Resident Reports
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      1. Training Academy
      2. Reports
      3. Resident Reports

      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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