will keep you posted on enhancements.
Also, as part of the new user interface revamp which is underway, the ability to free text in calendar fields is included.

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Michelle Austin

Great Program and Great Customer Service

2017-02-07

Having an electronic system for policy reviews and projects is great, we no longer have a paper trail that at times would get lost on someone's desk.

Pros

It's very user friendly.

Cons

I honestly can't think of anything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter Tiedemann

Easy to use tool for tracking policies and procedures

2018-01-27

Ability to manage policies and procedures

Pros

Ability to view and/or print document in PDF but also download Word or Excel versions as well.

Cons

Inability to assign individual users rights to a document. Document reading rights are by department.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Peter, thank you for your feedback.

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Emma Sandhu

mixed feelings

2015-11-05

Pros: Easy to look up and retrieve documents as an end user Cons: Editing on line is difficult with small view of document.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Lisa Vandre

The use of the software is confusing and lengthy to complete a task.

2015-11-05

Is it possible to eliminate some of the steps in "project mode" to make the updating and creating of documents easier?

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Pam Queen

Since our go live, things have been performing smoothly.

2015-11-09

Different reports are being updated via Policy Medical, which has been a big help to us.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Latina DeLaRiva

Administrator

2015-11-05

Is there any way to add a user to all committees automatically if they are more than a General User?

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Joni Vaughn

The Upgrade to Policy Manager has increased our staff compliance of policy review.

2018-02-14

Pros

Attestation feature is a huge improvement.

Cons

Learning new features is a dislike and a like once it is completed. Project module but need to learn it better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Joni, thank you for your feedback. We will be in touch to discuss your issues and needs with Projects and other features of the system. We can assist by providing some additional educational resources and best-practice approaches. We will also ensure you can access our Support Portal which contains a wealth of self-help knowledge resources on all aspects of using PolicyManager.

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Cheryl Howes

Good

2018-02-14

It is easier and usually faster to get the information from Policy Medical than to wait on someone else to forward it to me.

Pros

I don't have to wait for someone to get me the info in order for the policies to be added to the Medial Executive Committee because it is already on the site and I can download it from there.

Cons

It's cumbersome to save a policy from the site to our internal website in order for them review and approval by committees

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Cheryl, thank you for your feedback. We will be in touch to get more information on the process you are trying to support. Perhaps we can assist by recommending a different approach or capturing your requirements as an enhancement request.

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Sam Johnston

Customer service is fantastic. Software is easy to use.

2015-10-30

Makes reviewing and updating policies so much easier than ever before.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
April Moreno

Easy install and excellent customer support. I appreciate that they keep the customers informed.

2018-02-14

all our company policies are organized and in one location.

Pros

The system is easy to use, user friendly our customers rely on having policy manager available 24/7.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


April, thank you for your feedback. Glad to hear that PolicyManager is helping you keep your policies organized in one central online library and that your staff is able to access the policies quickly and easily 24/7. If you need anything, don't hesitate to let us know.

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Tracy Marchky

Great product to keep your policies organized and up to date

2018-02-14

Pros

Many functions to personalize to your organization such as folder creation, and role creation which makes it easy to use.

Cons

No clear directions on policy flow. Many steps that have to be completed to just do an annual update.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Tracy, thank you for your feedback on the policy flow functionality in PolicyManager. We will be in touch to discuss your issues and needs. We can assist by providing some additional educational resources and best-practice approaches. Several core features of PolicyManager are currently on our Product Roadmap for redesign. It would great to review the redesign with you to obtain your feedback and determine if the proposed changes will address your needs and include your feedback in our design input. We look forward to collaborating with your team.

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Linda Calabrese

Easy to use! Great way to house all of our policies & have them all easily accessible to our staff.

2018-02-15

Pros

Implementation was easy and we were well supported by the team at Policy Manager.

Cons

Need to find a way to easily print an entire manual. Currently we have to print policy by policy in the manual.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Linda, thanks for your feedback. We understand the inability to print an entire manual is an issue. This has been an item that has been brought up a number of times by our user community. We have done extensive research on the topic and the limitation is the Windows OS functionality evoked when calling the print function from the browser. Our development team, as part of our product roadmap, is looking into how best to address the issue by developing a separate module to allow printing of a ¿P & P Manual.¿ As soon as this functionality is available, we will be sure to let you know.

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Amanda Witzel

Mostly good

2018-02-14

Pros

The software is easy to use.

Cons

Cut/move option has not been working for quite a while for me and has not been able to be fixed yet. Ticket is in and in the works though.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Amanda, thank you for your feedback. Our support team has logged a ticket as you mentioned. We are committed to working with you to resolve this issue, as well as supporting your needs until it can be addressed in PolicyManager. We will continue to stay in touch! Thank you for your patience!

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