An incident report can be initiated from the Case Management module.
On the Case tab, be sure that the Occupational check box is selected and a Jurisdiction has been entered.
If you are not ready to define the case as Occupational, e.g. if the case is pending investigation, but you want to have the record available in the Incident module, select Share with Safety either in the Case Management record (Case tab) or in the Clinic Visit record (Case/Incident tab). This check box is shared between the two modules, so if you select it in one place, it will be selected in the other. When you save the record, you are prompted to send an email notification.
If Occupational or Share with Safety is selected, when you save you will be prompted to either attach the record to an existing incident, or to create a new incident.
To complete the incident record, choose Actions»Go to Incident Record. The use of the Incidents Report is described in the Incident module (see Working with the Incident Report).
If you have the applicable module add-on, you can view the related incident forms directly from the clinic visit; choose Actions»Display WC Forms.