Method 1: Reporting During the Checkout Process
This method is used when an incident occurs during a scheduled shift. Reporting at this stage ensures the incident is automatically linked to the specific appointment, the staff member on duty, and the client.
Complete Your Shift: When your shift is finished, navigate to the checkout screen as usual.
Locate the Incident Option: Within the checkout form, look for the incident reporting section.
Provide a Title: In the title field, enter a brief summary (e.g., "Trip and fall in hallway").
Enter the Description: Use the description field to provide a detailed account of what happened. Be specific about the time, the environment, and any immediate actions you took to ensure safety.
Submit Checkout: When you tap the button to finalise your checkout, the incident is submitted simultaneously. It will automatically be assigned an "Open" status and will appear on the central dashboard for management review.
Method 2: Reporting From the Client’s Profile
Use this method if you need to report an incident that is not tied to a specific checkout process, or if you are reviewing a client’s file and realise a report needs to be filed.
Select the Client: From the main navigation, go to the Clients list and tap on the name of the relevant client.
Tap 'Report Incident': on the client’s profile page, locate and tap the Report Incident button.
Fill the Mobile Form: A simplified reporting sheet will appear.
Incident in Detail: Provide the full narrative of the event.
Categories: Select the type of incident (e.g., Medication, Injury, or Behaviour).
Time: Input the date and time the incident occurred.
Submit: Tap the submission button. The report is saved instantly to the client’s record and the organisation's incident database.