Incident Reporting

Despite training, programming and preparation, incidents still happen that require notification to a Client’s care team.

This document can be created as a General Care Document and then reviewed through your Agency internal review process by a Program Supervisor. The updates are made to the same document and logged accordingly.

  1. Go to Clients > Current Clients and click on the Client record.

  2. Go to the Care tab.

  3. Click the Add Care Document button.

  4. Select General from the Care Document Type dropdown.

  5. Select Keep it General to All Service Lines from the Create Care Document By dropdown.

  6. Select Incident Report Form from the list of templates.

  7. Click the Select button.

  8. Reporting staff can now fill out the form.

  9. Once completed, click Save.

Once the document is saved, you can print or fax it by clicking the Ellipses under the Actions column, and then selecting Print/Fax.

The Internal Review section of the document allows the Agency to review processes and procedures and take necessary corrective action, if required. When the Internal Reviewer completes this section, a note will need to be made that the edit was to add the internal review. That is saved in the notes history as a document edit.

Based on team feedback, updates can be made to the SPA or IAPP right from the same tab to prevent future incidents.