NAVEX Case Studies Security Health Plan Improves Workflow With PolicyTech

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	Security Health Plan Improves Workflow With PolicyTech NAVEX

Security Health Plan Improves Workflow With PolicyTech

NAVEX

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
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

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

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.

About 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.

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.

Impact #1	Security Health Plan’s adoption of PolicyTech has made it more efficient to produce their Medicare Advantage Evidence of Coverage and Annual Notice of Changes documents.
Impact #2	Other departments have also taken advantage of PolicyTech’s capabilities. Security Health Plan’s customer service department adapted the solution’s keyword search functionality to direct their staff to key information when responding to customer questions and requests in real time.
Impact #3	Moving forward, Josh Dick looks forward to increasing the adoption of PolicyTech throughout the organization.

Impact #1

Security Health Plan’s adoption of PolicyTech has made it more efficient to produce their Medicare Advantage Evidence of Coverage and Annual Notice of Changes documents.

Impact #2

Other departments have also taken advantage of PolicyTech’s capabilities. Security Health Plan’s customer service department adapted the solution’s keyword search functionality to direct their staff to key information when responding to customer questions and requests in real time.

Impact #3

Moving forward, Josh Dick looks forward to increasing the adoption of PolicyTech throughout the organization.

Benefit #1	Thanks to PolicyTech, we’ve reduced the amount of time spent by over 20%!

Benefit #1

Thanks to PolicyTech, we’ve reduced the amount of time spent by over 20%!

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Overview

Security Health Plan Improves Workflow With PolicyTech

Operational Impact

Quantitative Benefit