Getting started with Patient Safety & Incident Reporting

Patient Safety & Incident Reporting gives staff a short, non-punitive way to report incidents, near misses and unsafe conditions from any workstation or phone. Reports are triaged by the patient safety team, investigated with root-cause analysis workflows, and tracked through to corrective actions. Event data is captured in a structure that supports AHRQ Common Formats, so you can submit to your Patient Safety Organization and report consistently over time.

What it is for

Many hospitals still collect incident reports through forms that take too long to complete, so staff report the serious events and skip the near misses that would have warned of them. Reports land in an inbox, root-cause analyses are run in documents and meeting notes, and corrective actions are tracked in spreadsheets that nobody owns. When the board asks what has changed since a serious event, or a surveyor asks how the hospital learns from errors, the evidence is scattered.

• Reporting forms are long, so near misses and unsafe conditions go unreported
• Triage and follow-up depend on one inbox and one person
• Root-cause analyses and action plans live in separate documents
• Corrective actions are hard to track to completion and prove effective

Who uses it

• Patient safety officers and risk managers at hospitals and health systems
• Quality and performance improvement teams who run root-cause analyses
• Frontline clinical and support staff who report events
• Department managers who follow up on events in their area
• Medical staff leaders, safety committees and boards who oversee the program

Before you start

• Your organization licenses Patient Safety & Incident Reporting from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Patient Safety & Incident Reporting in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Patient Safety & Incident Reporting from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Patient Safety & Incident Reporting before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Patient Safety & Incident Reporting
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com