Initial Account Configuration

Choose Subscription Plan

Upon first login, you will be directed to the subscription selection page. No payment is required for the Early Access Program.

• Select Estimated Yearly Incidents: Choose the volume range that best matches your account’s expected reporting (e.g., Up to 100, Up to 1000). This helps tailor the system’s capacity.
• Select Plan: Choose between Standard and Premium.

Confirm Subscription

After selecting your plan, you will see a Subscription Successful confirmation screen. This outline the immediate next steps for setting up your account.

• Action: Click Ok, proceed to onboarding to begin the setup wizard.

Update Your Name

Provide your personal details to personalize your account.

• Fields: First Name, Last Name.
• Nature of Work: Select your role (e.g., Administrator, Quality & Safety Officer, Risk Manager).

Update Account Details

Set up the key details for your organization.

• Account Name: The official name of your organization.
• Account Type:
  • Single Facility: If you manage just one hospital or site.
  • Group of Facilities: If you manage a chain or network of hospitals.
• Address: City, State, and Country.

Create Your First Facility

Define the primary facility where incidents will be reported.

• Facility Name: e.g., “General Hospital - Main Campus”.
• Type: Select the facility type (e.g., Hospital, Medical Centre, Nursing Home).
• Location: Country, State, and City.

Choose Risk Assessment Type

Select the risk model that aligns with your facility’s reporting practices.

• Method: Choose between Severity Assessment Code (SAC) or Risk Assessment Matrix.

• Configuration: If SAC is selected, choose the specific scoring type (e.g., 1 to 3 or 1 to 4).

Set Up Templates & Master Data

The system automatically configures essential templates and master data based on your selected risk assessment approach.

• Global Settings: Configures risk assessments, incident workflows, incident categories, incident types, incident forms and notification & reminder settings for the entire account.

• Facility Settings: Sets up facility-specific data like departments, locations and incident flags.

Finish & Access Settings

Once the setup is 100% complete, click Start Using QUASR+. You will land on the Admin Settings page with your account fully configured.