# RLDatix Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is RLDatix the right Risk Management solution for you? Explore 88 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/146922/PolicyManager/reviews --- RLDatix 4.5 (88) [View alternatives](https://www.capterra.com/p/146922/PolicyManager/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of RLDatix Ease of use 4.4 Customer Service 4.6 ## Showing most helpful reviews Showing 1-25 of 88 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Applications Manager Hospital & Health Care Used the software for: 2+ years ### "Great Repository" September 7, 2018 5.0 Pros Policy Manager provides a great central repository for policies and other documents. 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. Review Source Response from RLDatix September 12, 2018 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. JK Jake K. General Counsel Hospital & Health Care Used the software for: 2+ years ### "Like a swiss army knife" September 7, 2018 5.0 Great program, but switching an entire organization to a new document management system is incredibly complex and difficult. I wish I could say the transition has been cleaner, but I don't think it has anything to do with the PolicyManager system. 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. For example, if I grant a user privileges to edit a document, they have the ability to edit any document without the document owner's approval. Would be better if edits to existing documents could only be initiated by the document owner. Review Source Response from RLDatix September 12, 2018 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. FB Frank B. IT Manager Hospital & Health Care Used the software for: 2+ years ### "Does one thing and does it well" August 27, 2019 3.0 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 KK Kathryn K. Pharmacy Manager Hospital & Health Care Used the software for: 1-2 years ### "Best thing since sliced bread! " September 10, 2018 5.0 The addition of this product into our list of available solutions within our pharmacy department was a saviour as we were undergoing an accreditation with a new governing body that we had not dealt with previously. The search option was extremely helpful to find already existing policies that were related to our new needs. As we go forward the ability to follow crosswalks should be seamless as we were able to enter reference details on with each policy so we can easily update in the future. Another nice surprise was the fact that I was removing an individual from the system who owned policies - and the system recognized that fact and asked to have a new "owner" defined at that time. There is a good chance I would have missed that fact and caused myself grief in the future. The system helped to avoid future drama which is obviously a big plus. Pros The ease to create, maintain, and update documents that contain all of the elements needed for accrediting bodies is phenomenal. Cons I can't think of any negatives at this time. Review Source Response from RLDatix September 19, 2018 Hi Kathryn, thank you for taking the time to write a review. Your feedback is very important to us. Love the "best thing since sliced bread" and very glad to hear that the addition of Policy Stat has added value to your policy management and accreditation processes. VR Verified Reviewer Information Technology Account Administrator Hospital & Health Care Used the software for: 2+ years ### "Accounts Tech" September 7, 2018 4.0 Pros Ease of use: it is easy to use and very effective for adding new accounts and provisioning Cons would like more functions for auditing (IE: last login date, location) Review Source Response from RLDatix September 12, 2018 Thank you for taking the time to write a review about PolicyManager. Your feedback is appreciated. VR Verified Reviewer Director of Radiology Hospital & Health Care Used the software for: 2+ years ### "POLICY STAT CHAMPION" September 13, 2018 5.0 Producing policies for a regulatory survey is much easier in this "living and breathing" format! Pros I had used this software at a prior employer. I recommended it to my current facility and am the point of contact. It is very easy to write policies as well a retrieve them. Cons Our old timers still want to print policies on paper and make them available to their staff. Review Source Response from RLDatix September 19, 2018 Thank you for taking the time to write a review and for advocating for PolicyStat. We are happy to hear that you are realizing the benefits of having all of your policies in one online easy to search location. VR Verified Reviewer Administrative Coordinator - Emergency Department Hospital & Health Care Used the software for: 6-12 months ### "Our Policy Manager Software is Bringing Us Into the 21st Century!" September 7, 2018 5.0 Duplicate policies and discrepancies across policies have been easily resolved with our PMS! Pros Ease of implementation as well as helpfulness of everyone on their staff! Cons Some things are still a bit confusing, such as bulk review, as well as it would be beneficial to add another level of permissions. Review Source Response from RLDatix September 10, 2018 Dear Customer, thank you for taking the time to provide us with some feedback. It is greatly appreciated. We are glad to hear that you are enjoying the platform and that it has helped you eliminate the duplication of policies. VR Verified Reviewer Retirement Community Director Hospital & Health Care Used the software for: 2+ years ### "Policy manager" September 13, 2018 4.0 able to stream line multiple sites and make access easy for all saving trees Pros one place for all policies web based for easy access can be as complex or as simplistic as need policy reviews and updates to be Cons if press the wrong button when reviewing can't stop process not all functions accessible on older computers Review Source Response from RLDatix September 19, 2018 Thank you for taking the time to write a review. Love the "saving trees" comment and glad to hear that you have been able to streamline policies across multiple sites. VR Verified Reviewer Executive Director/ Chief Executive Officer Mental Health Care Used the software for: 1-2 years ### "Clear out that shared drive of policies" September 7, 2018 5.0 PolicyManager provided a great onboarding and start up experience. Their team kept us on track and provide