Create an Incident
Step 1 - Click the + Button
To begin filling out an Incident Report, click “Incidents” in the sidebar, then click the + button at the upper-right of the screen.
Step 2 - Fill Out the Report
Complete all sections of the Incident Report.
Tips & Tricks
As you fill out the Incident Report, you can move sequentially through questions with the Previous & Next buttons or jump between questions using the navigation bar on the left
Notice the check marks indicating completed questions, and the counters indicating how much of each section and the entire document you’ve completed
As you add information to the Incident Report, your changes will automatically be saved. You can see whether all changes have been saved by looking at the bottom right of the current question
Required fields are indicated with an *.
Tips & Tricks
You can collapse or expand sections to quickly navigate through the Incident Report
Warning indicators, looking like Stop signs will appear if your answers to any questions are incomplete or incorrectly formatted
These indicators will appear beside the question, and at the top of any section containing questions needing attention
Based on your answers to some questions, you will see additional questions appear. For example, if you check the box indicating “Clients were involved in or witnessed the incident,” a new “Clients” section will appear
More Information Needed
Sometimes the Incident Report will require additional information, based on an answer you provide. For example, on the Incident Type card, if you check the box indicating “I am completing this report on behalf of someone else,” you’ll need to complete an additional field:
Step 3 - Complete the Report
When all the fields have been filled out correctly, you’ll have an option to click “Complete” at the bottom right of the current question card.
Step 4 - Abandon or Select a Submission Method
Select what should happen next with your report:
Abandon: If your report does not require submission to the LCA, you may abandon the report and it will be archived.
Submit for Review: This option should be selected for most reports so they can be reviewed for completeness.
Skip Review: This option should ONLY be selected in special circumstances, for example:
Submission of an urgent report occurs at night when no reviewer will be available at the provider location.
The report is exceptionally urgent and needs to reach the LCA immediately.
I believe I am a whistleblower and would like to submit the report anonymously, without review by supervisors.
