MedTrainer Compliance

Recent Updates

November 2023

Effortless Document Signatures, Anytime, Anywhere

Collect multiple signatures and initials from both internal and external users on a single document, all in a mobile-friendly format. No more cumbersome paperwork or endless back-and-forth emails for approvals!

New Steps To Gather Signatures:

Similar to our signatures feature prior, multi-signatures will work for PDFs, Word (.doc, .docx) and images (png, jpeg, jpg). 


From creation to completion and signatures, to back to editing, do all of your documents or policies within MedTrainer with our easy Docs Editor.

October 2023 

Find What's Important Faster with Subfolders

Simplify your document management with these new features.

Subfolders

Easily categorize and locate files even with a large volume of documents by creating folders inside of folders. Subfolders help maintain a cleaner and more manageable document management system, reducing the risk of misplacing or losing critical files.

Uploading

Have a file on your desktop you want to upload? Easily click and drag the file to your MedTrainer folder to begin uploading.

Multi-Select

Easily organize. Move multiple documents to another folder at the same time. Select 2 or more files, click the move button in the toolbar, and select which folder to move them to. 

Categories

Categories are now available across all folders providing you with a consistent and streamlined way to categorize and filter your documents, regardless of where they are stored. *You may see multiple categories if you had the same category in different folders previously.

July 2023

Fillable PDF Forms in Documents and Policies

Simplify data collection with MedTrainer’s Documents and Policies, enabling users to fill out fillable PDF forms within the system effortlessly. From 1040 tax forms to employee policies, admins can upload forms, share them with staff for completion, and automatically store the completed documents, streamlining your data management process with utmost convenience.

March 2023

Documents Viewer

The view document experience has improved to allow you to more easily manage documents and collect signatures. 

Check out the new viewer by heading to documents and policies and viewing a document.

March 2023

MedTrainer Reports Added Features

We've added some new features to all in-app reports to make navigating your data easier.


You can find these changes under all new in-app reports such as compliance reports, credentialing reports, learning reports, exclusions reports, and organization reports.

Past Product Updates