Alerts Settings

ALIS Alerts is our automated alerts system that sends staff text and/or email alerts based on customizable event subscriptions. This guide explains how to customize these event subscriptions and assign them to staff in your Alerts Settings. 

For information about managing alerts for yourself and for staff, read this How to Manage ALIS Alerts guide.

Alerts Settings Overview

Alert event subscriptions are set in your Alerts Settings and configured per community. To configure your Alerts Settings, you must have a specific security role permission to access. If you do not currently have access to Alerts Settings, first reach out to your company administrator to verify this is appropriate for your role.  If you are a company administrator and need assistance with configuring Alerts Settings, contact your Account Manager or our ALIS Customer Success Team.

To configure your Alerts Settings, first navigate to Settings > Alerts. Then, follow the below instructions found in sections 1-4. 

1 - Alert Modes

At the top of your Alerts Settings page, there is an Alert Modes section which allows you to enable or disable the way in which alerts can be sent for your community (emails and/or SMS text messages).

• To enable alert modes, mark either or both of the checkboxes. Once selected, you can then set up alerts to be received either via email or text for staff. Note that with "Email" selected, you will be able to further customize the email type (i.e., Real-Time Email or Daily Digest) per alert subscription.

2- Alert Categories

The Alert Categories section is where you can view which events are included in your community's alerts categories, create customized categories (set with fewer events enabled than the default).

You can also see which staff members are subscribed to each category and if they are missing an email/phone number on their profile that would prevent them from receiving an alert.

• Click the Copy & Customize button of any category to see which events are enabled by default. If you click Edit on an already customized category, you can which of the defaulted events have been disabled.

Alert Events Overview by Category

Alert Categories are designed to ensure you know when critical information in your community has been created, updated, expiring soon, already expired, etc. Review the below list to see the types of events included per Alert Category:

• ALIS Connect - Contact Email updated, Menu and Calendar expirations, Connect Message received, User Profile Information updated 
• ALIS Pay - Submitted Gateway Payment, Deposit Successful, Payment Initiated, Unsuccessful Payment (NSF, declined, refunded, voided) 
• Billing - Recurring Charges updates, Incidentals updates, Credits updates, Discounts updates, Residency Agreements added/revised/monthly increase, Invoices created/email failed/unpaid, Payments added/edited/removed/unsuccessful, Financial Move-In/Out Dates updated/deleted, Resident Insurance expiring soon/expired
• Care - Care note recorded, Care Item not recorded, Care Plan published, PRN Care scheduled, Care Item floated
• Charting - Observation added/critical, Incident added/complete/incomplete, Resident(s) flagged for Monitoring
• Community - Community Compliance Items expiring soon/expired, Records Requests queued/complete
• Critical Resident Information Changes - Prospect converted to applicant, Applicant added/converted to resident, Resident added/moved out, Resident put on leave/returned, Resident medications disabled, Resident billing disabled, Resident room assigned/unassigned 
• Evaluation and Service Plan - Evaluation started/completed/signed/edited/discarded, Evaluation due soon/past due, Service Plan completed/signed/edited/discarded 
• Medication and Vitals - Medication added/discontinued/details updated/expired, Medication not passed on time/passed early/late/with exception, PRN added/discontinued/details updated/expired, PRN administered, PRN dosage changed, PRN outcome not recorded/recorded late, Treatment added/discontinued/details updated/expired, Treatment passed on time/passed early/late/with exception, Refill added, Drug adjusted/destroyed, Scheduling enabled/disabled (Medication, PRN, Treatment), Vitals out of bounds/significant variance, Pharmacy Messages alerts
• Prospects - Prospect added/lost/closed, Tour scheduled, Potential Duplicate, Prospect task completed/created/added
• Resident Compliance - Resident Compliance Item expiring soon/expired
• Staff - Staff Compliance Item completed/expiring soon/expired, Staff member added, Staff member punched in/out
• Third Party and Physician Documents - New Physician Document created

3 - Customize Alert Categories

To begin, click the Copy and Customize button for the default category you want to customize. This opens a pane to the right of the screen where you must name the custom alert, assign it to security role(s), and set specifications for events included.

1. In the Category Name field, type the name of this customized alert that you will create. 
   • This is how you create a new category, which is based off the default category. The default category can not be replaced or deleted, but you can disable the default category if it is not in use.
   • Tip: Name your category something is easy to identify for when you are subscribing yourself and others. 
2.  In the Assign Security Roles dropdown, select the security roles to which you want to subscribe this alert category.
   • Note that assigning security roles will enable you to bulk assign staff members once the category is created. 
3. Next you will Assign Communication Preferences. Click the Real-Time Email, Daily Digest, Real-Time Text checkboxes to determine how the staff with assigned security roles will receive the alert.
   • Note that all alerts will appear in the ALIS Alerts Center regardless of Communication Preference chosen here. 
4. Move the toggles to Disabled for any Alert Events you do not want to include in this category. 
5. Click Submit to save. 

4 - Assign Alerts to Staff 

Once your Alert Categories have been configured, the final step is for specific staff members to be assigned to them. 

The most efficient method for assigning alerts to multiple staff members at once is to use the Migrate Current Staff button at the top of this table. This allows you to automatically assign any alert categories to existing staff members based on their security role.

The Migrate Current Staff function will only work as intended if you have already assigned Security Roles to the Alert Category. To assign security roles to alert categories, you can refer to the above section 3, step 2 or multiselect the listed categories and use the Assign Security Roles blue button at the top of the table.

To assign current staff to Alerts:  

1. Mark the checkbox next to the Category name(s) that you want to migrate staff to.
2. Click the Migrate Current Staff button.
3. This opens a pop-up in which you must click Submit to confirm acknowledgement.

If your alerts setup requires more individualized customization, you can update each staff member's alerts preferences in their staff profile under the Alert & Notification Preferences blue bar. For information about managing alerts for yourself and for staff, read this How to Manage ALIS Alerts guide.

Copy settings to other communities 

Easily copy Alerts Settings configuration across multiple communities. Once you have configured your Alerts Settings to your company needs, you can multiselect or select all categories on the left side of the table. Then, click the Copy to button. In the pane that opens to the right, select the communi

Related articles:

• How to Manage ALIS Alerts
• Using the Alerts Center

For more assistance with ALIS Alerts,

Contact our ALIS Customer Success Team:

 888.404.ALIS (2547) or support@go-alis.com