In this article and video we will walk user management administrators through how to add, remove and audit alerts to their users.
What are action alerts?
When a patient's response meets a specific criteria, it will add their response to the action register and trigger a notification email. Action alerts can be assigned to staff so that when an alert is triggered for their patient, this will send the allocated staff member an automatic email.
The criteria for an action alert will need to be set in the background by Cemplicity staff. To make changes or add in new alerts, please talk to your Cemplicity Account Manager or Programme Lead about this.
If you would like to contact our support team email us at support@cemplicity.com
What are action alerts typically for?
Contact requests
Low experience score
Deterioration in PROM score
How do I add an alert for a user?
Video Instructions
Assigning action alerts begins at 3.42
Instructions
Go to User Management in the apps button.
2. Select the user you wish to add the action alert for
3. Go to the relevant survey > select the cog > select 'Action Alerts'
4. Select the plus
5. Select in the drop-down the alert type, the cohort and location. Then select the tick to apply!
This user will now receive email notifications for any respondents that met the alert criteria from the specified location.
Remove action alerts for a user
If you would like action alert notifications to be paused from sending to a user, you can simply turn it off via the toggle.
To completely remove the action alert notification for a user, you can click the bin to delete.
Reviewing who's assigned alert
As staff and roles change, it is important to regularly check If alerts are going to the right members of staff. You can review this by following the process below.
Go to User Management in the apps button.
2. In the top right corner select 'Filter by Status' and select 'Current'. This will filter out all old users who have been archived.
3. Select 'Export'. This will pull out an Excel spreadsheet for each survey programme.
4. Select the survey programme you want to review the action alerts for.
5. The Excel columns on the right will be for the relevant action alerts for your survey programme. The text in these columns will show which users receive alerts and for what criteria/location. If the column is blank for a user, then this means there are no alerts set for them.
For example, Emma has a low overall score and contact request alert set for Bank Hospital. However, Joseph has no alerts assigned to them.
6. You can filter out the blanks to see only users that have alerts assigned to them.
