Incidents in ALIS is a documentation workflow. Once we have completed all forms and to-dos for an incident event, we can be sure that all details are stored and easy to find when we need them. ALIS Incidents allows multiple people to manage an incident report, so that staff reporting the incident, nurses, and administrators can review and follow-up.

Report a New Incident

The Incident Center

Reports about Incidents reported in ALIS

FAQs

Report a New Incident

1. Click to report a new incident in one of these three places:
   • Report Incident icon on the Dashboard
   • Incident Center +Report New Incident button
   • Resident’s profile page +Incident button under the resident photo
2. All three options will open a pane from the right side of your screen to add the basic details of the incident.
   • First, make a selection from the Incident Type menu. This will determine which forms and tasks we need to complete for the incident report. These types can be completely customized, and the default list in ALIS may include events that you do not need. Contact ALIS Support to remove or add items to this list.
   • Select the name of the Resident Involved
   • You may choose to select the names of other residents in the Other Residents Involved menu.
   •  Update the date and time fields to reflect when the incident event occurred.
   • The Incident Summary is meant to be a brief couple of sentences to describe what happened, what is happening now, and describe the severity of the event. You can think of this like you are typing a text message to your boss about an incident that occurred. There are likely still forms to fill out that will gather all the details about the incident, so avoid taking too much time to type the Incident Summary.
   • To save these details, we have two buttons available at the bottom of the pane. It is recommended to click the button on the right labeled Create And Go To Incident Report. This will take us to the page where we can continue documenting information about this incident on forms, complete tasks, and update any details we may have already added.
     • The button on the left labeled Create Incident Report will save the details we have added and leave us on the current page to continue working on something else in ALIS. To finish the forms and tasks for the incident, we will need to go to the Incident Center, find our incident, and click the Edit button to complete.
3. If we chose the button on the right, we are taken to the Incident Report page. Here we have a maximum of three sections:
   • Basic Information
     • Here we can edit details of what was already added, such as correcting the date and time, adding other residents involved, and editing the Incident Summary. If you make changes here, make sure you click the Submit button to save.
   • Incident Report Forms
     • This is where we can complete and view forms associated with this Incident Type. Usually there is a basic incident form required for all types, and then an additional form for incidents related to falls and medication errors. These forms are completely customizable, and this table works just like the Resident Compliance section on the resident profile.
     • Here you click the Fill Online button to fill out the form templates with some pre-populated details, from which you can electronically sign the documents and save them. The Choose File button allows us to upload a document scanned to our computer if it was filled out on paper. The Options button gives us access a blank or pre-populated forms if we want to print blank documents to fill out on paper.
   • Incident Report Tasks
     • If any of the follow up tasks have already been completed, you can update them in ALIS by clicking on the “Mark Complete” link. This causes a screen to pop up where you can enter a note about how the follow up task was completed.
4. When all forms and tasks are completed, we want to designate this report as complete. This is done using the green Complete button at the top right of the page. This will determine if the Incident displays as Complete in the Incident Center.
5. All incident reports are accessible in ALIS forever! They can be viewed and printed from in the Incident Center, and you can search for an incident using criteria such as Incident Type, resident name, and date.

The Incident Center

This page is a report of all Incidents added to ALIS and New Incident Reports can be added here. The icon on the Dashboard will show a red badge number indicating how many Incidents have been added to ALIS since you last visited the Incident Center page.

Searching for and updating existing Incident Reports in the Incident Center

1. Become familiar with the filters at the top of this page. These are intended to make it easy for you to find any Incident Reported for a specific resident for any range of time, and to give you the option to view only one or specific Incident Types. By default, these are set to show us all incidents that have been documented in ALIS for the last week.
2. Once you have updated the filters to show the desired Incident Reports in the table below, you can add details to Incomplete Incident Reports using the Edit button on the right, or use the Delete button. Not all staff in ALIS can access these options.
3. For state surveys, a good practice is to Export the incidents that are to be viewed by the surveyor. The easiest way to do this is to export ahead of time. When incident reports are completed, there is a View button next to it in the Incident Center. At the top right of the page, you will have an Export button, and this will create a PDF document of all completed items. We recommend printing this out and keeping it in a physical folder for surveyors!

Reports about Incidents reported in ALIS

1. On the Reports page in the Resident Reports section, we have an Incident Report. By default we see the all incidents in a table for the current month to date, and can change the filters to view a specific list. We can Print or Export this to Excel. The Excel file has columns for each Incident Task and the completion note for each.
   • The Summary at the bottom left of this page shows us a clear breakdown of all incident reports in the selected date range by type. This displays on the Excel file as well.
2. On our Insights page, we have a standard Incidents Dashboard. If you do not presently have access to ALIS Insights reports, please contact ALIS Support.
   • This dashboard gives us some KPIs at the top, displays graphs and charts about the reported incident types, and shows data about dates and times reported, and residents and staff reporters involved. This is a nice visual way for us to see patterns with our incident reports.

FAQs