You can create customized alerts based on a reference range or an expiry date for individual flowsheet items. For example, you can highlight an INR result that is outside the normal reference range or flag an overdue blood pressure check for a hypertensive patient.

You must specify the level of alert (critical, warning, or informational), and add conditions in which the alert should appear.

You can set alerts that are flowsheet-specific, user-specific, patient-specific, or apply to all users in the clinic.

If you need assistance configuring alerts, contact the CHR support team.

📌 Note: Flowsheet alerts are not available for medications at this time.

Steps

1. Open the flowsheet:

  • To configure an account-wide alert that will apply by default to all users who use this flowsheet, from the main menu select Settings > Templates > Flowsheets and select the flowsheet from the list.

  • To configure patient-specific or user-specific alerts, in the patient's chart, click the flowsheet icon and then select the flowsheet from the list.

2. Hover your cursor over the item name, and then click the bell icon.

3. In the Manage Alerts window, select Reference Ranges to set an alert based on a value being out of range, and/or Expiry Dates to set an alert when an item is past due.

4. If you selected Reference Ranges, select the field you want to track from the list.

5. Add an alert. Click Add in the appropriate category, depending on what the alert should be applied to:

  • This Flowsheet, for an alert that applies to this item only in this flowsheet. If you opened the flowsheet from a patient's chart, these alerts are only applied to this patient.

  • Patient, for an alert that applies to this item for all flowsheets for this patient. (This option is not available if you opened the flowsheet from Settings.)

  • Current User, for an alert that applies to this item for all flowsheets for all patients for only your user.

  • Account, for an alert that applies to this item for all flowsheets for all patients for all users.

6. In the Edit Alert window, specify the conditions in which the alert appears.

a) Select the alert severity from the list: Critical, Warning, or Info. Flowsheet items with a Critical alert appear in red, items with a Warning alert appear in yellow, and items with an Info alert appear in blue.

b) If it is an Expiry Dates alert, specify the frequency. For example, if you want an alert if it has been more than 6 months since a blood pressure was recorded, enter 6 months. Enter the value in the Amount field, and select a Unit from the list (Year, Month, Day, Hour).

c) Click Add Condition. In the field that appears, enter the condition criteria. See Specifying alert condition criteria, below. You can add multiple conditions - for example, if you want an alert to appear if it has been more than 6 months since the last blood pressure check, and the patient is older than 65.

d) Optionally enter a Message to appear when you click a flowsheet item that has an alert. For example, you may want to include the conditions in your message to remind you why you are seeing the alert: "More than 6 months since the last BP" or "INR > 3.0". If you do not enter a message, the default message will be displayed ("The value is out of treatment range" for reference range alerts or "This property is expired" for expiry date alerts).

e) Click Save when you are finished setting the alert.

7. The alert appears in the window. Click Close when you are finished adding alerts.

💡 Tip: To delete a flowsheet alert, open the Manage Alerts window, select the alert, and click the trash can icon. Do not delete account-wide alerts unless authorized to do so by a clinic administrator.

When you view a flowsheet, if an alert is triggered, the item on the flowsheet will appear in the corresponding alert colour. Click the item to view the alert. For more information, see Using patient flowsheets.

Specifying alert condition criteria

Type of condition

Criteria format

Notes

Gender

equalText(gender,'<x>')

where <x> is m, f, or o.

e.g. equalText(gender,'m')

Age

age operator value

e.g. age >= 65

Available operators are:

> (greater than)

< (less than)

>= (greater than or equal to)

<= (less than or equal to)

== (comparison)

Numeric (e.g. lab value, vital)

value operator value

e.g. value >= 3.0

Available operators are:

> (greater than)

< (less than)

>= (greater than or equal to)

<= (less than or equal to)

== (comparison)

To alert when a numeric field is blank, use value == null.

Text

equalText(value, ‘<x>’)

where <x> is the text you are looking for

e.g. equalText(value, 'Current everyday smoker')

To alert when a text field is blank, use equalText(value,'')

Multiple conditions: x AND y

Click Add Condition to add multiple conditions separated by AND

The alert will appear only if all conditions are met.

Multiple conditions: x OR y

<condition 1> | <condition 2>

e.g. age <= 18 | age >=65

The alert will appear if any of the conditions are met.

Updated July 29, 2022

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