How Clinidex fits your QA process

One straight line from the chart on the truck to the conversation in CQI. Here’s the usual flow agencies use—your exact steps can match how you already run quality.

1. Chart Patient care reports land in Clinidex from your usual sources (upload or integration, depending on how your agency is set up). The chart is the starting point—everything else hangs off that record.
2. QA review Reviewers open the chart with checklists and structured criteria. Comments and findings are tied to the run, not lost in email.
3. Risk / protocol The system highlights risk signals and protocol deviations so supervisors and medical direction see what needs attention—not just a pass/fail checkbox.
4. Score Scores roll up to providers and teams in a consistent way. Everyone knows how the number was earned.
5. Follow-up Assign follow-ups, document coaching, and close the loop on the chart that started it.
6. CQI Escalate cases to case review or CQI when you need a deeper look—meetings, morbidity & mortality, or standing quality forums.
7. Reporting Dashboards and exports give leadership and partners a clear picture of trends, workload, and outcomes over time.

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