Quality Management in the sidebar is the QAPI workspace. Six tabs cover the whole program:
Tab | What lives there |
Overview | The numbers at a glance and the priority work queue |
Quality Insights | Trends behind the overview numbers |
Chart Audits | The audit queue — see Run a chart audit |
Utilization & Efficiency | Visits per episode, missed and declined rates against benchmarks |
Tracking Logs | PAEs, incidents, infections, complaints, and surveys — see Keep the tracking logs |
Survey Readiness | The readiness scan and its alerts — see Stay survey ready |
Read the Overview
Six tiles summarize the agency: High risk, Open tasks, Charts flagged, Incidents, Survey (Green, Yellow, or Red), and CMS Quality Stars. Filters in the top-right scope the view by role — Clinical Manager, QA Nurse, Branch Manager — and by time: Today, This week, Last 30 days.
Below the tiles, the Priority Work Queue lists what needs attention first, with severity, due date, and owner.
Turn a risk into work
Top Risks Driving Quality ranks what is pulling scores down.
Click a risk to read its Description, Estimated Impact, and AI Insight.
Click Create action plan. The Create Action Plan dialog lists AI-suggested corrective steps.
Click Create tasks from plan. The steps become tasks, routed to their responsible owners in the Tasks queue.
Note: Nothing happens to the risk until you create the plan — reading the drawer changes nothing. To find the tasks afterward, see Work your tasks.
If something goes wrong
The numbers look wrong for your team. Check the role and time filters in the top-right — they scope everything on the Overview.
A risk you resolved still shows. The list reflects the selected time window; widen or narrow it before assuming the fix did not land.