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Documentation Index

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The QI Templates page manages reusable QI project templates. Administrators can create, edit, and instantiate templates to start new projects from a standardized structure. It is located at route /gr/quality-improvement/templates.

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Overview

The page is rendered by QITemplates and loads templates via useQITemplateList with search and category filters. Templates are displayed as cards with category color badges. Actions per template: Edit (opens QITemplateFormDialog), Copy/Use (opens CreateProjectFromTemplateDialog). An Add Template button creates a new template. The route is protected by gr.qi.admin. Categories: clinical, operational, safety, compliance, outcomes.

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Who it’s for

Requires permission: gr.qi.admin

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Before you start

  • Your account must have the gr.qi.admin permission.
  • You should have a clear QI project pattern in mind before creating a template.

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Steps

  1. Go to Governance & Compliance → Quality Improvement → Templates at /gr/quality-improvement/templates.
  2. Use the search bar or category filter to find an existing template.
  3. Select Add Template to create a new template via the form dialog.
  4. Select Edit on any template to modify its details.
  5. Select Use (or equivalent copy action) to create a new QI project pre-filled from a template.

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Key concepts

ConceptDescription
QI templateA reusable structure for QI projects, including category and default configuration
InstantiateCreating a new QI project from a template via CreateProjectFromTemplateDialog
Category colorSemantic color coding for template categories in the card grid

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/QITemplates.tsx
  • src/cores/gr/hooks/useQITemplates.ts
  • src/platform/permissions/constants.ts