Ultimate Guide to Healthcare Policy and Procedure Management

Effectively managing policies and procedures in healthcare have a far-reaching positive effect.

May 31, 2024

Article Highlights:

Regardless of size, focus, or location, healthcare systems all have a common purpose: they're focused on safe, high-quality patient care. They want to improve as many lives as possible and they're concerned about risks to their patients, their staff, and their resources.

But there are many different kinds of healthcare organizations, each providing a different type of medical treatment to a different patient population. Some healthcare organizations may only serve elderly patients; others may only treat children with terminal diseases. Some treat patients at home, while others have patients who stay in the facility for months and years. Some focus strictly on the mind and a person's behavior, while others are dedicated to a patient's physical well-being.

Although needs can vary between organizations, effective healthcare policy and procedure management is important across the board. They need the most current content in order to achieve everyday readiness, provide top patient care, and help meet accreditation requirements.

Importance of policies and procedures in healthcare

It may sound dramatic, but healthcare policy and procedure management could mean the difference between life and death for patients. Staff members working from contradictory procedures or making decisions based on out-of-date policies can lead to errors, incomplete information, or incorrect decisions. When that happens, a patient's safety – or even the staff's – can be compromised.

For example, if a staff member isn't aware of a new medical equipment cleaning policy, they risk introducing and spreading infections to other patients or even themselves. Healthcare organizations implement policies and procedures to ensure all are using accepted best practices that support safe, high-quality care.

Learn more about policy and procedure management for hospitals or student health services.

Best practices for risk mitigation in healthcare

You can't completely eliminate risk in any healthcare organization (or any organization, really). But having an extensive policy and procedure manual can go a long way in mitigating that risk.

As we've discussed, effective policy management sets standards for care, operations management, IT management, and even personnel issues. Spelling out your policies and procedures and making them accessible to staff can go a long way to protect your patients, staff, and your entire healthcare organization. Here are a few best practices for mitigating risk.

Incorporate changing industry standards

As the technology and science around healthcare change, so do the industry standards. This means you need to keep up with changes to policies, best practices, and even the standards set forth by accreditation agencies. Not only can older practices and policies be dangerous, but these new practices can save even more people and help reduce their pain.

According to the American Society for Healthcare Risk Management, "healthcare risk managers must adapt and be proactive in developing and implementing initiatives that enhance organizational performance and productivity while improving patient outcomes." The University of Scranton recommends incorporating standards from organizations like the Department of Health and Human Services' Food and Drug Administration (FDA) and the American Society for Healthcare Risk Management.

Regularly update policies to meet new industry standards

The best way to ensure your policies remain updated is to actually schedule regular updates. Make time on your calendar to review all policies to make sure they meet accreditation and industry standards.

Your organization should encourage communication among staff to identify problem areas and ensure proper accountability measures are in place. And when updating policies, be sure to ask the people who actually work in these areas for ideas and suggestions on how to improve. They are the best sources for that kind of information.

Create a quality manual or quality management plan

A quality manual details a hospital's quality management system in clear and simple language. It provides the framework of the quality system requirements. A hospital quality manual is the how-to document that spells out the hospital's operational processes and what steps they will take to provide their standard of care. It can serve as a hospital policy and procedures manual, especially if the hospital is trying to meet DNV NIAHO or other accreditation standards.

The quality manual has to be reviewed and approved on an annual basis. For larger hospitals, this is usually done by an interdisciplinary team consisting of a combination of senior leadership, medical staff, nursing, quality/risk management, safety, pharmacy services, and ancillary services.

Your quality manual should include risk-based thinking, documented surveys, internal surveys and audits, corrective actions to take following nonconformity, measurable quality objectives, and how you'll determine your effectiveness.

You can learn more about creating an effective quality manual on our website.

Put your policies in the cloud

Moving to a cloud-based policy management solution is critical to healthcare policy and procedure management. It makes the content accessible to any staff member from anywhere. Rather than printing out thousands of policies and putting them in hundreds of binders, you can share your manual updates electronically, track the readership of the policies, and even check signature verification.

Your staff members only need a mobile phone or tablet, although they can access everything via a laptop if they choose. This is especially important for health systems with multiple campuses and remote employees.

