12 How to Use the Incident Reports Tab

Adding Client Incident Reports

The Incident Reports tab is where client incidents are documented.

With the client record open, click on History
Click on the Incident Reports tab
Click on the Add button

Select the incident Severity from the drop-down.

Note: Standard Level I-III incident severities are already pre-loaded into the system.

Helpful Hint: Any additional Incident Severities that are needed should be set up through the Configure Desktop by going to List Configuration–>Clients–>Incident Severities.

Select the incident Type from the drop-down.

Note: Some common incident types are already pre-loaded into the system.

Helpful Hint: Any additional Incident Types that are needed should be set up through the Configure Desktop by going to List Configuration–>Clients–>Incident Types.

Enter the Date (optional)
Enter a Description (optional)
Click on the Update button

Adding Client Incident Reports: Options

This section of the course outlines some of the other options available under the Incident Reports tab.

A. The DMS option is available for uploading/downloading a copy of an Incident Report.

B. The Add Form link allows you to add an Incident Report by using a Webform.

C. Delete is available for removing an Incident Report from a client record.