Patient Safety & Incident Reporting

Patient Safety & Incident Reporting gives staff a short, non-punitive way to report incidents, near misses and unsafe conditions from any workstation or phone. Reports are triaged by the patient safety team, investigated with root-cause analysis workflows, and tracked through to corrective actions. Event data is captured in a structure that supports AHRQ Common Formats, so you can submit to your Patient Safety Organization and report consistently over time.

The problem it solves

Many hospitals still collect incident reports through forms that take too long to complete, so staff report the serious events and skip the near misses that would have warned of them. Reports land in an inbox, root-cause analyses are run in documents and meeting notes, and corrective actions are tracked in spreadsheets that nobody owns. When the board asks what has changed since a serious event, or a surveyor asks how the hospital learns from errors, the evidence is scattered.

Who it’s for

• Patient safety officers and risk managers at hospitals and health systems
• Quality and performance improvement teams who run root-cause analyses
• Frontline clinical and support staff who report events
• Department managers who follow up on events in their area
• Medical staff leaders, safety committees and boards who oversee the program

1. ReportAny member of staff can report an incident, near miss or unsafe condition in a few structured questions, with the option to report anonymously where your policy allows.
2. TriageThe patient safety team reviews each new report, sets its category and harm level, routes it to the right manager, and decides whether it needs a deeper review.
3. InvestigateSerious events and patterns are investigated with structured root-cause analysis: a timeline, interviews, contributing factors and causal statements, with a team assigned to the review.
4. Act and learnEach finding gets corrective actions with owners, due dates and a measure of whether it worked. Lessons are shared back with staff and event data is prepared for your Patient Safety Organization.

Short reporting form

Questions change with the event type, so reporters answer only what applies, from a workstation, tablet or phone.

Near misses and unsafe conditions

Events that did not reach the patient and hazards that have not yet caused one are reported and tracked as first-class events.

Anonymous and confidential reporting

Staff can report anonymously where your policy allows, and named reporters' identities are visible only to the roles you choose.

Common Formats structure

Event categories, harm scales and data elements organized to support AHRQ Common Formats, so reports can be aggregated and submitted to a PSO.

Triage queue

New reports sorted by harm level, type and age, with routing rules that send each to the manager of the area involved.

Root-cause analysis

Structured reviews with a timeline, interviews, contributing factor classification and causal statements, following the method your organization uses.

Corrective action tracking

Actions with owners, due dates, evidence and an effectiveness measure, tracked to completion and reviewed.

Serious event alerts

Events meeting your serious-event or sentinel-event criteria flagged to leadership as soon as they are triaged.

Patient safety work product

Reports and analyses can be designated as patient safety work product within your patient safety evaluation system, with access limited accordingly.

Reporter feedback

Named reporters are told what happened with their report, so staff see that reporting leads to change.

Trends and patterns

Events by category, location, harm level and contributing factor over time, to find the patterns behind single reports.

Complete record

Every report, triage decision, analysis and action kept with the person, time and reason.

Reporter

Any member of staff; submits reports and sees feedback on their own

Department manager

Follows up on events in their area and owns corrective actions

Patient safety reviewer

Triages reports, sets harm levels and routes follow-up

Patient safety officer

Owns the program, approves analyses and decides on serious events

RCA team member

Takes part in an assigned root-cause analysis

Auditor (read-only)

Views events, analyses and actions within an approved scope

Electronic health record

Patient lookup from your EHR so reporters select the patient and encounter rather than typing identifiers, using standard interfaces agreed in implementation.

Staff directory

Staff, departments and managers from your directory or HR system, used for routing and for selecting people involved.

Patient Safety Organization

Event data exported in a structure that supports AHRQ Common Formats, for submission to the PSO you work with.

Infection prevention

Events relevant to infection prevention shared with your infection control program, including Moraph's Infection Control & Contact Tracing.

Claims and risk management

Events that may lead to a claim referred to your risk or claims system, under the access rules your counsel sets.

Single sign-on

Staff sign in through your identity provider (SAML or OpenID Connect).

Work API

Event, analysis and action data available to your data warehouse and quality reporting tools through the Moraph Work API.

Single sign-on

Staff sign in through your identity provider, so your password and multi-factor policies apply.

Role-based access

What each person can see and do follows their role and facility; reporter identities and analyses are limited to the roles you choose.

Protected health information

Reports can contain patient information, so Moraph signs a business associate agreement and handles that information under it.

Encryption and keys

Client data is encrypted, with keys Moraph staff cannot use without explicit, time-bound authorization.

Complete audit trail

Every view, change, decision and export is logged with the person and time, and cannot be edited.

Data residency

Data stays in the hosting region you choose: the United States, the United Kingdom or Australia.

Moraph cloud

Hosted and operated by Moraph in the United States region. United Kingdom and Australia regions are available for organizations outside the US.

Dedicated environment

A single-tenant environment for health systems whose policies require isolation, scoped in the proposal.

With a managed service

Optionally run alongside Moraph support for form changes, routing rules and new facilities.

Program design

We work with your patient safety officer to agree event types, harm scales, serious-event criteria and how your patient safety evaluation system is defined.

Form configuration

Reporting forms are configured for each event type, kept short, and tested with frontline staff before go-live.

Routing and roles

Locations, departments, managers, routing rules, roles and facility scopes are configured to match your structure.

Analysis method

Root-cause analysis templates, contributing factor lists and action effectiveness measures are configured for the method your organization uses.

Integrations and history

EHR patient lookup, directory feeds and PSO export are set up and tested. Past events can be loaded so trends start from your history.

Training and launch

Reporters, managers, reviewers and facilitators are trained on their own tasks, and the launch is communicated to staff in the way you choose.

• Moraph is not a Patient Safety Organization. The app supports your patient safety evaluation system and prepares data for the PSO you contract with.
• Whether a report or analysis is privileged as patient safety work product depends on your PSO arrangements and policies, and on advice from your counsel; the app records the designation you make.
• Supporting AHRQ Common Formats means the data is structured to align with them; the formats are versioned by AHRQ and mapping is reviewed when a new version is adopted.
• It does not decide harm levels, causes or actions. Your patient safety team classifies events and approves analyses.
• It does not report to state agencies or accreditors on your behalf. Reports needed for state adverse event reporting or accreditor review are prepared by your team from the data held.
• It is not a claims management system. Events can be referred to your claims or risk system.
• Anonymous reports cannot be followed up with the reporter, and their usefulness depends on what the reporter provides.
• Patient lookup depends on an interface to your EHR; without it, patient details are entered by the reporter.

• Ask frontline staff to report a near miss on a phone and a workstation, and listen to what they say about the form
• Triage a set of sample reports and check that categories and harm levels match how your team classifies them
• Run a sample root-cause analysis from opening to approved action plan
• Check how reporter identities and patient safety work product are protected for each role
• Review the PSO export with your PSO contact
• Confirm role separation: who can triage, approve analyses and close actions