PolicyManager Features

PolicyManager

Policy and workflow management for healthcare organizations

4.45/5 (64 reviews)

PolicyManager Feature Summary

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

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Competitor Feature Comparison

PolicyManager Feature Reviews

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

Terri Ziehlke

AAC Review

2016-11-11

It is very useful for document management.

Pros

ease of use customer service

Cons

I wish it could be cleaned up easier. 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
Camie Zufelt

PolicyManager will help ease the workflow issues we encounter

2018-02-14

I am too new to give any real benefits. 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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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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Jake Kempton

Like a swiss army knife

2018-09-07

Great program, but switching an entire organization to a new document management system is incredibly complex and difficult.

Pros

Lots of functionality and great tutorials. If you are willing to spend a few minutes to get to know it, the system is very intuitive.

Cons

Not being able to lock down specific documents to specific people.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Hi Jake, thanks for taking the time to write this review. Per your comment about locking down the document, you can place users within their respective departments and you can restrict a document so that only a specific set of departments can view and edit the documents. If you would like more details on this functionality, please reach out to us at support@policymedical.com.

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RayKayle Martinez

Pros & Cons

2018-09-07

Pros

The customer service and response time I have received has been wonderful!

Cons

. - Ability to download linked documents with policy - as backup for any system downtime - Being able to have one login for a person who manages multiple committees, with the ability to then toggle between the committees via that one login

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
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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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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Ashnia Taher

Review

2018-09-13

Pros

- Ease of upload - Running Reports fairly easy - User Friendly

Cons

- Creating projects and assigning people is very tedious, time - consuming and frustrating

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Hi Ashnia, thank you for taking the time to write a review for PolicyManager. Sorry to hear that you find creating projects and assigning people is tedious and time consuming. Potentially creating Project Workflow templates could help increase productivity and save some time. Here is the link to our step by step guide https://policymedical.freshdesk.com/support/solutions/articles/1000108689-workflow-templates. The guide can be found on our support portal. If you would like to speak to our support team to get an in-depth overview of the workflow templates, please contact them at support@policymedical.com. They are happy to help.

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Shelley Scott

Extremely happy with software!

2018-09-07

The benefit is when policies are changed, I do not have to go around our facility and change it in all the binders, that we use to use. I can change it on my computer and it is instantly updated across the facility on all the computers.

Pros

I also like the support portal as it is very informative.

Cons

I really have no cons that I can think of at the moment

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Shelley, thanks for your feedback. Glad to hear that you are extremely happy with PolicyManager. It is always great to hear that our customers are realizing true business value from our solutions. Have a great day!

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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.

Read more
Marie-Claude Soucy

Good product

2018-09-10

Overall it's a good system that help centralizing the documentation and give easy access for the user.

Pros

Having a centralized place where to find our documentation.

Cons

At first glance, it may look hard to use and understand when you are a document reviewer or when you want to propose a modification to a document.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
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

And the customer service is great, they get back to me right away.

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.

Read more
Tara Kosak

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

2018-02-15

Pros

Customer service response is quick.

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.

Read more
Cheryl Smith

Policy Manager review

2018-09-07

The end user has found it easy to navigate.

Pros

We like the capability to generate reports for progression of policy development, due dates for review, policies past due, etc We love the stop light colors for policy due dates.

Cons

The process for involving others in the policy development. We found it to be a bit clunky for us.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Cheryl, thank you for taking the time to write this review - we appreciate your feedback. Sorry to hear that you find the policy development process a bit clunky. Our team will reach out to share some tips on how to streamline this better moving forward.

Read more
Anonymous
(Hospital & Health Care company, 501-1000 employees)

Great Repository

2018-09-07

Pros

The ability to have reminders sent out for review periods is one of the best features

Cons

One challenge that we have found is working on projects with multiple reviewers/editors. The project process seems to be very linear and does not have as much multitasking functionality as we would like.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Dear Customer, thank you for taking the time to write this review and provide us with your feedback. It is greatly appreciated. We did want to point out, that in PolicyManager you do have the ability to assign multiple people to a single task. Our support team would be happy to share best practices and hands on support to walk you through this functionality. They can be reached at support@policymedical.com. One of the reasons that the product takes a linear approach for projects is to act as a guide to ensure that all tasks are completed in an orderly fashion and no tasks are missed. However, maybe this does not work for everyone. We would love to hear more about your thoughts on how we could take a different approach and what would be acceptable for your user community.

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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
Samantha Vanderdonck

Policy Manager Transition

2018-09-08

I think PolicyManager is an incredible solution to managing your policies, scheduling reviews, obtaining employee signatures, and having a way to easily navigate and find your policies.

Pros

Easy to learn the system to get the initial process of uploading the documents completed.

Cons

The navigation of the system can be very specific so you definitely want to attend the training and spend the timing understanding of​ how the system functions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Samantha, thank you for taking the time to write a review. We appreciate your feedback and are glad to hear PolicyManager is helping your streamline your policy management process.

Read more
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
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

Before this, there was a paper trail that was easy to misplace and took long periods of time to implement changes in policies.

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
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
Mike Banks

Great program for keeping Policy and Procedures with easy access for staff to review.

2018-09-07

Love the program but wish is could be more user friendly at times.

Pros

Makes sure reviews are done annually by Managers and keeps our P and P's update and current as a result.

Cons

Hard to use at times and a lot of repetitive tasks when reviewing multi documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Hi Mike, thanks for your feedback. We greatly appreciate you taking the time to write this review. Sorry to hear that find the platform difficult to use at times. I know our engineering team is always working on improving the user experience and they are currently working on enhancing the user interface.

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
Debra Maitre

PolicyManager review

2018-09-10

Pros

ability to format, organize policies/documents

Cons

number of clicks to publish, circulate, retire or move policies and not being able to see in header what policy/folder you are working in

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephanie Colman-Brochu

Policy Medical

2018-09-10

Overall it has been good. We would have liked to have had some guidance in establish process behind the software. Some lessons learned form other customer sites.

Pros

I like the ability to use software for policies and other key documents.

Cons

Would like to have more ability to customize fields and change defaults/ required.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from PolicyMedical


Stephanie, thanks for taking the time to write a review about your experience using PolicyManager. We are glad to hear that you find the platform easy to use and are enjoying the advanced search functionality.

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