Healthcare · Managed platform (RLDatix)
One current, approved version of every hospital policy, with proof staff have read it
Overview
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.
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.
The product supports these requirements; meeting them remains your organization’s responsibility.
Responsibilities
RLDatix provides the policy management platform, Moraph configures and runs it for your policy program, and your organization writes, approves and owns every policy.
| Area | Moraph | RLDatix | Your organization |
|---|---|---|---|
| Licensing | Resells the subscription and tracks user counts, modules and renewals with you | Sets licence terms and editions | Agrees scope and signs the order |
| Platform availability | Monitors service health and tells you about disruptions that affect staff access to policies | Operates the hosted platform under its own service commitments | Keeps a downtime copy of critical policies under your business continuity plan |
| Policy content | Migrates documents and applies formatting standards | Provides the authoring and version control tools | Writes, reviews and owns every policy and its accuracy |
| Approval routes | Configures approval routes and committees from your governance rules | Provides the workflow capabilities | Decides who approves each kind of policy |
| Review cycles | Sets review intervals and reminders and watches for overdue reviews | Sends reminders and tracks review dates | Owners review on time and the policy office follows up |
| Attestations | Configures attestation campaigns and audiences on request | Delivers attestations and records acknowledgments | Decides which policies require attestation and from whom |
| Identity and access | Connects single sign-on and maintains roles from your approvals | Provides the sign-on and permission model | Owns the identity provider and approves who holds editing and approval rights |
| Incident response | Investigates access, sign-on and configuration problems and restores the service configuration | Resolves platform defects and outages | Decides on business impact and communication to staff |
| Changes and updates | Makes configuration changes through a reviewed process and tests your setup against platform updates | Delivers platform releases | Approves configuration changes |
| User support | Handles second-line questions from policy owners and coordinators | Supports the platform itself | Provides first-line help to staff through your service desk or policy office |
See how it works
Illustrative screens of how Moraph runs the service, with fictional sample data. They are not screens of RLDatix itself, which belongs to its vendor.
Step 1
During onboarding, Moraph tracks every source document from inventory to migration, with each owner's decision recorded.
| Department | Documents found | Owner decisions | Migrated | Status |
|---|---|---|---|---|
| Nursing (sample) | 214 | 214 | 188 | In progress |
| Pharmacy (sample) | 96 | 96 | 96 | Done |
| Infection prevention (sample) | 58 | 41 | 35 | 17 awaiting owner |
| Environment of care (sample) | 73 | 73 | 60 | In progress |
| Human resources (sample) | 44 | 0 | 0 | Owner not assigned |
Step 2
Each approval route is written down and checked against your governance documents before go-live.
Clinical policies · System-wide
Review notes
Step 3
Configuration changes are tested and approved by your policy coordinator before Moraph applies them.
| Request | Change | Tested | Approval | Status |
|---|---|---|---|---|
| CR-0412 | Add facility-specific route for Example Community Hospital (fictional) | Passed | Approved | Applied |
| CR-0418 | New template for procedure documents | Passed | Approved | Scheduled |
| CR-0421 | Reassign 32 policies from departed owner | Passed | Pending | Awaiting approval |
| CR-0425 | Change review interval for forms | Not started | Pending | Needs governance decision |
Step 4
When staff cannot reach the policies they need, Moraph investigates, restores access and records what happened.
Night shift unable to open policy links from intranet
Step 5
Each month Moraph reports on the state of the policy program and the service behind it.
Monthly service review · Fictional sample month
For decision
Step 6
Ahead of a survey, the history of a policy shows each version, who approved it and whether staff acknowledged it.
| Version | Approved by | Effective | Attestation | Status |
|---|---|---|---|---|
| 4 | Medical executive committee | Fictional date C | 1,204 of 1,231 | Current |
| 3 | Medical executive committee | Fictional date B | Not required | Archived |
| 2 | Chief nursing officer | Fictional date A | Not required | Archived |
| 1 | Unknown, migrated | Before migration | Not recorded | Archived |
Workflows
Owners draft new policies and revisions in the platform, from your templates, with the earlier version kept and changes visible to reviewers.
Each policy follows the approval route your governance sets, by department, policy type or committee, and the approvals are recorded with names and dates.
