In this article, we'll walk through:
- what types of programs benefit (or do not) from this kind of alert in their workflow
- common examples of how this is used in practice
Commonly used in programs that:
- have different protocols for care depending on risk level or need level
- have teams focused on providing different levels of care
Not ideal for programs that:
- have a single workflow for care / do not handle escalations
Many programs have a concept an escalation - such as when a Patient is deemed to have needs outside of the normal care path OR a member of your team feels that they need a higher level of care, is determined to be high risk or needs review from a supervisor.
Note: This is one example of how this can be set up, you can work with your Welkin representative to discuss additional options to building a workflow to suit the needs of your organization.
When a patient is flagged as being high risk by the Coach in the sidebar, an escalation alert is flagged for a Supervisor to review.
How to set this up in Workshop
To achieve this, you will need to create an Alert, Custom Data, and create a Process. Optionally you may also choose to use a Care Plan if there are multiple steps that need to be taken to address the escalation, we will cover that in the second example.
Step 1: Create an Alert called “High Risk - Escalation”.
Read more about Creating Alerts for additional guidance on what the coach should do, including the actions Call and Email.
Step 2: Create Custom Data
Read more about Custom Data for additional guidance.
- Click on Create Custom Data
- Name your Custom Data set and the Display Name.
- In our example, we would name the Data set “Risk” and the Field Display Name “Risk”
- Now, we will define the schema
- We’ll set the field name to be “Risk Level” and use the same name for the Display Name.
- Set the data type to be “Drop down” and ensure the checkbox for Required is not checked, and Nullable is checked.
- Click on Add option to add the following options “High”, “Medium” and “Low"
- Choose how this will be displayed.
- In our example, you can only have one risk score at a time, so we will choose “Single Entry” and ensure that “Display in timeline” checkbox is checked.
Step 3: Create a Process called “High Risk - Escalation”
- Click on New Process
- Choose Create alert
- Name your process.
- In our example, we would name it “High Risk - Escalation”.
- Under Alert name, choose the Alert you wish to show.
- In our example, we would choose the Alert we created in Step 1, “High Risk - Escalation”
- Choose who should see this Alert
- In our example, we would choose the “Supervisor”. Note: Choose the role in your configuration that should see this alert.
- Choose for which Phases this applies
- In our example, we would choose “All”
- Determine the conditions under which this Process would be executed.
- In our example, we would choose “Custom data type trigger”
- Enter the details of the Custom data type we will use
- In our example, we would choose what we created in Step 2 - Risk
- Choose the field for which we want to apply
- In our example, we would choose “Risk Level”
- Set the condition
- In our example, we would choose “is equal to”
- Choose the Value
- In our example, we would choose “High"
- Click Create process to save