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6.2.2 Editing the Alert Schedule

In addition to reminders, there is an Alert Schedule. Once the assessment is Approved, an alert schedule can evaluate the responses on the assessment and generate alerts based on response patterns. The Alert Schedule allows Organization Administrators to identify rules for when Alert Notifications should be generated, based on thresholds for question responses. Multiple questions and response thresholds can be joined together with Boolean logic as conditions of the alert. Several Alert Items can be added which will act independently of one another. The available Rule Levels in the drop-down are managed in the Settings Module by the Organization Administrators.

You can set up an alert schedule for the questionnaire by selecting Add ItemFigure 6.2.2.a depicts an example which will be described in the following.

  1. Creating an Alert Schedule:
  • Start by giving this Alert Schedule a Name so the Helpers understand the types of alerts the schedule will generate. In this example, the alert schedule is “Level of Care.”
  • Add an Item to the schedule and give it a name. In this example, the name is “Step-Down”
  • Select a Rule Level from the drop-down list. In this example, the Rule Level is “Change in Level of Care”
    • The rule level options in the drop down are defined and managed by the Organization Administrator in the Settings Options.
  • For the first condition, select a question from the drop-down, select an operator and then select a threshold. In this example, the first condition is that Adjustment to Trauma is <= 1.
  • You can select Add Condition, to add another condition. You will use the join logic to identify if the conditions will both be required (via AND) or allow either condition to trigger the alert (via OR). In this example, the two conditions are joined by “AND.”
  • For the second condition, select a question from the drop-down, select an operator and then select a threshold. Continue adding conditions as desired. In this example, the second condition is that Anger Control <= 1.
  • You can add a second Item, which is a set of conditions which will behave independently of the first set of conditions. In this example, the second Item is “Step-Up Care.”
  • You can set one or more conditions for the second item and continue adding more conditions and items to the schedule as desired.

Figure 6.2.2.a Questionnaires Module Alert Schedule

The schedule will generate an alert as soon as all conditions are met by one set of assessment responses when an assessment is Approved. The following describes the alerts which would generated by the example in Figure 6.2.2.a.

  • In the example in Figure 6.2.2.a:
    • A Step-Down, Change in Level of Care alert would be generated when:
      • Adjustment to Trauma response was <=1
      • Anger Control response was <=1
      • Anxiety response was <=1
      • Depression response was <=1
      • Living Situation response was <=1
    • A Step-Up, Change in Level of Care alert would be generated when:
      • Substance Abuse was >=3
      • Psychosis response >=2          OR
      • Living Situation response was >=3
      • Delinquency response was >=3

As many rules as you want can be included in a schedule. The rules are applied as soon as the assessment is Approved. Once approved, P-CIS will check the responses against the rules here in the alert schedule. If any of the rules are met based on the responses, an alert will be generated, and it will show in the notification table as well in the person's notification tab. The alert will remain until a re-assessment is performed which no longer meets the schedule’s criteria, in which case the alert will automatically resolve. The alert can also be manually resolved at any time.