The Only Project Management Software Designed Specifically for Health Plans
We know health plans have a specialized collateral materials creating process. We also know the challenges you face:
- Poor efficiency and uncontrolled costs
- Subject matter experts change their mind constantly
- Lack of visibility and control
- Missed deadlines and fire drills
- Compliance risk/inaccuracies and errors
- Vendor management issues
- Budget planning concerns
With so many people involved in the process and regulatory guidelines that can change by the minute, it’s virtually impossible to have a smooth process. Until now.
One-of-a-Kind
CodySoft®’s Collateral Management Module™ is the only project management software that integrates all elements of a health plan’s marketing communications workflow, including compliance, IT, creative services and operations.
With the Collateral Management Module™, You Achieve:
Increased Project Visibility
- Real-time visibility to all projects, tasks, discussions and compliance submittals
- Set access permissions and customized views with role and user-based security protocols
- Centralize and streamline project communications
- Customizable reporting, such as daily and past-due tasks, project status, workload balancing and production meetings
- Visibility to external vendors, material levels and usage
- Upload, store and manage digital assets in one centralized location to eliminate outdated or incorrect files
- Archive out-of-date documents, assets and project information
Maximized Efficiencies
- Access the secured system via a web platform from anywhere, with no IT integration needed
- Reduce paperwork by automating and centralizing project requests
- Maintain versioning control
- Expedite the creation of projects by copying/editing previously approved project requests
- Minimize under-developed or unapproved project requests by requiring the capture of essential data.
- Build schedule templates that can be used for future projects
- Automatically revise schedule dates to accommodate changes in project workflow with task dependencies
- Apply rules and merge data files with document templates, including state and federally provided model document templates, to create plan-specific versions
- Interact with Microsoft Office products for integrated document editing/change tracking
Reduced Compliance Risk
When used with the Regulatory Analyzer™, the Collateral Management Module™ brings an unparalleled level of compliance risk management to the collateral materials creation process.
- Ensure version control and provide audit trail of edits and users with document checkout during editing
- Auto-populate CMS file-naming conventions when filing collateral in HPMS
- Centralize and track compliance/regulatory submissions and approvals within the project record
- Define the type of compliance tracked, and customize the compliance, submission and disposition types
- Track multiple compliance types for documents, such as internal legal, state and federal review
- Record pending approval issues and required corrections
Learn more about the Regulatory Analyzer™ now.
Heightened Accountability and On-time Completion
- Assign tasks and create task dependencies that automatically revise due dates to accommodate mid-stream changes in project workflow
- Create a common platform for interdepartmental communication, workflow integration and collaboration, and reduce silo mentality
- Automated email notification to task owner of newly assigned tasks
- Document edits and change tracking provides audit trail
- Record pending-approval issues and required corrections within the Project Discussions feature of the project record
- Support regulatory audits with easy-to-use reporting
Enhanced vendor management
- Consolidate reports from multiple vendors to centralized view of inventory levels, storage locations, reorder levels and usage information
- Bundle production-ready documents with kit matrices and other data elements for a simple transfer to your chosen vendor
- Production staging
- Create reorders alerts based upon minimum and maximum inventory levels
Better budget planning
- Accept and reject project requests based on requested budget amounts
- Improve future budget accuracy by comparing budgeted costs to actual costs upon project completion
- Support increased resource requests through heightened visibility to resource utilization by lines of business
