In this guide, we’ll walk through to to create Alerts using Workshop.
- Begin by ensuring that you have checked out your configuration to make changes.
- Next, choose Alerts from the Element section of the Workshop menu, located at the left of the screen. This opens up the Alerts element screen, which displays a list of existing Alerts for this configuration, as well as the option to create a new Alert. Click the Create Alert button.
- Once Inside the new Alert page, you’ll be prompted to enter the following information, all of which is needed to set up a new Alert. As you enter information into the fields of your new Alert, your changes will be reflected in the Alert Preview box on the right.
Alert Name: The Alert Name should be unique, and concisely describe why the user is being notified. For example, “New Patient” explains that the purpose of the Alert is to inform the user that a new patient has enrolled in the program. Try to make your Alert Name as easy to understand as possible—the Alerts will appear in the Inbox and the Patient Profile.
Alert Body: The Alert Body should provide context for the Alert, and guidance to the user on what actions to take. Try to keep the information in the Alert Body short and easy to understand so that your users can quickly determine what they need to do.
Actions: Actions are things routinely performed by your coaches in their patient care. They appear in the Action Bar of the Patient Profile. When creating your Alert, choose the Action or Actions you want coaches to take when they’re notified of this particular the Alert. Standard Action options in Welkin are:
- Care Flow
- Edit Patient
- Change Phase
By default, Dismiss is always an Action included on your Alerts. Add additional Actions that are relevant for your Coaches when they receive this Alert.
Tip: Try to limit the Actions for Alerts to 1 or 2. If there are many options, your coaches may not quickly understand what Action to prioritize in the event of the Alert. Remember, all the Actions you’ve enabled on your Action Bar are otherwise available, so your users will always be able to use them even if the Action hasn’t been included in the specfic Alert..
Inbox Title: The inbox title sets the name for the Inbox Groups in the Inbox. Briefly describe the category of the the Alerts to group them together in the inbox.
Dismiss on Phase Change: The default is ‘unchecked’ because this is not commonly used. This will dismiss this alert automatically when that Patient changes phase, which can lead to disruption of care as the alert to follow up will no longer be assigned to the Coach. The typical expectation is that a generated alert for a patient remains relevant for their coach to track, even if that patient moves onto the next phase of their patient journey.
For example: if a Patient has an alert “Review Patient’s Assessment responses”, upon a phase change from Enrollment to Onboarding, these will no longer appear so the Coach assigned to complete this action will not longer be alerted.
4. Click on Save Change to save your Alert. Your Alert will now be available as an option when creating Processes.