Report an incident for an aged care client

This article explains how to report an incident for an aged care client.

Lumary CM enables you to create, manage and monitor reportable incidents according to the SIRS (Serious Incident Response Scheme) regulatory requirements. If you capture incidents relating to an aged care client, the incident will be linked to their client record.

The functionality described in this article requires the activation of home care package (HCP) features in your production environment. It also requires that users have the Lumary - Incident Capture and Management permission set enabled.

To report an incident:

1. On the client's contact record, click on the down arrow and select the Submit Incident / Feedback link.

2. Under the Recording an Incident or Feedback? heading, select Incident.
3. Select HCP or CHSP as required.
4. The User who reported or captured this Incident / Feedback? field will auto-populate with your username. If you need to change the name of the user submitting the incident, use the X to clear the field and then search for the user's name.

5. In the Date and Time section, select the date/time the the incident occurred and the date/time that it was reported.
6. For the Is the time recorded actual or estimated? question, select Actual or Estimated as appropriate.
7. Click the Next button.

8. On the next screen, under Categorisation, click on the drop-down arrow and select an option from the list.
9. In the Sub-category field, click on the drop-down arrow and select an option from the list.

The options that you see will vary depending on what you chose as the main category.

10. Under Location of Incident, select an option. If you choose an option other than Home, add location details as required.
11. Add a summary of the incident to the Summarise the Incident field.
12. Add a response to the Was any property damaged? question. If you select Yes as the answer, you'll also need to describe the property damage.
13. Click the Next button.

14. On the next screen, under Initial Actions Taken or Who Was Contacted ? use the checkboxes to select from the available options.

15. Add a description to the Actions Taken/Initial Response field.
16. Click the Next button.

17. On the Person Involved Details screen, select Client as the type of person involved. The client field underneath should be auto-populated with the client's name.
18. Select Impacted Person as the person involvement type.

19. In the Was this person injured or sick? section, select the appropriate option. If you choose Physical Injury or Illness / Disease / Other, you will see further fields that need to be completed. The fields will vary depending on the option you choose.
20. Click the Next button.

21. On the next screen, select Yes or No depending on whether you want to link another person to the incident (for example a care worker or member of the public). If you select Yes, you will need to complete the details for that person and the nature of their involvement.

22. When you've finished adding people, click the Next button.
23. On the next screen, click on the Upload Files option to attach any relevant files. Otherwise, click Next.

24. You'll be taken to a screen where you can view the details of the incident. You can use the tabs to capture further actions related to the incident as required.

25. To review an incident from the client's contact record, click on the Assessments tab and scroll down to the Involved in Incidents section.
26. Hover your mouse on a Person Involved ID link and you will see the incident number link. Click on that link to see the incident.