In this article, we'll walk through:
- what are alerts?
- what standard alerts are included
- how do I trigger an alert
After reading this documentation, you will:
- understand how to compose alerts & how they can be used in your program
- what alerts are pre-configured for your program
Alerts are notifications to your team that tell them to take specific Actions in regards to a patient.
In Workshop, you can create or refine Alerts, specifying the conditions under which a coach should be notified and what Actions they need to take.
Alerts are configured in 2 parts:
- the Alert template. This is where you determine what the coach needs to do and quick links to the Actions they need to take
- the logic conditions, or “Process.” Processes are what cause the Alert to be surfaced to the coach. Learn more about Processes.
An example of how Alerts work:
In Workshop, you compose an Alert template named "Eligible Patient"
The body of the Alert template contains the following description: "The patient has been identified as eligible for the program. Reach out to the patient to educate them about the program and determine if they would like to participate. Update patient demographics and communication consents."
The Alert has the actions to "Email", "Call", "Edit Patient" and "Dismiss"
This Alert is triggered by a flat file ingest containing patient information from a payer—any patients new to the system will trigger the Alert to notify the Enrollment team.
By default, your Welkin configuration has standard Alerts to handle the following cases:
- New Communications activity - when a new email, sms, voicemail has been received.
- Scheduled Appointments
- Unrecognized communications - such as email, sms, phone calls that do not match an existing patient record.
- Unrecognized fax
Learn more about Standard Alerts.
Once you’ve created your Alert template, you can use the Process builder to determine the Conditions which must be met to trigger the Alert, as well as who should be notified by the Alert once it’s been triggered. Learn more about Triggering Alerts by reading more about Processes.