---
title: "RLDatix Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about RLDatix Software - reviews, pricing plans, popular comparisons to other Risk Management products and more."
source_url: "https://www.capterra.com/p/146922/PolicyManager/"
page_type: "product"
language: "en"
---

# 

 RLDatix Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 20, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

RLDatix

## What is RLDatix?

Healthcare and safety management platform that assists clinicians with claims processing, risk mitigation, feedback collection & more.

## What is RLDatix used for?

[Risk Management](https://www.capterra.com/risk-management-software/)[Policy Management](https://www.capterra.com/policy-management-software/)[Hospital Management](https://www.capterra.com/hospital-management-software/)

Top alternative

Featured

Overall rating

Based on 88 user reviews

Reviews sentiment

Positive

92%

Neutral

6%

Negative

2%

Starting price

$3000

Per User, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for RLDatix?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.rldatix.com&name=RLDatix)

## RLDatix Overview

Updated August 2026

AI summary

RLDatix is a cloud-based risk management and policy management solution for organizations of all sizes, offering features such as risk assessment, compliance management, audit management, and customizable dashboards. It centralizes policy control with versioning, real-time reporting, workflow automation, and automated alerts, supporting teams that require document governance, approval tracking, and operational oversight.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### RLDatix

4.5 (88)

VS.

[4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/)

Starting Price

$3000

Per Feature

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.4 (88)

Ease Of Use

4.7 (105)

Value For Money

4.5 (61)

Value For Money

4.8 (97)

Customer Service

4.6 (79)

Customer Service

5.0 (102)

## RLDatix alternatives

Highest Rated

[4.9 (81)](https://www.capterra.com/p/166909/A1-Tracker/reviews/)

Starting price

$250.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.6 (39)](https://www.capterra.com/p/151388/teammate-risk-compliance/reviews/)

Starting price

$0.01

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Risk Hawk](https://www.capterra.com/p/267112/Risk-HAWC/)

[4.8 (44)](https://www.capterra.com/p/267112/Risk-HAWC/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/267112/Risk-HAWC/)

[LogicGate](https://www.capterra.com/p/148648/LogicGate/)

[4.7 (83)](https://www.capterra.com/p/148648/LogicGate/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/148648/LogicGate/)

[View all alternatives](https://www.capterra.com/p/146922/PolicyManager/alternatives/)

## FAQs about RLDatix

Overview

### What problems does RLDatix solve?

RLDatix solves paper-based policy management, lost approvals, outdated documents, and missed review deadlines by centralizing policies, enforcing version control, automating alerts, and capturing electronic attestations. Healthcare administrators, compliance teams, laboratory managers, nurses, and department leaders benefit most from faster audits, easier policy access, and stronger accountability across facilities.

Answer based on 79 reviews

Overview

### Which roles and teams benefit most from RLDatix?

RLDatix is most used by administrative teams, policy and procedure coordinators, compliance leaders, and healthcare operations managers. Administrative staff use it to organize documents and streamline workflows, while policy, compliance, and clinical leadership teams rely on it to manage governance, maintain standards, support audits, and improve operational oversight.

Answer based on 84 reviews

Overview

### What company size and specific industries is RLDatix built for?

RLDatix is designed for healthcare providers in North America, including organizations of any size that operate in hospitals, clinics, care facilities, and related healthcare services. It is built for the healthcare sector rather than general business use, making it suitable for providers across the region.

Features and Usability

### What are the key features of RLDatix?

RLDatix includes core policy management features such as a centralized policy library, document management, version control, and search/filter tools. Reviewers also frequently mention reminders, attestation with electronic signatures, approval workflows, and reporting for review dates, overdue policies, and compliance tracking.

Answer based on 53 reviews

Integrations

### Which third-party tools and platforms does RLDatix integrate with?

RLDatix integrates with Box, Dropbox, and Microsoft Word for file storage and document handling. These catalog integrations cover common content management and editing needs, giving RLDatix connections to three third-party tools and platforms.

Answer based on 2 reviews

Getting Started and Support

### What customer support options does RLDatix offer, and how do users rate the experience?

RLDatix offers email/help desk, FAQ/forum, a knowledge base, and phone support. Users generally describe support as responsive, helpful, and professional, with some reporting replies within hours and useful guidance during setup. A few mention occasional difficulty explaining issues by email and uneven training quality, but overall experiences are positive.

