This article covers Data Driven Alerts and how it can be used to create and send customizable alerts to clients regarding their health metrics.
This article was updated on July 05, 2024. If you see any discrepancies or anything that needs to be updated or edited, or if you just want to leave us some feedback, let us know.
What are Data Driven Alerts?
Data Driven Alerts are customizable notifications that can be used to alert clients to various health metrics changes and points of interest. This includes alerts when metrics fall out of range of set thresholds and motivation alerts when goals are achieved. These alerts are sent to the client and can be viewed any time by clicking the notification bell in the top right corner of their dashboard.
How to Schedule a Data Driven Alert
To schedule a Data Driven Alert:
Step One: Click on the Alerts & Reminders tab, then click Alerts from the menu at the top of the screen to bring up the Scheduled Alerts page. This page will display all actively scheduled tasks with an option to display currently disabled alerts. Then, click Library to enter the Alert Library.
Step Two: On the Alert Library page, select a row and click Schedule Alert.
Step Three: On the Schedule Alert page, set the Alert type by selecting an option from the drop down menu. Then, set a start date and description for the alert.
Step Four: Set the Alert Parameters by specifying a value in the Value field which will represent the number of days between reminders or the threshold value to trigger an alert.
Step Five: Set the Recurrence rate and End Date for the alert.
Step Six: Notification configuration can be edited at the bottom of the page. The options are:
Notify client user: When checked, the notification will be sent to the client via the alert bell and mobile app (when applicable). If unchecked, the alert is only practitioner-facing.
Send alert email: When checked, the alert notifications will go out via email in addition to the bell icon and mobile app. This applies to practitioners and clients, based on the other settings.
Notify all team members: When checked, the notification will go to all team members in the organization based on their role. Alternatively, use the “notify selected team members” checkbox to send the alert to only a subset of the team members.
Notify selected team members: When checked, the notification will go to the selected team members. Alternatively, use the “notify all team members” checkbox to alert the whole team.
Team members receiving alerts can individually opt out from specific alerts using the settings in their Alert History tab using the Advanced Options > Notify Me button.
Step Seven: Confirm selections and click the Schedule Alert button.
How to Edit a Scheduled Data Driven Alert
To edit a previously scheduled Data Driven Alert:
Step One: Click on the Alerts & Reminders tab, then click Alerts from the menu at the top of the screen to bring up the Scheduled Alerts page.
Step Two: On the Scheduled Alerts page, click the three-dot icon in the row of the alert you wish to edit. Then, click Edit in the pop-out menu.
Step Three: On the Edit Alert page, make the necessary changes and then confirm them by pressing the Update Alert button.
How to Disable/Enable a Data Driven Alert
On the Scheduled Alerts page, click the blue slider icon in the row of the alert you wish to disable. To enable the alert, click the Show Disabled box, then click the blue slider icon again.
Need Help?
If you have questions, please reach out to us at support@headsuphealth.com or use the little blue circle with the white smiling message icon in the lower right corner of the app, and we will be more than happy to help.