What is board portal software?

These days, over 80% of board directors consider digital tech, and board management software plays a key role in the IT governance strategies of competitive boards. Board software for healthcare providers helps the board of directors create meeting agendas and board books, record meeting minutes, cast electronic votes, and more. A board portal for health care organizations helps them work smarter and brings the following advantages:

  • Convenient decision-making. Board members typically use Google Drive for cloud storage, Slack for messaging, Trello for tasks, and Zoom for meetings. But imagine you can access all the features and complete all board tasks in just one platform. That is a board portal.
  • Quick meeting preparation. A meeting agenda no longer requires tremendous effort. Leadership teams can automatically compile all agenda items for the board meeting into clean board books with a table of contents, annotations, built-in e-signature forms, and search functionality.
  • Secure governance and risk management. Work in an ISO 27001 and HIPAA-compliant environment. Protect board materials with granular permissions, multi-factor authentication, and military-grade encryption.
  • Cost-effective healthcare board governance.  Go fully digital and save board administration costs. Reduce paper-based processes, cut multiple software subscriptions, and minimize traveling costs with remote meetings.

Why does hospital board governance need specialized board portals?

A hospital governance structure exists in a highly regulated environment. Like board portals for banks, dedicated healthcare board software meets equivalent security requirements, offering HIPAA-compliant technology. Specialized healthcare board portals ensures that hospitals, medical insurance providers, urgent care centers can securely drive their mission forward:

  • Enforce granular access permissions to patient care information and health records
  • Apply two-factor authentication and encrypt sensitive data across the organization
  • Set up instant communication and respond quickly to security risks
  • Maintain audit trails and meet reporting requirements
  • Set up real-time collaboration and assign tasks
Important: Are you wondering, “what is board management software?” Explore the key features of board portals and check pro tips to select the best board software.

Hospitals board software: Top 3 solutions

Compare the three best board portals for financial services and banks.

CompareiDeals BoardOnboardAzeus Convene
Top features
  • Auto-generated board books
  • Auto-generated meeting minutes
  • Voting functionality built into the minutes builder
  • Built-in time tracker and quorum counter
  • Boards surveys and assessments
  • News and announcements
  • D&O questionnaires
  • Custom video conferencing tech
  • Virtual laser pointer
  • Presenter mode
Pros & Cons
  • Intuitive interface
  • One-click meeting minute approvals
  • Multi-project management
  • Isolated data storage
  • 99.95% uptime
  • HIPAA compliance
  • No mobile app
  • Dedicated assessment and survey forms
  • Office 365 integration
  • HIPAA compliance
  • Limited access permissions
  • Expensive
  • Screen and page sync in presenter mode
  • Video records and audio transcripts
  • HIPAA compliance
  • Limited permission system
  • No Help Center
  • No engagement tracking
Customer support
  • 24/7 live chat
  • 24/7 email support
  • 24/7 technical support
  • Help Center
  • 24/7 live chat
  • 24/7 technical support
  • Help Center
  • 24/7 live chat
  • 24/7 technical support

Overview of 7 board portal providers for health care organizations

  1. iDeals Board
  2. OnBoard
  3. Aprio
  4. Azeus Convene
  5. BoardEffect
  6. BoardPaq
  7. Govenda

iDeals Board

iDeals Board is multi-industry software that empowers over a million users in 175,000 institutions. iDeals HIPAA-compliant board management software makes clinical governance simple, effective, and convenient.

Top features

  • Electronic signature
  • Auto-generated board books
  • Auto-generated meeting minutes
  • Task workflows
  • Auto-tracking of board book reading progress
  • Voting, quorum management, time tracking, and action items integrated into the minutes editor

User experience

  • iOS and Android apps
  • Unlimited document storage
  • Zoom and MS Teams integration
  • Google Calendar and Outlook integration
  • Global search: action items, tasks, votes, folders, documents, keywords, phrases
  • Personal activity and task dashboards

Security and compliance

  • Two-factor authentication
  • AES 256-bit encryption
  • Granular access permissions
  • Isolated databases
  • ISO 27001, ISO 27017, ISO 27018, ISO 9001, SOC 1, SOC 2, SOC 3, PCI DSS Level 1, FedRAMP, FISMA, DIACAP, GDPR, HIPAA

Customer support

  • 24/7 live chat support
  • AI support
  • Help Center
  • Dedicated success manager
  • Live training

OnBoard

OnBoard is board management software for government that also supports hospitals and healthcare organizations. OnBoard offers powerful board assessment capabilities combined with collaboration tools for effective meetings.

