SOP: Incident Reporting Workflow
Incident reporting steps with escalation and quality checks.
SOP: Incident Reporting Workflow
Standardized workflow for documenting and escalating resident and staff incidents.
When to file
Any injury, medication variance, elopement risk, altercation, property loss, or safety hazard.
Workflow
- Stabilize the situation and ensure safety.
- Complete Incident Report in EHR within 2 hours.
- Notify on-call per On-Call & Escalation Matrix.
- Upload photos (if applicable) with ADA alt text descriptions.
- Log follow-up tasks and deadlines.
Quality check
- Objective, factual language
- Time stamps and witnesses included
- Provider/family notified
Download: Incident Report Form (PDF)