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Module 2: Document Control

Document Control System

The Paperless IVF Lab of the Future Uses ART Compass

Using Module 2: ART Compass Document Control System

Formal document control is a best practice for IVF labs and required by accreditors like CAP.

  • Documents are created in ART Compass, and given a version number. These could be policies, procedures, recording forms for quality assurance and control, and patient procedure records. 
  • Documents can be updated per regulatory changes, procedure changes, and as needed. 
  • All new staff members must read all policies and procedures and sign off on them. 
  • Labs must demonstrate that everyone is using the most current form, and archive but keep a record of forms no longer in use. 
  • Annually forms should be reviewed and updated, the scope of changes needs to be commented on (minor edits, addition of paragraph, re-written, added, taken away etc). 
  • With any document change “sign off” i.e. acknowledgement should occur by all staff, lab director, and MDs.

We provide a complete document control system. 

  • Create any form
  • Require sign offs
  • Assign to and display on a per technologist basis
  • Assign to patients or specific patient cycles
  • Copy and Edit, Version Number, and Archive functions.

Learn more about the services ART Compass Provides!

Competency Assessment and Continuing Education

Reagents Traceability

Comprehensive Statistics

IVF Cycle Management and Reporting Patient Results

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Go Paperless and Green

Create any form

Our flexible form builder allows you to create and customize any type of document or form.

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Annual Staff Sign Offs

Require Staff Sign Offs

Assign to embryologists, andrologists, and reproductive endocrinologists for annual sign off.

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Recording and Reporting

Patient Forms

Patient forms can be assigned to a patient dashboard, to a specific cycle, or reported to the patient.


We have created all our IVF lab forms, policies and procedures and CAP Checklists in ART Compass. Now I never have to worry that the wrong version is being used. Our CAP inspector was thrilled and is now recommending ART Compass!!”


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