Answer based on 38 reviews

Features and Usability

### How good is RLDatix search for finding policies?

RLDatix makes policy search fast and easy for most teams that need quick document lookup. Healthcare staff, pharmacy users, and general end users often find policies, forms, and procedures without much training, though some administrators want more intuitive filters and fewer steps for tasks like acknowledgement searches.

Answer based on 17 reviews

Features and Usability

### How well does RLDatix handle document management?

RLDatix centralizes document management and helps teams move away from paper-based policy storage and review. Many organizations value revision history, comments, approvals, and easy retrieval, while some administrators find online editing less convenient, user permissions too broad, and large-scale rollout or multi-document review work more time-consuming.

Answer based on 14 reviews

Features and Usability

### Is RLDatix good for managing policies and procedures?

RLDatix supports policy and procedure management with centralized access, review reminders, and compliance tracking. Healthcare, laboratory, and care facility teams use it to manage updates, staff attestations, templates, and document control, though some administrators want tighter document-level editing permissions and an easier way to print full policy manuals.

Answer based on 13 reviews

## Features

AI summary

Based on 1,699 Risk Management reviews

Capterra reviewers highlight these as the features buyers value most when choosing risk management software:

-   **Risk Analysis** (**47%** of reviewers rated this feature as critical)
-   **Risk Reporting** (**46%**)
-   **Risk Scoring** (**49%**)

RLDatix supports **Risk Reporting**, giving teams a way to document findings and track risk trends over time. However, it does not include **Risk Analysis** or **Risk Scoring**. Instead, it offers other important capabilities that reviewers also rate highly, including **Risk Assessment** (**54%**) and **Compliance Management** (**46%**). These features help businesses identify potential issues, stay aligned with regulatory requirements, and make better-informed decisions across risk programs.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Attestation

Collect, track and store acknowledgements that policies have been read and understood

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

RLDatix 29 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Attestation: Collect, track and store acknowledgements that policies have been read and understood
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Claims Management: Process of submitting and following up on claims with insurance companies
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Document Review: Review and analyze existing information across documents
- Policy Creation: Create new policies or alter existing policies
- Policy Library: A repository of all past and existing policies
- Policy Management: Create, manage, and track policies and procedures within an organization
- Policy Training: Train and educate employees on existing and/or new procedures and policies
- Real-Time Reporting: Active reporting of data and metrics
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Risk Assessment: Initiate collection and analysis of known risks
- Risk Reporting: Reporting of risks associated with specific actions, events, or entities
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Version Control: Track revisions and updates made to files and navigate between different versions
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.3 (74)

4.3

Based on 74 reviews

## Pricing

Value for money

4.5 (61)

Free Trial

Basic

$3,000

Per Feature,

Value for money

4.5 (61)

4.5

Based on 61 reviews

## Integrations

[

Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[

Box](https://www.capterra.com/p/148766/Box/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.6 (79)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (79)

4.6

Based on 79 reviews

## User reviews

Overall rating

4.5

Based on 88 reviews

Filter by rating

5(55)

4(26)

3(5)

2(2)

1(0)

Mentioned topic

Sorted by most recent

KG

Kristen G.

Performance Improvement Specialist

Hospital & Health Care

### "Policy Stat saved us from Policy Doom!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 5, 2019

All of our leaders and super users are using Policy Stat with only 30 minutes of orientation to the product. This software is easy to use, and our policy compliance has skyrocketed since we've implemented Policy Stat!

Pros

We implemented Policy Stat within 6 weeks. The software is easy to use and our staff loves it! We originally had ConvergePoint and Policy Stat is by far superior to any other policy software we have reviewed or used here at York Hospital.

Cons

I haven't come across anything that I don't like at this point. We had a few issues, but support got back to us within an hour and assisted us in finding the answer (which was right on their support site!).

Switched from

[Ideagen Compliance](https://www.capterra.com/p/10036371/Ideagen-Compliance/)

ConvergePoint was so difficult to manage and administrate. We only had a few leaders that could grasp the program and our policy compliance was not acceptable. We shopped around and decided on going with Policy Stat as the price was excellent, the implementation was without any issues (unlike ConvergePoint). We love it!

