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. See the table at the end of this article for a complete list of event types.
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 Date if 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	Trigger	Notification Availability (Settings)	Default Text for Toast & Panel	Default Text for Inbox & Email	Default Text for Email	Reference URL
Admission Date Changed	Immediately: When the EMR user adds, changes, or removes a patient's admission date, either via the facesheet or the evaluation form.	Always Available	John D. - Admission date changed	Admission date added: John D. - Admission date changed from none to [datetime] by Jane Smith, Admin. Admission date changed: John D. - Admission date changed from [DateTime] to [datetime] by Jane Smith, Admin. Admission date removed: John D. - Admission date changed from [datetime] to none by Jane Smith, Admin.		Patient's Facesheet
Anticipated Discharge Date Changed	Immediately: When the EMR user adds, changes, or removes the patient's anticipated d/c date either via the facesheet or evaluation form.	Always Available	John D. - Anticipated discharge date changed.	Anticipated discharge date added: John D. - Anticipated discharge date changed from none to [datetime] by Jane Smith, Admin. Anticipated discharge date changed: John D. - Anticipated discharge date changed from [datetime] to [datetime] by Jane Smith, Admin. Anticipated discharge date removed: John D. - Anticipated discharge date changed from [datetime] to none by Jane Smith, Admin.		Patient's Facesheet
Assessment Program Unenrolled	Immediately: When the EMR user or the system unenrolls a patient from the outcome program.	Outcomes Feature Enabled	John D. - Patient was unenrolled from [outcome program]	John D. - Patient was unenrolled from [outcome program] on [date] by Jane Smith, Admin.	John D. - Patient was unenrolled from [outcome program] on [date]. Reason: [unenroll reason].	Patient's Outcomes Tab
Attendance Tracker Status Changed	Immediately: When an EMR user adds, changes, or removes a patient's attendance.	Attendance Tracker Enabled	John D. - Attendance Presence Changed	John D. - Attendance Presence for [date] changed from [status] to [status] by Jane Smith, Admin.		Patient's Attendance Tab
CIWA-Ar Score	Immediately: When an EMR user adds new CIWA-Ar score either via Med Log, evaluation, or round (triggers only for the most recent score).	Always Available	John D. - CIWA-Ar Score is [XX]	John D. - CIWA-Ar Score is [XX] entered on [date] by Jane Smith, LPN.		Patient's Med Log Tab
CIWA-B Score	Immediately: When the EMR user adds a new CIWA-B score either via Med Log, evaluation, or round (triggers only for the most recent score).	Always Available	John D. - CIWA-B Score is [XX]	John D. - CIWA-B Score is [XX] entered on [date] by Jane Smith, LPN.		Patient's Med Log Tab
COWS Score	Immediately: When an EMR user adds a new COWS score either via Med Log, evaluation or round (triggers only for the most recent score).	Always Available	John D. - COWS Score is [XX]	John D. - COWS Score is [XX] entered on [date] by Jane Smith, LPN.		Patient's Med Log Tab
Discharge Date Changed	Immediately: When an EMR user adds, changes, or removes a patient's discharge date either via the facesheet or evaluation form.	Always Available	John D. - Discharge date changed	Discharge date added: John D. - Discharge date changed from none to [datetime] by Jane Smith, Admin. Discharge date changed: John D. - Discharge date changed from [datetime] to [datetime] by Jane Smith, Admin. Discharge date removed: John D. - Discharge date changed from [datetime] to none by Jane Smith, Admin.		Patient's Facesheet
Evaluation Form Signer Added	Immediately: When an EMR user adds another user as an additional signer.	Always Available	John D. - New signer for evaluation form	John D. - Jane Smith, LPN has added Michael Diaz, MD as a signer for [form name]. John D. - Jane Smith, LPN has added you as a signer for [form name].	John D. - Added signer Michael Diaz, MD by Jane Smith, LPN	Evaluation Form's Page (Edit View)
Group Session Incomplete	Scheduled Overnight: When the group session is in the incomplete status at midnight.	Always Available	[group name] - is incomplete	[group name] - at [group scheduled time] has not been completed on [date]. Current group session status: in progress. [group name] - at [group scheduled time] has not been completed on [date]. Current group session status: pending review.		Group Session's Page
Group Session Not Started	Custom: Number of hours after scheduled start time (customized by client in the notification policy)	Always Available	[group name] has not been started	[group name] at [group scheduled time] has been scheduled but not started on [date].		Scheduled Group Sessions' Page Filtered to Group's Date
Group Session Signer Added	Immediately: When an EMR user adds another user as an additional signer	Always Available	New signer for [group name]	Jane Smith, LPN has added you as a signer for [group name - topic]. Jane Smith, LPN has added Michael Diaz, MD as a signer for [group name - topic].		Group Session's Page (Edit View)
