Who Uses This Software?

All healthcare providers in North America.


Average Ratings

34 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • PolicyMedical
  • www.policymedical.com
  • Founded 2001
  • Canada

About PolicyManager

Easy to use and reliable healthcare policy management software used by over 3000 facilities across North America. Some key features include: Workflow Collaboration-Updates and notifications will be shared, resulting in clear communication among your policy committees. Workflows can standardize the way a policy is revised each time. Microsoft Office Integration- Allows for a seamless process, and guarantees policy version control. www.policymedical.com


PolicyManager Features

  • Appointment Management
  • Bed Management
  • Billing & Invoicing
  • Claims Management
  • In-Patient Management
  • Inventory Management
  • Out-Patient Management
  • Patient Records Management
  • Physician Management
  • Policy Management
  • Revenue Management
  • Audit Trails
  • Automated Review & Approval
  • Best Practices Library
  • Content Management
  • Dashboard
  • Knowledge Capture
  • Policy Creation Wizard
  • Policy Training
  • Read & Acknowledge
  • Version Control
  • Workflow Management

PolicyManager Reviews Recently Reviewed!


This is a great tool used for big or small organizations.

Feb 16, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: What I like most about the product is that its user friendly, has videos to assist and demonstrate certain features. I do like the Projects peace to help track any changes to a policy and create new policy. It sits in one system where you don't have to go digging for it in another area.

Cons: Being in a big organization, the downfall is carrying a department specific policies and sometimes catering to each department need can complicated. I think the con here is the option to revert back to something when it was done on mistake for System Admins but I can also see why that option is not available.

Vendor Response

by PolicyMedical on February 26, 2018

Ajeshni, thanks for your feedback. Glad to hear that PolicyManager is user friendly and that your team is realizing the benefit of using an enterprise policy lifecycle management solution. We enjoy collaborating with you and your team.

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

Feb 15, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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: The editing feature within projects is a bit clunky. Would like to see an option for header feeders and the ability to free text dates rather than selecting from a calendar.

Vendor Response

by PolicyMedical on March 14, 2018

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.

Capterra-loader

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

Feb 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I can control who edits, who publishes and which version is posted. 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.

Vendor Response

by PolicyMedical on March 14, 2018

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.

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

Feb 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It helps us attain our goal of document control, which is an ISO 9001 requirement. 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. We have 12 entities at our health system.

Overall: Easy to use. Aids in maintaining document control of Policies.

Vendor Response

by PolicyMedical on March 14, 2018

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.

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

Feb 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The system is easy to use, user friendly our customers rely on having policy manager available 24/7.

Overall: all our company policies are organized and in one location.

Vendor Response

by PolicyMedical on February 26, 2018

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.

PolicyManager will help ease the workflow issues we encounter

Feb 14, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I am new to using PolicyManager however I see the value it will provide to our organization in workflow and policy management.

Overall: I am too new to give any real benefits. However, I like the idea of having everything done electronically.

Vendor Response

by PolicyMedical on February 26, 2018

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.

Entire organization implemented PolicyMedical. My region converted from another program.

Feb 14, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Continuous updates every 3 weeks. Our previous program maybe made updates yearly. PolicyMedical listens to our concerns and requests and make program improvements based on our input. Also I now can easily share policies within our organization.

Vendor Response

by PolicyMedical on February 26, 2018

Debra, thank you for your feedback. Glad to hear that PolicyManager is helping your organization easily share policies among sites. If you need anything, don't hesitate to let us know.

Capterra-loader

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

Feb 14, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Our general users are able to search for a policy and find it easily. I can train users in less than a half an hour how to create a project and see it through the approval process; they are surprised that it is so easy to use. Our laboratory uses the digital signature and attestation features to comply with CAP requirements. 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. Our committees are really how a policy goes through the approval process so workflows are created for each committee and sometimes a committee needs more than one option for a workflow. But with all the upgrades that PolicyMedical makes for its customers I am sure that it will happen sometime soon.

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

Vendor Response

by PolicyMedical on March 14, 2018

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.

Great product and great customer service!

Feb 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: Everything is simple and easy to use! Customer service and training was great! 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!

Overall: Organization of our policies! It was much needed!

Vendor Response

by PolicyMedical on February 26, 2018

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.

Policy Medical is very easy to use

Feb 14, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I did not have to have a great deal of training to be able to use the software, it is very intuitive.

Vendor Response

by PolicyMedical on February 26, 2018

Nicole, thank you for your feedback.

Good

Feb 14, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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

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

Vendor Response

by PolicyMedical on February 26, 2018

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.

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

Feb 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The quick edit feature is wonderful. Very quick and easy to edit and update your policies. Very short learning curve for any registered user. 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: Project mode is a little intimidating. Wish there were less steps involved in setting up and using this feature.

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

Vendor Response

by PolicyMedical on February 26, 2018

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.

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

Feb 14, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy in location of policies, procedures, and forms. Search function is a great tool and easy to use and locate items needed. Various methods to organize the policies and materials makes it great to customize for our specific organizational style. 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.

Vendor Response

by PolicyMedical on February 26, 2018

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.

Mostly good

Feb 14, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: The software is easy to use. The support team is very friendly and helpful. I like that you can contact the support team in other ways than just calling.

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.

Vendor Response

by PolicyMedical on February 26, 2018

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!

Great product to keep your policies organized and up to date

Feb 14, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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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.

Vendor Response

by PolicyMedical on February 26, 2018

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.

Easy to use tool for tracking policies and procedures

Jan 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and folder like structure to display policies. Easy search. 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. Minor inconvenience

Overall: Ability to manage policies and procedures

Vendor Response

by PolicyMedical on February 26, 2018

Peter, thank you for your feedback.

