Process Improvement
Audit Management
Hand hygiene, bundle, and compliance audits captured in under a minute, turned into owned actions, and shown beside the outcomes they're meant to move. Complete on its own. Better connected.
Paper audits produce a number. Then nothing happens.
Quality and infection prevention teams run thousands of observations a year. Most of that effort ends in a spreadsheet.
Hours lost to data entry
Observations written on paper, keyed into a spreadsheet, then reformatted for the infection control committee. Often twice.
Findings with no owner
A unit at 71% compliance is a fact on a chart. Who is fixing it, by when, and whether it worked lives in email, or nowhere.
Process and outcome in different tools
Hand hygiene compliance in one system, CAUTI rates in another. Leaders can't see whether the practice is moving before the outcome does.
Everything an audit program needs. Nothing to install.
Built for the floor and for the person who runs quality, infection prevention, and survey readiness at the same time.
Prebuilt Clinical Templates
WHO 5 Moments hand hygiene, falls prevention, CLABSI and CAUTI maintenance, pressure injury, BCMA, and environment-of-care rounds. Edit any of them, or build a new audit with conditional logic in an afternoon, without IT.
Sub-Minute Mobile Capture
Any phone, tablet, or workstation. A hand hygiene observation takes under a minute. Attach a photo to an EOC finding or dictate a note with gloves on; it's transcribed for you. No app store, no separate login.
Corrective Actions to Closure
Any non-compliant finding becomes an action with an owner, a due date, and a unit. Leaders see what's open and what closed.
Dashboards and Scheduled Reports
Compliance by unit, role, and moment. Trend lines per audit. Reports emailed to unit managers on the schedule you set.
Survey-Ready Evidence
Every observation, action, and resolution is time-stamped and exportable. Hand the surveyor the record instead of rebuilding it.
Collection Goals and Reminders
Set monthly observation targets by unit and auditor to meet Leapfrog and Joint Commission expectations. See who's on track, and send reminders in one click.
Paper Form to Digital Template
Photograph the audit form you use today. Beterra drafts the digital template, elements and scoring included. You review it, adjust, and publish. Most forms take minutes, not a project.
Drafts You Confirm, Not Decisions You Inherit
When a finding needs an action, Beterra suggests the wording, the likely owner, and a due date based on your past actions. Nothing is saved until you say so.
Observations are de-identified by design. Photo and voice capture include in-app guidance to keep patients and identifiers out of frame, and all content is covered by your Beterra BAA and retention policy.
From observation to closed in one workflow.
Every audit creates a documented, accountable trail from the floor to resolution.
Pick the audit
Open the template on any device and choose the unit.
Observe
Tap through the moments or bundle elements. Under a minute.
Flag the gap
Non-compliant items become actions with an owner and a due date.
Route and follow up
Owners are notified. Unit leaders see what is open. Nothing sits in email.
Close and trend
Resolution is recorded, the trail is complete, dashboards update.
<1 min
Per observation
Hand hygiene, on a phone
1 day
To set up
By your quality lead, no IT project
Unlimited
Users included
Every auditor, coach, and leader
100%
Survey-ready evidence
Every observation time-stamped
Start with the audits every hospital runs.
Each template comes with its elements, its collection goal, and the Quality View metric it measures. Edit anything.
Hand hygiene
WHO 5 Moments, by role and moment. Compliance by unit, shift, and discipline. Collection goals per auditor.
Measures: CLABSI, CAUTI, C. difficile
Falls prevention bundle
Risk assessment documented, bed low and locked, call light in reach, non-slip footwear, signage, alarm on, hourly rounding.
Measures: Falls per 1,000 patient days, falls with injury
CLABSI and CAUTI bundles
Line necessity, dressing integrity, cap changes, catheter securement, daily review for removal.
Measures: CLABSI, CAUTI
Environment of care rounds
Life safety, medication storage, equipment, hazardous materials, egress. Findings become owned actions on the spot.
Measures: CMS Conditions of Participation readiness
Also included: pressure injury prevention, barcode medication administration, isolation precautions, sepsis bundle timeliness, and more. Ask us for the full template library →
One module. Two ways to run it.
A 25-bed critical access hospital and a twelve-hospital system need the same audit tool. They don't need the same platform. Start where you are.
Audit Essentials
Everything above, on its own. No other Beterra module required. Set up by your quality lead, not your IT department.
- Full clinical template library and form builder
- Mobile capture on any device, with photos and dictated notes
- Paper form to digital template from a photo
- Corrective actions with owners and due dates
- Unit and facility dashboards, scheduled reports
- Survey evidence export
- Unlimited users, no per-seat licensing
Built for critical access and community hospitals replacing paper, spreadsheets, or a single-purpose audit tool.
