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 Β· Policy Library
πŸ“„Medication Management Policy
Internal policyv3.1
πŸ“„Safeguarding Adults Policy
Internal policyv2.0
πŸ“„Infection Prevention and Control
Internal policyv4.2
πŸ“„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  • You avoid policies quietly going out of date.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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