Setting policy review reminders

Set a review date for each policy and CareStreamAI will remind you before it falls due, so nothing is missed.

CareStreamAI · Policy Library
📄Medication Management Policy
Internal policyv3.1
📄Safeguarding Adults Policy
Internal policyv2.0
📄Infection Prevention and Control
Internal policyv4.2
📄Staff Handbook
Staff handbookv1.6
Set a review date against any policy

Most policies need reviewing on a regular basis. Review reminders help you stay on top of this without keeping a separate spreadsheet.

How to set a reminder

  1. 1Open a policy in the Policies area.
  2. 2Set the date the policy is next due for review.
  3. 3Save your changes. You will receive a reminder before that date arrives.

Why this helps

  • You can show inspectors that policies are reviewed on a planned cycle.
  • You avoid policies quietly going out of date.
  • Your whole review schedule sits in one place.

Still need a hand?

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