Incident reports
Write up a fall or a medication error, link it to the people and the visit, follow it up and resolve it.
3 parts · 2 minClinicalFor the office
The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.
What this lesson covers
Everything the lesson says, part by part.
- 1
On the way: Incidents are in the sidebar.
This is your incident list
Every incident your team reported, how serious it was, and whether it is resolved.
In the sidebar under Incidents. Caregivers can also report one from the visit on their phone.
On this page
Report an incidentWhat happened, who, and how serious
Create Incident Report writes one up from the office. Caregivers use Report an Incident on the visit, and theirs land here too.
See how jumps ahead to part 2: Write up an incident.
Read the guideFollow one upNotes, changes and resolving it
Press an incident to see everything about it, add what was done, and mark it resolved.
See how jumps ahead to part 3: One incident.
Read the guideFind the ones you needBy caregiver, client, severity, category
The filters narrow the list to one caregiver or client, a severity, a category, or only the unresolved ones.
See how shows:
- Filters The counts above follow them.
See the trendIncidents month by month
The chart shows how many incidents there were each month, so you can see if things are getting better.
See how shows:
- Incidents Over Time The arrows move between months.
Print or export the listFor a survey or a meeting
Print and Export CSV take the list as it is filtered.
See how shows:
- Export CSV Print sits beside it.
- 2
On the way: Create Incident Report opens the form.
Write up an incident
What happened, who was involved, and what the regulations ask you to record.
Create Incident Report, at the top of the Incidents page.
On this page
What happenedA title, the severity, the category, the time
Name it, describe what happened, set the severity from Low to Critical, pick a category such as a fall or a medication error, and say when it happened.
See how shows:
- Incident Information These five are required.
Who and which visitOptional, but it links the records
Link the client, the caregiver and the visit, so the incident shows on their records too.
See how shows:
- Involved Parties Search for each one.
What regulators ask forWitnesses, 911, who was told
Regulatory Compliance & Additional Details holds the witnesses, whether 911 was called, a trip to the hospital, when the doctor and family were told, and whether a state report is required.
See how shows:
- Regulatory Compliance Press it to open the fields.
Mark it for follow-upSo it is not forgotten
Follow-up required records what still has to happen, with notes.
See how shows:
- Follow-up required Tick it and say what is needed.
- 3
On the way: Press an incident to open it.
One incident
Everything recorded about it, what was done since, and its resolution.
Press any incident in the list.
On this page
Add to itDetails, injuries, preventive measures
Edit opens every section: the description, injury and medication details, the client’s condition, witnesses and preventive measures.
See how shows:
- Edit Every change is kept in its history.
Resolve itWith how it was resolved
Mark resolved lets you note how it was resolved, then counts it as done.
Read the guideSee how shows:
- Mark resolved The note is optional.
Not really an incident?Move it to Documented Events
For a hospital stay, a call or a change in service, Move to Documented Events moves it there. Nothing is deleted, and the incident stays here marked as moved.
See how shows:
- Move to Documented Events It asks before it moves anything.
Who changed whatThe change history
Change history lists every edit with who made it and when.
See how shows:
- Change history Each edit, with its time.
At the end
Now you know how incident reports work
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