Healthcare / Free editable template

Incident reporting flowchart for healthcare template

An incident reporting flowchart shows staff what to do after an incident or near miss, and what happens to their report. This example covers making the situation safe, telling the person in charge, reporting, manager review, a local or patient safety team route, talking with the patient and family, and sharing learning.

This is a planning example for process improvement, not clinical or legal guidance. Follow your organisation's incident policy, review framework and duty of candour procedure.

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Incident reporting flowchart for healthcare example showing immediate actions and reporting, review route set by local policy, learning shared and report closed
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Set the timings locally

    Fill in the timings panel from your incident policy: when to report, when the manager reviews and when the reporter hears back. Clear timings make it easier for staff to know the report is moving.

  2. Name your review routes

    Replace the review routes with the ones your organisation uses, such as a local review, an after action review or a patient safety investigation. Keep the decision rule in your policy, not on the chart.

  3. Close the loop with staff

    Show how learning is shared and how the person who reported hears the outcome. Staff report more readily when they see their reports lead to change.

Questions about this template

Can I swap in my organisation's review route?

Yes. The review route is set by local policy, so rename the boxes and decision labels to match the routes, roles and timescales your organisation uses.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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