Through a centralized, cloud-based, file management
solution, MedTrainer allows you to digitally distribute
policies and documents that need to be read, accepted,
and signed by your team — without ever leaving the
platform.
File management takes
on a new meaning.
Access your documents and policies
anywhere, anytime.
The Documents and Policies feature gives
you access to multiple tool sets to simplify your life:
INTEGRATED WORD PROCESSOR
Create new documents directly in your MedTrainer platform.
Policies Binder
Accepted and signed documents will be kept under each student’s dashboard for them to review at any time.
Team Assignments
Easily assign policies to staff members. Filter them by location, department, or profile. Monitor review and signature status, and send reminders if needed.
Digital signing
Files can be digitally signed. Just place the signature field anywhere in your document to be signed by your staff after review.
Fillable Responses
House fillable forms that your employees can complete within their platform, such as surveys or W-9 forms.
Restrictions
Grant access to specific users to modify or assign a document or policy.
Bundles
Group document and handle theme as a whole for easy managing and assigning.
Folders
Maintain files in folders and categorize them with tags for quick access. Manage privileges and accesses to them depending on location or department.
Version History
Track edits made to your documents. A new version of the file is created whenever the document is altered in any form.
Logs
Get a clear insight into the actions taken upon each file. Changes can always be revised.
Conversations
Generate discussions related to each document creation and fine-tuning. Promote collaboration and exchange ideas.

How does the Document and Policies tool work?
Five steps to Policy management.

The Documents and Policies Tool eases organizations’ compliance process with federal regulations. It facilitates controlled dissemination of information and promotes an accountability culture with a platform for employees to sign, review, and approve documents without leaving MedTrainer’s management system.
Documents will be at hand for your staff members to review and update whenever needed, ensuring that information is up to date and in line with the latest regulations. If an inspection or an audit takes place, policies are always available for retrieval.
For your organization managers, the Documents and Policies Tool features easy-to-understand visuals on documents status and quick control over document assignation, making the tracking process simple. It doesn’t matter whether it’s a large or a small group of people; files can be assigned individually or in bundles to streamline the assignation process.
The ultimate purpose of compliance in the healthcare industry is to improve patient care and ensure proper treatment! Organizations should model their decisions and processes upon approved clinical standards from government agencies and accrediting bodies. Always be at the top of your game with Documents and Policies Tool.