When a policy that staff must know changes, an attestation is sent to the people it affects, and acknowledgments are tracked until complete.
Owners are prompted when a review falls due, overdue reviews are escalated, and the policy office can show any policy as it stood on a past date.
Roles and permissions
Each role below is a starting point. During implementation we set them up to match your teams, and every action anyone takes is recorded in the audit trail.
Any employee, contractor or medical staff member
Finds and follows the current version of the policies that apply to their work.
Department director, nurse manager, pharmacy director, infection prevention lead
Keeps the policies they own accurate, current and reviewed on time.
Executive sponsor, committee chair, medical executive committee, chief nursing officer
Decides whether a policy is approved for use.
Policy coordinator, accreditation manager, regulatory readiness manager, quality director
Runs the policy program and is the main contact for Moraph.
Moraph platform administrator, migration specialist, service manager
Configures and runs the platform under your change approvals.
Internal auditor, compliance reviewer, surveyor support under temporary access
Reviews policies and their governance without changing anything.
| Action | Staff | Owner | Approver | Coordinator | Moraph | Auditor |
|---|---|---|---|---|---|---|
| Read current policies | Full | Full | Full | Full | View only | View only |
| Complete attestations | Own work only | Own work only | Own work only | Own work only | No access | No access |
| Draft and revise policies | No access | Own work only | No access | Full | No access | No access |
| Approve a policy | No access | No access | Approves | No access | No access | No access |
| Publish an approved policy | No access | No access | No access | Full | No access | No access |
| View drafts and archived versions | No access | Own work only | Own work only | Full | View only | View only |
| Run attestation campaigns | No access | Own work only | No access | Full | Full | No access |
| Set owners and review intervals | No access | No access | No access | Full | Full | No access |
| Change approval routes and templates | No access | No access | No access | Approves | Full | No access |
| Migrate and import documents | No access | No access | No access | Approves | Full | No access |
| Manage users and roles | No access | No access | No access | Approves | Full | No access |
| View audit trail | No access | No access | No access | View only | View only | View only |
Features
One searchable place for current policies and procedures, organized by department, facility and topic, with only the approved version visible to staff.
The platform keeps every earlier version with its approvals and effective dates, so the policy in force on a past date can be shown.
Moraph configures approval routes by policy type, department and committee from your governance rules, and keeps them current as committees change.
Owners are reminded before a review falls due, and overdue reviews are escalated to the policy office.
Staff acknowledge new and changed policies, with outstanding acknowledgments tracked and followed up through managers.
Policies can be linked to the accreditation standards and regulations they address, so the policy office can find what supports each one.
Moraph migrates existing policies from shared drives and intranet pages, removes duplicates with your owners and records each document's current approval status.
Your policy template and formatting standard are applied to new policies and to migrated documents.
System-wide and facility-specific policies are kept separately, so each facility sees what applies to it.
Staff find policies through single sign-on or a link from your intranet, without needing an editing account.
Moraph prepares evidence of approvals, review status and attestations ahead of surveys and on request.
Each month Moraph reports on overdue reviews, approvals waiting, attestation progress, changes made and platform notices.
Integrations
| Connects to | How | What flows |
|---|---|---|
| Single sign-on | Staff and owners sign in through your identity provider (SAML), so your password and multi-factor policies apply. | In: user identity and group membership for roles. |
| Intranet and EHR links | Links to the policy library, or to individual policies, placed on your intranet and other staff-facing systems, where those systems allow it. | Out: links to current policy versions. |
| HR directory | Staff, department and manager data used to target attestations and follow up outstanding acknowledgments. | In: workforce directory and reporting lines. |
| Learning management | Attestations or related training can be assigned through your learning platform, including Moraph's managed Learning Management service. | Out: policies needing attestation. In: attestation completions. |
| Document sources for migration | Existing policies from shared drives, intranet sites and document systems, migrated once during implementation. | In: policy documents and their known approval history. |
| Service desk | Change requests and access problems tracked in Moraph's service desk, with your ticketing system connected where agreed. | In and out: tickets, status and resolution notes. |
Each integration is confirmed in discovery and specified in the design. See how an engagement progresses.
