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.

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. From the Incident Occurred During the Provision of Service under which Funding Program drop-down list, select HCP or CHSP as required.
4. Click the Next button.

5. 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, click on the cross (X) to clear the field and then search for the user's name.
6. In the Date and Time section, select the date/time the the incident occurred and the date/time that it was reported.
7. Under Is the time recorded Actual or Estimated?, select Actual or Estimated.
8. Click the Next button.

9. On the next screen, under Categorisation, click on the Please select Primary Incident Type drop-down arrow and select an option from the list.
10. This will reveal the Client Incident Sub-category field. Click on the drop-down arrow and select an option. The options will vary depending on the primary incident type.

11. Select a Location of Incident -
    • Home uses the client's home address as the location.
    • Community reveals a Location Details free text field.
    • Site reveals a site search field where you can search for and add the site.
    • Other reveals a Location Details free text field.

12. In the Summarise the Incident field, you can add text, links and images to describe the incident.
13. Add a Was any property damaged? response. If you select Yes, you'll need to fill in the Describe what property damage occurred field.
14. Add a Was a restrictive practice used? response.
15. Click on the Next button.

16. On the next screen, under Initial Actions Taken or Who Was Contacted ? use the checkboxes to select from the available options. Some options will reveal text fields for capturing report numbers or other information.
17. Add a description to the Actions Taken/Initial Response field.
18. Once you click Next on this screen, an incident record will be created and you won't be able to come back to this step. Check the details you've added before proceeding. You can click Previous to go back and make changes, or click Next to add persons involved with the incident.

Once the incident record is created, you'll need to edit the record to make any changes to information you added in earlier steps.

19. The next screen captures details about the people involved in the incident. Choose a type of person involved -
    • Client - adds a Client field. If you started from a client's record, their name will auto-fill this field.
    • Employee - adds an Employee field. Search for and add an employee.
    • M.O.P - stands for member of the public. This option adds name and contact information fields for the MOP.

20. Choosing a type of person reveals The Persons Involvement Type field. If you select M.O.P, this will appear above the name and contact information fields.
21. Selecting a type of involvement will reveal an optional Provide details about the involvement text entry field.

22. Select a Was this person injured or sick? option -
    • Physical Injury - reveals several additional mandatory fields to capture information about the injury, including the type and nature of the injury, the part of the body affected and details about any first aid treatment that was provided.
    • Illness / Disease / Other - reveals a field where you can add text, links and images to describe how the person was affected.
    • No.

23. Once you click Next on this screen, the person will be linked to the incident and you won't be able to come back to this step. Check the details are accurate before clicking on the Next button.

24. 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 and click Next, you will need to complete the details for that person and the nature of their involvement.
25. When you've finished adding people, click on the Next button.

26. On the next screen, click on the Upload Files option to attach any relevant files.
27. Click on the Next button.

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

29. To review an incident from the client's contact record, click on the Assessments tab and scroll down to the Involved in Incidents section.
30. 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.