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1. Click the Notifications tab.

2. Select one or more notification methods described in the table below:

   Option	Description
   Billing Manager	Display a yellow triangle in the encounter entry in the Billing Manager. Users can mouse over the yellow triangle to view error details.
   Past Encounters List	Display a yellow triangle in the encounter entry in the Past Encounters page, which displays when you select Past Encounter List from the Encounter History menu for a patient. Users can mouse over the yellow triangle to view error details.
   Inbox

              

   Add a message in the DrCloudEHR Inbox of selected users. Select the users to receive the message in the Who Should Be Notified? section of the dialog.

            

   The message contains the text set in the Step 4: Action To Take When Rule Fails field when the rule was created.

                   

   Email

              

   Send an email to

   of

   selected users. Select the users to receive the message in the Who Should Be Notified? section of the dialog.

              

   The message contains the text set in the Step 4: Action To Take When Rule Fails field when the rule was created.

                       

   Counselor Dashboard	Display the status icons for selected forms in the dashboard. You can click the icon at the top of the dashboard to view a legend describing the meaning of each icon.
   Alert while adding a form to the billable encounter	Display an error message when a form with rule violations is added to an encounter.
   Chart Alert - Passive	Display rule violations in the Golden Thread Alerts section on the right side of the selected patient's Summary Chart page. on right side of page. whatever error text is entered in Rule definition is displayed
   Chart Alert - Active	Display a pop up message

   noting errors

   containing rule violations when the user opens a patient's Summary Chart page. Use this option only for important rules, because users often

   ignore and

   close the pop up message without reading it.

   
   

3. Select to apply the rule to forms related to all admitted and discharged patients, or to admitted patients only. The setting applies only to email, inbox, and chart alert notifications.

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