Top features

  • Survey, assessment, and questionnaire forms
  • D&O questionnaires
  • Electronic signature
  • Meeting engagement analytics

User experience

  • iOS and Android apps
  • Office 356 integration
  • Full-text search
  • Zoom and MS Teams integration
  • Presenter mode

Security and compliance

  • Two-factor authentication
  • AES 256-bit encryption
  • Granular access permissions
  • ISO 27001,  ISO 27701, EU-US Privacy Shield, CSA STAR – Level 1, GDPR, HIPAA, SOC 2 Type II

Customer support

  • Email support
  • Help Center
  • Dedicated success manager

Aprio

Aprio caters to diverse healthcare customers, including regional service providers, hospitals, and nonprofits. Aprio offers competitive tools for HIPAA-compliant meetings.

Top features

  • Electronic signature
  • Private surveys and assessments
  • Automatic archiving of meeting minutes
  • Board reports

User experience

  • iOS and Android apps
  • Zoom, Webex, MS Teams, Goto, Google Meeting, or custom integration
  • Presenter mode

Security and compliance

  • Two-factor authentication
  • AES 256-bit encryption
  • Access permissions
  • ISO 27001, SOC 1, SOC 2 Type 2, SOC 3, HIPAA, GLBA

Customer support

  • Phone support
  • Technical email support
  • Bot chat support

Azeus Convene

Azeus Convene is board portal software for credit unions, banks, higher education, and healthcare. It offers proprietary video conferencing tools for hybrid and remote meetings.

Top features

  • Electronic signature
  • Auto-download of board books
  • Meeting minutes exported in MS Word

User experience

  • iOS, Android, Windows, macOS apps
  • Video meetings with transcription and recordings
  • Presenter mode with a virtual laser pointer
  • Page sync in the presenter mode

Security and compliance

  • Two-factor authentication
  • AES 256-bit encryption
  • Access permissions
  • ISO 27001, ISO 27017, ISO 27018, CMMI Level 5, iRAP, HIPAA

Customer support

  • 24/7 technical support
  • Email support
  • Phone support

BoardEffect

BoardEffect is board management software for nonprofits that supports over 14,000 organizations. BoardEffect has robust features and tools for HIPAA-compliant board meetings.

Top features

  • Custom cover page for board books
  • Automated board books
  • Board surveys and assessments
  • Electronic signature

User experience

  • iOS and Android apps
  • Full-text search
  • Zoom and GoTo Meeting integration
  • Office 365 integration

Security and compliance

  • Two-factor authentication
  • AES 256-bit encryption
  • Granular access permissions
  • ISO 27001, ISO 27017, ISO 27018, SOC 1 Type 2, SOC 2 Type 2, HIPAA, HITECH

Customer support

  • Bot chat support
  • Email and phone support during business hours

BoardPaq

BoardPaq is board management software for crown corporations, local governments, nonprofits, and healthcare providers. Its capabilities help healthcare boards manage hybrid and remote meetings.

Top features

  • News and announcements 
  • SWOT analysis tool
  • Director surveys
  • Reference library

User experience

  • iOS, Android, Windows, Chromebook apps
  • Keyword search
  • Offline mode

Security and compliance

  • Two-factor authentication
  • AES 256-bit encryption 
  • Granular access permissions 
  • SOC 2 Type 1

Customer support

  • 24/7 phone support 
  • Email support 
  • Live training

Govenda

Govenda is board management software for corporations with AI capabilities for more effective meetings. It caters to corporate boards, but hospital boards can also find its features helpful.

Top features 

  • AI assistant
  • Automated meeting transcripts 
  • Automated configuration of committees
  • Questionnaires and assessments

User experience 

  • iOS and Android app
  • Office 365 integration 
  • AI search 
  • Zoom, Microsoft Teams, Webex integration

Security and compliance

  • Two-factor authentication 
  • AES 256-bit encryption 
  • Granular access permissions
  • ISO 27001, SOC 1 Type 2, SOC 2 Type 2, SOC 3, HIPAA, HITECH

Customer support 

  • 24/7 email support 
  • 24/7 phone support
  • Dedicated onboarding manager
  • Live training 

How to choose the best board portal for health services and hospitals

The following criteria will help you select the best board portal:

  1. Ease of use
  2. Integrations
  3. Training and support 

Ease of use

board management software with a user-friendly interface helps you do more tasks in less time. Schedule a free demo with a selected board portal to visually check its interface. Or better, subscribe to a free trial to test the functionality yourself.

Integrations

Approach board portal integrations that work with documents cautiously. While collaborative integrations like Office 365 make it more convenient to create documents, they undermine security. Ponemon Institute has found that 61% of organizations, including hospitals and pharmaceutical companies, experience data breaches from third-party services.

Training and support

Gallup has found that organizations are 21% more profitable and their employees are 17% more productive when comprehensively trained. Aim for board portals that offer dedicated onboarding support, live training sessions, and customer success managers. Self-service tools like help centers are also important.

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