Many organizations use Microsoft 365 as a low-cost substitute for specialized software, whether it’s a law firm managing clients or a construction firm tracking projects. In some of these cases, Microsoft 365 might not be as robust or easy to use as a purpose-built app. However, for healthcare policy management, Microsoft 365 is arguably as good as anything else on the market.
Healthcare organizations need to keep policies organized, up to date, and accessible in order to mitigate risks and comply with legal guidelines. And Microsoft 365 offers security, retention, version control, and automation features that cover all those requirements.
Formatted Policy Library in SharePoint
None of this is to say that Microsoft 365 is a perfect policy management solution right out of the box. The open, configurable nature of the platform can create loopholes if you’re not careful.
For example, by default the “search” bar at the top of the Microsoft 365 interface will search everything the current user has access to, everywhere on your tenant. So if somebody is drafting a new version of your drug handling policy and neglects to lock down access, other employees might see the unapproved draft pop up in a search right next to the official version. This can be especially problematic with Microsoft Teams, which throws any file attached to a conversation into an associated SharePoint library, whether you want it to or not.
Fortunately, it’s possible to adjust the scope of the search bar to only look at certain approved libraries. Between that and careful structuring of permissions, it shouldn’t be too difficult to close the gaps in your policy management process.
Using Microsoft 365 for policy management can save healthcare organizations money without compromising on functionality. If you have further questions about policy management in SharePoint for your organization, we’d love to hear from you.