Incident and outcome reporting dashboards

Purpose

1.1. Enable real-time and historical tracking of incidents (falls, injuries, behavioral events) and outcomes (recovery, improvement, intervention results) in adult day care centers.
1.2. Automate data consolidation and visualization for compliance, quality audits, and operational oversight.
1.3. Allow secure role-based access for care managers, regulatory bodies, and auditors.
1.4. Provide automated alerts for trends, compliance gaps, or threshold breaches.

Trigger Conditions

2.1. Incident submission via electronic forms or mobile app.
2.2. Scheduled audit/reporting cycles (daily, weekly, monthly).
2.3. API data push from EHR or care management systems.
2.4. Manual or automated notification of outcome events.
2.5. Threshold rule evaluation (e.g., incident counts exceed set limits).

Platform Variants

3.1. Microsoft Power Automate
• Feature: Flows using “When a new form response is submitted” trigger for data capture.
• Configuration: Automate pulling MS Forms data into Power BI dashboards.

3.2. Google Sheets
• Feature: Apps Script for onFormSubmit trigger.
• Configuration: Script listens for new rows in incident log and syncs to dashboard.

3.3. Tableau
• Feature: Tableau REST API to auto-refresh dashboard data sources.
• Configuration: Schedule Tableau online refresh via “Update Data Source” API endpoint.

3.4. Zapier
• Feature: Webhook trigger to initiate incident logging workflow.
• Configuration: Connect form tools to reporting spreadsheets, trigger Slack/Mail notifications.

3.5. Salesforce Health Cloud
• Feature: Health Cloud API “Create Incident” endpoint.
• Configuration: Auto-record incident records and trigger dashboard updates.

3.6. Slack
• Feature: Incoming Webhooks for posting summary alerts.
• Configuration: Alert channel on critical incident threshold.

3.7. AWS Lambda
• Feature: Scheduled Lambda functions for batch ETL.
• Configuration: Process and push incident data to QuickSight via AWS SDK.

3.8. QuickSight
• Feature: QuickSight API “CreateDashboard” function.
• Configuration: Auto-generate role-based dashboards from new data.

3.9. Smartsheet
• Feature: Row Added Event via Smartsheet API.
• Configuration: Add new incident and refresh report workspace.

3.10. Monday.com
• Feature: “Item Created” webhook.
• Configuration: Log new outcomes and drive dashboard widgets.

3.11. ServiceNow
• Feature: Import Sets API “Insert Incident”.
• Configuration: Route events, sync to ServiceNow Analytics.

3.12. RedCap
• Feature: Data Entry Trigger via API.
• Configuration: Automate moving new REDCap records to BI tools.

3.13. Jotform
• Feature: Webhook settings for new submissions.
• Configuration: Push incident entries to Google Data Studio.

3.14. Airtable
• Feature: Airtable Automations “When record created”.
• Configuration: Trigger flow to update reporting views.

3.15. HubSpot
• Feature: CRM Workflows “Incident Ticket Created”.
• Configuration: Record outcomes, sync to reporting dashboards.

3.16. Notion
• Feature: Notion API “Database Updated” endpoint.
• Configuration: Extract data, render aggregated report in Notion pages.

3.17. Asana
• Feature: “Task Added” webhook for incident tickets.
• Configuration: Summarize incidents, trigger weekly compliance digest.

3.18. ClickUp
• Feature: ClickUp API “Task Created”.
• Configuration: Collect event data and auto-update widgets.

3.19. Trello
• Feature: Trello Webhooks “Card Created”.
• Configuration: Organize incidents, integrate with BI tools.

3.20. Power BI
• Feature: Power BI REST API “Refresh Dataset”.
• Configuration: Auto-refresh compliance and incident dashboards post-data push.

3.21. Google Data Studio
• Feature: Data Connector Scheduler.
• Configuration: Periodic update of dashboard on database changes.

3.22. Intercom
• Feature: Webhook on conversation tags.
• Configuration: Push support incidents to analytics pipeline.

3.23. Make (Integromat)
• Feature: Watch Records for new incidents in databases.
• Configuration: Automate multi-platform reporting updates.

3.24. Freshdesk
• Feature: Freshdesk API “Create Ticket”.
• Configuration: Automate pushing outcome incident tickets to reporting queues.

Benefits

4.1. Reduces time spent on manual reporting, ensures consistency and accuracy.
4.2. Immediate error/inconsistency flagging for compliance.
4.3. Role-based insights promote data-driven management and regulatory alignment.
4.4. Proactive awareness through real-time alerts empowers early intervention.
4.5. Aggregates evidence for audits, helps drive continuous improvement.