Security and privacy
Everyone signs in through your identity provider, so your password and multi-factor policies apply.
Staff see only approved policies; drafts, archived versions and approval comments are limited to the roles that need them.
Moraph staff use named accounts with the access your organization authorizes, and changes are made through approved change requests.
Edits, approvals, publications and attestations are recorded with who did them and when.
Data Moraph holds for the service, such as migration files and evidence exports, is encrypted with keys staff cannot use without explicit, time-bound authorization.
Policies should not contain patient information, and migration checks flag documents that appear to. Where your use involves protected health information, a business associate agreement is put in place first.
Company-wide controls, independent audits (SOC 2 Type II and ISO/IEC 27001) and data residency are described in our Trust Center, where you can request the evidence pack.
Reporting
10 standard reports, grouped by who uses them. Each shows who it is for, how it can be broken down, how it is delivered and what it is used for. The data behind them is also available to your own reporting tools.
For policy coordinator and owners
Policies with a review falling due or overdue, with the owner, department and days remaining or overdue.
For policy coordinator and approvers
Policies in an approval route, the step they are on, who holds them and how long they have waited.
For policy coordinator, owners and managers
For each attestation campaign, who has acknowledged the policy and who has not.
For policy coordinator, auditors and surveyors
Every version of a policy with its approvers, approval dates, effective dates and what changed.
For compliance officer and auditors
Completed attestations for a policy version with names and dates.
For accreditation manager
Accreditation standards and regulations linked to policies, and standards with no linked policy.
For policy coordinator and compliance committee
Policies published, revised and retired in a period, with their approval dates.
For compliance committee and senior leadership
Review status, overdue counts, approval times and attestation completion over time.
For policy coordinator
Policies per owner, reviews coming due and owners who have left or changed role.
For policy coordinator and compliance officer
Configuration changes applied, access problems resolved, migration progress, platform notices and planned work.
Deployment
Moraph resells the subscription and runs the platform from implementation onward.
Where you already license the RLDatix platform, Moraph takes over configuration and operation, subject to the vendor's terms.
Can be run with Moraph's managed Learning Management service so changed policies are assigned for attestation or training.
Security controls, independent audits and data residency are set out in our Trust Center. Engagement models and what drives a quotation are on Working with Moraph.
Implementation
The general phases are on Working with Moraph. For this product, they involve the following.
We document your policy governance with the policy office: policy types, owners, approval routes, committees, review intervals and attestation rules.
We inventory existing policies across drives, intranet pages and binders, and owners decide which are current, which merge and which retire.
Current policies are migrated with their known approval and review dates, formatted to your template and checked by their owners.
Routes, review intervals, roles, facility structure and attestation settings are configured and tested with sample policies.
Single sign-on is connected and links are placed on your intranet so staff can reach the library from where they work.
Owners, approvers and coordinators are shown their own tasks, old locations are withdrawn by agreement, and the monthly service review begins.
Limitations
Worth knowing before you evaluate it.
Evaluation checklist
Questions worth putting to us, and to any other vendor you are considering.
Questions
Yes. Moraph reviews your current configuration against your governance documents and takes over operation, subject to RLDatix's terms for your existing licence.
Your organization does. Moraph configures the routes and reminders, but owners write the policies and your approvers decide.
They are inventoried and owners decide which are migrated, merged or retired. Old locations are withdrawn by agreement once the library is live.
Platform availability is RLDatix's responsibility. Your business continuity plan should include a downtime copy of critical policies, and Moraph can help you set one up.
Platform licences are priced by RLDatix's terms, and Moraph's implementation and managed service are quoted separately. See Working with Moraph for what drives a quotation.
Policies should not contain patient information. Where your use of the service involves protected health information, a business associate agreement is put in place first.
Next steps
See the product working with sample data, focused on your workflows.
Request a demonstrationArchitecture, integrations, security and hosting, with our engineers and your technical team.
Request a briefingThis page on two sides, to share with colleagues or add to your evaluation file.
Open the factsheetBuying through a formal procurement? See How to buy for purchasing routes, accessibility conformance reports and company information. Documentation: Policy Management guides on docs.moraph.com (getting started and security guides are public; setup, administration and integration guides are for client accounts). Support: Policy Management support guide.