Sentinel Event Investigation Checklist

Comprehensive sentinel event investigation process including root cause analysis, corrective action development, and effectiveness monitoring.

  • Industry: Healthcare
  • Frequency: Per event
  • Estimated Time: 4-8 hours
  • Role: Risk Management/Quality
  • Total Items: 29
  • Compliance: Joint Commission SE Policy, CMS CoP, State Reporting Requirements

Immediate Response

Initial actions

  • Patient stabilized/care provided?
  • Scene/evidence preserved?
  • Leadership notified?
  • Family notified?

Event Documentation

Initial documentation

  • Timeline of events created?
  • Witnesses identified?
  • Medical records preserved?

Root Cause Analysis

RCA methodology

  • RCA team assembled?
  • Structured RCA methodology used?
  • Root cause(s) identified?
  • Contributing factors documented?

Action Plan

Corrective actions

  • Corrective actions identified?
  • Responsibilities assigned?
  • Implementation timelines established?
  • Effectiveness measures defined?

Pre-Assessment Information

Initial assessment documentation and patient/facility identification

  • Assessor Name / Credentials
  • Assessment Date
  • Department / Unit
  • Assessment Type (Routine/Annual/Complaint)
  • Previous assessment findings reviewed?

Infection Prevention & Control

Verify infection control practices per CDC and Joint Commission standards

  • Hand hygiene compliance observed?
  • Appropriate PPE available and properly used?
  • Isolation precautions properly implemented?
  • Sharps containers available and not overfilled?
  • High-touch surfaces properly disinfected?

Patient Safety & Identification

Verify patient safety protocols and identification procedures

  • Two patient identifiers used before procedures?
  • Fall risk assessment completed?
  • Call light within patient reach?
  • Bed in lowest position with brakes locked?

Related Healthcare Checklists

Related Quality Assurance Checklists

Why Use This Sentinel Event Investigation Checklist?

This sentinel event investigation checklist helps healthcare teams maintain compliance and operational excellence. Designed for risk management/quality professionals, this checklist covers 29 critical inspection points across 7 sections. Recommended frequency: per event.

Ensures compliance with Joint Commission SE Policy, CMS CoP, State Reporting Requirements. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Sentinel Event Investigation Checklist cover?

This checklist covers 29 inspection items across 7 sections: Immediate Response, Event Documentation, Root Cause Analysis, Action Plan, Pre-Assessment Information, Infection Prevention & Control, Patient Safety & Identification. It is designed for healthcare operations and compliance.

How often should this checklist be completed?

This checklist should be completed per event. Each completion takes approximately 4-8 hours.

Who should use this Sentinel Event Investigation Checklist?

This checklist is designed for Risk Management/Quality professionals in the healthcare industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

Browse More Checklists