Draft for review by a Clinical Safety Officer. Adapt it to your practice before use.

Incident and issue log · Monitor stage

Incident log

Oakfield Surgery (a made-up practice)

What it's for: One log for problems and near misses with any of your digital tools, linked back to the hazard log.
Who: Anyone can raise an entry. The CSO reviews and closes each one.
When: Whenever something goes wrong or nearly does. Reviewed at clinical meetings.

This is a spreadsheet. Download the Excel version to use it: the drop-down lists are built in.

Ref

Date

Tool

What happened

Harm

Immediate action

Hazard log link

Change made

Reported to

Closed by and date

I1, I2...

When it happened

From the technology register

Facts, no names of patients

To the patientNear miss / No harm / Low / Moderate / Severe / Death

What was done at the time

Which hazard, or new hazard added

To stop it happening again

Supplier, LFPSE, Yellow Card, DSPT

CSO

12/03/2026

Kestrel Consult

A request mentioning a new breast lump was filed as routine

Near miss

Spotted by the duty doctor within the hour. Patient called and assessed the same day.

H1: controls in place but the red-flag wording missed 'tight chest'

Supplier asked to add the phrase; care navigators briefed

Supplier; LFPSE

Dr Helen Marsh, 20/03/2026