Bloodborne pathogen exposure incident report form for NEMT crews: needlesticks, blood splashes, and follow-up

Updated 7 min read

Overview

An exposure incident report documents how a worker's eyes, mouth, broken skin, or a needlestick came into contact with blood on the job: the route, the circumstances, the source rider if known, and what the clinician received. OSHA requires that record, an immediately available confidential medical evaluation, and the clinician's written opinion given to the employee within 15 days.

On this page

This form is for the paperwork after first aid, when a driver or attendant has had a needlestick, a cut from a rider’s used sharp, a splash of blood to the eyes or mouth, or blood on broken skin. The steps for the first aid and the call to dispatch are in the exposure control plan, and cleaning the van is in the infection control guide. Fill this in with the employee the same shift, but never hold up the clinic visit to finish it. A hurt employee with no blood involved goes on the injury report form.

When do you fill it in, and what counts?

Fill it in the same shift, after first aid and after the clinic visit is arranged, for any contact that fits the standard’s definition of an exposure incident. That definition is a specific contact of the eye, mouth, another mucous membrane, or non-intact skin with blood or other potentially infectious materials, or a piercing of the skin by a needlestick, a bite, a cut, or an abrasion, that happens in the course of the employee’s duties. Unbroken skin is not on the list.

The report has two readers. One is the clinician, who needs the route and circumstances to judge the risk. The other is an OSHA inspector, who will look for proof that each incident was documented and reviewed. The standard requires a confidential medical evaluation to be “immediately available,” and the report records that it was.

The form

Part A: Who and when

FieldEntry
Employee name and job
Date and time of the exposure
Date and time it was reported, and to whom
Vehicle number and trip number (not the rider’s name)
Where the vehicle was (address or road)

Part B: How it happened

FieldEntry
Route of exposure[ ] Needlestick or puncture [ ] Cut from a contaminated sharp [ ] Splash to the eyes [ ] Splash to the mouth or nose [ ] Blood on broken skin [ ] Bite [ ] Other
Body part involved
Material[ ] Blood [ ] Other fluid visibly mixed with blood [ ] Not known
Task being done (for example cleaning a seat after a nosebleed, first aid, handling a sharp found on the floor)
What happened, step by step

Part C: The sharp or device, if one was involved

FieldEntry
Type (needle, lancet, razor, broken glass, other)
Brand, if the label can be read
Where it was found or came from
Safety feature on it, and whether it was used (if known)

Part D: Protection and training

FieldEntry
Gloves, mask, or eye protection worn at the time
Spill kit and sharps container on board[ ] Yes [ ] No
Date of the employee’s last bloodborne pathogens training

Part E: First aid and medical care

FieldEntry
First aid given at the scene and the time (soap and water, rinse, eye wash)
Time the clinician evaluation was requested
Clinic or hospital (name and address)
Time the employee was seen
Who took the employee, and who covered the remaining trips
Employee agreed to the evaluation[ ] Yes [ ] Declined (date and signature)

Part F: The source

FieldEntry
Source individual[ ] Known (trip number) [ ] Not known
If not known, why identifying the source is not feasible
Consent to test the source’s blood[ ] Given [ ] Refused [ ] Not required by law [ ] Cannot be obtained (explain)
Source already known to have HBV or HIV[ ] Yes [ ] No [ ] Not known
Source results given to the employee and clinician (date)

Part G: What went to the clinician

ItemSent (date)
A copy of OSHA’s bloodborne pathogens standard
The employee’s duties as they relate to the exposure
The route and circumstances (Parts A to F of this form)
The source’s test results, if available
Relevant medical records, including vaccination status, from the confidential file

Part H: The clinician’s written opinion

FieldEntry
Evaluation completed (date)
Written opinion received (date)
Copy given to the employee (date; due within 15 days of the evaluation)

Part I: Company review

FieldEntry
Engineering controls in use (sharps container, safer device)
Work practices followed
Protective equipment worn
Where the incident happened
Employee’s training
What changes, who owns it, and by when
Exposure control plan updated[ ] Yes [ ] No change needed

Part J: Records

FieldEntry
OSHA 300 log case number (name left off)
Sharps injury log entry (date)
Report placed in the confidential medical file (date)

What if the source is unknown?

Write down why you cannot identify the source, since the standard asks you to identify and document the source individual unless you can establish that doing so is infeasible. A used needle found loose on a seat or floor usually has no traceable source, and the form’s line for the reason is there so you can say so.

The clinician then works from the exposure alone. The 2025 U.S. Public Health Service guidelines for HIV list an unknown source (their example is a needle in a sharps disposal container) as a case where the clinician consults a provider with HIV treatment expertise and decides about preventive medicine together with the worker. For hepatitis B, CDC’s guidance for an unvaccinated clinician exposed to a source who is positive or not known is one dose of hepatitis B immune globulin plus one dose of vaccine, then the rest of the series. These are decisions for the clinician, and your job is to get the worker there fast with the details above. Do not send the needle out for testing.

