Incident Reports / Form

Hazard and Near Miss Report

A simple report for hazards and near misses observed during home care service delivery.

Prepared by CaresLink Editorial TeamReviewed 30 June 2026Editable Word template

Template summary

Before you download

For
Workers and coordinators who need to record hazards before they become incidents.
Use when
Use when a worker identifies an unsafe condition, near miss, access issue, environmental hazard, or equipment concern.

Who it is for

Workers and coordinators who need to record hazards before they become incidents.

When to use it

Use when a worker identifies an unsafe condition, near miss, access issue, environmental hazard, or equipment concern.

What this template helps with

A clearer record trail for everyday follow-up

Clear worker notes
Consistent records
Easier follow-up

Example content

Preview the structure before opening the file

Hazard details: - Date: - Location: - Hazard or near miss type: - Observed by: - Client informed: Description: - What was observed: - Potential risk: - Immediate action taken: - Photos or evidence stored: Follow-up: - Coordinator notified: - Action required: - Owner: - Due date: - Review completed:

Review notes

This template is reviewed for plain language, practical field use, and internal consistency. It still needs local review before being used in a provider's own documentation system.