Family Medicine Clinical Incident Report Form

Standardized Documentation Template for Adverse Events and Near Misses

Family Medicine

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Last updated: Mar 24, 2025

Patient Information

  • Name: ________________
  • DOB: _________________
  • MRN: _________________
  • Date of Incident: ________
  • Time of Incident: ________

Incident Details

Type of Incident (check all that apply)

  • Medication Error
  • Patient Fall
  • Treatment Delay
  • Communication Error
  • Equipment Malfunction
  • Documentation Error
  • Other: _______________

Incident Severity

  • Near Miss (No Harm)
  • Minor (No Treatment Required)
  • Moderate (Treatment Required)
  • Severe (Hospitalization Required)
  • Critical (Life-threatening)

Location of Incident

  • Exam Room
  • Waiting Area
  • Laboratory
  • Front Desk
  • Other: _______________

Incident Description

Detailed account of what occurred:



Immediate Actions Taken




Witnesses

Name(s) and role(s) of any witnesses:


Follow-up Actions

  • Patient Notified
  • Family Notified
  • Documentation in EMR
  • Risk Management Notified

Root Cause Analysis

Factors contributing to the incident:


Preventive Measures

Recommendations to prevent recurrence:


Report Completed By

Name: ___________________ Role: ___________________ Signature: _______________ Date: ___________________

Supervisor Review

Name: ___________________ Signature: _______________ Date: ___________________

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