How fast does the employee need to be seen?

Immediately, and the same shift if at all possible. The standard says the evaluation must be immediately available, and the clock matters for treatment:

  • HIV. The 2025 guidelines say to start preventive medicine as soon as possible, up to 72 hours after the exposure, and for a high-risk exposure after 72 hours to consult an HIV specialist. A course lasts 28 days. Baseline blood tests are done as soon as possible, and the final HIV test is at 12 weeks. A clinician with a question can call the National Clinician Consultation Center’s PEPline at 1-888-448-4911.
  • Hepatitis B. CDC’s guidance has an unvaccinated worker exposed to a positive or unknown source get immune globulin and vaccine as soon as possible after the exposure.
  • The source’s results. The guidelines say not to delay the worker’s treatment while waiting for information about the source.

OSHA requires the evaluation to follow the Public Health Service recommendations current at the time, which is why a clinician, not the supervisor, makes each of these calls.

Which logs get an entry?

The OSHA 300 log gets one for every work-related needlestick and every cut from a sharp contaminated with another person’s blood, recorded as an injury with the employee’s name left off. A splash with no cut goes on the log only if it leads to a diagnosed bloodborne illness or meets the general recording criteria in 29 CFR 1904.7. If a recorded worker later develops a bloodborne disease, you update the entry to name the disease and change it from an injury to an illness. These log rules apply to a company with more than 10 employees; the OSHA guide says how to count.

The sharps injury log is separate, and it records each skin-piercing injury from a contaminated sharp:

  • Federal rule. It must hold the type and brand of device, the work area where the exposure occurred, and how it happened, in a form that protects the employee’s identity. It applies to employers who keep OSHA injury logs, and OSHA’s directive says the format is open and that existing exposure reports can do the job when they hold the required items. Parts A to C above hold all three.
  • California. Section 5193 requires the log of every employer with exposed employees, whether or not it keeps OSHA logs. Each entry is due within 14 working days of the report to the employer, adds the job classification, the procedure being performed, the body part, and the employee’s own opinion on whether a better device or practice could have prevented the injury, and is kept five years from the date of the exposure.

Writing it up in HealthRide

The trip number on Part A leads to the trip record, which holds the vehicle, the driver, and the pickup and drop-off times, so the form does not depend on memory. While the supervisor completes the report, dispatch can reassign the exposed driver’s remaining trips on the dispatch board. Training dates and the other dated items for each driver sit in fleet and credentials, which sends a reminder ahead of the yearly refresher. Keep the medical file itself outside dispatch software.

Frequently asked questions

Does a company with 10 or fewer employees need this report?
Yes, the documentation still applies. OSHA's directive says employers partially exempt from injury recordkeeping do not have to keep a sharps injury log, but all employers must still document the route and circumstances of each exposure incident under the post-exposure paragraph, and keep the yearly review of controls. A small company simply skips the log and the OSHA 300 entry.
Who pays for the clinic visit, the tests, and the treatment?
The employer, with no cost to the employee. The standard requires the evaluation, the tests, and any preventive treatment to be free, at a reasonable time and place, and performed under a licensed physician or other licensed health care professional. OSHA's directive adds that these visits normally happen during scheduled work hours and that the employer pays for travel when the clinic is away from the worksite.
Should we send the needle to be tested?
No. The 2025 U.S. Public Health Service guidelines for HIV exposures say not to test needles or other sharp instruments for HIV. Describe the device on the form, with its type and brand if the label can be read, and let the clinician work from the exposure rather than from a test of the object.
Can the driver refuse the evaluation?
Yes. OSHA's FAQ says employees have the right to refuse the vaccine or any post-exposure evaluation and follow-up, as long as they were properly informed through training. Record the refusal on the form, with the date and the employee's signature, and make the evaluation available again if the employee changes their mind. The refusal does not end your duty to offer it.
Is blood on a driver's unbroken skin an exposure incident?
The standard defines an exposure incident as contact of the eye, mouth, other mucous membrane, non-intact skin, or a piercing of the skin by blood or other potentially infectious material. Unbroken skin is not on that list. Wash it, and if there is any doubt about a cut, rash, or scrape, treat it as an exposure and let the clinician decide.
How long do we keep the report?
The medical file, with the clinician's opinion and the information sent to the clinician, is kept for the length of employment plus 30 years. The sharps injury log is kept for the period in the OSHA recordkeeping rule, five years after the end of the calendar year. California keeps it five years from the date of the exposure. The OSHA 300 log is also kept five years.

Official resources

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