Patient Incident Management

A patient incident is any event or circumstance which could have (near miss) or did lead to unintended and/or unnecessary psychological or physical harm to a patient, that occurs during an episode of health care.

Incident management includes all the activities involved in the reporting, notification or documentation of an incident or near miss; and the review, investigation and analysis of the individual incident or groups of incidents, for the purpose of improving the safety and quality of the health service and the care provided.

SA Health Resources

The Patient Incident Management and Open Disclosure Policy Directive describes a standardised system for managing patient incidents and open disclosure.

The Patient Incident Management toolkit includes resources that have been developed for staff to report, investigate, analyse and take action to prevent recurrence of an incident.

The Patient Incident Management toolkit

The Patient Incident Management toolkit will assist staff to implement the policy into practice.

Guide to using the Patient Incident Management and Open Disclosure toolkits (PDF 104KB)

Tool 1 – SLS (Safety Learning System) guide – How to report a patient incident

How to report a patient incident (PDF 483KB) is one of series of guides for new users of Safety Learning System (SLS). It describes and illustrates the steps to report and classify a patient incident online into SLS. Key features of SLS are explained.

Tool 2 – Safety Assessment Code (SAC) matrix (PDF 158KB)

The SAC matrix assists (PDF 158KB) readers to assign a SAC rating to a patient incident, based on the actual consequence, and the likelihood of a similar incident occurring. Additional explanatory information is included.

Tool 3 – SLS (Safety Learning System) guide – How to manage a patient incident (PDF 256KB)

How to manage a patient incident (PDF 256KB) is one of series of guides for managers about Safety Learning System (SLS). It describes and illustrates the steps to classify and manage (review, investigate and analyse) a patient incident in SLS. Key features of SLS, SAC rating and legal considerations are explained.

Tool 4 – Reporting and management requirements for Safety Assessment Code (SAC) 1 and SAC 2 patient incidents flowchart

The patient incidents flowchart (PDF 81KB) illustrates the steps in the reporting and management of SAC 1 and 2 rated patient incidents. These harmful incidents have additional requirements for notification to senior managers, and may require additional investigation.

Tool 5 - Diagram of incident management and open disclosure

The incident management and open disclosure diagram (PDF 70KB) illustrates all steps and components of patient incident management, encircling the principles for open disclosure with patients and carers.

Tool 6 - Glossary of terms

The glossary of terms (PDF 96KB) provides additional definitions and information about terms used in the Patient incident management and open disclosure policy directive, and the accompanying policies and tools.

Using Safety Learning System (SLS) for patient incident management

The Safety Learning System is the system SA Health uses for reporting patient incidents and near misses, and for recording and managing the investigation of incidents.

It is an interactive system that has functions and capability that can:

  • assist notifiers to provide accurate information
  • assist Patient Incident Managers in their role, and monitor progress with incident management
  • safely store and record the information
  • allow information to be shared between staff directly involved
  • provide governance committees and senior managers with tailored reports summarising groups of incidents and data for use in monitoring and planning quality improvement.

Education and training

It is expected that all staff will complete the online eLearning course on Patient Incident Management and open disclosure. Access is available via the DHA Safety and Quality intranet page.

Health services should use the resources in the patient incident management toolkit to guide incident management and quality improvement.

Resources that can be used for education and training about using the SLS for reporting and managing patient incidents is available on Patient incident management in Safety Learning System page.

This includes SLS Guides such as Tool 1 - How to report a patient incident (PDF 648KB), and Tool 3 - How to manage a patient incident (PDF 775KB). There are also an increasing range of SLS Topic Guides that include tips and information about reporting specific types of incidents, for example falls, pressure injuries, restraint and incidents involving medical devices.

NDIS Serious Reportable Incidents

NDIS Reportable Incidents are specific types of serious incidents that have, or are alleged to have occurred in connection with the provision of supports and services by registered NDIS providers (National Disability Insurance Scheme (Incident management and Reportable Incidents) Rules 2018; Part 3.)

The NDIS Serious Reportable Incident Policy (PDF 490KB) and Mandatory Instruction describes the process of identifying incidents which have occurred inside and outside of a SA Health service and the required report(s). Use the NDIS Serious Reportable Incident Template (DOCX 139KB) as a guide to reporting and notifications.

SA Health requires any serious incidents identified in NDIS care provision to be notified according to Appendix 1 Mandatory Instructions regardless of who the NDIS provider is.

Serious incidents involving a NDIS participant are required to be notified to:

Further information is available


SLS Management Team
Phone: (08) 8226 6177 or (08) 8226 6196

SA Health Clinical Governance Unit
Phone: (08) 8226 6441