valuable insights into getting started with the tool. Pros PolicyManager allowed us to consolidate policies in one easy online platform, improve version control and help streamline the user experience. Cons The project mode can be a little clunky. Review Source Response from RLDatix September 10, 2018 Dear Customer - thank you for taking the time to provide us with your feedback. Glad to hear that our onboarding process provided value to you and your team. VR Verified Reviewer Sr Program Manager - HIE & Data Security Hospital & Health Care Used the software for: 6-12 months ### "Easy to use and navigate; organized system" April 20, 2018 5.0 Web based makes it convenient! Pros I love the ability to organize our policies and link meta data in the background. It helps with the ability to create projects and formal review for policies. Cons The version control is there, but the naming convention does not make the most sense. Thankfully their developers are actively working on this. Review Source LH Linda H. Administrative Assistant Used the software for: 2+ years ### "Policy Manager staff are most helpful when issues arise. The Software is simple to use." February 14, 2018 5.0 Easy to use. Aids in maintaining document control of Policies. 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. Review Source Response from RLDatix 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. TM Tracy M. ACNO Used the software for: 1-2 years ### "Great product to keep your policies organized and up to date" February 14, 2018 5.0 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. Review Source Response from RLDatix 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. SC Stephanie C. Director of Applications & Informatics Information Technology and Services Used the software for: 2+ years ### "Policy Medical" September 10, 2018 4.0 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 Easy to use. Good search features. 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. Review Source Response from RLDatix September 19, 2018 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. JC Jane C. Statistical Data Coordinator Health, Wellness and Fitness Used the software for: 1-2 years ### "User Friendly Software" September 7, 2018 4.0 Any time I have contacted them for support they have been very responsive (and understanding) (Thanks !) Pros The ease of use for Front end users is a definitely a plus. Staff are more likely to use something that they don't have to spend forever trying to figure out. The attestation piece is an added bonus. Cons The back end set up is a little less intuitive and can sometimes be confusing especially is using SAML/Active Directory for user names/log in. Review Source Response from RLDatix September 10, 2018 Hi Jane, thank you for your feedback. We love receiving feedback from our customers. Glad to hear that you find the attestation feature helpful. Our customer support prides themselves on being responsive - so it is always good to hear a customer say they are responsive and helpful. Have a great day! TZ Terri Z. Director Hospital & Health Care Used the software for: 2+ years ### "AAC Review" November 11, 2016 5.0 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 Pros ease of use customer service Cons I wish it could be cleaned up easier. I wish you could mass assign iatest & digital signatures Review Source AW Amanda W. Executive Assistant Used the software for: 2+ years ### "Mostly good" February 14, 2018 4.0 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. Review Source Response from RLDatix 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! BJ Brooke J. HR Coordinator Hospital & Health Care Used the software for: 2+ years ### "Great product and great customer service!" February 14, 2018 5.0 Organization of our policies! It was much needed! 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! Review Source Response from RLDatix 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. DM Debra M. System Director of Nursing Clinical Excellence Hospital & Health Care Used the software for: 1-2 years ### "PolicyManager review" September 10, 2018 4.0 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 Review Source LD Latina D. Policy and Contract Coordinator Used the software for: ### "Administrator" November 5, 2015 5.0 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. Review Source MB Mike B. Manager of Environmental Services Hospital & Health Care Used the software for: 2+ years ### "Great program for keeping Policy and Procedures with easy access for staff to review." September 7, 2018 4.0 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. Review Source Response from RLDatix September 10, 2018 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. AC Alexa C. Used the software for: ### "User Friendly, Efficient, Great Customer Service" November 13, 2015 5.0 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! Review Source KB Kathleen B. Director Laboratory Import and Export Used the software for: 1-2 years ### "Policy Manager Pro or Con?" November 2, 2018 2.0 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 cR cynthia R. Manager Hospital & Health Care Used the software for: 1-2 years ### "Policy Manager Software Review" September 13, 2018 5.0 great Pros ease of use and ease of finding policies Cons some employees find new policy development to be difficult due to lack of editing tools Review Source LC Lina C. RN Hospital & Health Care Used the software for: Less than 6 months ### "Product Review" September 7, 2018 4.0 Pros Policies are all in one place. No multiple edited versions of policies floating around. Cons Too many emails. Navigation is not intuitive. There are so many steps to set up a policy. Review Source Response from RLDatix September 12, 2018 Lina, thank you for writing a review and for your feedback. Sorry to hear that you do not feel the navigation is intuitive. The good news is our engineering and UX team are working on a new UI which should improve the navigation. If you have further details relating to the navigation that you would like to share with our team, please send them to support@policymedical.com. We would love to hear from you. ES Emma S. director of patient care services Used the software for: ### "mixed feelings" November 5, 2015 3.0 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 Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.