Policy Management

Principal workflows

• Write and revise: Owners draft new policies and revisions in the platform, from your templates, with the earlier version kept and changes visible to reviewers.
• Approve: Each policy follows the approval route your governance sets, by department, policy type or committee, and the approvals are recorded with names and dates.
• Communicate and attest: When a policy that staff must know changes, an attestation is sent to the people it affects, and acknowledgments are tracked until complete.
• Review and evidence: 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.

Who uses it

• Policy coordinators and accreditation managers at hospitals and health systems
• Compliance, quality and risk leaders who answer for policy governance
• Department leaders and policy owners who write and review policies
• Medical staff offices and committees that approve clinical policies
• Nurse leaders who need staff to know and follow current procedures

Reporting

• Reviews due and overdue by owner and department
• Approvals waiting and where they are held
• Attestation progress and evidence by policy version
• Policy history with approvals and effective dates
• Accreditation standards linked to policies
• Monthly service review of changes and issues

Features

• Single policy library: One searchable place for current policies and procedures, organized by department, facility and topic, with only the approved version visible to staff.
• Version control: The platform keeps every earlier version with its approvals and effective dates, so the policy in force on a past date can be shown.
• Approval routes: Moraph configures approval routes by policy type, department and committee from your governance rules, and keeps them current as committees change.
• Review reminders: Owners are reminded before a review falls due, and overdue reviews are escalated to the policy office.
• Attestation campaigns: Staff acknowledge new and changed policies, with outstanding acknowledgments tracked and followed up through managers.
• Standards cross-reference: Policies can be linked to the accreditation standards and regulations they address, so the policy office can find what supports each one.
• Document migration: Moraph migrates existing policies from shared drives and intranet pages, removes duplicates with your owners and records each document's current approval status.
• Templates and formatting: Your policy template and formatting standard are applied to new policies and to migrated documents.
• Multi-facility structure: System-wide and facility-specific policies are kept separately, so each facility sees what applies to it.
• Staff search access: Staff find policies through single sign-on or a link from your intranet, without needing an editing account.
• Survey readiness: Moraph prepares evidence of approvals, review status and attestations ahead of surveys and on request.
• Monthly service review: Each month Moraph reports on overdue reviews, approvals waiting, attestation progress, changes made and platform notices.

Integrations

• Single sign-on: Staff and owners sign in through your identity provider (SAML), so your password and multi-factor policies apply.
• 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.
• HR directory: Staff, department and manager data used to target attestations and follow up outstanding acknowledgments.
• Learning management: Attestations or related training can be assigned through your learning platform, including Moraph's managed Learning Management service.
• Document sources for migration: Existing policies from shared drives, intranet sites and document systems, migrated once during implementation.
• Service desk: Change requests and access problems tracked in Moraph's service desk, with your ticketing system connected where agreed.

Deployment

• New RLDatix subscription: Moraph resells the subscription and runs the platform from implementation onward.
• Your existing subscription: Where you already license the RLDatix platform, Moraph takes over configuration and operation, subject to the vendor's terms.
• Alongside other Moraph services: Can be run with Moraph's managed Learning Management service so changed policies are assigned for attestation or training.

Security and privacy

• Single sign-on: Everyone signs in through your identity provider, so your password and multi-factor policies apply.
• Role-based access: Staff see only approved policies; drafts, archived versions and approval comments are limited to the roles that need them.
• Controlled Moraph access: Moraph staff use named accounts with the access your organization authorizes, and changes are made through approved change requests.
• Audit trail: Edits, approvals, publications and attestations are recorded with who did them and when.
• Encryption and keys: 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.
• No patient information by design: 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.

Limitations

• Moraph is not the vendor. RLDatix owns and operates the platform, and its own service commitments, roadmap and outages apply.
• Licences are subject to RLDatix's terms, and the features available depend on the edition and modules you license.
• Moraph does not write, approve or take responsibility for the content of your policies; owners and approvers remain accountable for them.
• Moraph does not give legal or accreditation advice. Linking policies to standards helps find gaps, but deciding what a standard requires is your organization's judgment.
• Migration quality depends on the source documents. Approval history that was never recorded cannot be recreated and is marked as unknown.
• A downtime copy of critical policies under your business continuity plan remains your organization's responsibility.
• First-line help for staff stays with your service desk or policy office, with Moraph providing second-line support.
• The service is not an incident reporting or document control system for medical device or laboratory quality systems.

Next steps

Book a demonstration or a technical briefing at www.moraph.com/solutions/policy-management. Purchasing routes and company information: www.moraph.com/how-to-buy.