Getting started with Visitor Management

Moraph resells, implements and runs Envoy visitor management for hospitals, clinics and other care sites. We configure sign-in flows for patients' visitors, vendors, contractors and other guests, with the screening questions, watchlist checks, document signing and badges your security and infection prevention teams approve, then operate the service across your entrances: changes, kiosks and printers, monitoring and support. Your organization decides who may enter and on what terms, and every change to those rules is recorded with its approver.

What it is for

Hospital entrances see a constant flow of visitors, vendor representatives, contractors and couriers, often across many doors and sites. Paper logs and handwritten stickers do not show who is in the building, screening questions change with every outbreak and are applied unevenly, and security officers rely on memory for people who should not be let in. When an incident or audit happens, finding who was on a unit at a given time means searching through clipboards.

• Paper logs do not show who is in the building or on a unit right now
• Screening rules change often and are applied differently at each entrance
• Restricted-visitor and watchlist checks depend on staff memory
• Visit records are hard to search after an incident or for an audit

Who uses it

• Directors of security and public safety at hospitals and health systems
• Front desk, information desk and security officers at entrances
• Infection prevention teams who set health screening rules
• Facilities, supply chain and vendor management teams who host contractors and vendor representatives
• Privacy and compliance officers responsible for patient and visitor information

Before you start

• Your organization uses Visitor Management as a managed platform from Moraph, under an agreement that covers it.
• Licences for Envoy, 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 Visitor 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 Visitor Management
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com