Train and test your employees on their understanding of policies

Part of your accreditation and risk mitigation efforts means showing that you have taken the steps to inform and train all employees about new and existing policies. With training management software like PowerDMS, you can train and educate employees about policies anytime, anywhere.

You can also check their knowledge with customizable testing to ensure they all know and understand your policies, especially those related to new standards. This also provides you with records of the tests, which can be helpful during accreditation or litigation. Learn more about how the PowerDMS solution is specialized for healthcare organizations like yours.

Keep detailed records of policy distribution and sign-offs

Showing an audit trail can shield your organization from accusations of negligence. After all, having great policies won't do much good if you can't show that they've been read, understood, signed, and tested on.

Documenting when healthcare employees have read new or revised policies can help protect against negligence claims and assist with your accreditation. Cloud-based policy manuals allow you to pull these archived records if needed. A full version history of who signed, edited, and approved a policy could provide crucial evidence in litigation situations.

Want to learn more about risk mitigation in healthcare? Read our article on that subject now.
 

Healthcare policy and procedure management made simple

At their basic level, policies create a set of rules and procedures for your staff to follow when providing patient care, distributing medicine and supplies, or responding to an emergency.

Having healthcare policies and procedures in place can also protect your organization from litigation. If nothing else, they provide evidence that you already had safety parameters in place. And when you can demonstrate that your employees have reviewed those policies, been trained on them, and have been tested on them, a plaintiff's lawyer can't claim that your organization doesn't have the appropriate training. This also protects your employees and their patients on a daily basis.

In large part, this is why healthcare policy management is so important. The right healthcare policy management software simplifies healthcare policy and procedure management, saving you time, money, and stress. 

Learn more about different types of policy management software on our website.

The five best policy management solutions in healthcare

  • PolicyStat offers a cloud-based platform to healthcare facilities, collecting all policies in one place, and streamlines policy creation, review, and approval. PolicyStat offers a compliance management tool that automatically notifies you when policies are about to expire and should be updated.
  • MCN Healthcare is a healthcare policy management software that, as its name implies, is specifically focused on the medical field. Its software, Policy Manager, lets you control the workflow of policy creation, review, approval, and attestation. It offers real-time tracking and reporting of policies, search functions, and automated policy workflow. 
  • PolicyTech is a cloud-based policy and procedure management software created by NAVEX Global. It isn’t industry-specific, so it's more of a general solution. It focuses on increased efficiency in policy creation and updates and has the ability to produce audit-ready reports. You can also run checks to see whether employees have received and signed off on policies. And workflows help you track who has reviewed, approved, and rejected documents.
  • HealthStream Policy Manager (formerly ComplyALIGN) is a cloud-based platform designed specifically for healthcare. It is built for hospitals and medical care providers and has a simplified interface that lets you publish, access, and manage your policies and procedures. It features customizable document management workflow, shared review and approval, version control, auditing, and staff testing.
  • PowerDMS has policy and compliance management tools that help healthcare organizations create a living connection between policy, training, and accreditation. This saves you time and money when working toward accreditation and compliance. We serve more than 7,000 private and public sector organizations worldwide with secure, cloud-based solutions. We have an easy-to-use, modern interface and a robust mobile app, giving admins and users flexibility and convenience.

Of course, not all of these healthcare policy management solutions are created equally. Some are specific only to healthcare, some don't have a mobile app, and some don't offer testing or training. If you want to understand the differences between them, you can read more about the top five policy management solutions in healthcare. 

Final thoughts

PowerDMS is specialized for healthcare organizations. So, if you're looking to simplify your day-to-day operations, streamline the accreditation process, improve patient care, and save your policy admins or accreditation managers time, look no further.

We offer a healthcare policy management solution that provides access to standards from accrediting agencies like Centers for Medicare/Medicaid Services (CMS), Accreditation Association for Ambulatory Health Care (AAAHC), Accreditation Commission for Health Care (ACHC), Center for Improvement in Healthcare Quality (CIHQ), Det Norske Veritas (DNV), Joint Commission (TJC). It also lets you notify staff about new updates, train them on those updates, track their test scores and attestation, and improve the overall function of your healthcare organization.

Discover how PowerDMS is specialized for the needs and challenges of organizations like yours.

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