One incident, from first report to proof.
Pick an industry and walk the four stages on sample data, with no signup and nothing to install.
New incident
T. Okafor · CNA
Lauren
T. Okafor
Lauren
T. Okafor
Captured 8 of 8 fields
- Type
- Fall·unwitnessed
- When
- Oct 2·2:47 am
- Where
- Room 214, to bathroom
- Harm
- Possible injury·assessing
- Factors
- Notified
- Nurse 2:49·family pending
- Routed
- P1 DON, medical director
- Abuse screen
- Completed
Lauren drafted these from the conversation. The reporter reviews and signs.
Investigation
Five whys Lauren · draft
- Why did she fall?She walked to the bathroom unassisted in socks.
- Why unassisted?The bed alarm did not alert staff.
- Why did it not sound?Its battery had not been checked since the last change.
- Why was it not checked?Nights have no scheduled alarm check.
- Why not?Alarm checks are on the day-shift rounding sheet only.
Contributing factors
Disposition
Evidence 2 files
Corrective actions
Effectiveness check Nov 1
No unwitnessed falls from an alarm failure in 30 days?
Day 8 of 30. The incident closes only after this check passes.
Reminders
- Reminder sent to the DON
- Due: night rounding sheet v3. Escalates to the administrator after 3 days.
Packet
Contents
F689 view Survey-ready
- Tag
- F689·accidents
- Fall
- Unwitnessed, 2:47 am
- Notified
- Physician and family, timed
- Interventions
- 3 in place
- QAA review
- Oct 28
A surveyor's questions about one fall are answered from one record.
ONE SAMPLE RECORD · SYNTHETIC DATA · LAUREN DRAFTS, A PERSON SIGNS
Four stages. One record.
- ReportStaff describe what happened. Lauren asks follow-up questions, fills the fields and flags what needs a decision.
- InvestigateThe incident is routed by severity. Lauren drafts contributing factors and a five-whys chain. A person edits, decides and signs.
- CorrectFindings become corrective actions with owners, due dates and required evidence. The incident cannot close until fixes are verified.
- ProveThe record, investigation, actions and audit trail become the packet a surveyor, inspector or insurer expects.
Try it on your own incident.
Make a kit in about ten minutes and report a real incident. Or book a demo for your kind of site.