Incident types are the labels in Type of Incident when someone files an IR (the multiselect Select incident types…). There are two levels: organization IR templates, and each profile’s own list.
What your plan includes
Incident Reporting — filing IRs, the list, reviews, and editing Types of Incidents on each profile — is on School, Therapeutic, and Residential plans. Family plans do not include Incident Reporting.
Organization IR templates (under Organization → IR Templates) and LOAD TEMPLATE on a profile are included on those same provider plans. They are not a separate add-on. If your organization is on a provider plan with Incident Reporting, Managers can build org templates and load them onto profiles.
Organization IR templates (Managers and Billing)
Managers and Billing account owners build reusable IR templates under Organization → IR Templates (/organization/ir-templates). There you create, duplicate, and rename templates and edit the default Types of Incidents list for your organization.
On a profile’s Incident Report Templates tab, only Managers and Billing account owners see Apply a Template and LOAD TEMPLATE. That copies an organization template onto that profile (replacing that profile’s current type list). You can keep customizing the list for that person afterward.
Staff and Guests never see LOAD TEMPLATE, even when they have Create IRs.
Types on a profile (Create IRs)
Each profile has its own Types of Incidents list on Profile → Incident Report Templates (same tab as Crisis Safety Plan / Risk Assessment uploads).
Anyone with Create IRs who can access that profile can edit this list — Managers, Billing users, and Staff or Guests when a Manager turned Create IRs on for them. Add names like tags (comma-separated paste works). Changes save automatically and show up in Type of Incident when filing an IR for that profile.
Review MAR/IRs alone does not edit this list — that permission is for reviewing reports, not configuring types.
Suggested incident types
A good starting list for most organizations:
- Fall — accidental, with or without injury.
- Behavioral Incident — aggression, self-injury, property damage.
- Medication Error — wrong dose, wrong med, missed dose.
- Allegation — abuse / neglect / complaints.
- Near Miss — almost happened, was averted.
- Property Damage — significant damage to belongings or facility.
- Protective Physical Intervention — when a physical intervention was used.
- Elopement — person left the premises unauthorized.
- Death — some programs label this Critical Incident.
- Other — catch-all for anything that doesn't fit.
Your industry and regulator may need additional types — check your local guidance.
Tips
- Keep the list short. A handful of clear types is easier for staff than dozens of niche ones.
- Use plain names your team will recognize at a glance.
- Review it occasionally as your service and local requirements change.
Common questions
- Can Staff or Guests change types on a profile? — Yes, if they have Create IRs and access to that profile. They edit Incident Report Templates on the profile, not Organization → IR Templates.
- Can Staff or Guests load an organization template onto a profile? — No. Only Managers and Billing account owners can use LOAD TEMPLATE.
- Can Staff create organization IR templates? — No. Only Managers and Billing account owners use Organization → IR Templates.
- Do IR templates come with Incident Reporting? — On School, Therapeutic, and Residential plans, yes — org IR templates are part of the same offering as Incident Reporting. Family plans include neither.
- What happens to old IRs if I change the list? — Nothing. Existing reports keep the types they were filed with.
- Is there a global library of incident types? — No. Each organization and profile maintains its own list.