Policies and documents

Policies people can find, read and prove they follow.

Write and update policies with AI, route them through review and approval, publish them to the people who need them, and show every version and every attestation when someone asks.

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See the AI

Policy library with documents, in force, drafts, overdue reviews and never-published counts

Policies

Procedures

Plans

Forms

Handbooks

Binders

Templates

AI in every step

AI drafts, rewrites and answers from your policies.

Draft a policy in minutes

Describe what you need or name the regulation. AI drafts a complete policy in your template, ready for review.

A policy helper in the editor

Ask it to tighten language, add a missing section or check a policy against a regulation. It proposes changes; you accept or reject each one.

Answers from your own policies

Staff ask a question in plain language and get an answer quoted from the current version, with a link to the policy.

In Teams and the tools you use

The same cited answers in Microsoft Teams, so people don’t have to hunt through a shared drive.

Policy Helper reviewing a draft procedure and listing missing sections and gaps without changing the text

Library

Start from a library of ready-made policies.

Publish policies written for your industry in a click, then make them your own.

Ready-made policies and categories for your industry

Templates with your logo, headers, footers and numbering

Edit in a rich-text editor or in Word

Bring your existing policies over in bulk

Library of ready-made ambulatory care policies, each added as a draft under its category
Policy approval workflow with a clinical review stage and a compliance sign-off stage

Review and approval

Review and approval, built in.

Every policy follows the review and approval path you define, on schedule.

Review and approval steps configured for each kind of document

Review dates with reminders before they are due

Overdue reviews flagged on the dashboard

E-signature for the documents that need one

Versions

Every version, on record.

See exactly what a policy said on any date, and who approved it.

Full version history, with drafts kept apart from what is published

One editor at a time, so changes never collide

Related policies linked to each other

Retired versions kept for as long as you need them

Policy editor on draft 0.1 with save version, discard and publish 1.0 controls
Policy attestation tracking by site and by person

Read and attest

Read and attest, tracked automatically.

Publish a policy and assign it to the people who need to read it, in the same step.

Staff read and attest to the version you published

Completion tracked person by person, by site and role

Reminders until everyone has attested

Proof ready when a surveyor or auditor asks

Search

Find the right policy in seconds.

Search by meaning, not just keywords, across everything that is published.

Search that understands the question, not just the words

A policy tree by category

Binders that gather documents for a survey or an audit

Dashboards for reviews due, overdue and recently published

Policy search with 113 policies in force browsable as a tree by category

See your policies in Simpliance.

Bring one of your policies. We’ll update it with AI, route it for approval and assign it for attestation, live, in 30 minutes.

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