Manage an incident and the improvement process

This article explains how to manage and monitor incidents and improvement processes.

If you've recorded an incident or created a reportable incident for an aged care client, you can use Lumary CM's dynamic tools to manage and monitor the incident and your improvement processes. 

To add information about assessing and managing an incident:

1. Go to the client's record
2. Click on the Assessments tab.
3. Scroll down to the Involved in Incidents section.
4. Click on the Incident/Feedback text link to open the incidents management record.

You can also access incidents from the Lumary home page by clicking on the App Launcher, searching for 'incident' and selecting the Incidents Management link from the list.

5. You'll see a process pathway at the top of the page, which you can use as a visual reminder of the progress of an incident. To mark a stage as complete, click on the Mark Status as Complete button.

6. If you need to record that an incident was a reportable incident, you can do this from any tab page. In the right-hand panel, make sure an option has been selected in Funding Program, then scroll down to find the Reportable Incident Status and Details section. In the Is a Reportable Incident? field select Yes or No. If you select Yes, there will be additional fields to complete. Click the Save button when you're finished.

7. If you click on the Details tab, you'll see the data recorded when the incident was created. If you need to make any changes, click on any of the pencil icons to open the edit screen. Click the Save button when you're finished.

8. If you click on the Persons Involved tab, you'll see the information that was added when the incident was created. To add a new person, click on the New button. To edit an existing entry, click on the drop-down arrow for the row you wish to edit and select Edit. Click the Save button when you're finished editing.

9. Click on the Assessment/Investigation tab and click on any of the pencil icons to open the edit screen. Complete any details as required and then click the Save button.

You can use this screen to capture the details of any risk assessments that have been carried out.

10. Click on the Continuous Improvement tab and click on any of the pencil icons to open the edit screen. Complete any details as required and then click the Save button. 

11. Click on the Corrective Actions tab. To add a new corrective action, click on the New button. Add the details and then click Save.

12. Click on the Communications and Attachments tab. If you can't see this tab, you may need to click the More drop-down list. Click on the Attachments tab. Click on the Add Files button and select an already uploaded file from the list or click on Upload Files to add a file from your device.
13. To close an incident, make sure the process status is set to Continuous Improvement.
14. Scroll down to the Incident Closure Date section.
15. Click in the field and select a date using the calendar tool.
16. Click on the Save button.

17. On the process pathway, click Closed and then click on the Mark as Current Status button.