Healthcare Policies and Procedures Management

With the ever-changing compliance regulations, whether that is HIPAA, HITECH, , ICD 9/ICD 10, The Sunshine Act or FDA CFR regulations, to industry best practices and healthcare associations’ guidelines, it’s a challenge for healthcare organization to keep policies and procedures current, employees trained and the healthcare organization compliant.

The ConvergePoint Healthcare Policy Management Software streamlines the entire policies and procedures lifecycle including the creation, review, approval, distribution and certification of policies and procedures while ensuring that industry best practices are adhered to and a complete audit trail of all actions from beginning to end is maintained.

The ConvergePoint Healthcare Policy Management software is scalable to your needs; user-friendly for your compliance and risk management officers, your business users, your IT team and your executive team; and ready to grow with your organization.



SharePoint On-Premise Hosting Option extends your existing SharePoint 2010 and SharePoint 2013 installation for healthcare compliance management.


Let us host the turnkey solution for you securely on the cloud and get you on the path to effective healthcare compliance management.


Coming Soon! Turnkey SharePoint App that can extend your Office 365 and SharePoint Online platform for healthcare compliance management.

Review and Approval

Rules based workflow engine for custom workflows to direct contracts to the people who need to review and approve them.

Role-Based Access

Restrict policy documents to only people who need to have access to them.

Version Control

Avoid confusion by making sure everyone works from the latest document version.

Expiration Notifications

Notify a policy manager when a policy is up for renewal, revisions or retirement.

Search and Reports

Easily find approved policies and procedures with powerful search options.

Central Location

Employees access and easily find up-to-date policies and procedures from one central location.

Real-Time Dashboards

Track statuses of policies, as well as employees’ progress on acknowledging policies.

Policy and Procedure Attestation

Track that employees have understood policies and procedures.

Event-Based Alerts

Be notified when you have a task to complete for a policy or a policy has been updated.

As a manager — no matter what your specific role within the organization or what size or type company you work for — you have three important responsibilities to your employees when it comes to policies and procedures: access, education and enforcement… READ MORE

Every time a discussion on policy and procedure management arises, there are always people in the room who think it applies to large enterprises only — and definitely not to them yet. Often, information and resources neglect the same needs for smaller organizations, but just because the organization is smaller to mid-size, doesn’t mean a policy and procedure management structure isn’t just as important… READ MORE

Your employees’ knowledge of company policies and procedures makes all the difference when it comes to compliance and industry regulations. Polices and procedures are intended to serve as a reference guide for certain scenarios or situations. What happens when those scenarios actually take place and your employees don’t know what to do? Costly mistakes can be made and employee morale can be crushed, all at the expense of your company… READ MORE

Without policies and procedures management, no company can last. Policy and procedure management is the strong foundation established for a stable and successful future; therefore it is essential to have an effective policies and procedures process… READ MORE

Make policy and procedure management at your organization a stress-free process. Check out this infographic of a sample policy or procedure in your organization and how it travels through the lifecycle, from creation, review, approval and distribution to acknowledgement… VIEW INFOGRAPHIC

Businesses are dynamic to meet the demands of the marketplace. We talk about mergers, acquisitions and subsidiaries as part of the common business dialogue, and we sometimes forget that it’s the compliance team that holds the seams of an ever-changing environment together. They are the force that guides corporate cohesion, by creating policies and procedures around operational and regulatory requirements… READ MORE

We’ve all sat in meetings, and more meetings, trying to hash out policy guidelines. It takes time. It takes multiple meetings. It takes dealing with different people from diverse areas both inside and outside the organization. It takes emailing back and forth after the meeting, and it can get confusing trying to keep track of it all. One thing that is imperative for policy management is being able to take all the pieces of information and keep them organized in one place… READ MORE

Policies are put in place to ensure everyone is on the same page about their jobs, from how to take vacation and sick days to how to use equipment safely. Some policies can be seen as flexible, whereas other policies need to be upheld in order for companies to be compliant with local, state or federal laws. When distributing policies, it’s important to recognize which policy is which, because asking every employee to sign off on every single procedure is counterproductive… READ MORE

If you think employees look at those new policies and procedures you send them, you’re only just thinking. How do you know for sure? Sure, some employees have enough time and interest to read through the documentation, but even within that group, how many pay attention to the changes that matter most?  With a simple questionnaire, you can make sure they do… READ MORE

Businesses are dynamic and ever-evolving to meet the demands of the marketplace. We talk about mergers, acquisitions and subsidiaries as part of the common business dialogue, but we don’t often stop to think about the compliance team that holds the seams of an ever-changing environment together. They are the one central force that guides corporate cohesion by creating policies and procedures around operational and regulatory requirements… READ MORE

