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Why Spreadsheets and SharePoint Are Failing Hospital Quality Teams

November 12, 2024

Light purple hospital theme

Written by

Tom Ormondroyd

Chief Executive Officer

Last updated: January 2026

In today’s healthcare landscape, hospital Quality teams are getting the squeeze—maintaining regulatory compliance and ensuring adherence to evidence-based best practices. Manual processes and spreadsheets often create unnecessary complexity, leaving Quality teams scrambling to keep up with evolving standards. Automation changes that equation.  

Accrediting agencies are increasingly shifting toward models that promote continuous compliance rather than periodic evaluation. Their goal is to support healthcare organizations in embedding Quality and safety into daily operations—well before survey time. For example, Joint Commission recently launched it's simplified accreditation process: Accreditation 360. The new framework consolidated safety requirements into 14 National Performance Goals, cut approximately 700 requirements, while introducing a continuous engagement model that assumes year-round regulatory compliance, not last-minute survey prep. Together, accrediting bodies like the Joint Commission and emerging frameworks from other agencies are redefining compliance as ongoing, integrated, and data-driven—and automation is the bridge that makes it seamless.

Quality teams in hospitals often juggle competing priorities—patient safety, regulatory compliance, performance improvement, and accreditation readiness—all while operating with limited staff and resources. These teams are expected to manage vast responsibilities, from tracking evolving standards to implementing evidence-based practices, yet they frequently rely on manual processes, and use antiquated means such as spreadsheets, that consume time and increase risk. The workload isn't decreasing—if anything, transparency requirements and performance expectations have intensified.

This creates blind spots that directly impact patient safety, survey results, and organizational reputation. Automation changes this dynamic. By leveraging an electronic Quality Management System (QMS), hospitals can streamline performance improvement, digitize evidence of standard compliance, and centralize workflows, enabling small teams to oversight and achieve more with less effort. The result? Greater efficiency reduced administrative burden, and continuous compliance without sacrificing quality.

Here's why manual processes are failing hospital Quality teams—and what automation actually fixes:

1. Efficiency and Time Savings

Manual Quality management wastes time and money.

Hospital Quality teams are small but carry huge responsibility. Hours each week spent on:

  • Searching for policies buried in SharePoint
  • Rebuilding survey binders with leadership changes
  • Chasing down evidence of standard compliance
  • Manually tracking action plan progress and measures of success

The turnover problem is real. Quality director tenure averages 18-24 months in many hospitals. Why? As one quality director put it: "When you succeed, it's the hospital's success. When you fail, it's your failure." When a new director arrives, they inherit incomplete documentation, unclear processes, and institutional knowledge that walked out the door with their predecessor.

Quality management software cuts out repetitive work. Log metrics in real-time. Get automated deadline reminders. Pull evidence instantly instead of hunting through email chains and filing cabinets.  Regulatory compliance has traditionally been viewed as the responsibility of a small, specialized Quality team—but that model is no longer sustainable. With accrediting bodies, like Joint Commission, promoting continuous compliance, every department plays a role in meeting standards and maintaining readiness. Automation makes this shared responsibility practical. An electronic QMS centralizes policies, tracks tasks, and sends real-time alerts, ensuring that compliance activities are visible and actionable across the organization. Instead of siloed efforts and last-minute scrambles, automation turns compliance into a team sport—where clinical leaders, frontline staff, and administrators all contribute to a culture of quality and safety, supported by technology that keeps everyone aligned.

The real win? Letting Quality professionals do quality work. Not paperwork. Hospital quality managers can spot risks before they become survey citations. They can actually facilitate proactive performance improvement instead of drowning in administrative tasks.

2. Accuracy and Consistency

In manual systems, accuracy suffers.

Here's how:  

A Quality coordinator maintains action plans in a combination of Excel spreadsheets and Word documents. During a Joint Commission tracer, the surveyor asks to see evidence that corrective actions from the previous survey were monitored for effectiveness. The documentation is incomplete. What should have been a simple check becomes a deficiency requiring immediate corrective action.

A hospital Quality manager loses a document proving Leapfrog compliance. Six months later, surveyors arrive for onsite verification, and the Quality manager can't find the evidence. Leapfrog makes them change the answer to "no." Their survey score drops. Their safety grade drops.

This happens all the time. Automated Quality management software stops this. Standardized templates. Required fields. Validation rules. Hospital policy requires medical staff approval before implementation? The system won't publish without it. When Joint Commission standards mandate specific elements in an action plan, the template ensures nothing gets missed.

