Caregivers Submitting a Client Incident Report

Caregivers Submitting a Client Incident Report

Caregivers Submitting a Client Incident Report

Overview

Caregivers can submit incident reports directly through the Aaniie web portal. At this time, incident reports cannot be created using the mobile app. Instead, caregivers must log into their agency's Aaniie website using a web browser.

Logging In

  1. Open a web browser.

  2. Navigate to your agency's Aaniie website.
    Example:
    youragencyname.smartcaresoftware.com

  3. Log in using the same username and password used for the mobile app.

After logging in, the caregiver will arrive at their AaniCare Home page, which may include Quick Links, Caregiver Rewards (if enabled), and other tools and forms.

Creating an Incident Report

  1. Click Menu in the upper-right corner of the screen.

  2. Select Client Management.

  3. Locate the client for whom you need to submit the incident report.

    • Depending on your agency's privacy settings, caregivers may only see clients they have previously worked with, or they may have access to view all clients.

  4. Click the client's profile picture to open their profile.

Accessing the Incident Report

  1. Scroll down to the Caregivers section.

  2. If the section is collapsed, click either:

    • Caregivers, or

    • The Section Visibility toggle icon on the far right to expand it.

  3. Scroll to the Incident Reports area.

  4. Click the Create Report icon (the blue paper with the blue pencil).

Completing the Report

Enter all required information, including:

  • Date of the incident

  • Time of the incident

  • Incident location

  • Individuals involved

  • Description of the incident

  • Any additional required details

After completing the form, review the information for accuracy and submit the report.

Best Practices

  • Complete the incident report as soon as possible after the incident occurs while details are fresh.

  • Include clear, factual information and avoid opinions or assumptions.

  • Verify the date, time, and location before submitting the report.

  • Provide as much detail as possible to assist agency staff with any necessary follow-up.

Summary

Although incident reports cannot currently be submitted through the mobile app, caregivers can easily create and submit them by logging into the Aaniie web portal, navigating to the client's profile, and selecting Create Report from the Incident Reports section.


    • Related Articles

    • Caregiver Rewards - Setup and Navigation

      Caregiver Rewards Set-Up and Navigation Aaniie's Caregiver Rewards tool is a great way to gamify caregiver tasks by offering incentives, rewarding them for a job well done and improving caregiver retention. Enabling Caregiver Rewards Before setting ...
    • Staff Managers ability to view Shift Signature Report

      If you would like a staff manager role employee to view and sign off the Shift Signatures report please follow the below steps. 1. Access the staff managers profile and scroll to the Privileges section. Click the pencil to add privileges. 2. Add the ...
    • Adding Staff Tags to a Client's Profile

      Client and Staff tags are used as a way to filter clients and staff when managing, scheduling, and invoicing. For example, if you want to only view clients who are associated with the VA, you can add that tag to the individual client profiles it ...
    • Adding Mileage Reimbursements

      Here is some information on how caregivers can add mileage claims on their punchcard, as well as, how admin/accountants can add mileage claims via clients' invoicing. Mileage Claim - Caregiver's Punchcard Preface: If the Site Setting "Enable ...
    • Manage Rewards for Active Staff

      In the Active Staff section, you can track Caregiver points and manually take away or add points. To do this follow the step below: 1. To manage Caregiver Rewards, navigate from the Menu to Staff > Caregiver Rewards. 2. Click on the bar labeled ...