Overview: Incident Reports

When an incident occurs during a shift, the caregiver can submit an incident report directly through the mobile app. Once submitted, selected admins will receive an email notification so the incident can be addressed within the required timeframe. The report will remain permanently tied to the client.

Unverified Reports will appear in the Dashboard, so admins can easily view and verify new reports.

To access incident reports:

The Incidents page includes two tabs: Analytics and List View.

The Analytics tab displays key metrics, including Total Incidents, Incidents by Type, Unverified Incidents, and Incidents by Clients and Staff. Each chart can be filtered by a selected date range.

The List View tab provides a complete list of all submitted incident reports. This list can be filtered by date range, status, and incident type. Find the report and click Details to see the full report. Admins can verify or add comments to the report and export it if needed.

After a report is submitted, an admin can verify the incident. There are 2 main ways to access and verify incident reports:

Option 1: the Incidents page

Option 2: the Home page

After viewing the report details, admins can select Mark as Verified and add any relevant comments. When a report is marked as verified, the system records who verified it and the date and time of verification.

For questions about incident reports: