Working With Incidents in Case Manager

Entering an Incident

Regardless of which incident type you are working with, to create a new incident:

1. From the consumer’s Toolbar, select Health Record.
2. Scroll to locate the incident type you require.
3. Click + to the right of the incident type name.
4. Each of the incident types contains a header section for dates, persons responsible, location, and filing information.  Below is an example of header information from a Seizure Incident:
5. Following the header information is the content area.  Complete the information as required by your organization.
6. Click Save & Close on the toolbar when completed.
7. To Edit a saved incident, click the pencil to the left of the incident.

Printing an Incident Report

1. Select Reports from the Menu.
2. Navigate to Health Record.  Each of the Incident types has its own report.
3. Regardless of which report selected, you’ll be prompted for a Start Date, End Date, and Consumer. 
4. For Incident, select from a list of incidents that occurred during the date range you’ve just entered.

Incident Report Examples