3. Real-Time Data Access and Reporting

One of the greatest advantages of an electronic QMS is its ability to provide real-time data access across the organization. For executives and board members, timely, accurate information is critical for strategic decision-making and risk management. Instead of waiting for manual reports that can take weeks to compile, a QMS delivers dashboards and analytics instantly—showing compliance status, audit readiness, and performance metrics at a glance. This transparency empowers leadership to act proactively, allocate resources effectively, and demonstrate accountability to regulators and stakeholders. In short, automation transforms compliance data from a static snapshot into a dynamic, actionable tool for governance and continuous improvement.

For CFOs, understanding the financial impact of Quality initiatives is often challenging when data is scattered across spreadsheets and manual reports. An electronic QMS changes that by providing real-time visibility into performance metrics, compliance status, and cost drivers. With centralized dashboards, CFOs can easily quantify the ROI of Quality—tracking reductions in survey deficiencies, CMS program penalties, and rework costs, while correlating improvements in patient safety and operational efficiency. This transparency turns Quality from a perceived expense into a measurable investment, enabling finance leaders to make data-driven decisions that support both compliance and the bottom line.

Centralized software gives you real-time visibility. Hospital leadership sees Quality metrics, patient safety indicators, accreditation readiness status—all in one place. Quality leaderss can show exactly how many deficiencies decreased year-over-year.  

Real-time access matters during surveys. Joint Commission surveyors want evidence immediately. Leapfrog inspectors ask for specific documents during their visit. Pull data instantly instead of searching through archives.  

4. Enhanced Collaboration and Accountability

Quality work requires departments to work together. Nursing, unit-based safety teams, ancillary services, administration—all need to coordinate on Quality and patient safety initiatives.

Manual systems create silos. A hospital Quality leader sends an email to department directors about a new safety initiative. Some read it, some don't, some file it and forget. Three months later, during a Joint Commission tracer, the surveyor asks a nurse about the initiative. The nurse has never heard of it and cannot speak to it, and this leads to a cited deficiency that requires corrective action planning

The Quality team sends out updated fall prevention protocols. Some units implement them, some don't see the email, some print it and file it but never educate the staff. When the surveyor does a patient falls tracer and discovers inconsistent practice across units, the hospital gets cited for lack of standardization and not following their own policies and procedures.

What gets lost in manual systems:

  • Policy updates nobody reads
  • Training requirements that expire
  • Action items with no clear owner
  • Evidence requests that arrive too late

Automated workflows create accountability. Task assignments visible. Progress tracked. Supervisors see what's completed, what's late, who's responsible. When accreditors ask if staff are aware of new requirements, the system shows who was informed, when, and whether they completed the competency assessment or educational learning course.

This transparency becomes particularly valuable during leadership transitions—that happen frequently with Quality roles. When a new Quality leader starts, they shouldn't have to piece together what the previous leader left behind. They need immediate access to the current state of compliance, not a paper binder that may or may not be current.

5. Preparedness for Audits and Accreditation Reviews

Most onsite regulatory surveys are unannounced.  Quality teams and other hospital leaders often scramble to gather evidence, verify compliance, and prepare staff in the weeks leading up to the survey.

Last-minute prep creates stress and exposes gaps. A hospital realizes during survey prep that nobody monitored whether action plans from the previous survey actually worked to drive hardwired measures of success. The hospital discovers that required drills weren't consistently documented. Now they're trying to fix systemic problems in weeks when they should have been maintaining compliance all along.

Accrediting bodies now expect hospitals to be survey-ready every day—not just during onsite visits. For Quality teams, that means maintaining constant compliance 24/7/365, that is nearly impossible with manual processes. An automated QMS makes this achievable by embedding compliance into daily workflows. Policies, procedures, and corrective actions are tracked in real time, while automated alerts flag gaps before they become findings. Dashboards provide instant visibility into readiness metrics, ensuring leadership and frontline teams know exactly where they stand at any moment. Instead of scrambling before a survey, hospitals can demonstrate continuous compliance confidently—because automation keeps them audit-ready all year long. And accreditors are getting smarter—they're increasingly focused on repeat citations. Facilities that get cited for the same deficiency multiple times face escalating consequences.

Continuous readiness software:

  • Organizes evidence as you create it
  • Links it to specific accreditation standards
  • Runs gap analyses before surveyors show up

When Joint Commission arrives, compliance with all standards shouldn't require heroics. When a hospital gets selected for Leapfrog onsite verification (typically notified in June for September/October visits), they should already have their binder complete and current. Poor preparation has consequences beyond embarrassment.

