Creating a Resident Incident Report

Document any type of incident for a resident to keep compliance

FAQ: I need to create an incident for a resident who fell in their room.

  1. Access the Resident’s Profile

    • Go to the resident's profile in the system.
    • Click on the "Reports" button to create an incident report.
  2. Navigate to the Incident Reports Section

    • The system will direct you to the "Resident Reports" section.
    • Select the "Incidents" subsection.
    • Use the "Filters" button to sort incidents by status (draft, completed, finalized) or by type (falls, injuries, medication errors, etc.).
  3. Create a New Incident Report

    • Click on "Create Incident Report."
    • Select the type of incident report if multiple options are available.
  4. Enter Incident Details

    • Fill in the required fields:
      • Reported by
      • Location of the incident (e.g., bedroom)
      • Date and time of the incident
      • Type of incident (e.g., fall)
    • Provide a detailed description of what happened.
  5. Describe the Resident’s Condition

    • Document the resident’s physical state (e.g., bruises on shoulders, elbow, or hands).
    • Upload images if necessary.
  6. Determine the Cause

    • Review any medications taken in the last 12 hours.
    • Check if vitals were recorded in the past hour.
    • Identify the possible cause of the incident (e.g., accidental fall).
    • Document whether emergency services were called.
    • Record the resident’s statement about the incident.
  7. Complete the Investigation

    • Add the incident to the facility’s log if necessary.
    • Document the outcome (e.g., resident is okay).
    • Record witness statements and investigative findings.
    • Determine if the care plan needs updating based on the incident.
  8. Notify Relevant Parties

    • Document whom you notified (e.g., yourself, nurse, family member).
    • Include the date, phone number, and other relevant details.
    • Note if authorities or state investigators were contacted.
  9. Save and Finalize the Report

    • Save the report as a draft if more edits are needed.
    • Click the pencil icon to make changes.
    • Finalize the report by clicking on the three-dot menu and selecting "Finalize."
  10. Print, Fax, or Email the Report

  • After finalizing, go to the three-dot menu.
  • Choose to print, send via fax, or email the report.


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