Stop 3 of 8 · Weekly

The policy set and its change log

Upload the guidance the facility is held to, draft policies in the facility's own format, and produce the clause by clause change log the medical director signs.

Why the policy set is the slowest thing she sells

Every client has a binder. Some of it was written by a vendor, some by a previous consultant, some by a nurse manager who left in 2019. Dr. Salma is asked to bring it current, and the honest estimate has always been three weeks per facility, most of it spent reading a guidance document with one eye and a policy with the other.

What Claude changes is the reading in parallel. Upload the guidance and the existing policy into the client Project and the comparison comes back as a table. What it does not change is who decides. A policy is a commitment the facility makes about what its staff will do, and a draft that commits a facility to something it cannot staff is worse than the outdated version.

The order of work

1. Upload the current guidance PDFs into the client Project. Note the edition and date in the file name.
2. Upload the existing policy set as it stands, including the pages nobody has opened.
3. Run the comparison, one policy at a time. Never the whole binder in one pass.
4. Draft in the facility's own format, with their header, numbering and approval block.
5. Build the change log from the comparison, not from the draft.
6. Walk the draft past the person who will have to do it before it reaches the committee.

Step six is the one that separates a policy set from a paper exercise. The sterile processing tech knows the cycle the tabletop unit actually runs.

Try this

Attached are the current guidance document and this facility's existing policy on the same subject. Give me a clause by clause table: what the guidance requires, what the policy currently says with its section number, and the gap in one of three words, silent, weaker or conflicting. Do not rewrite anything yet. List at the end every requirement you were unsure applied to this facility type, and why.

[upload the guidance PDF and the current policy]

Rewrite the policy above to close the gaps in the table, keeping this facility's numbering, section headings, defined terms and approval block exactly as they are in the current version. Where a requirement needs a decision the facility has to make, such as a frequency or a responsible role, leave a bracketed blank and add it to a list of decisions for the committee. Do not invent equipment or staffing this facility does not have in the profile.

Build the change log for this policy revision. One row per substantive change: the section, what it said before, what it says now, and the reason in one line naming the source and edition that drove it. Editorial changes go in a single row at the bottom marked non substantive. Then write the three sentence summary the medical director reads before opening the table.

Turn the approved policy into a one page instruction sheet for the people who do the work, at a reading level a new hire manages on their first day. Steps in order, no policy numbers, no passive voice, and a line at the bottom saying who to ask when something does not match the sheet. Keep every clinical detail exactly as the policy states it.

Mark stop 3 done