Getting started with Policy Management

Moraph resells, implements and runs RLDatix's policy management platform as the single place your hospital keeps its policies and procedures. The platform routes each new or revised policy through the approvals your governance requires, prompts owners when a review falls due, and collects staff attestations. Moraph migrates your existing documents, configures the approval routes and review cycles, keeps the platform running, and prepares the evidence surveyors and auditors ask for.

What it is for

Hospital policies often live in shared drives, intranet pages and binders, with several versions of the same document in circulation. Staff cannot tell which one is current, owners miss their review dates, and approvals are tracked by email. When a surveyor asks for the policy in force on a given date, who approved it and whether staff were told about the change, the policy office spends days reconstructing the answer.

• Several versions of the same policy are in circulation and staff cannot tell which is current
• Review dates are missed because nobody is prompted
• Approvals happen by email and are hard to evidence later
• There is no reliable record that staff read and acknowledged a changed policy

Who uses it

• Policy coordinators and accreditation managers at hospitals and health systems
• Compliance, quality and risk leaders who answer for policy governance
• Department leaders and policy owners who write and review policies
• Medical staff offices and committees that approve clinical policies
• Nurse leaders who need staff to know and follow current procedures

Before you start

• Your organization uses Policy Management as a managed platform from Moraph, under an agreement that covers it.
• Licences for RLDatix, bought through Moraph or under your own agreement with the vendor.
• A Moraph account in your organization for each person who works with Moraph on the service.
• Named technical and security contacts, recorded in the Moraph Portal.

Steps to get started

1. Agree the scope of the managed service for Policy Management with Moraph, including which environments and teams it covers.

2. Name your administrators, technical contact and security contact in the Moraph Portal under People and access.

3. Review the configuration baseline Moraph proposes for your regulations, and record any changes you need.

4. Confirm how users will sign in, through your identity provider where the platform supports it.

5. Agree the pilot group and the cut-over plan with your Moraph delivery lead.

Where to go next

• Onboard Policy Management
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com