Settings: Notifications

Notifications allow you to configure automated in-app (toast) and email notifications activated by specific events in the EMR. Notification events cover a wide range of conditions like ensuring that your UR team doesn't miss an important update to a client’s coverage, your medical team is alerted when a patient’s CIWAs/COWS scores increase, and your providers are informed when a new lab or medications order is placed on their behalf. 

This guide focuses on how to configure Notifications for your instance. For information on notification alerts and how users can manage their received notifications, check out this article.  

Notification Setup

Super Admin users can configure Notifications for your organization.

Important: Notifications are location-specific and users with a master instance will need to configure notifications for each location. There are a few tools that make this process easier. Let's review.

1. To begin, click on your initials and then click Settings. 
   
2. Then click the Notifications tab.

3. Select a location (users in a master instance only).
4. Click New to add a notification.
5. Use the Select Event drop-down to choose the activation event.
6. Some events will have a configurable Condition that appears next to the event once selected. Choose when you'd like the notification to activate.
7. You can edit the prefilled event name.
8. Only notifications with the Active toggle turned on will be enabled. You can disable a notification using this toggle at any time.
9. Edit Start Date, if desired (this field is required).
10. Enter End Dateif you'd like this notification to expire on a specific date.
11. Select a Severity level that determines the assigned color: Informational (blue), Warning (yellow), and Critical (red).
12. Add recipients (users who should receive the notification) using any combination of the following options:
    
    • Select specific users.
    • Select groups by role(s) and exclude users within the role, if desired.
    • Select member(s) of the care team, if applicable.
    • Choose special recipient options (Ordering Provider, Group Session Leader), if applicable.
13. Edit prefilled Notification Title text displayed in notifications panel and toast.
14. Customize the Notification Message details displayed in the notifications panel and inbox.
15. Select notification delivery type(s):
    1. The notifications panel is the default for all active notifications
    2. Enable or disable a pop-up Toast
    3. Enable or disable Email and customize Email Subject and Email Body.
16. Click Save.

Exclude

If you select by Role or Care Team but there are people who don't need that notification, you can expand the list of Users populated by selecting the carrot. This shows everyone included and allows you to use the "Exclude" button to remove them from receiving this notification specifically. This way you don't have to select by User and manually add person by person for the Recipients.

Reviewing Notification History

To review the notification's edit history, click on the History icon.

From the pop-up, you can review who made the edits and what was updated.

Copying Notifications Between Locations

If you are setting up notifications across several locations (in a master instance), you can create your notifications in one location and copy them to your other locations. 

1. From the Notifications tab, click on the Copy icon next to the notification you want to share with your other locations.
2. Select each location from the pop-up and click Copy Notification.
3. Notifications will automatically be copied into your other locations as Inactive.
4. To activate, open the other location.
5. Click on the Active Notifications drop-down and select Inactive Notifications.
6. Use the toggle to enable all copied notifications.
7. Repeat for each of your locations.

Available Notification Event Types

The Kipu EMR offers the following notification event types. Some notifications may not be available in your instance if your organization doesn't use the related feature (e.g., VOBGetter notifications). Please review this list of available Events and Conditions:

