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The QI Overview page is the main entry point for the Quality Improvement module. It lists all QI projects with search, category/status filtering, and quick stats. It is located at route /gr/quality-improvement.

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Overview

The page is rendered by QIProjectList and calls useQIProjectList with search and filter parameters. Quick-stats cards (active projects, completed, on hold, total) are sourced from useQIDashboard. A New Project button opens QIProjectFormDialog — no additional permission gate is declared on this route in gr.tsx; the wizard route /gr/quality-improvement/new also has no gate. Available categories: clinical, operational, safety, compliance, outcomes. Available statuses: draft, proposed, planning, active, on_hold, completed.

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Who it’s for

Access follows your organization’s role and module configuration.
  • No special permission is required to view QI projects.
  • Creating a project requires access to the New Project dialog; SME should confirm RBAC expectations.
  • The QI module must be enabled (qi_enabled = true in Governance Settings).

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Finding a project

  1. Go to Governance & Compliance → Quality Improvement at /gr/quality-improvement.
  2. Review summary stats at the top of the page.
  3. Use the search bar and Category/Status filters to narrow the project list.
  4. Select a project card to open the QI Project Details page.
  5. Select New Project to create a QI project via the form dialog.

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Viewing a project

The QI Project Details page (/gr/quality-improvement/:id) shows a single Quality Improvement project with full lifecycle management. The page is rendered by QIProjectDetail and loads data via useQIProjectDetail. It provides four URL-synced tabs (overview, cycles, metrics, improvements) via useTabUrlState. Lifecycle actions — Activate, Hold, Complete, Cancel — are available from a dropdown menu and execute mutations via useQIProjectMutation. Sub-records (PDSA cycles, metrics, improvements) each have their own form dialogs. No permission gate is declared on this route in gr.tsx. Before you start: navigate from the QI Overview page at /gr/quality-improvement. A QI project record must exist for the given ID.
  1. Go to Governance & Compliance → Quality Improvement and select a project.
  2. Review the Overview tab for title, description, owner, site, category, status, and dates.
  3. Open the Cycles tab to view and add PDSA cycles; select a cycle to expand its detail.
  4. Open the Metrics tab to view and record metric measurements.
  5. Open the Improvements tab to view and add improvement action items.
  6. Use the action dropdown to change project status (Activate, Hold, Complete, Cancel).
  7. Use Edit to open the project form dialog.

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Creating a project

The New QI Project page (/gr/quality-improvement/new) renders QiProjectWizardPage, a full-page wizard powered by ModuleWizardRenderer (PF-41) that creates a new gr_qi_projects record. The QI module must be enabled (qi_enabled = true in Governance Settings). Before you start: have the project title, goal, category, team members, and initial measures identified.
  1. Navigate to /gr/quality-improvement/new or use the create project action from /gr/quality-improvement. The wizard loads from the qi_project template.
  2. Follow the prompts in ModuleWizardRenderer. Steps typically cover project identification, goals, measures, team assignment, and initial PDSA cycle setup.
  3. On the final step, submit the wizard. A gr_qi_projects record is created.
  4. After completion you are navigated to /gr/quality-improvement. The new project appears in the list.
ModuleWizardRenderer (PF-41) — platform component rendering wizard steps from the pf_wizard_templates table. qi_project — wizard type identifier for QI project creation. gr_qi_projects — database table storing QI project records. qi_enabled — module settings flag; must be true for QI functionality to be active. PDSA cycle — Plan-Do-Study-Act improvement cycle created as part of a QI project.

Governance & Compliance

Governance & Compliance core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/gr.tsx
  • src/cores/gr/pages/QIProjectList.tsx
  • src/cores/gr/pages/QIProjectDetail.tsx
  • src/cores/gr/hooks/useQIProjectList.ts
  • src/cores/gr/hooks/useQIDashboard.ts
  • src/cores/gr/hooks/useQIProjectDetail.ts
  • src/cores/gr/hooks/useQIProjectMutation.ts
  • src/cores/gr/wizards/qi-project/QiProjectWizardPage.tsx