Incident Management Review Report

The Incident Management Review Report request screen allows users to request a report that contains management review information sorted by Incident ID.

 

Notes:

  • If multiple versions of a document were created over the course of the incident/complaint life cycle, this report will only show information as of the most recent version. For example, if the final section was not approved during management review, and another final section had to be created, only information from the most recent final section will be used for reporting purposes. 

  • For ODP-ID/A and ODP-BSASP users, prior to submission of the First Section document, the ‘Primary Category’ and 'Secondary Category' fields of the report will display the values from the First Section of the incident. After the First Section is submitted, the ‘Primary Category’ and 'Secondary Category' fields will display values from the most recent Final Section document. For abbreviated incident reports (i.e., those with a Primary Category of Medication Error, Restraint, and Optionally Reportable Events), the ‘Primary Category’ and 'Secondary Category' fields will display values from the First Section document.
  • For OLTL users, prior to First Section submission, the following fields of the report will display the values from the First Section of the incident. After Final Section initiation, regardless of the incident status, these fields will display values from the most recent Final Section which was initiated prior to initial incident closure.
    • Primary Category
    • Secondary Category 
    • Discovery Date
    • Discovery Time 
    • Occurrence Date
  • For OLTL, the columns related to the Final Section and MCO Management Review will display information about documents created prior to initial incident closure.
    • For the Submitted Date and Due Date columns, if any document was untimely this report will show information from the first document which was untimely, otherwise this report will show information from the most recent document.
    • For the Last Initiated By and Last Initiated Date columns, this report will show information from the document which was most recently initiated.
    • For the Last Extension Request Date and Last Reason for Extension Request, this report will show information from the most recently submitted report extension.

  • The only available format for this report output is Microsoft Excel (.xlsx).

  • If the discovery or occurrence date range exceeds 6 months and neither a provider nor an individual is selected, the report request will be processed offline and saved to the user's Report Inbox.

  • If the discovery or occurrence date range exceeds 12 months (even if a provider or an individual is selected), the report request will be processed offline and saved to the user's Report Inbox.

  • Options available within each drop-down list are dependent on the scope and roles of the logged in user. Some dropdown-list will not be populated until a value from a dependent drop-down list is selected.

  • When providers or State Centers navigate to this screen, their MPI number will default for this search criteria (however their service location ID will not be defaulted).

  • Only service locations which have been active within the past 365 days (based on the service location end date) will be available for selection.

  • The default sort order for this report is by Incident ID in ascending order.

 

 

Field Name

Field Description
Program Office Select the Program Office for which to retrieve data. This field is populated based on the logged in user’s scope. A Program Office must be selected in order to populate a number of the other fields.
Discovery From Date Select the beginning date for the date range when the incidents were discovered or reported.  
Discovery To Date Select the end date of the date range when the incidents were discovered or reported.
Occurrence From Date Select the beginning date for the date range when the incident occurred.
Occurrence To Date Select the end date for the date range when the incident occurred.
Type Select the type(s) of incidents to filter the report. This field is populated based on the Program Office and incident drop-down values selected.
Status

Select the type of incident status to filter the report (Select All, Open, Closed, Open or Closed, Deleted).

 

Note: Only users with the appropriate administrator role or Incident Delete role will be able to view and select the “Select All” and "Deleted" statuses.
Primary Category

Select the primary category(ies) to filter the report. This list is populated based on the Program Office and incident type selected.
Secondary Category

Select the secondary category(ies) to filter the report. This list is populated based on the Program Office, incident type, and primary category selected.
Region

 Select which Region to include in the report output. This applies to the region associated with the incident.


Note: This field will only be displayed for ODP-ID/A & ODP-BSASP users.
County

Select which County(ies) to include in this report. This applies to the residential county/service location county associated with the incident.
Waiver/Program

Select the Waiver(s)/Program(s) to include in this report. This list is populated based on the Program Office and incident type selected.
Include State Center Incidents

Check the box to include state center incidents in the report. This only appears when ODP-ID/A is selected as the Program Office.
Include Individuals without MCI

Check the box to include individuals without MCIs in the report. This only appears when ODP-ID/A is selected as the Program Office.
[SEARCH INDIVIDUALS]

Click [SEARCH INDIVIDUALS] to search for and select an individual for which you wish to view incident data
[SEARCH PROVIDERS]

Click [SEARCH PROVIDERS] to search for and select a provider/service location for which you wish to view incident data.
User Label

Enter a unique label for the report when requesting offline reports. This label will be used to identify the report in the Reports Inbox.
Request Report Offline

Select this checkbox to request that the report be processed offline and saved to the user's Report Inbox, regardless of other parameters selected.
[RESET]

Click this button to clear the report parameters and re-enter the values.
[SUBMIT]

Click this button to run the report.