Caregiver incidents

The Incidents tab on a caregiver record is a filtered slice of the agency-wide incident log, showing only the reports linked to this one caregiver. Falls during a shift, medication mistakes, behavioral events, equipment failures, and any other incident with this caregiver attached land here for the supervisor to review.

Quick answer

Open the caregiver, click Incidents on the tab strip. Existing reports show in the Caregiver Incident Reports table with columns for Incident, Patient, Severity, Category, Reported, and Status. Click the orange + Create Incident Report button to file a new one prefilled with this caregiver.

Open Caregivers

1. Open the caregiver and click Incidents

1. 1

   Click the caregiver row on the Caregivers page to open their record.

   The caregiver page opens on the Overview tab. The tab strip below the caregiver header has Overview, Schedule, Payroll, Forms, Files, Disclosures, Activity, Certifications, Incidents, Notes, and Transfer History.
2. 2

   Click Incidents on the tab strip.

   It sits between Certifications and Notes. The URL becomes /caregivers/<name>/<id>/incidents.
   

2. Read the Caregiver Incident Reports table

1. 1

   Scan the six columns: Incident, Patient, Severity, Category, Reported, Status.

   Each column header sorts ascending or descending on click. The small icons in the top-right of the card toggle search, filters, column visibility, density, and full-screen mode. Sample row: Test Incident, Betsy Beto, Low, Other, 3 months ago, Resolved. Caregivers with no incidents on file show an empty body and the row counter reads 0-0 of 0.
   
2. 2

   Use the filter and search icons to narrow the list on long-tenured caregivers.

   Search matches incident title text. Filters scope the table by severity, category, or status. The Export CSV link at the bottom-right exports whatever the current filtered view shows.

3. Click Create Incident Report to file a new one

1. 1

   Click the orange + Create Incident Report button above the table.

   It sits in the top-right of the tab content, just above the Caregiver Incident Reports card. The same button is on the patient Incidents tab and on the agency-wide Incidents page.
   

4. Fill out the form and submit

1. 1

   Fill the Incident Information block: Title, Severity, Category, Date and Time, Description, Actions Taken.

   Severity has four options: Low (Minor issue, no harm), Medium (Moderate concern), High (Significant risk/harm), Critical (Immediate attention required). Category has six fixed options: Fall, Medication Error/Issue, Behavioral, Injury (non-fall), Equipment Failure, Other. Date and Time defaults to right now. Description and Actions Taken are free text.
   
2. 2

   Confirm the Involved Parties section. Caregiver is prefilled with the caregiver you opened.

   Because you opened the form from the caregiver record, the Caregiver field is already filled in (mirrors how the patient tab prefills the Patient field). The Patient field is empty so you can pick the client involved, and Related Visit can be linked if the incident happened during a known shift. All three fields support type-to-search for large agencies.
3. 3

   Toggle Follow-up required if the incident is not closed yet, then submit.

   The Regulatory Compliance and Additional Details panel below expands for state-required fields when applicable. Click Submit Incident Report to file. The new report appears in this table, on the linked patient's Incidents tab, and on the agency-wide Incidents page at /incidents.

Common pitfalls

• Forgetting to link a patient. The Caregiver field is prefilled, but Patient is not. If the incident involved a specific client, set the Patient field so the report also shows up on that patient's Incidents tab and in their compliance file.
• Wrong severity. Severity drives sort order, dashboard alerts, and Critical incidents page banners. Low for a near-miss, Critical for anything that needs immediate clinical attention or supervisor notification.
• Vague descriptions. Future-you, an auditor, or the state surveyor will read this. Note the time of day, the room or location, who was present, what was tried, and how the patient responded.
• Leaving Status on Open after the situation is closed. Resolve the incident with notes from the incident detail screen so it stops surfacing in open-incident counters and compliance reports. See Resolve an incident for the workflow.

Related

• Patient incidents tab
• Incidents overview (agency-wide)
• Create an incident report
• Resolve an incident with notes