HEALTHCARE RISK MANAGEMENT CHECKLIST: INCIDENT PREVENTION

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--- PATIENT IDENTIFICATION & VERIFICATION ---
[ ] Patient Full Name
[ ] Patient Medical Record Number (MRN)
[ ] Date of Birth Verification (Verified with Patient, Verified with Guardian, Verified with Medical Record)
[ ] Photo ID Presented? (Yes, No)
[ ] Notes/Discrepancies
[ ] Insurance Verification Method (Patient Provided Card, Entered Policy Number, Insurance Portal Lookup)
[ ] Insurance Policy Number

--- MEDICATION MANAGEMENT ---
[ ] Medication Reconciliation Complete? (Yes, No, Not Applicable)
[ ] Double-Check Count (if applicable)
[ ] High-Alert Medication Verification? (Yes, No)
[ ] Any Discrepancies Noted?
[ ] Medication Reconciliation Date
[ ] Patient Education Provided? (Yes, No)
[ ] Upload Medication Reconciliation Form (if required)

--- INFECTION CONTROL & PREVENTION ---
[ ] Last Hand Hygiene Audit Date
[ ] Hand Hygiene Compliance Rate (%)
[ ] Type of Disinfectant Used (EPA-Registered Quaternary Ammonium, Chlorine Bleach, Alcohol-Based, Hydrogen Peroxide, Other (Specify))
[ ] Notes on Recent Infection Control Concerns/Observations
[ ] PPE Used for Isolation Precautions (Gloves, Gown, Mask, Eye Protection, Powered Air-Purifying Respirator (PAPR))
[ ] Sterilization Method Used (Autoclaving, Chemical Sterilization, Other (Specify))
[ ] Upload Hand Hygiene Audit Report

--- EQUIPMENT MAINTENANCE & CALIBRATION ---
[ ] Last Calibration Date
[ ] Calibration Result (e.g., +/- value)
[ ] Calibration Method (Manufacturer's Procedure, Third-Party Calibration Service, In-House Calibration)
[ ] Calibration Notes/Observations
[ ] Next Calibration Due Date
[ ] Equipment Serial Number
[ ] Calibration Certificate (if applicable)

--- EMERGENCY PREPAREDNESS ---
[ ] Last Emergency Drill Date
[ ] Type of Drill Conducted (Fire Drill, Active Shooter Drill, Natural Disaster Drill, Code Blue Drill, Other)
[ ] Number of Participants in Drill
[ ] Drill Observation and Findings
[ ] Areas of Improvement Identified (Communication, Evacuation Procedures, Staff Response, Equipment Functionality, Patient Safety)
[ ] Date of Next Emergency Plan Review
[ ] Emergency Contact List (Updated)
[ ] Plan Distribution Method (Email, Printed Copies, Shared Drive)

--- STAFF TRAINING & COMPETENCY ---
[ ] Employee Name
[ ] Training Completion Date
[ ] Training Program (e.g., HIPAA, Safety) (HIPAA Compliance, Patient Safety, Infection Control, Emergency Response, Code Blue Training)
[ ] Training Hours Completed
[ ] Proof of Completion (Certificate)
[ ] Competency Level Achieved (Not Competent, Partially Competent, Competent, Highly Competent)
[ ] Trainer Comments / Observations

--- INCIDENT REPORTING & ANALYSIS ---
[ ] Date of Incident
[ ] Time of Incident
[ ] Detailed Description of Incident
[ ] Incident Type (e.g., Medication Error, Patient Fall) (Medication Error, Patient Fall, Equipment Malfunction, Communication Breakdown, Other)
[ ] Number of Patients Involved
[ ] Contributing Factors Identified
[ ] Departments Involved (select all that apply) (Emergency Department, Medical-Surgical, Pharmacy, Laboratory, Radiology)
[ ] Reporting Staff Signature

--- SECURITY & ACCESS CONTROL ---
[ ] Physical Access Control System Status (Active & Functional, Needs Maintenance, Out of Service)
[ ] Number of Active User Accounts
[ ] Multi-Factor Authentication (MFA) Implementation (Fully Implemented, Partially Implemented, Not Implemented)
[ ] Last Security Audit Date
[ ] Summary of Recent Security Vulnerabilities & Remediation Steps
[ ] Data Encryption Status (At Rest) (Fully Encrypted, Partially Encrypted, Not Encrypted)
[ ] Upload of Access Control Logs (if applicable)

--- FALL PREVENTION ---
[ ] Patient Fall Risk Assessment Score (Low, Moderate, High)
[ ] Patient Weight (lbs)
[ ] Vision Impairment? (Yes, No, Uncertain)
[ ] Use of Assistive Devices? (Walker, Cane, Wheelchair, None)
[ ] Specific Fall Risk Factors Noted
[ ] Environmental Fall Hazards Present? (Poor Lighting, Clutter, Wet Floors, Unsecured Rugs, None)
[ ] Bed/Chair Alarm in Place? (Yes, No, N/A)

--- COMMUNICATION & HANDOFF PROCEDURES ---
[ ] Handoff Method Used (In-Person, Telephone, Electronic Health Record (EHR), Other)
[ ] Summary of Patient Condition & Concerns
[ ] Patient's Current Pain Level (0-10)
[ ] Next Scheduled Follow-Up Appointment
[ ] Time of Handoff
[ ] Medication Changes/Updates (No Changes, New Medication Started, Medication Dosage Adjusted, Medication Discontinued)
[ ] Relevant Lab Results/Diagnostic Findings
[ ] Handoff Provider Signature

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