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Quality Assurance (QA) Overview


QA Center

Home/Quality Assurance (QA) Center


The QA Center is where clinical documentation is processed by the QA staff. QA staff can view, 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, Plans of Care, Physician Orders, HIS documents, as well as Infection Surveillance and Incident/Accident 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 month. 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 Clinical Manager, Director of Nursing or designated supervisor.


NOTE: Agencies may elect 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, Status, Branch, Date, Task Status, and Task. Each column is also able to be arranged in ascending or descending order.


  • Search – Allows user to search for a specific Patient Name or MRN.
  • Status – Filter by Active, Discharge, Pending, Non-Admit or Deceased.
  • Locations – Filters by location/branch (if more than one).
  • Date Range – Filters for specific task event dates, either write in or select the calendar.
  • Task Status – Filters by Pending or Returned Task status.
  • Tasks – Search through the list of tasks or scroll down to select checkboxes for corresponding task(s).
  • Group By – Sorts the QA Task list by Patient, Event Date, Task Name or Assigned To.
  • Export to Excel – Allows the user to export the displayed list to an Excel document.


The dashboard to the right will display a pie graph of Pending and Returned items broken out by Task by Discipline numbers. The dashboard also allows the user to move directly to the selected Task Status by selecting the Chart.  When the user selects the orange “Returned” section of the pie chart, the screen will show only the list of returned documents.



Quality Assurance Process

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


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


  • Approve Processes the documentation to Completed status.
  • Return To return documentation back to the clinician for requested updates. If returning documentation, the Clinical Manager/Supervisor/DON should provide clarification as to why the document is being returned using the Messaging Center. The clinician will then be notified through the Messaging Center.
  • Back to QA Center Returns the user back to QA Center.


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 approve or return are available, along with the number of tasks selected.



Updating Returned Tasks

If a document is returned, the clinician will be able to update and resubmit directly from the patient chart screen or schedule center. Tasks listed as “Returned For Review” in orange are ready for the clinician to make edits.


Selecting the task will reopen the document for editing by the clinician. The clinician can view the comments regarding the document in the Message Center and reply/respond back about the editing request.


There is a direct hyperlink to the returned visit or patient chart to make edits and/or review.


When a task has been approved in the QA Center, it will have the status of .  Tasks that are pending approval in QA Center will have the label .  Once the clinician completes their review/updates, the task will repopulate back in the QA Center for QA Review.




Help Center

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