Alternatives considered

[Policy Pro](https://www.capterra.com/p/122796/Policy-Pro/)

Reasons for choosing RLDatix

The implementation was personal and quick! We were able to take over with very little downtime. The company provided us with a quote and we never had any hidden charges, etc. They are exceptional!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MS

MEERA S.

Business Analyst

Information Technology and Services

### "Review about Policy Manager Software"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

September 17, 2019

It is a very useful software to use and very much user friendly

Pros

It is very easy to use, have dynamic workflow, and staff can easily access from anywhere at any time.

Cons

There is nothing to dislike about this software ,it is very user friendly and helpful to the user always.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

FB

Frank B.

IT Manager

Hospital & Health Care

### "Does one thing and does it well"

3.0

Overall Rating

3.0

3.0

Ease of Use

5.0

5.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

8/10

August 27, 2019

Pros

Does what it says on the tin. A simple web application to manage edit and secure policy documents.

Cons

You only have access for as long as you subscribe to the service. Make sure you have another plan or can export your policies if you change products.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EL

Elaine L.

Administrative Secretary

Hospital & Health Care

### "Secure and Easey to Use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 26, 2019

This policy management software made our policies so much more useful. They are now accessible to everyone in our organization at any time. Due to the monthly reminders, they are also more current than ever before.

Pros

The transition from paper to PolicyStat was effortless on our part. Establishing and learning the new process was easy. Most of my new managers don't even need training to be able to start managing their policies. The search feature is robust and such a time saver! The ability to personalize accessibility to each individual is great.

Cons

I think we all wish the editor could be a little more like Word but they have made great improvements in its functionality.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SP

Sarah P.

Clinical Laboratory Scientist

Hospital & Health Care

### "Convenient"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 14, 2019

As a millennial, having things digital makes things so much easier to find a very specific thing your looking for. If I'm looking for a policy I can easily find it without lugging a big procedure manual off the shelf.

Pros

Being able to search for policies! If I'm looking for something in particular it's so easy and convenient!

Cons

Being able to see changes that were made when a policy is changed

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LG

Laura G.

Dept. Head, Quality and Accreditation

Hospital & Health Care

### "Policy manager"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

April 19, 2019

very happy with programs, just needs a few small tweaks.

Pros

Ease of use for staff by key word search or by file folder for each department. Ease of printing.

Cons

We do not want a link in the email notification; it does not work correctly and we spend too much time walking people back into the program with logging in. Also, when starting a project, you must enter all the title and notes information again, but would prefer it prefill from previous time and can alter if needed. The third request is the duplication of having to open the project tab, click on which role you need and then to click on the right hand side; if you do not click the role first, but click on the right hand side, we get tons of emails of people "updating" and they are frustrated thinking they had completed it instead.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Nicole S.

Clinical Application Specialist

Hospital & Health Care

### "so easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 18, 2018

Pros

The software support is great. Since they are a small company they have been very responsive to our needs, working closely with us to update the program to meet the needs of our organization.

Cons

There are several pieces of the application that are clunky, but they continue to improve the processes.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Administrative Assistant & Policy Specialist

Hospital & Health Care

### "Love the program!"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 8, 2018

Love how accessible documents are. The search feature is the best!

Pros

I love how easy and intuitive it is to use the software. Buttons are everywhere they need to be!

Cons

I would like to have more download features and interchangeable options. Would be nice if there were a collaborator feature that was a part of the approval workflow that stay consistent each year so that you didn't have to remember what staff you asked for feedback the year before. The comments section is nice but, doesn't have as much ability as it could.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AB

Amber B.

Regional Director

Health, Wellness and Fitness

### "User Friendly"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 5, 2018

Pros

Easy to utilize from laptops or mobile devices.

Cons

Difficult to modify my signature to include my job title in addition to first and last name.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KB

Kathleen B.

Director Laboratory

Import and Export

### "Policy Manager Pro or Con?"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

1.0

1.0

Customer Service

0.0

0.0

Likelihood to Recommend

2/10

November 2, 2018

Pros

It is electronic, and it is easy to edit versions

Cons

The functionality of the software, as we have it set up, does not have an option for a "hard stop", so that all who need to sign procedures sign prior to publishing.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/146922/PolicyManager/reviews/)

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