Insurance Added	Immediately: When an EMR user adds insurance on a patient's facesheet.	Always Available	John D. - New Insurance Added	John D. - New Insurance Added by Jane Smith, Biller.		Patient's Facesheet
Insurance Authorization Added	Immediately: When an EMR user adds insurance authorization on a patient's facesheet.	Always Available	John D. - Insurance Authorization Added	John D. - Insurance Authorization Added by Jane Smith, Biller.		Patient's Facesheet
Insurance Authorization Review Date	Scheduled Overnight: When the patient's next review date is upcoming or today.	Always Available	John D. - Auth review due [day of the week]	John D. - Next authorization review for [Insurance] is due on [day of the week]		Patient's Facesheet
Insurance Authorization Status Changed	Immediately: When an EMR user changes the authorization status to Approved or Denied.	Always Available	John D. - Insurance Authorization Status changed	John D. - Insurance Authorization Status changed from [status] to [status] by Jane Smith, Biller.		Patient's Facesheet
Insurance Details Changed	Immediately (with a slight 1-2 min delay): When an EMR user adds, changes, or removes a patient's insurance details (company name, status, policy number, group ID, effective date, priority) on the patient's facesheet.	Always Available	John D. - Insurance Details Changed	John D. - Jane Smith has changed the following details for [Insurance]: - Insurance Company changed from [Insurance] to [Insurance] - Status changed from [status] to [status] - Policy No changed from [X] to [Y] - Group ID changed from [X] to [Y] - Effective Date changed from [date] to [date] - Insurance Priority changed from [X] to [Y]		Patient's Facesheet
Lab Order Added	Immediately: When an EMR user adds new lab order(s) to the patient's chart.	Labs Enabled	John D. - New lab order created	John D. - New lab order created. Ordered by Michael Diaz, MD, entered by Jane Smith, LPN on [datetime]		Patient's Lab Orders Tab
Lab Order End Date	Scheduled Overnight: When the patient's next review date is upcoming or today.	Labs Enabled	John D. - Lab orders end [day of the week]	John D. - 3 lab orders end on [day of the week]		Patient's Lab Orders Tab
Lab Result Received	Immediately: When the system receives a new lab result for the patient that matches the set conditions (normal vs. abnormal lab tests).	Labs Enabled	John D. - New Lab Results	John D. - New Lab Results from [lab name]: [accession#] ([normal/abnormal])	John D. - New Lab Results from [lab name] ([normal/abnormal])	Lab Result Page
Level of Care Changed	Immediately: When an EMR user adds, changes, or removes clinical or UR level of care, either via evaluation or authorization.	Always Available	John D. - UR level of care has changed John D. - Clinical level of care has changed	John D. - UR level of care has changed from [Level of Care] to [Level of Care] starting [date] by Jane Smith, Biller. John D. - Clinical level of care has changed from [Level of Care] to [Level of Care] starting [date] by Jane Smith, Biller.		Patient's Facesheet
Medication Dose Not Administered	Immediately: When an EMR user selects No for a medication dose in Med Log.	Always Available	John D. - Medication Dose Not Administered	John D. - Ativan 01:00 PM dose was not administered on [date] by Jane Smith, LPN.		Patient's Med Log Tab
Medication Order Added	Immediately: When an EMR user adds new medication order(s) to the patient's chart.	Always Available	John D. - New Medication orders added	John D. - New Medication orders added. Ordered by Michael Diaz, MD, entered by Jane Smith, LPN on [datetime].		Patient's Doctor's Orders Tab
Medication Order Changed	Immediately: When an EMR user changes a medication order for the patient.	Always Available	John D. - Medication Order changed	John D. - Medication Order [medication details] changed to [medication details] by Jane Smith, LPN.		Patient's Doctor's Orders Tab
Medication Order Discontinued	Immediately: When an EMR user discontinues medication order(s) for the patient.	Always Available	John D. - Medication orders discontinued.	John D. - Medication orders discontinued. Ordered by Michael Diaz, MD, entered by Jane Smith, LPN on [datetime].		Patient's Doctor's Orders Tab
Patient Admitted	Immediately: When an EMR user creates an MR number for the patient.	Always Available	John D. - Patient was admitted	John D. - Patient was admitted on [datetime] by Jane Smith, Administrator.		Patient's Facesheet
Patient Birthday	Scheduled Overnight: When the patient's next review date is upcoming or today.	Always Available	John D. - Birthday is on [day of the week]	John D. - Birthday is on [day of the week]		Patient's Facesheet
Payment Method Changed	Immediately: When an EMR user adds or changes a patient's payment method on the facesheet.	Always Available	John D. - Payment Method changed	John D. - Payment Method changed from [method] to [method] by Jane Smith, Administrator.		Patient's Facesheet
