Scope
Define covered locations, populations, and activities. Specify whether the policy applies to employees, contractors, visitors, patients, or students and note any site-specific exclusions.
A concise, maintained policy reduces exposure risk, clarifies accountability, and creates an auditable record for regulators and insurers. It supports worker safety programs and helps meet industry-specific obligations.
Parties that review or sign the policy commonly include the infection control officer, the facility manager, HR, and executive leadership.
Designated clinical or safety professional who drafts protocols, coordinates surveillance, and manages staff training. This person documents exposures, leads reviews, and acts as the primary liaison with public health authorities.
Operational leader who approves the policy, allocates resources for PPE and training, and ensures cross-departmental implementation and compliance with workplace safety and regulatory requirements.
Define covered locations, populations, and activities. Specify whether the policy applies to employees, contractors, visitors, patients, or students and note any site-specific exclusions.
List responsible parties (infection control officer, supervisors, safety officer) with specific tasks for monitoring, reporting, training, and enforcement to avoid ambiguity in operations.
Describe hand hygiene, respiratory etiquette, environmental cleaning, waste handling, and engineering controls such as ventilation or physical distancing measures.
Specify required PPE by task, donning/doffing procedures, reuse rules if any, storage, and procurement responsibilities to ensure consistent protection and supply management.
Establish incident definitions, reporting channels, timelines for notification to public health, internal logging, and thresholds for escalation or operational changes.
Outline mandatory training content, frequency, records retention, and how internal audits or drills will measure adherence and trigger corrective actions.
| Workflow Step | Configuration |
|---|---|
| Upload Template | PDF or DOCX with fillable fields |
| Place Fields | Signature, date, text, and checkbox fields |
| Set Signers | Assign roles and signing order |
| Authentication | Email or stronger methods for sensitive records |
Ensure the vendor can provide a business associate agreement for HIPAA-regulated data and export signed PDFs for long-term storage.
Complete review and sign-off within 30 days of draft completion
Initial training within 14 days of policy release
Report confirmed exposures within 24–72 hours as required
Full policy review at least once every 12 months
Amend policy within 7 days of significant regulatory change
Policy text finalized and versioned for review
Clinical, legal, and operations feedback collected
Leadership signs the final version
Policy shared and staff training scheduled
Local property manager adopted an online policy for multi-site consistency
Healthcare practice formalized patient-facing protocols and staff training
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |