Go to Manage -- > Triggers
https://next-web.patientprism.com/manage/triggers
1. Click +Create in the top right corner of the page
2. Select the Company this trigger should be for and give it a name
3. Select Call Analysis Updated as the Trigger Event
4. Set your conditions.
This is when you would like the email/SMS alerts to occur
The standard is when a new patient does not book (shown below):
5. Set your actions, click + Add Action and select Send Email
This is what you would like to occur, and for the purposes of this article, we want to send an email to a user
Your screen should now look like this:
6. Select the Users you would like to receive the email alert by clicking the User and User Groups dropdown
You can see who has been selected when you click to the Selected tab
7. Next to the User Selection Box, there is a Filter option
You can use this to further filter when the action occurs depending on the user and filter selected
Location User - If the call that would have been sent was for Location A and the user selected only has access to Location B, they will not receive the Action
Answering Agent - The action will only send the alert to the Agent that answered the specific call that met the initial condition
If Agent B answered a call that met the condition, the call would only be sent to Agent B
8. Enter in text in the Subject and Content
This is what the User will see when they receive the email
You can use the +Inset to add values that will populate according to the call that met the condition
We recommend inserting the Call URL/Link in the content so when the email is received they can click that and go right to the call that caused the alert:
9. Your final trigger page should look like this:
10. Click Save to finalize the trigger creation