Portal Consent Revoked	Immediately: When a Portal user revokes consent via the portal.	Portal Enabled	John D. - Patient has revoked a consent John D. - Guardian has revoked a consent John D. - Guarantor has revoked a consent	John D. - Patient has revoked [consent name] John D. - Guardian Anna D. has revoked [consent name] John D. - Guarantor Paul D. has revoked [consent name]	John D. - Consent revoked John D. - Consent revoked by Guardian John D. - Consent revoked by Guarantor	Consent Page
Portal Document Completed	Immediately: When the Portal user signs an evaluation/consent or completes an outcome via the portal.	Portal Enabled	John D. - Patient has completed the form John D. - Guardian has completed the form John D. - Guarantor has completed the form	John D. - Patient has completed [form name]. John D. - Guardian Anna Doe has completed [form name]. John D. - Guarantor Paul Doe has completed [form name].	John D. - Form completed John D. - Form completed by Guardian John D. - Form completed by Guarantor	Evaluation, Consent, or Outcome Assessment Page
Portal Email Changed	Immediately: When a Portal user starts the email address change process via the portal.	Portal Enabled	John D. - Patient updated their email address John D. - Guardian updated their email address John D. - Guarantor updated their email address	John D. - Patient updated their email address from [email] to [email] John D. - Guardian updated their email address from [email] to [email] John D. - Guarantor updated their email address from [email] to [email]	John D. - Email address updated John D. - Guardian email address updated John D. - Guarantor email address updated	Portal User
Portal File Uploaded	Immediately: When a Portal user uploads a file via the portal.	Portal Enabled	John D. - Patient has uploaded a file. John D. - Guardian has uploaded a file. John D. - Guarantor has uploaded a file.	John D. - Patient has uploaded [type of file]. John D. - Guardian Anna Doe has uploaded [type of file]. John D. - Guarantor Paul Doe has uploaded [type of file].	John D. - Uploaded [file type] John D. - Guardian uploaded [file type] John D. - Guarantor uploaded [file type]	Patient's External Attachments Directory
Portal Registration Completed	Immediately: When a Portal user completes portal account registration.	Portal Enabled	John D. - Patient has created Portal account John D. - Guardian has created Portal account John D. - Guarantor has created Portal account	John D. - Patient has created Portal account. John D. - Guardian Anna Doe has created Portal account. John D. - Guarantor Paul Doe has created Portal account.	John D. - Portal account created John D. - Guardian portal account created John D. - Guarantor portal account created	Patient's Facesheet
Portal Treatment Plan Signed	Immediately: When a Portal user signs a treatment plan form via the portal.	Portal Enabled	John D. - Patient has signed treatment plan John D. - Guardian has signed treatment plan John D. - Guarantor has signed treatment plan	John D. - Patient has signed [treatment plan name]. John D. - Guardian Anna Doe has signed [treatment plan name]. John D. - Guarantor Paul Doe has signed [treatment plan name].	John D. - Treatment plan signed John D. - Treatment plan signed by Guardian John D. - Treatment plan signed by Guarantor	Treatment Plan Page
Program Changed	Immediately: When an EMR user adds, changes, or removes a patient's program on the facesheet.	Always Available	John D. - Patient [program string] was changed.	John D. - Patient [program string] was changed from [program] to [program] starting [date] by Jane Smith, Administrator.		Patient's Facesheet
Refinement Requested	Immediately: When a user sends the form back for refinement.	Always Available	John D. - Jane Smith, Admin has returned [Name of Form] for revisions.	John D. - Jane Smith, Admin has returned [Name of Form] for revisions. A reviewer has returned a form for revision. Click the link below to go to the evaluation.		Evaluation Form
Report Failed	Immediately: When a public or private report fails.	Always Available	Report's generation has failed	Report "[report name]" initiated on [datetime] has failed to generate the results. Error: [error].		Report's Results
Report Ready	Immediately: When a public or private report is generated.	Always Available	Report results are ready for review	Report "[report name]" results generated on [datetime] are ready for review.		Report's Result
Scheduled Report Failed	Immediately: When a scheduled report fails.	Always Available	Scheduled report has failed	Scheduled report for [konnector name] has failed on [datetime] with the following error: [error details].		Konnector's Page
VOBGetter Status	Immediately: When an EMR user or monitoring app performs a VOBGetter check for the patient.	VOBGetter Enabled	John D. - VOBGetter Status: [status]	John D. - VOBGetter Status: [status]		Patient's Facesheet
Vital Signs Abnormal	Immediately (with a slight 1-2 min delay): When an EMR user logs any abnormal vital signs for the patient, either via Med log, evaluation, or round.	Abnormal Vital Sign Warnings Enabled	John D. - Vital Signs: Abnormal	John D. - Vital Signs: Abnormal on [datetime] by Jane Smith, LPN.		Patient's Med Log Tab