Creating Smart Events

Smart Events creation is part of the "Admin" section of the portal. An "Administrator" access is required to access this functionality.

Table of Content

Instructions:

Creating a new smart event

1. Log in on CareSimple.

2. Click on the Admin tab on the left side of the portal.

3. Click on the Smart Events tab. Here, you will be able to see all the smart events that have already been created for the group.

4. To create a new event, click on +SMART EVENT.

5. Add a title, then click on Next to confirm.

Add Condition(s) to a Smart Event

1. Add a condition by clicking on + Condition. A measurement, questionnaire or date condition can be selected.

Measurement Condition

Putting a measurement condition lets you choose the type of measurement, the condition for it to trigger an alert, the value type and the value and its unit. Click on ADD to confirm.

Putting a date condition lets you choose between pregnancy weeks or days since onboarding, the condition for it to trigger an alert, the number and its unit. Click on ADD to confirm.

Questionnaire Condition

Putting a questionnaire condition lets you choose in a selection of questionnaires, the condition for it to trigger an alert, the number and its unit. Click on ADD to confirm.

2. Once the condition is selected, click on Next to confirm.

You can always delete a condition by clicking on the DELETE icon.

Add Action(s) to a Smart Event

1. To add an action to the previously set conditions, click on +ACTION.

Alert for Clinician

Select the alert level and add a title and a description. Click on ADD to confirm.

Select the measurement that needs to be taken with the task that will be sent.

Questionnaire Task

Select the questionnaire that needs to be completed with the task that will be sent.

Message to patient

A personalized message can be sent to the patient when the condition is met.

2. Once the action(s) have been added, click on Next.

3. Once the condition and action(s) have been added, click on CREATE and the smart event will be found in the table of created events. The new smart event can be added to a patient's profile.

Delete a smart event

1. In the Smart Events of the Admin tab, click on REMOVE beside the smart event you want to delete.

Note that unpublishing a smart event will prevent adding it to future care plans but will remain active in the current ones.

Adding Smart Events to a Patient's Care Plan

1. Log in on CareSimple.

2. Select a patient in the Patients tab.

3. Under the Care Plan tab, click on +SMART EVENTS.

4. Select the desired smart event in the scroll menu.

5. The Smart event will appear on the patient care plan once added.

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