Policies Across Sites and How that Affects Audits

#1

Hello!

Does anyone have policies that apply to several (or all) of their PolicyStat sites? For example, perhaps administrative policies that apply to several different hospital sites each with their own names/logos? How has this worked with audits from various regulatory/accreditation bodies since the policy can only have one name/logo?

Currently we have an applicability group to show some of our policies across all of our PolicyStat sites. There is some concern that this will create issues when it comes to audits, as the policy will not have each specific site’s name/logo and thus not appear to apply to them.

The solution that has been proposed is to clone these policies on each site instead, however that involves updating each copy when a change is made and going through the entire workflow several different times when it comes time to review. This would be very cumbersome on our policy owners/approvers.

I would appreciate any insight or ideas on this and would be happy to meet to discuss further!

#2

Hi @carissa.slattery! Logo aside, the applicability section of the policy shows the locations it applies to. That has been acceptable for most customers from the feedback I’ve heard.

There is a new solution that will be available early 2025 called Enterprise Policy Sharing (EPS).
EPS will allow the creation of a system ‘template’ and can be shared to individual ‘child’ locations. When the template policy is updated, the ‘child’ policies receive the updates while preserving any modifications made by the child site.
The system template will have an approval workflow and ‘child’ sites their own local workflow. In some use cases that is a good thing, but depending on your setup it it might not be.

#3

Thank you for that information! So if we have policies that need to apply across all child sites, but then the child site may need to also add their own piece to it- would this be a good solution? We would probably have the same approval workflow for the template and the child site.

#4

You’re welcome. Yes, it would allow for limited modification of the policy for each location while maintaining the system portion that would be restricted from changing.

#5

This sounds like it may be very useful for us and alleviate a lot of current concerns! Is it possible to get a demo of this solution once it’s set up?

#6

@carissa.slattery Ok! I would be happy to demo it before it’s released as most of it is done and getting ready to be tested by our early adopters. I’ll reach out to you via email and see if we can find a time for a demo.

1 Like