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MUI Incident Report Writing Best Practices & Training

Timely reporting of MUIs to Summit DD is crucial to protect those we serve and to help Investigative Agents identify all the relevant causes to an incident for strong prevention planning. Check out these best practice reporting reminders and new training opportunity below.

New Training for 2026

Summit DD will be offering a training on MUI reporting requirements & best practices in August of 2026.. This training will cover how to report different types of MUI, the information required in an incident report, best practices for completing strong initial reports, & interactive examples. This training will be held in-person and over Microsoft Teams. To sign-up, please click here.

2026 Reporting Trends

Promoting timely reporting from our stakeholders is an area of priority for Summit DD’s MUI Team. Here are some statistics on the issue of late reporting from our mandatory reporters:

  1. So far in 2026, we have had three Failure to Report MUIs opened, which is already an increase from all of 2025
  2. In addition to those Failure to Report MUIs, we have had another approx. 28 MUIs reported late by mandatory reporters so far in 2026.
  3. 18 agencies and three independent providers have been involved with late reports to Summit DD so far this year. Two of these agency providers have also had more than one late reporting event in 2026

Reporting Deadlines and Requirements

All allegations of a suspected MUI need reported to Summit DD by no later than 3pm the first business day after a provider has first learned of the allegation. These written reports can be submitted either by emailing them to MUIReports@SummitDD.org or by faxing them to 330-634-8553

These written reports must be submitted on a reporting form with all the required information that is outlined in the MUI Rule. While you do not need to use Summit DD’s reporting form, we have created a template that you can use. Download Summit DD’s suggested MUI reporting form template.

Some types of suspected MUIs must also be called into Summit DD within the first four hours of a provider’s discovery of the allegation; no matter the time or day they learn of it.

  • The number to call during Summit DD’s regular operating hours (typically M-F 8a-4p) is 330-634-8684.
  • The Afterhours number to call is 1-877-271-6733 for when the agency is closed.

The only types of MUIs that require this additional four-hour notice are as follows:

  • Unexplained or Unanticipated Death
  • Exploitation
  • Misappropriation
  • Neglect
  • Any Peer-to-Peer Acts
  • Physical Abuse
  • Prohibited Sexual Relations
  • Sexual Abuse
  • Emotional Abuse
  • When the provider has received an inquiry from the media regarding an MUI

4-Hour Reporting Reminders:

  1. Make sure to leave a Voicemail with your name and a good working phone number if either Hotline is not live answered.
  2. The other types of MUI not listed above only require the written report be submitted and do not have to be called into Summit DD.
  3. REMINDER: Even if you have called an MUI in to Summit DD, you are still required to submit a written report by no later than 3pm the first business day after your discovery.

Reporting Category C Incidents

  1. Remember that if you are reporting a suspected Law Enforcement, Unapproved Behavioral Support, or an Unanticipated Hospitalization Category C incident; there is an additional requirement to reporting these incidents properly. Not only must you submit a written report, but you must also complete Part One of the corresponding Appendix form and submit that with your written report to be considered in compliance with reporting procedures.
  2. We have additional more information on this process and downloadable copies of blank Appendix forms here 

MUI Reporting Best Practices:

  1. The most important thing to do before reporting is to ensure proper immediate actions have been put in place to protect those we serve. Please remember that reporting the MUI to Summit DD is not an immediate action. For suggestions on strong Immediate Actions, please refer to Summit DD’s Immediate Actions Suggestion Guide
  2. Include the 5 W’s in your report. Who was involved, What Happened, Where it Happened, When it Happened, & Why it happened if known.
  3. Do not use generic titles or abbreviations. Use full names of all of those involved. MUI Reports are not public record, so do not be concerned about privacy issues in your descriptions.

For more info on report writing best practices, please:

  • Contact either MUI Senior Manager, Wayne Hershey, at whershey@summitdd.org
  • Visit our website for MUI Definitions and Reporting
  • Sign up for the new training opportunity: Summit DD will be offering a training on MUI reporting requirements & best practices in August of 2026. This training will cover how to report different types of MUI, the information required in an incident report, best practices for completing strong initial reports, & interactive examples. This training will be held in-person and virtually (through Microsoft Teams). To sign-up, please follow this link.

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