What's at stake:

  • Career damage: Survey failures expose Quality leaders stuck with "responsibility without authority"
  • Direct costs: $3,800-$5,000 in revisit survey fees for condition-level findings
  • CMS penalties: Poor Quality performance affects reimbursement and can trigger additional scrutiny
  • Reputation hits: Public announcements in local newspapers, pulling signage, removing accreditation badges from websites, reporting failures to the board—all of which affect recruitment, patient choice, and physician referrals

6. Demonstrating High Standards to Patients and Stakeholders

Healthcare organizations compete on Quality. Patients check hospital safety grades before choosing where to receive care. Physicians consider Quality metrics when deciding where to admit patients. Payers increasingly tie reimbursement and contracts to demonstrated Quality outcomes.

Transparency builds trust. Show Leapfrog A ratings and improving safety metrics? Patients notice. Maintain Joint Commission accreditation without significant findings? Physicians notice. They send their patients to hospitals they trust.

Automated systems make transparency possible. Dashboards show trends. Reports quantify improvements. When stakeholders ask "How do you ensure Quality?" you show them the system. Not just talk about intentions.

Quality performance data feeds into Hospital Compare, Leapfrog ratings, and U.S. News & World Report rankings. Organizations that prove systematic Quality management—accreditation, metrics, consistent performance—win. Those who can't, lose.

7. Flexibility and Scalability

Manual systems don't scale. A hospital effectively runs Quality management at one facility, then acquires two more. Now: three systems, three processes, three sets of documentation. A hospital adds a new service line or certification program. Suddenly their paper-based tracking process can't handle the additional regulatory requirements.

After working with thousands of hospitals for nearly three decades, we've seen the same pattern: organizations hesitate because of upfront cost, then realize they're spending more on manual workarounds than the software’s cost.

Cloud-based software scales. Add locations, departments, regulatory requirements. No infrastructure rebuild needed. Multi-facility health systems can standardize processes across sites while still allowing site-specific customization.

When the Joint Commission eliminated 714 requirements and introduced Accreditation 360's 14 National Performance Goals, hospitals needed to map their existing compliance work to the new framework. Software systems can be updated centrally, with changes reflected immediately for all users, ending the need for  manual process revisions at each facility.

8. Cost Savings and ROI

Quality management software costs money upfront. Hard sell when CFOs see the Quality Department as "non-revenue-producing." But the ROI is real if you quantify it.

Direct cost avoidance:

  • No resurvey fees: $3,800-$5,000 saved per event
  • Fewer citations, fewer corrective action plans
  • Avoided CMS penalties and reimbursement reductions tied to Quality performance
  • Prevented hospital-acquired conditions (both treatment costs and DRG payment reductions)
  • Reduced litigation exposure from risk events

Operational efficiency:

  • Reduced administrative (quantify hours saved × hourly rate)
  • No paper, printing, storage costs
  • Faster survey preparation (fewer staff hours in crisis mode)
  • Eliminated duplicate work across disconnected systems

Revenue protection:

  • Maintained accreditation (Medicare deemed status protected)
  • Guarded safety grade ratings (poor grades affect patient choice)
  • Supported physician referral relationships (doctors send patients to high performing hospitals)

A hospital that maintains continuous Leapfrog A ratings while competitors drop to B or C wins patients. One that demonstrates consistent reduction in hospital-acquired conditions protects reimbursement and avoids penalties.

The biggest savings? Workforce optimization. Quality departments everywhere struggle with staffing. Automation lets small teams accomplish more. Quality teams can manage larger scopes of work without proportional increases in headcounts. As one hospital Quality professional put it: "If I can't have people, I need automation."

Calculate your potential ROI from quality management automation.

Why This Remains Relevant in the Current Healthcare Environment

The conversation about manual versus automated Quality management isn't new. Many high-performing hospitals made this transition years ago. But significant portions of the hospital market still operate on spreadsheets, SharePoint, and paper binders.

The gap keeps widening. What Quality teams must deliver versus what tools they have to accomplish this important work. Regulatory complexity increases. Workforce shortages persist. Financial pressure intensifies. Transparency requirements grow. Stakes get higher. Hospitals face the same challenge: maintain rigorous Quality standards with limited resources while accountability increases.

Hospitals still executing Quality management activities manually are not only inefficient but likely to increase risks, patient harm events, regulatory deficiencies, and competitive disadvantage. Automated Quality management isn't about replacing people with technology. It's about enabling Quality professionals to focus on implementing best practices and oversighting compliance rather than administrative burden.

Moving from manual to automated Quality management changes how hospitals approach safety, compliance, and performance improvement. For hospitals still on spreadsheets, the question isn't whether to automate. It's how much longer can you wait?

See what automation could save your hospital →

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