Incident report and compliance event documentation

Purpose

1.1. Ensure accurate, timely documentation and reporting of allergy/immunology incidents, exposures, and compliance-related events for medical, legal, and regulatory reasons.
1.2. Centralize data collection for incident analysis, follow-up, quality management, and audits.
1.3. Minimize manual effort and error via automatic notification, logging, submission, routing, and archival processes.
1.4. Standardize records for legal protection, continuous improvement, and adherence to healthcare guidelines.
1.5. Facilitate real-time reporting to management, compliance officers, and external authorities.

Trigger Conditions

2.1. Submission of patient incident report via EHR or web portal.
2.2. Detection of abnormal event flags (e.g., severe allergic reaction, protocol deviation, exposure risk) in monitoring tools.
2.3. Scheduled compliance audit initiation.
2.4. Manual report creation by staff via app/mobile interface.
2.5. Receipt of external notifications (e.g. government policy update requiring new documentation).

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Automated cloud flow triggering on EHR update, action: Outlook integration to notify compliance.
3.2. Salesforce Health Cloud
• Feature/Setting: Process Builder/Flow—trigger incident task creation from incident object field update.
3.3. Epic Systems
• Feature/Setting: Interconnect/Bridges API—retrieve incident data, send digest to compliance manager.
3.4. Cerner Open Developer Experience (code)
• Feature/Setting: FHIR API—add DocumentReference resource for new adverse event.
3.5. Google Workspace (Apps Script)
• Feature/Setting: Script on Google Form submission—compile report, email compliance list.
3.6. Zendesk
• Feature/Setting: Trigger for tagged ticket “incident”—auto-create incident report and alert via webhook.
3.7. ServiceNow
• Feature/Setting: Business Rule—Incident record creation triggers Compliance event workflow.
3.8. Slack
• Feature/Setting: Incoming Webhook—send incident summary to dedicated compliance channel.
3.9. PagerDuty
• Feature/Setting: Event API—auto-generate compliance incident from qualifying alert.
3.10. Jotform
• Feature/Setting: Webhook on submission—send structured incident report to secure endpoint.
3.11. Smartsheet
• Feature/Setting: Automated workflow on row add—forward report PDF to regulatory contact.
3.12. DocuSign
• Feature/Setting: PowerForm template—require digital signatures for documented compliance events.
3.13. Zoho Creator
• Feature/Setting: Workflow trigger—incident form completion emails attached report to admins.
3.14. Asana
• Feature/Setting: Rule—create compliance follow-up task from completed incident form.
3.15. Trello
• Feature/Setting: Automation—add checklist/card in “Compliance” board upon incident label.
3.16. Intercom
• Feature/Setting: Zapier integration—incident conversation tags trigger compliance event log.
3.17. Google Sheets
• Feature/Setting: Script on row add—move incident log to shared drive folder automatically.
3.18. Amazon Simple Notification Service (SNS)
• Feature/Setting: Publish API—send SMS/email notification for new compliance incident.
3.19. AWS Lambda
• Feature/Setting: Function to parse/report incidents from EHR export, push to S3/Audit trail.
3.20. Airtable
• Feature/Setting: Automation—link incident data across compliance and documentation bases.
3.21. Monday.com
• Feature/Setting: Automation—incident item moves, trigger notification and compliance owner assignment.
3.22. Box
• Feature/Setting: Workflow—auto-store incident PDF in secure compliance folder and notify user.

Benefits

4.1. Reduced risk of non-compliance penalties or gaps in documentation.
4.2. Immediate notification and traceable, complete incident records.
4.3. Streamlined audit readiness and regulatory submissions.
4.4. Minimized manual errors and duplicated effort.
4.5. Increased accountability and visibility into incident handling lifecycle.