For policy managers

Approve it once. Every member of staff has the new version.

A controlled path from draft to approved policy, a full version history behind every document, and approved changes published to staff answers automatically. You can see whether the change reached your team, not just that it was sent.

The CareStream policy approvals workflow
Policy management, as it is

Updating a policy is easy. Knowing the update landed is not.

A new version is saved, an email goes out, and the old copy is still printed in a folder on the unit. Nobody can say for certain who has seen the change, or which version a question was answered from.

CareStream keeps one approved version live, records who approved it and when, and turns the change into something staff actually learn.

Without CareStream

Versions in shared drives, approval by email, and no way to tell whether staff are working from the current policy.

With CareStream

One approved version live in staff answers, a full approval trail and version history, and visibility of whether staff accessed the change.

What changes for you

Control from draft to frontline.

Every step recorded, and every approved change live for staff straight away.

  • Admin approval with a full version history
  • An optional care manager approval step, if you want one
  • External approval by one-off link for a consultant or trustee
  • Approved versions re-published to staff answers automatically
  • Role holder names merged into your policies
  • A policy change turned into staff training in a few steps
CareStream document version history for a policy
How it works for you

The controlled path from suggestion to policy.

01Review what changed

See the changes as tracked changes before anything goes live.

02Approve with a trail

Approval is recorded with who approved what and when, including external approvers.

03Staff have it immediately

The approved version replaces the old one in staff answers, and you can generate training from the change.

The tools you will use

Everything a policy manager needs.

Policy approvals

A clear approval workflow for every policy, with the trail recorded.

Explore Policy approvals

Document versioning

A full, automatic history behind every policy.

Explore Document versioning

Approval trail and re-publish

Sign-off recorded, and the latest version live for staff.

Explore Approval trail and re-publish

External approval by link

Get sign-off from a consultant or trustee without giving them an account.

Explore External approval by link

Print-ready policies

Download a finished policy on your letterhead, with a sign-off block.

Explore Print-ready policies

Training from a policy update

Turn a policy change into a training moment for the staff it affects.

Explore Training from a policy update

Questions from policy managers

Frequently asked.

Can we require more than one approval?

Yes. Admin approval is standard, and you can add an optional care manager approval step. External reviewers can approve by a one-off link.

What happens to the old version?

It is kept in the version history. Staff answers come only from the approved current version.

Can we see whether staff have seen a change?

Yes. CareStream tracks whether staff accessed the new version, so you know the change reached your team.

Can we still print policies?

Yes. Any policy can be downloaded as a print-ready document on your letterhead with a sign-off section.

See your next policy update land

Upload a policy, approve a change and see it live in staff answers straight away.

Accreditations and compliance

  • Good Business Charter accredited
  • CPD Certification Service accredited provider
  • Registered with the Information Commissioner's Office
  • Disability Confident Committed
  • GDPR compliant

CPD Provider No. 50224 · ICO registration ZC221613