Incident Reporting

Incident Type is a customizable dropdown controlled in System Settings > Master Drop-Downs. This list could include things like:

• Allergy exposures
• Medication observation errors
• Operational incidents
• Aggression and violence

On the Incidents page there is a list of all incidents in the selected date range. You can search by description or client.




In order to see more detailed information about the incident, click the eye icon under "Actions". A summary of the incident will include important information like incident type, location, clients involved, staff involved, etc..

How to document an incident:

1. Click "+Add New" in the upper right corner on the Incidents page.
   
   
2. Enter in all necessary fields including date and time of incident, criticality, type of incident, clients involved, staff involved, etc..
   NOTE: Not all fields are required to save the incident. It is up to your team to decide which fields to utilize out of what is available.
   
   
3. Enter a description of the incident. If you would like to use templates incident reports, you can add custom templates via the "Add Clinical Terms" button in the description, then select the appropriate template. Templates are created in System Settings > Templates.

4. Enter information in any additional fields as necessary and add a reviewer if needed. Then save and sign to complete the incident report.