Alerts Page

The Alerts Page is your central workspace for monitoring and managing real-time alerts across your organization. It provides visibility into alerts assigned to you and your role, helping you quickly identify what needs attention and take action. From this page, you can review alert details, update statuses, assign ownership, add notes, and manage multiple alerts at once using bulk actions.

An Alert bell icon is displayed at upper right of the Home page next to the Username, with an indicator of how many Alerts are currently assigned to the user and to the user’s role.

Partial image of upper right of Home page showing Real-Time Alert bell icon next to user name.

Click the Bell icon Real Time Alert Bell Icon to see a list of the Alerts assigned to the user and to the user’s role.

Click the Alerts list to open the Alerts Page to review, update, and assign the real time alert.

Partial image of upper right of Home page showing arrow cursor hovering over list of alerts assigned to user

You can also access the Alerts Page from the Communications menu by selecting Alerts.

Single Alerts

On the Alerts Page, you can filter alerts by Alert Type, Priority, and Status. Click on Advanced Filters for even more options for filtering alerts. Once you have selected your filters, click Search.

The Alerts Page

To manage an alert, click the Ellipsis under the Actions column, and select an option from the dropdown:

To manage an alert, click the Ellipsis under the Actions column, and select an option from the dropdown.

  • Update Status To: Select whether the alert is Open, Closed, or In Progress, and leave a Note for the status update (recommended). Click Save.

    Select whether the alert is Open, Closed, or In Progress, and leave a Note for the status update (recommended). Click Save.

  • Assign to myself: Assign the alert to yourself for management.

  • Assign to another: Assign the alert to another user for management. You can select either the Teams or Coordinators assigned to the Patient, specific Roles, or specific Users. Click Assign.

    Assign the alert to another user for management.

  • View Member Profile: View the Patient's Profile.

  • View/Add Notes: To add a note, enter text in the New Note box and click Add. Click View All Notes to view any previously added notes. Click Close when finished.

    To add a note, enter text in the New Note box and click Add. Click View All Notes to view any previously added notes. Click Close when finished.

If you have multiple alerts that require the same action, you can bulk manage them to save time.

To perform bulk actions on alerts, select the Checkbox to the left of the alerts, and then click Bulk Actions.

To perform bulk actions on alerts, select the Checkbox to the left of the alerts, and then click Bulk Actions.

Choose one of the following bulk actions:

  • Update Status To: Select whether the alerts selected are Open, Closed, or In Progress, and leave a Note for the status update (recommended). Click Save.

    Select whether the alerts selected are Open, Closed, or In Progress, and leave a Note for the status update (recommended). Click Save.

  • Assign to myself: Assign the selected alerts to yourself for management.

  • Assign to another: Assign the selected alerts to another user for management. You can select either the Teams or Coordinators assigned to the Patients, specific Roles, or specific Users. Click Assign.

    Assign the alert to another user for management.

You can export Alerts from the system in either a CSV or Excel file.

To export alerts:

  1. If applicable, set your filters and click Search.

  2. Click the Export button at the top of the Alerts List and select either CSV or Excel from the dropdown.

    Click the Export button at the top of the Alerts List and select either CSV or Excel from the dropdown.

    The export includes only the alerts currently displayed based on your selected filters.

  3. Your export downloads automatically.