Setup System Alerts
The system has an automatic alert process that is linked to documentation. The alert notices will be sent to the employee e-mail address listed in the Employee Master.
Typically, documentation needs completed on the day of service. If a staff person starts a note but does not complete it within 12 hours, the staff person will receive an e-mail. If the note is still not completed after 24 hours, the staff and supervisor will receive an e-mail. You can establish your own alert levels that determine when staff receive an e-mail.
Horizon will work with you to ensure your alerts are set-up properly.
Setup Alert Levels
NAVIGATION: MAINTAIN menu > Master Tables > Documentation Tables > Alert Levels
In the ALERT LEVEL SETUP dialog box:
- In the CODE field, assign a numerical code, i.e., 1, 2, 3, 4, etc.
- In the DESCRIPTION field, type a text description of the alert level. Typically this would be the number of hours, i.e., 24 Hours, 36 Hours, 48 Hours, etc.
- In the ALERT AFTER fields, enter the number of hours OR number of attempts.
- Press SAVE at the top of the dialog box.
Update Employee E-Mail
In order for staff to receive the alert e-mail, a valid e-mail address must be added to the employee master.
NAVIGATION: MAINTAIN menu > Master Tables > Employee Master
- On the GENERAL tab, enter a valid e-mail address in the e-mail field.
- Press SAVE at the top of the dialog box.
Assign Alerts/Rights
NAVIGATION: MAINTAIN menu > Master Tables > Facility Tables > Facility Master
- After the Facility Master dialog box appears, select the facility.
- Click the ALERTS/RIGHTS icon on the right of the dialog box. The Facility Alert/Rights Setup Dialog box appears.
- EMPLOYEE NUMBER COLUMN: Select the employee using the search or type the employee number; press tab. The last and first names will appear based on the employee number you selected in the first column.
- E-MAIL COLUMN: The e-mail address will appear as entered in the Employee Master. If the column is blank, add an e-mail address to the employee in the Employee Master.
- TYPE COLUMN: Select the type of alert you want to setup
- Incident Reporting: If dynamic forms are setup that staff answer a question 'did an incident occur during the shift', the person assigned to incident reporting will receive an e-mail that an incident occurred.
- Missing Notes: If a service entry is made and the linked note is not completed, an e-mail alert can be set-up to e-mail different people at different time frames. For example, up to 24 hours staff can edit the note with no setup needed; if note is not completed after 36 hours the immediate supervisor is e-mailed; after 48 hours the next level supervisor is e-mailed, etc.
- Edit Notes: When staff complete notes in the system, they have 24 hours to complete/edit the note. After 24 hours, a staff person needs assigned to make any edits to the notes.
Press F2 to delete a line in the grid.
3/2021