Accountability for creating SOPs within an organization is often dynamic, as policy creation should be a combined effort from both the regulatory compliance team and operational leaders. Operational leaders are not always in the same location as compliance team members, making it sometimes difficult to coordinate. The right technology, however, can bring the right compliance leaders together to efficiently create relevant SOPs… READ MORE

Every organization has rules, policies, procedures and standards by which its employees must abide. The choice to agree and act in accordance with the standards of the organization must be a voluntary action by the employees. Enforcing the standards can be difficult, if they haven’t been properly communicated to the employee base through documentation, managerial involvement and company culture… READ MORE

SOP defines what an organization’s policies are, while outlining the steps necessary to respond to the situation denoted in the policy. They’re our quick reference guide on the daily in-and-outs of how to perform necessary job functions. It especially becomes handy as organizations grow and experience turnover, promotions and general human resource movement between organizations… READ MORE

Now that we have explored the realm of SOP and regulatory compliance, let’s take a look at the types of features to consider when looking at SOP solutions… READ MORE

Recently, we’ve been spending quite a bit of time researching what ensures effective compliance programs and translates into lasting corporate cohesiveness. We’ve studied general trends of discussion, attended compliance conferences and consulted upper management groups on their compliance efforts. What is most intriguing is how differently each organization approaches their corporate compliance structures… READ MORE

Establishing effective policies and procedures does not begin and end with regulations. It takes the right amount of collaboration and distributive mediums, and the right methods to measure understanding. Here are 5 steps to ensure compliance, and what software features to look for to choose the best possible solution… VIEW SLIDES

Another impediment to policy making is information flow bottlenecks, where one person or department holds up the entire process by sitting on emails that need to be passed on to others. Bottlenecks occur when someone doesn’t have access to information they need to make a decision, meaning everyone has to wait until the information is located. It can be frustrating and slow to get things done this way… READ MORE

Transparency — it’s a word that’s tossed around quite a bit in conversations, often with the words, “accountability” and “governance,” but what does it really mean? What does it look like? Why is it important? How does it apply to policies and contracts? …. READ MORE

A car is made up of many different moving parts. For the car to be efficient and travel from point A to point B, each part must function perfectly and work together. If the parts do not, the car will eventually break down without reaching its destination. In business, there are also many different parts to a company, and for that company to be successful, each part or sector must perform both individually and as a team. Operations in each department must work with an optimal output consistently… READ MORE

In today’s world, there’s a policy, along with a huge list of procedures, for everything. More than that, as companies evolve, the policies never seem to remain current for very long before tweaks and updates need to be made. The result? HR, compliance and risk management departments that often fall behind, trying to stay on top of policies and procedures in order to ensure that the company remains compliant with the latest laws and regulations. With policy management software, companies are able to reclaim a huge portion of the time it takes to write, approve and distribute policies… READ MORE

Forget the endless hunt through your inbox and the relentless effort to track down exactly which employees have seen what policies. ConvergePoint offers a simple solution for the distribution of company policies and procedures. Getting the information to the right people no longer has to be a daunting task of its own. ConvergePoint’s Policy Management Software is broken into three portals, so each phase can receive the individualized attention it deserves… READ MORE

On January 8th, 2013, the American Action Forum published a study stating that the total regulatory burden placed on the U.S. economy in 2013 by governmental regulators amounted to $112 billion. OIRA, The Office of Information and Regulatory Affairs, then translated this number into the number of hour’s U.S. workers spent processing the regulatory paperwork, 157 million hours… READ MORE

Beyond that, when a potential client visits your office or views your company website, the goal is to effortlessly promote the image of a thoughtfully planned & organized well-oiled machine. In the business world, regardless of the industry, one thing can be agreed upon-looking like a well-oiled machine from the outside is far from easy on the inside. As a Compliance Officer or HR Coordinator your role consists of behind the scene work that ultimately creates the seamless, successful image for your company. It takes an extensive amount of behind the scene work to be and stay compliant in today’s fast-paced business market… READ MORE

Sure, there are plenty of ways to view the policy and procedure management process, but when each phase is examined individually, the task becomes much more relatable overall. How can we make policy and procedure management more relatable you ask? Simple. We’ll relate it to something virtually everyone can understand…READ MORE

Every industry and business has certain regulations to follow and policies to implement for very different, yet equally important, reasons. The creation, distribution and acknowledgement of company policies and procedures ensure safety, act a reference guide and provide protection from the unknown… READ MORE

Do your policies and procedures include a disaster recovery or emergency action plan? What happens when a natural disaster, power outage or other unplanned event occurs?

About 40% – 60% of businesses never reopen following a disaster, according to the Small Business Administration, meaning an emergency action plan plays an essential role in helping businesses recover and continue.

The first step in building a plan is to create policies for disaster recovery and then define detailed procedures for each policy… READ MORE