Incident Report Guide

Step 1: Select Incident Type and Resident

1. Use the Incident Type drop-down to select the correct type of incident (e.g., Resident's Fall, Medication Error, Elopement, Unexpected Death, etc.).
2. Select the Resident involved in the incident.

Important:
The system only allows you to record incidents that occurred within the last two days.

Step 2: Enter Date and Time

Enter the date and time of the incident using the calendar and time selector.

Screenshot Description:

• Incident Time field with time selector (e.g., 12:30).
• Resident Date selector showing December 2025 calendar (Su Mo Tu We Th Fr Sa, dates 30-6).
• Selected date: December 3, 2025.

Step 3: Enter Incident Details

Continue entering Incident Details, including location, description, and injury information if applicable.

Save vs. Submit

Save

• Click Save to store the report as a draft.
• Saving does not submit the report to anyone.
• You can return and edit the report at any time before submission.
• After saving, a green AI button will appear at the bottom-right corner of the page.

Submit

• Click Submit to send the incident report to your facility administrator (or owner) for review.
• A confirmation popup will appear asking you to confirm submission.

Use the AI Smart Report (Optional)

• After saving the report, click the green AI button to generate your AI Smart Report.
• The Smart Report includes: Action needs to be taken and missing information for the incident report.
• The Smart Report is generated based on Washington State Incident Guidebook and relevant policies. It is a guide only—always follow your facility's policies and use professional judgment.