Audit Connected
The same module, plus what only the platform can do: the audit becomes the process measure for the outcome in Quality View.
Everything in Essentials, plus
- Compliance shown beside the outcome metric it drives in Quality View
- Attach an audit to a QAPI or PI project as its process measure
- Findings escalate into Tiered Huddles
- Audits, Reliability Coach observations, and Leader Rounds on one unit scorecard
- Culture signal from SafeCulture surveys alongside compliance
- Beterra AI narratives connecting audit compliance, outcomes, culture results, and rounding findings for committee and board reports
- System-wide roll-up across facilities
Already on ACT? Turn it on. Starting with Essentials? Upgrade later with no migration; your audit history comes with you.
Start with the audit. Grow into the loop.
The process measure next to the outcome. The fix one click away.
When connected, Audit Management completes the loop Quality View starts.
Quality View flags CAUTI above benchmark
The outcome is above benchmark. Until now, the dashboard couldn't tell you why.
A leader launches a PI project
One click, pre-filled with the metric, the gap, and the trend.
The project deploys a CAUTI bundle audit
Frontline staff and reliability coaches collect observations on their phones. Findings route to unit leaders and the daily huddle.
Compliance appears beside the CAUTI rate
Leaders see the practice move before the outcome does. The project closes with the evidence already attached.
Quality View · 4 West
| Metric | Benchmark | 2025 | Status |
|---|---|---|---|
| CAUTI rate | < 0.9 | 1.4 | PI project open |
| ↳ Hand hygiene compliance | > 90% | 84% | Process measure |
| Inpatient falls / 1,000 days | < 3.0 | 2.1 | Meeting |
| ↳ Falls bundle compliance | > 95% | 96% | Meeting |
The moment that matters: the audit that measures a practice sits directly beneath the outcome it drives, and the fix is already assigned.
| Audit | Quality View metric it measures |
|---|---|
| Hand hygiene (WHO 5 Moments) | CLABSI, CAUTI, C. difficile, HAI composite |
| Falls prevention bundle | Inpatient falls per 1,000 patient days; falls with injury |
| CLABSI and CAUTI maintenance bundles | CLABSI, CAUTI |
| Barcode medication administration observation | BCMA scanning rate |
| Pressure injury prevention bundle | Hospital-acquired pressure injury rate |
| Environment of care and compliance rounds | CMS Conditions of Participation readiness view |
Audits that close the loop change outcomes. Audits that stop at a number don't.
The research is consistent: measuring compliance, feeding it back with targets and an action plan, and sustaining it is what moves infections and falls. A percentage in a spreadsheet isn't.
38%
Lower CLABSI rate
When bundle compliance is monitored and high. National ICU study.
34%
Fewer injurious falls
With audited fall-bundle compliance. Fall TIPS, 37,000 patients.
95%
The compliance threshold that moved outcomes
Having a bundle policy didn't. Monitoring with moderate compliance didn't. Monitored and sustained did.
r = −0.96
Hand hygiene compliance vs. infection rates
Systematic review, Journal of Hospital Infection.
Sources: Furuya et al., PLOS One (central line bundle compliance in US ICUs); Dykes et al., JAMA Network Open (Fall TIPS); Mouajou et al., Journal of Hospital Infection (hand hygiene compliance and HAI); Ivers et al., Cochrane Database of Systematic Reviews (audit and feedback). Study results, not Beterra customer data.
Audits that connect to the full picture.
Every module feeds Quality View, and Quality View can trigger action back into any of them.
Quality View
Audit compliance renders next to the benchmarked clinical metric it drives, at unit, facility, and system level.
Learn moreQAPI and PI Management
Attach an audit to any improvement project as its process measure. Results update the project automatically; the audit trail writes itself.
Learn moreReliability Coaches
Safety behavior observations use the same forms, actions, and dashboards. No more coach spreadsheets.
Learn moreLeader Rounding
Rounding compliance, audit compliance, and open actions together, so leaders see the whole floor at once.
Learn moreAlready auditing on paper, spreadsheets, or another tool?
Bring your history with you. We import your existing observations so your trend lines don't start over, and we rebuild your current forms so staff see what they already know.
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Paper and spreadsheets
Photograph your form and Beterra drafts the template. Send us your last twelve months and we load the history so trends do not start over.
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Qualaris and other audit tools
Export, import, keep your compliance trends intact. Most switches take under two weeks.
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Already on Beterra
Leader Rounding, Reliability Coaches, and Quality View customers turn audits on with no new implementation.
See your audits the way they should work.
Bring your current hand hygiene form. We'll rebuild it live, run an observation on a phone, and show you where it lands next to your infection rates.
Schedule Your Demo