Policy Management

Moraph resells, implements and runs RLDatix's policy management platform as the single place your hospital keeps its policies and procedures. The platform routes each new or revised policy through the approvals your governance requires, prompts owners when a review falls due, and collects staff attestations. Moraph migrates your existing documents, configures the approval routes and review cycles, keeps the platform running, and prepares the evidence surveyors and auditors ask for.

The problem it solves

Hospital policies often live in shared drives, intranet pages and binders, with several versions of the same document in circulation. Staff cannot tell which one is current, owners miss their review dates, and approvals are tracked by email. When a surveyor asks for the policy in force on a given date, who approved it and whether staff were told about the change, the policy office spends days reconstructing the answer.

Who it’s for

• 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

1. Write and reviseOwners draft new policies and revisions in the platform, from your templates, with the earlier version kept and changes visible to reviewers.
2. ApproveEach policy follows the approval route your governance sets, by department, policy type or committee, and the approvals are recorded with names and dates.
3. Communicate and attestWhen a policy that staff must know changes, an attestation is sent to the people it affects, and acknowledgments are tracked until complete.
4. Review and evidenceOwners 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.

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.

Staff member

Searches and reads current policies and completes attestations

Policy owner

Drafts and revises the policies they are responsible for and reviews them on schedule

Approver

Approves or returns policies in their route, individually or as a committee

Policy coordinator

Runs the policy program, manages routes and attestations and follows up overdue reviews

Moraph service team

Configures and runs the platform, migration and reporting under change control

Auditor (read-only)

Reviews policies, version history and attestations without changing them

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.

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.

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.

Governance workshop

We document your policy governance with the policy office: policy types, owners, approval routes, committees, review intervals and attestation rules.

Inventory and cleanup

We inventory existing policies across drives, intranet pages and binders, and owners decide which are current, which merge and which retire.

Migration

Current policies are migrated with their known approval and review dates, formatted to your template and checked by their owners.

Configuration

Routes, review intervals, roles, facility structure and attestation settings are configured and tested with sample policies.

Sign-on and links

Single sign-on is connected and links are placed on your intranet so staff can reach the library from where they work.

Go-live and handover

Owners, approvers and coordinators are shown their own tasks, old locations are withdrawn by agreement, and the monthly service review begins.

• 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.

• Take one department's policies and review how they would be inventoried, cleaned up and migrated
• Walk a sample policy through your approval route as it would be configured
• Check that a staff member can find a current policy from your intranet in a few steps
• Ask for a sample policy history and attestation report and compare it with what surveyors ask for
• Review the responsibilities table with your policy office, compliance and IT leads
• Agree how downtime access to critical policies will be handled