Converge Glossary

Not sure what something means in Converge?  View our glossary of terms found in the table below or print this handout.

Term	Definition
Action plan	Type of evidence used to correct a non-compliant finding found during a survey or a self-assessment of the accreditation standards.
Administrator change log	A report of all changes and updates to user accounts or user groups.
Alert	Informational notice that does not require completion by the recipient. An FYI.
Area of responsibility (AOR)	The locations assigned to a user that determines the data a user can view within the application as well as what entries are sent to a user from a workflow process.
Assessments	View and manage prep and official  survey results to keep staff prepared and survey ready.
Audit	Type of evidence used to collect data at your organization. This includes but is not limited to tracers, environmental tours, and medical record audits.
Bookmark	A shortcut to frequently used items within the application. Bookmarked items are found under the Solutions tab.
Case	Type of evidence used to manage events, patient relations, peer review and root cause analysis.
Committees	An online committee meeting solution. Automate the meeting setup, content and reviews.
Content	The evidence available within Converge.
Converge platform	A comprehensive, enterprise software solution offering a secure workspace with built-in workflow for high risk and high liability data.
Crosswalk	Side by side comparison of two standard bodies.  Use the crosswalk to push base compliance scoring to other supportive standards. For example, push Joint Commission scores to CMS.
Document	Type of evidence used to link policies and procedures to accreditation and regulatory requirements.
Entry	A single audit or case submission.
Evidence	Types of records used to indicate and manage accreditation and regulatory compliance.  This includes action plans, audits, documents, issues, and projects.
Evidence report	Export action plans, issues and projects into a table in excel, pdf or word. Also used to report on evidence ownership.
Insights	Business Intelligence (BI) and analytics platform that works in lock-step with Converge products to give you maximum visibility into your data.
Issue	Type of evidence used to manage findings found while reviewing data. Usually associated with projects and audits.
Notice	Internal alerts and tasks distributed within the system automated by workflow or manually sent by a user.  An alert is an informational notice where no action is required of the recipient.  A task is an actionable notice that requires some type of work to be completed by the recipient.
Organization	A facility within a health system.
Organization activity report	A table that includes all the activity in Converge over the last four months.
Organizational unit (Org unit)	A group of settings used to assign area of responsibility.
Orphaned user	A user who is not assigned to a security group.
Policy (claims)	The coverage the hospital purchases to cover things like liability, auto, buildings etc. Many times hospitals have more than one policy to cover the same thing to add multiple layers of coverage.
Policy program (claims)	Policy programs allow clients to lump different polices together into one program. For example, three polices are added to one policy program because they all cover patient liability.
Project	Type of evidence used to manage performance improvement initiatives at your organization.
Question report	Aggregate audit and case data into graphs or tables for analysis and trending.
Record page	The shell of all evidence.  The base record page is the same for all types of evidence to lessen the learning curve for new users.
Request data link	A hyperlink to a data collection tool that allows anyone at the organization to enter data. No login credentials required.
Setting	A location, unit or department within an organization.
Solutions	The grouping of items that are specific to a user, including bookmarks, notices, and views.
Staff member	People employed by your organization that have been loaded into the application either manually or using an automated feed.  Can be linked to specific entries during data collection.
Standards only link	A read-only link to all the standard bodies you manage in Converge.  The link can be posted on your intranet so all staff can keyword search the accreditation and regulatory standards.
Task	An actionable notice that requires some type of work to be completed by the recipient.
Topic	Type of evidence used to manage agenda items for a committee.
Unique ID (UID)	Alpha-numeric identifier for all audit and case entries.  Unique IDs are used for reference or to search for entries.  These may be random or sequential with a prefix or suffix.
User	An employee who has login credentials to the Converge platform.
User group	Users are placed into groups for two purposes, security and notifications. A security group defines what a user can access in the system. A notification group determines which entries are sent from a workflow.
Views	Default and custom options for grouping audit and case entries into a list.  Views can be customized to bring in specific fields and questions from one form or multiple forms.
Workflow	The path an entry takes after submission.  The workflow engine notifies users or user groups depending on the type of entry and the answers to questions.

Go to top