HUB Policy Networking Group - February Recap

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THANK YOU to all attendees! Click here for Recorded Meeting Link , slides attached, highlights below. March Topic: Template Use - SHARE EXAMPLES. You are invited to share your templates and experience! The best learning is from your colleagues. Post here or email me at ckirchner@rldatix.com if you are willing to be an active participant! February Meeting Highlights: Announcements: Link to HUB User & Product Forum ; Link to Palooza Information Discussed the general impact of Mergers & Acquisitions in healthcare (based on recent studies and participant experience) Discussed operational approaches to standardization of document management in an organization and how to use PolicyStat features to help. (See slide notes for details - 15 & 16) Group voted to continue monthly meetings and recommended additional topics for 2023 (See slides 18 & 19) Reference Articles Shared: Applicability What are Applicability Groups? How do I create new Applicability groups? How do I edit or modify Applicability Groups? How Do I Select Applicability? How do I hide or display applicability when printing documents? Areas How do I Create a New Area? How do I Make Edits to an Area? How do I Rename a Policy Area? How do I set User Permissions by Area? Bulk Changes How do I Change Multiple Policy Properties at Once? (Bulk Admin Override) Approval Workflows What Comprises Steps on an Approval Workflow? How do I make a Revision or Start a New Version of an Expired Active Policy? Can I generate a report listing which Approval Workflows are assigned to which policies? How can I View the Approval Workflow of a Pending Policy? Who do I contact for changes to approval workflows, access permissions or other changes in PolicyStat? How do I mark my approval on a pending policy when I’m not apart of the workflow? (Optional Approval) If a signature is not needed on the policy, a collaborator can be added to make comments; Can I Invite Others to Collaborate on a Policy? How can I include a committee in an approval workflow? How do I display approval workflow step description labels in the approval list at the bottom of a document? Standardized Policy on Polices Create a Standard Policy on Policies (sample download Reference Tags How do I add Reference Tags? How do I Rename Reference Tags? How do I Merge a Reference Tag? How do I Delete a Reference Tag? PolicyStatistics PolicyStatistics - An add-on to get additional system utilization data: What Data is Collected? How do I find PolicyStatistics data on my site? How often does data update in PolicyStatistics? What Data is Collected in PolicyStatistics? What can I find in the PolicyStatistics report? How do I filter data in PolicyStatistics? NEXT MEETING: Friday, March 10, 2023 @ 1PM CT/ 2PM ET. THIS GROUP MEETS MONTHLY ON THE 2ND FRIDAY.

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How can I access the recording? The link wants an RL email login.

Commented by: Karen Gibbons

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Recording not available to me either. Are you able to post differently? (Including recording and slides.)

Commented by: Carol Upcraft

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@Karen Gibbons ? @Carol Upcraft Please try this link… HUB Policy Networking Group - February 2023

Commented by: Jon Corpany