The policy dashboard is your team's central workspace for finding, filtering, and managing your entire policy library. Search by keyword, filter by metadata, or browse by specialty to locate policies quickly without remembering policy numbers or navigating folder structures.
Search and filter
The search bar accepts policy titles, policy numbers, keywords, or procedure codes. Type "knee" to find all knee-related policies, or enter a CPT code to pull up associated coverage criteria.
Filter tools narrow results by the metadata fields your organization configured:
Policy type – Medical necessity, experimental/investigational, prior authorization requirements
Health plan – Filter by line of business or specific plan
Line of business – Commercial, Medicare, Medicaid
Procedure codes – Find policies by CPT or HCPCS codes
States – Show only policies applicable to specific states
Specialty tabs for clinical navigation
Horizontal tabs organize policies by clinical specialty: Cardiology, Diagnostic Imaging, Home Health, Musculoskeletal, Oncology, Outpatient Rehab, Radiology, Sleep, Surgical Services. Clinical reviewers can jump directly to their specialty area without applying filters.
The "All" tab shows your complete policy library. The "Clear filters" link resets all active filters instantly.
Policy list view
Results display as a sortable table showing policy type and policy name. Each row includes the policy number beneath the title for reference. Click any policy to open the full content for review or editing.
The policy type column helps distinguish between different policy categories at a glance—particularly useful when PAYOR policies (prior authorization requirements) appear alongside medical necessity criteria.
Creating new policies
The "New policy" button in the top right launches the policy creation workflow. This opens the editor with your organization's standard template, ensuring every new policy follows the structure and metadata schema you've configured.