Great Program and Great Customer Service

Feb 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's very user friendly.

Cons: I honestly can't think of anything.

Overall: Working with Policy Medical has been great. The customer service is phenomenal, they reply to you within hours. The system is very user friendly and easy to navigate. I like the idea of having a generic sign on for staff so that they have one less password to remember. 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. If you have any ideas for improving the system you can submit them, we have had a few of ours implemented. They are very receptive to new ideas and they are always updating and improving the system. Great company to work with!

AAC Review

Nov 11, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ease of use
customer service

Cons: I wish it could be cleaned up easier.
I wish you could mass assign iatest & digital signatures

Overall: I have been able to use this program more and more. It is very useful for document management. Customer services is very good and personalized

Recommendations to other buyers: you MUST start out with an understanding of organization & nomenclature, this is essential for strong foundstion

Tziehlke1234

Aug 08, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Archiving

Cons: single assignment of attestment.

Overall: Well organized, good reactive customer support. can be used simply or in a very high level of product.

Recommendations to other buyers: construct a good solid document tree. restrict users to only those who must have it and then only "Quick Edit". Establish 1 or 2 publishers that all policies MUST go through. Establish "Standard Work" for all levels of Users.

Vendor Response

by PolicyMedical on August 08, 2016

Thanks for the feedback Terri, we appreciate it!

Great service, great product

Aug 03, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Good helpful people from start to finish. We make the mistakes, Support fixes them in a flash! Love the Training/Support module.

Cons: Bit of a learning curve - but that's expected.

Overall: Worked with PM since version 3 or 4 (it's been a while!) excellent product, great support, priced right.

Recommendations to other buyers: Themes!

Vendor Response

by PolicyMedical on August 04, 2016

Thank you for the kind words Marguerite. We're always glad to help!

User Friendly, Efficient, Great Customer Service

Nov 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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. Many that have come to us from large hospital corporations are very impressed as we are a small, stand alone, community hospital. I am very happy we chose Policy Medical. I also want to say that Yusuf is the best! You have an excellent employee who has helped with everything and even answered my questions when I emailed him a million times and late at night. He has been huge help and a fantastic person. Your support team as well have been responsive and quick to any issues we have had. I cannot say how pleased our organization is with PolicyManager 6 and your Policy Medical staff. Thank you!

Since our go live, things have been performing smoothly.

Nov 09, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Different reports are being updated via Policy Medical, which has been a big help to us. Everytime we have a suggestion, Policy Medical handles a solution rapidly. They are so customer helpful, it is like having your own personal IS Team. Great job!

Very user friendly and easy to maintain.

Nov 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have implemented Policy Medical just over a year and half ago and it has made such a difference to manage policies and procedures, starting at the corporate level all the way down to the specific Homes. We really like the ability to link the url address of each policy to our e-learning platform, this way we can be assured that only the current policy is being reviewed by our employees.

Thank you Policy Medical.

The training was very good, but probably would have been great to have a classroom training.

Nov 05, 2015
5/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: PROS - It will be great once we know the system and able to totally understand it.

CONS - Very Slow to get anything published

Great Quality and Service

Nov 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This team listens to the issues to be addressed. The only con that I still have is not being able to manage and sort the projects to a level that helps you find those that need reassigned. I know that is being worked on as we speak.

Everything else has been very positive, from the top down.

Administrator

Nov 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The software works very well for our organization. We are still training users but hope to be up to speed by January.
A coupld of items.
First the number of characters in the the note section is limited to 255. This is an issue when we have several users making comments. I tried to enter a summary of one persons comments and was limited.
Next are the committees. Is there any way to add a user to all committees automatically if they are more than a General User? This would be for CHOC only not CCMH. I just becomes tedeous to remember who works for CHOC and who works for CCMH.
I have received possitive feedback about the program from all who have accessed it. The search engine is great, that is what I get most feedback on is that they can find the policy they are looking for. And we are adjusting our approval process so that policies have to go thourgh the program to be approved.

Fairly easy to use, needs some areas of improvement

Nov 05, 2015
3/5
Overall
2 / 5
Ease of Use
4 / 5
Customer Support

Comments: I like the design of the program, however i wish there were more areas to customize to fit our hospital.

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

mixed feelings

Nov 05, 2015
3/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: Pros: Easy to look up and retrieve documents as an end user

Cons: Editing on line is difficult with small view of document. Need to add "un-do" function
Looking up a document that is in project mode is difficult. With two location's documents to look at a search function in the project mode would be helpful

excellent product and service

Nov 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: great service from all levels of PM staff

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

Nov 05, 2015
3/5
Overall
2 / 5
Ease of Use
4 / 5
Customer Support

Comments: My personal experience has been "hit and miss" with trying to complete tasks assigned to me. I complete the task and hope that what I did will push it through to the next step but aren't always successful and need to do it again.

For those who just need to access the software to read the policies and procedures in the folders that seems to be going great.

Is it possible to eliminate some of the steps in "project mode" to make the updating and creating of documents easier? I am tasked with assisting other staff when they have questions on how to do the project side of the software and I find trying to explain it to someone else very difficult and we just end up fumbling through it and hope the it's beign done correct.

Customer service is fantastic. Software is easy to use.

Oct 30, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: User friendly software for our nurses and support staff. Makes reviewing and updating policies so much easier than ever before. Customer service is always very responsive.

Great system and customer experience!

Oct 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Super responsive and efficient team always ready to help!

Really great support

Oct 29, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We changed from a file based system to software and were worried about it due to our remote location. The Policy Medical team were really helpful and now Indont know how we survived before

Vendor Response

by PolicyMedical on October 30, 2015

Thank you for your kind review

Easy to use Product

Oct 29, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: The product is fantastic for document management needs. The search engine is robust and easy to use.