This article walks through how to add and manage an incident in a resident’s chart. Proper documentation ensures that all relevant details are captured and accessible for review or collaboration.
To add an incident:
Step 1:
Click "Add Incident" on the right-hand side of the Notes tab:
Each incident must be documented as a separate entry and cannot be attached to existing notes.
Step 2:
Type a description of the incident in the space provided and enter a date.
Step 3:
You may select as many tags for the note as you'd like. These tags will allow you to filter all of a resident's notes.
Step 4:
You may add other optional information in the fields below:
Step 5:
After adding an incident, you can edit or delete the incident. Additionally, you can add comments or put the resident on alert. To collaborate on an incident started by someone else, open the resident’s chart, go to the Notes tab, locate the incident, and add your documents or comments.
Deleting an incident is only available to users with specific permissions. If you do not see the option to delete an incident, please contact August Health Support for assistance.
Step 6:
Complete follow-up actions from the resident's Notes tab or the community 'Notes and Incidents' page: You can also access existing incidents through the Notes tab to review or update them as needed.
Step 7:
All added incidents start with a status of "open." Click on the incident status to mark the incident as closed.
Only users with Owner or Director user roles can close an incident.