Key Functions

Incident Reporting

Incident Reporting

Contains entry forms to capture near miss, patient safety and visitor events, as well as workflows to route the events to owner(s) who are responsible for investigation, corrective action(s) and closure. Task owners and managers are notified via email of new tasks and escalations. Also included are apparent cause/sub-cause assessment, and culture assessment that is based on the Just Culture algorithm to assist in the determination of the proper corrective actions.

Infection Prevention

Contains forms for infection prevention audits and for infection tracking. Also included is a form for construction infection control risk assessment, with workflow to streamline the approval process. Reports with audit results are available in real-time to department leaders.

Track & Trend

Allows each department to capture data for their own use such as for tracking and trending. The data is maintained at the department level with the ability to escalate for quality management intervention.

Initiatives (PDSA)

Used by process improvement teams to document what the PI project is about, how the test will be conducted, how the results will be collected and what the decision (adopt, adapt, abandon) is at end of the project. The Plan-Do-Study-Act (PDSA) framework is utilized here.

RCA2 Management

Used to manage the root cause analysis (RCA) and opportunity for improvement (OFI) tasks identified for an event. Reminders and escalations to RCA and OFI task owners and managers can be sent automatically or triggered manually. Also, the RCA lead can reject a task marked complete if it is not satisfactory.

Failure Mode and Effects Analysis (FMEA)

Guides the team in the analysis of potential failure points when developing a new process and at the same time documents the actions to take for the failure points. The tool’s workflow enforces completeness in the documentation of the analysis.

Employee Health & Safety

Includes tools for Employee Health to track employees/volunteers/residents/ and contractors’ compliance in vaccination and annual evaluations such as tuberculosis screening, medical surveillance, respirator fit testing. Staff incidents and time-off work due to injuries can also be tracked here. Reporting includes the auto-generation of OSHA log. Workers Compensation and Employee Portal capabilities, if including in a proposal, round out a comprehensive solution for reducing the labor required of employee health departments by 50 to 85%.

Accreditation Readiness

Allows for the documentation of findings found in internal and external (DOH/DNV/TJC) accreditation, routing of non-compliance items to task owners, tracking of corrective actions and compliance monitoring. Similarly, clinical and non-clinical EOC rounds and internal CMS CoP audits are documented, and non-compliance is tracked in this component. The system automatically sends emails to task owners of non-compliance and sends reminders and escalations on of open tasks based on configurable rules.

Peer/Chart Review

This component streamlines the quality chart review process with workflows and automated tasks. The quality team can initiate a review, or an adverse event entered in SafeQual can automatically trigger a review. Task owners at each step of the process are guided with specific prompts to address to and ensure all the required information is provided. Relevant documents can be uploaded for easy access at any time. Build-in Just Culture algorithm helps in the determination of the appropriate corrective actions to take for variance various reports.

Patient Experience

This component contains entry forms to capture patient complaints/grievances and staff compliments, as well as workflows to route the events to owner(s) who are responsible for investigation, corrective action(s) and closure. The workflow for patient complaint is different from patient grievances; the latter includes the auto-generation of acknowledgement and closure letters that are formatted to be printed.

Claims Management

Claims Management, malpractice and professional liability claims and summons. It allows for documentation of physicians, experts, defendants, depositions, claim committee discussions, expenses, etc. to be managed in one easy-to-retrieve repository. Expenses related to claims and summons can also be entered in this component.


This component contains forms for process audits. Workflow routes non-compliance to department leaders who are notified of new tasks, reminders and escalations via email.


This component contains 3 of the Surveys on Patient Safety Culture (SOPS®) from AHRQ: hospital, medical office and nursing home. It is easy to administer and comes with real-time reporting, including composite reports that can be used to compare your organization to other.

Reporting Tools

Reporting tools in SafeQual consist of an in-built reporting component and the third-party application QuickSight. Both tools allow for scheduling automatic email-based reports, have drill-down capability to individual events, allow for filtering data and for data export to CSV.

Standard reports are created in the in-built reporting component of SafeQual, while standard dashboards are created with QuickSight and then integrated into SafeQual. Each form comes with its standard report or dashboard that lists the data fields in the form. Some components also have standard composite reports or dashboards – details can be provided upon request.