Contact Alerts

To set up alerts so they show on the patient, escort, or non-medical screens, just follow the steps below in the order they’re listed.

The Transfer Center has been renamed to Records Management Center in the front end, Transfer Center will remain in the database.

Important: Make sure to configure everything, especially the match probability expressions, before adding alerts. These expressions will only evaluate alerts that are added after they’ve been created.

 

Setting Up Contact Alerts

1. Go to Settings.

2. Double-click on Patient Tabs.

3. Click the green add button, and the following options will populate.

4. Select Alerts. This preset field will populate an alerts tab for each of the different types of Record Management Entries.

Before you start adding alerts, it’s a good idea to define what counts as low, medium, and high probability. These are how you determine the probability of an alert being associated with the User you are looking at.

To set up these expressions, just add the items you want to include for each probability level and link them together. If you're unsure about the item names, you can use the drop-down menu to help you find the right ones.

Entering A New Alert

There are a few ways to enter new alerts.

Process 1. Accessing Alerts through settings and the Contact Alerts:

1. Go to Settings.

2. Search Contact Alerts.

3. Click Edit Contact Alerts.

4. Click the Add button for a new alert.

5. This will open the Record Management Center. Select Contact.

6. The message you enter here will be the Alert.

7. You can also set an expiration date.

In the Record Management Centre, you can select from open or closed entries.

Once you select the entry you would like, it will then populate on your Edit Contact Alerts screen from the previous step.

Process 2. Adding alerts straight from a request:

1. Follow the process (as above to step 3). Click on the green Add button.

2. Select Contact.

3. Double-click the Record Management Entry you need.

4. Select Contact Alerts.

5. Click the Add button.

6. You will need to Save and Continue the request (making sure you have added the patient or non-patient data for the search to be done on the alerts. 

• The record corresponds to the alert I created, so the “Match Level” will indicate “My Alert.”
   

• When you open a different request, whether for a patient or non-patient, and navigate to the “Alerts” tab, you’ll see a match probability displayed for any existing alerts.
   

• The matching process only occurs after the request has been saved, following the entry of patient or non-patient details.

 

Below are examples of how match criteria determines whether an alert match is found:

Low Probability Match	Triggered by a match on just the first and last name.
Medium Probability Match	Requires a match on first and last name, gender, and date of birth.
High Probability Match	Requires a match on first, middle, and last name, along with gender and date of birth.
No Match	The criteria do not meet the threshold for a match.