Release Notes 9.0.6 Jan 2020

Are you ready? This release introduces two new features that make it easier to manage the information in care requests. It also adds more detailed alerts for data import errors.

Introducing Care Request Custom Fields

You can now set up fields for your organization that will be added to all care requests. This example will show how to add a Visit Reason field to a care request.

Go to the Organization menu, and select Fields.

Next, change the Field Type from Users to Care Requests, as shown. Select Add Field.

On the add field form, select your field name and description.

The Form Field choice gives options for the type of field. In this example, “selection with custom” means that the field will have a predefined list of choices, but the triage staff can also add their own value when initiating a care request.

Add the options for selection in the Available Options field.

Select if the field is required and if it should have a default option if the user does not complete it.

When you are done, your new field will appear in the list of care requests fields for the organization.

When you go to the map to create a new care request, the field appears for completing.

If you want to add a custom reason, simply type in the field.



Introducing: Requests Tab for Managing Care Requests

You have asked for a feature that makes it easier to find care requests that are in progress and/or completed. Enter the Requests tab. It provides a table of care requests that you can search, filter, and organize.

Access to this feature will only be available for selected individuals. To add the permission, go to Organization and open the user’s account to whom you want to assign access.


You will see a new capability called Requests. Check the box and click Save. If you are assigning access to yourself, refresh the screen to see the tab.

To go to this tab, click Requests at the top.

If you are using this table to view completed care requests, make sure to go to Settings on the left side and select the Completed preset for accurate information.


Here are some of the features included in this table:

Care Request ID

  • All care requests you create going forward will have a care request ID for easier tracking.

  • Past care requests without the ID will be visible in the table.


Filtering the Table

You can filter this table by the same criteria you use to filter the map.


Sorting the Table

  • You can sort care requests by patient, so that you can easily find a patient’s visit history.

  • You can sort care requests by provider, so that you can see all the recent visits a provider has done.

  • You can also sort by response time, travel time, or visit duration.


Custom Fields Included

Any custom care request field you created will appear as a sortable column in the table.

Bulk Actions

The table includes functionality that lets you update multiple care requests at once.

Data Import Alerts

This release also adds more detailed data import alerts for selected recipients. The goal of these alerts is to make sure that we are able to detect any problems with the import of patient records.

To create an alert, go to Organization>Alerts.

Click Add Monitor. In this example, we are creating an alert that notifies you if less than 1 import record has come in a 3-hour period.

Select Import Records for the metric.

Select Less Than for the inequality.

Choose 1 for the Target. The target refers to the cutoff number of import records so that an alert will be triggered if less than the cutoff number are received during the Interval.

The Interval and Interval Type refers to the time period that should elapse to trigger the alert. So, this alert will be triggered if less than one import record comes in within three hours. You will be notified for every three hour period that this occurs. You can also create alerts where the interval is a certain number of days.

Once you have set the parameter of the alert, choose who should receive it. You can choose to send it to those who are already set up to receive alerts for your organization, or choose a custom list of contacts.