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Crisis incident reports

A crisis incident report records a safety-related event involving a family: what happened, when it was discovered, how serious it was, your plan of action, and a log of who was notified (the case manager, a parent, law enforcement, a school, and so on).

Who can do this

Staff members assigned to the family file the report; their supervisor or a Practice Manager approves it. Major incidents also require a Practice Manager countersignature on top of approval.

Step 1 — Record the incident

Choose New crisis incident report and find the person the incident concerns — the picker opens on a search of your caseload, grouped by family. If their family has more than one case, FCR asks "Which case?" so the report attaches to the correct one. The person you picked is pre-filled as the subject, and you can clear it if the incident concerns the family as a whole rather than one member. (You can also switch to Browse cases, or start from the family's page as before.) Then capture what happened, the date/time it occurred and when it was discovered, the category, and the severity:

  • Significant
  • Major

Write the narrative and your plan of action.

Step 2 — Log who was notified

Add a row for each person or agency you notified about the incident. The notification log is part of the report.

You must log at least one notification to submit

A crisis report can't be submitted without at least one notification on record — notifying the right people is part of handling a crisis, so FCR requires it.

Step 3 — Submit for approval

Submit the report to your supervisor. For most incidents, supervisor approval finalizes it. For major incidents, there's a second step: after the supervisor approves, a Practice Manager countersigns to finalize.

After a report is finalized

A crisis report has an append-only comment log that stays open even after the report is finalized. Staff members can read it; supervisors, PMs, and admins can add comments. Comments are never edited or deleted — if something needs correcting, a follow-up comment is added. This keeps a clean, trustworthy record of the follow-up.

The report body locks; the comment log stays open

Once a report is finalized, the details and the notification list are locked. The comment log is the one place ongoing follow-up is recorded.

Frequently asked questions

What's the difference between significant and major? Severity is one of those two levels. Major incidents carry the extra Practice Manager countersignature step; significant incidents are finalized at supervisor approval.

I logged the wrong detail after the report was approved. The report body locks once finalized. Use the comment log to note the correction, or ask a PM whether the report can be reopened (a PM can do this in limited circumstances before countersignature).

Can I delete a comment I added? No — the comment log is append-only. Add a corrective comment instead.


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