MedTrainer Compliance
Recent Updates
April 2024
Signing Groups for Multiple Signatures
Signing groups are now available in Documents & Policies, enabling you to send a document to a group of people for signature with just one person required to sign. Once this person assumes the role of primary approver and signs, email notifications will be sent to the remaining members informing them that the document has been officially signed. This makes privileging and appointment approvals a breeze!
Other signature options already available include:
Signing chain: You have the flexibility to determine the sequence in which signatures are obtained from board members or other groups of approvers. Notifications will be sent based on the order you establish. Each time a signature is obtained, the subsequent approver in the sequence will be notified that it is now their turn to sign the document. Upon gathering all required signatures, you will receive an email notification that the document has been fully signed.
Multiple signers: If you have a new policy awaiting approval from the board, you can create or upload the document and email it to all board members at the same time for their signatures. You'll get a notification once all their signatures are complete on the policy.
External users in signing groups cannot interact with forms and collect responses, so they cannot fill out forms or provide their own information unless they are internal users.
March 2024
Conversations Dataset - Incident Reports
Introducing the new conversation section on incident reports. This section showcases all the comments and discussions surrounding each incident and who has reviewed the incident, making transparency simple and leaving you with confidence when an audit comes around.
February 2024
Override Fields - Incident Reporting
This has been a highly requested feature and we're pleased to announce that four new override fields have been added into MedTrainer Incident Reports. The override fields make it easy to change incorrect information, while still keeping the data originally submitted.
The new fields are: Override Location, Override Department, Override Incident Type, and Override Incident Subtype.
With these fields you can easily uphold accuracy and enforce compliance, ensuring that your organization is transparent, accountable and prepared for regulatory purposes and audits.
For more details, you can consult the user guide.
February 2024
Drag-and-Drop Bulk Uploads
New bulk document upload makes adding any number of documents into the system super easy. In the past, loading documents was time consuming, but we heard you and upgraded. Combined with drag-and-drop functionality, you are now able to upload large volumes of documents at once with a single action.
How to do it?
Double-click on the desired folder you want to upload documents into. The folder selected will be the location for the new document, and only the users that have access to the folder will be able to access the document.
Drag and drop the documents into the desired folder.
As soon as the documents are dropped, an uploading pop-up will appear on the screen. This pop-up will show the uploading process of each document that was dragged and dropped into the system. Once the documents are completely uploaded, hit the refresh table button.
After refreshing the table, the newly uploaded documents will be displayed in the document list section as a draft, making it easier to edit if needed.
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:
Create a document in word/google docs and iterate on it [Lifecycle Stage = DRAFT]
Finalize or confirm the document like it were a PDF, and add signatures. [Lifecycle Stage = CONTENT COMPLETE]
Collect Signatures [Lifecycle Stage = PUBLISHED]
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.
Users can assign word documents or images to staff for signature.
Properties are easier to edit on published documents.
Easily add space for a date on all documents.
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.
We've added a new “recipients“ column on the scheduled reports page. Now you can search by scheduled report name or by recipients.
Daylight saving time is now supported when scheduling reports.
Admins can now freeze columns.
You can find these changes under all new in-app reports such as compliance reports, credentialing reports, learning reports, exclusions reports, and organization reports.