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Quality Assurance (QA) Overview




Quality Assurance (QA) Center Overview

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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.


To better narrow results, the QA staff can also adjust the client status, date range or grouping to view tasks by client, 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 elect to bypass this process for specific clinicians by selecting ‘Bypass QA Center’ in user permissions.


By default, the QA Center will not display pending tasks ready for review, they must be generated.


  • Branch: Filters by location/branch (if more than one).
  • Status: Choose between All/Active/Discharged/Pending/Non-Admit/Hospitalized.
  • Calendar Icons: Filters for specific task event dates, either write in or select the calendar.
  • Refresh: Refreshes the table once new filter items are selected.
  • Client/Date/Task/Clinician: Sorts the QA Task list by the user selected option.
  • Search: Allows the user to search for a specific task by Client, Date, Task and/or Clinician by typing in the free text space.
  • Excel Export: Allows the user to export the displayed list to an Excel spreadsheet.



Quality Assurance Process

To complete QA review, select the appropriate client and task. By selecting the Task name, a preview version will load where users can Edit, Approve, Return or Print.


  • Edit: Allows the QA nurse to edit task documentation. This option should only be used if the QA nurse is the same clinician completing the documentation.
  • Approve: Processes the documentation to Completed status.
  • Download: Will ask where the user would like to save the PDF on the computer.
  • Print: Allows the user to print the document.
  • View Plan of Care: Available when applicable to a specific task.
  • Return: To return documentation back to the clinician for requested updates. If returning documentation, the QA nurse should provide clarification as to why the document is being returned (below).


The clinician will then be notified on their dashboard and a red paper icon will appear in the notes column.


To approve multiple Tasks, the QA nurse may also multi-select using the checkboxes on the left side of the screen. Once selected, the option to “Approve Selected” is available.



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 care period.
  • Yellow: Notes related to a specific task.


Updating Returned Tasks

If a document is returned, the clinician will be able to update and resubmit directly from the client 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 and reply/respond back to the QA team.


Once the clinician completes their review/updates, the task will repopulate back in the QA center for QA Review.




Our Help Center is a great resource that is available 24/7. Here you can get answers to frequently asked questions or watch videos on all our Axxess products. You can access the help center by going to Help/Support & Training/Help Center or https://www.axxess.com/help/