Notification Event	Event Conditions	Category
Admission Date Changed	The patient’s admission date is added, updated, or removed; notification details include the patient, previous date, and new date.	Administrative
Anticipated Discharge Date Changed	The patient’s anticipated discharge date is added, updated, or removed; details include the patient, previous date, and new date.	Administrative
Assessment Program Unenrolled	A patient has been unenrolled from the outcomes program by the system or EMR user (configurable); details include patient and unenrolled program name.	Clinical
Attendance Tracker Status Changed	The patient’s attendance status in Attendance Tracker changed to Absent or Present (configurable); details include patient, previous status, and new status.	General
Batch Transmission Errors	An integrating billing batch transmission finishes processing and has at least one billed item in the Pending or Error status.	Billing/UR
CIWA-Ar Score	The patient’s CIWA-Ar score is within a specified range and/or changed within a specified range (configurable); details include patient and score.	Medical/Labs
CIWA-B Score	The patient’s CIWA-B score is within a specified range and/or changed within a specified range (configurable); details include patient and score.	Medical/Labs
COWS Score	The patient’s COWS score is within a specified range and/or changed within a specified range (configurable); details include patient and score.	Medical/Labs
Discharge Date Changed	The patient’s discharge date is added, updated, or removed; details include the patient, previous date, and new date.	Administrative
Evaluation Form Signer Added	Signer added to evaluation form; details include patient and form name. The notification can be customized to notify only the added Signer.	General
Group Session Incomplete	Group session started and incomplete (previous day; configurable by In Progress or Pending Review status); details include group session name and topic (if any), scheduled time, current status, and group leader name(s). The notification can be customized to notify Group Session Leader(s).	Clinical
Group Session Not Started	The group session was not started after a specified number of hours (configurable up to 24 hours); details include the group session name and scheduled time.	Clinical
Group Session Signer Added	New signer added to the group session; details include group session name. Notification can be customized to notify only Added Signer.	Clinical
Insurance Added	New insurance was added to the patient’s facesheet.	Billing/UR
Insurance Authorization Added	New insurance authorization was created on the patient’s facesheet.	Billing/UR
Insurance Authorization Review Date	The review date for the patient’s authorization is today, tomorrow, or within the next 31 days (configurable); details include the patient's name and review date. This notification will not persist if the the patient is discharged.	Billing/UR
Insurance Authorization Status Changed	The patient’s authorization status changed to Approved or Denied (configurable); details include the patient, previous status, and new status.	Billing/UR
Insurance Details Changed	Patient’s insurance name, status, effective date, termination date, status, policy no, and/or group ID have changed (configurable); details include patient and insurance change details.	Billing/UR
Insurance Termination Date	The patient's insurance termination date is approaching. The notification can be set to occur 2-31 days before termination, as well as on the day before and/or on the actual termination date. This notification will not persist if the the patient is discharged.	Billing/UR
Lab Order Added	New lab order created for the patient; details include patient and ordering provider. Notification can be customized to notify Ordering Provider.	Medical/Labs
Lab Result Received	The interfaced lab reported result flagged Abnormal; details include patient and lab name. Notification can be customized to notify Ordering Provider.	Medical/Labs
Level Of Care Changed	The patient’s clinical or UR (configurable) level of care is assigned or changed; details include the patient's name, previous level of care, and a new level of care.	Clinical/Billing/UR
Medication Dose Not Administered	The patient refused medication and/or dose in Med Log (MORs/MARs) logged as No; details include patient, medication, and scheduled dose time.	Medical/Labs
Medication Order Added	New medication order (standard, tapers, PRN) created for the patient; details include patient and URL to Doctor’s Orders tab. Notification can be customized to notify Ordering Provider.	Medical/Labs
Medication Order Changed	Existing medication order changed; details include patient and medication details. Notification can be customized to notify Ordering Provider.	Medical/Labs
Medication Order Discontinued	Medication order discontinued; details include patient and URL to Doctor’s Orders tab. Notification can be customized to notify Ordering Provider.	Medical/Labs
Patient Admitted	The patient has an admission date and an MR number is generated.	Administrative
Patient Birthday	The patient’s birthday is today, tomorrow, or within 31 days (configurable) and can include or exclude discharged patients; details include patient and birthdate.	Administrative
Payment Method Changed	The patient’s payment method changed; details include the patient, the previous value, and the new value.	Billing/UR
Portal Consent Revoked	The portal user (patient, guardian, or guarantor) has revoked a consent form; details include patient, user's relation to patient (if applicable), and the document name.	Administrative
Portal Document Completed	The Portal user (patient, guardian, or guarantor) signed a document or completed an outcome assessment; details include patient, user's relation to patient (if applicable), and document name.	Administrative
Portal Email Changed	The Portal user (patient, guardian, or guarantor) changed their email address, or the EMR user has updated the portal user's email; details include portal user, previous email, and new email.	Administrative
Portal File Uploaded	The Portal user (patient, guardian, or guarantor) uploaded a new file; details include the patient, the user's relation to the patient (if applicable), and the uploaded file type.	Administrative
Portal Registration Completed	The Portal user (patient, guardian, or guarantor) invited to the Kipu Portal has completed account registration; details include the patient and user's relation to the patient (if applicable).	Administrative
Portal Treatment Plan Signed	The portal user (patient, guardian, or guarantor) signed the treatment plan; details include patient name, user's relation to patient (if applicable), and document name.	Clinical
Program Changed	Patient’s program is assigned, or changed; details include patient, previous program, and new program.	Administrative
Report Failed	Report generation failed; details include report name and generation time. This notifies only the Report Initiator. In a master instance, this notification policy applies to all locations.	General
Report Ready	Report results ready; details include report name and generation time. This notifies only the Report Initiator. In a master instance, this notification policy applies to all locations.	General
Scheduled Report Failed	Scheduled report generation failed; details include Konnector name and error message (if applicable)	General
VOBGetter Status	VOB eligibility check was performed for the patient and the status is Active, Inactive, or Error (configurable); details include patient and eligibility status.	Billing/UR
Vital Signs Abnormal	The patient’s recorded vital signs are outside the normal range specified in Settings > Instance; details include patient and date recorded.	Medical/Labs