Security Health Plan Improves Workflow With PolicyTech
Company Size
200-1,000
Region
- America
Country
- United States
Product
- PolicyTech
Tech Stack
- Microsoft Word
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Productivity Improvements
Technology Category
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Healthcare & Hospitals
Applicable Functions
- Business Operation
Use Cases
- Regulatory Compliance Monitoring
- Remote Collaboration
Services
- System Integration
- Training
About The Customer
Security Health Plan, a part of the Marshfield Clinic Health System, is a not-for-profit health maintenance organization. Security Health Plan is committed to improving members’ health, managing health care costs, and providing access to a high-quality health care experience. The organization has 513 employees and operates in the United States. They were looking for a solution to improve their policy management process which was fragmented and lacked consistency and accountability.
The Challenge
Security Health Plan was struggling with a fragmented policy management process that lacked consistency and accountability. The web-based system they were using did not fit into a workflow and did not officially collect who the writer, reviewer, or approver were or exactly when they had accomplished their step or easily see what edits were made to the policy over time. The organization also had concerns about centralization and consistency. Their processes weren’t standardized. Practices and workflows differed across business functions, creating confusion about access and ownership. There was also considerable fragmentation. Multiple departments would have procedures for dealing with a given situation housed in different places. There was a real need to combine these into a single, shared process.
The Solution
Security Health Plan considered many different technologies and selected PolicyTech as its Policy Management solution. PolicyTech provided a consistent workflow for writing, reviewing, and approving policies throughout the organization. The solution offered the ability to redline, ensuring that changes made to a document are tracked and visible. PolicyTech’s accessibility was also a key factor in its selection. It works with Microsoft Word, eliminating the need to convert things into a PDF or worry about storage, because sharing is easy. NAVEX, the provider of PolicyTech, also offered responsive service and support.
Operational Impact
Quantitative Benefit
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