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Quality Assurance (QA) Overview

Home/Quality Assurance (QA) Center

The QA Center is where clinical documentation is processed by the QA staff. QA staff can view, edit, approve and return documents from within the QA Center. Clinical documentation that passes through the QA Center includes, but is not limited to: clinical notes, OASIS assessments, Plans of Care, Interim Orders, Summaries, as well as Infection and Incident Reports. The default view when entering the QA Center shows active patient tasks that are ready for processing with an event date within the last seven days. To better narrow, the QA staff can also adjust the patient status, date range or grouping to view tasks by patient, date, task or clinician. The information can be exported to Microsoft Excel for further analysis.

QA Center Navigation

When a clinician completes documentation, the tasks will appear in the QA center to be reviewed by the QA nurse or DON.

NOTE: Agencies may select to bypass this process for specific clinicians by selecting ‘Bypass QA Center’ in user permission and if they Selected any Task to Bypass QA in the Manage Company Information those Tasks will not appear in QA.

By default, the QA Center will display all pending tasks ready for review. Filter options at the top allow for the QA nurse to filter by Patient, Date, Task, Status, and Payor.

  • Location/Building Icon: Filters by location/branch (if more than one).
  • Calendar Icons: Filters for specific task event dates, either write in or select the calendar.
  • Heart Icon: Filters by task/document type.
  • Check Box: Filters by Pending or Returned Task status.
  • Refresh List: Refreshes the table once new filter items are selected.
  • AccessCARE: If your agency is a user of our AxxessCARE product, the AxxessCARE icon will link you directly to the AxxessCARE dashboard.

NOTE: AxxessCARE is currently only available in California, Florida, Illinois, Massachusetts, Michigan, Ohio and Texas.  More states coming soon.

  • Search: Allows user to search for a specific Patient Name or MRN (Medical Record Number).
  • Payor: Filters by specific Payor.
  • Patient/Date/Task/Clinician: Sorts the QA task list by the selected option.
  • All/Active/Discharged/Non-Admit: Filters the QA task list by patient status
  • Export to Excel: Allows the user to export the displayed list to an Excel document

The dashboard to the right indicates Pending and Returned items sorted by task and based on the filters you have indicated.

Quality Assurance Process

To complete QA review, select the appropriate patient and task. By selecting the Task name, a preview version will load where you will have the ability to Edit, Approve, Return or Print.

NOTE: By selecting the Patient Name, the system will automatically open the patient chart screen.

  • Edit: Allows the QA staff to edit task documentation. This option should only be used if the QA staff is the same clinician completing the documentation.
  • Approve: Processes the documentation to a Completed status.
  • Return: Returns documentation to the clinician for requested updates. If returning documentation, the QA staff should provide clarification as to why the document is being returned. The clinician will then be notified on their dashboard and a red paper icon will appear in the notes column.
  • Print: Allows the user to print the documentation.

NOTE: When reviewing OASIS documentation, QA staff will have additional options to review OASIS Scrubber information, as well as generate an OASIS Export File.

To approve or return multiple Tasks, the QA nurse may also multi-select using the checkboxes on the left side of the screen. Once selected, the option to return or approve are available, along with the number of tasks selected.

NOTE: Blue hearts next to the task indicate the documentation was completed through the AxxessCARE and will be returned to the clinician via the AxxessCARE portal. These notes are not available for multi-select functionality.

Sticky Note Types

Within the grid, the user may see three types of sticky notes that are color coded according to type and purpose.

  • Red: Notes related tasks that are returned for review.
  • Blue: Notes related to the entire episode of care.
  • Yellow: Notes related to a specific


Updating Returned Tasks

If a task is returned, the clinician will be able to update and resubmit directly from the patient chart screen, schedule center or the mobile device.

Selecting the blue task will reopen the document and alert the clinician that the task has been returned by the QA team. The clinician will also have a link to view the comments at the end of the alert.

Once the clinician completes their review/updates, the task will be returned to the QA center for review.


A great resource is available 24/7 is our Help Center. A place to get answers to frequently asked questions or watch videos on all our Axxess products. Our help center can be accessed by going to Help/Support & Training/Help Center or https://www.axxess.com/help/