Sentinel User Guide

Sentinel User Guide

Summary 


Sentinel is our alert notification system that is designed to give you proactive insights into different types of data events that occur in your Careview environment. Sentinel is designed to give our clients real time alerts for specific information events that are important from a general client information, client funding and support coordination perspective.  

Sentinel Alert Types

 
 We’ve designed Sentinel to be flexible so that you can choose to enable the alerts that you care about. Over time we’ll continue building a library of different types of alerts. The first release of Sentinel includes the following alerts: 


General Alerts 


Check Client has NDIS Number.

An alert is created for each client profile that does not have an NDIS number.

Check Client has an active Service Contract.

An alert is created for each Active client profile that has no active Service Contract. 


Funding Alerts 


Category Budget has less than 10% remaining. 

This alert will show any clients that have a category budget on their active service contracts that have 10% or less in remaining budget. 


Category Budget has less than 20% remaining. 

This alert will show any clients that have a category budget on their active service contracts that have 20% or less in remaining budget.


Core Budget has less than 20% remaining

This alert will show any clients that have any individual core category budgets on their active service contract that have 20% or less in remaining budget.


Service Contract is expiring within 1 month. 

This alert will show any clients that have an active service contract that has an end date within the next month.


Service Contract has less than 10% total funding remaining. 

This alert will show any clients that a total remaining amount on their active service contract that is less than 10% of the total amount.


Service Contract has less than 20% total funding remaining. 

This alert will show any clients that a total remaining amount on their active service contract that is less than 20% of the total amount.



Support Coordination Alerts


Progress Report Due in 7 Days. 

This alert will show any clients that have a Progress Report due in the next 7 days. 

Progress Report Due in 30 Days. 

This alert will show any clients that have a Progress Report due in the next 30 days. 

Review/Submit Report Due in 30 Days. 

This alert will show any clients that have Review/Submit Report due in the then next 30 days. 

No Case Note Created In Past 7 Days Alert

This alert will show any clients who have an 'Active' service contract that has not had any case notes raised against it within 7 days.

No Case Note Created In Past 14 Days Alert

This alert will show any clients who have an 'Active' service contract that has not had any case notes raised against it within 14 days. 

No Case Note Created In Past 21 Days Alert

This alert will show any clients who have an 'Active' service contract that has not had any case notes raised against it within 21 days. 

No Case Note Created In Past 28 Days Alert

This alert will show any clients who have an 'Active' service contract that has not had any case notes raised against it within 28 days. 


Support Coordination List Changes
Once any of the alerts have been enabled, the Client Name will display in red in the Support Coordination Client List, to indicate there is an active Sentinel Alert.
Note: Once the Alert is dismissed in Sentinel the Client Name will no longer display in red.

 A new Filter has been applied to the Support Coordination Client List, where Sentinel Alerts are enabled. Allowing the user to filter all Clients where for example “No Case Notes have been Created in the Past 7 Days”.

Note: If no Alerts have been enabled, the filter will not display.


Enabling Alerts 


Enabling an alert is a two-step process. First of all you need to set the frequency in terms of how often you want Sentinel to tell you about the alert. Once you set the frequency, you can then enable the alert. 

1. Open Settings by clicking on the gear icon next to your username in the top right of the screen. 

 

2. Scroll to the bottom of the Setting screen until you see the  Sentinel Alerts Setup section. 

 

3. Click on the  General Alerts setting. 

 

4. Set the frequency and then click enable for the alert that you want Sentinel to track. In the below example, I’ve asked Sentinel to tell me on a daily basis about any active client profiles that don’t have an NDIS Number. 

 


5. Under the  Sentinel Alerts Setup section, click on  Funding Alerts. 


 


 

In the below example, I’ve asked Sentinel to tell me about any Clients that have a category budget that has 10% or less remaining on a weekly basis. 


 

6. Under the  Sentinel Alerts Setup section, click on  Support Coordination Alerts. 

Please note that if you are using Careview for Plan Management only, it is not advisable to enable the Support Coordination alerts. 



 


In the below example, I’ve asked Sentinel to tell me about any Support Coordination clients that have a Progress Report due in the next 7 days. 


 


 

Using Sentinel

Once Sentinel has been activated and the relevant alerts are enabled it will run dependent on the frequency chosen i.e. every 15-minutes, and it will check the relevant Client data and trigger an alert that will be displayed in the Sentinel Alerts page. 


Search all alerts for any content contained in the alert field. 

When search field is in use, all filters will be reset by default to ensure results are displayed correctly
.


Alert Counter 


When alerts are triggered a small counter will appear in the Sentinel tab to indicate the number of active alerts. This is the total number of active alerts in the system. 


 

Alert Filtering 


The following filtering options are available.

When a filter is applied, the search field will be reset by default to ensure all relevant filtered items are displayed correctly.



Filter by Client

Select to filter by a single or multiple clients at once.




Filter by Alert Type i.e. General, Funding




Filter by a Specific Alert

Firstly select the Alert Type i.e Funding Alert and select the active alerts in the specific Alert filter.




Filter by User displays alerts relating to clients that the user is responsible for only.  The User can be the Assigned To on the Client Profile or the Individual Provider assigned to the Client.


 

 

Alert Sorting


Sort Sentinel Alerts by clicking on the sort icon in the chosen column and choose to sort in ascending or descending order.




Alert Counter 


Each time the same Alert is triggered for the same Client, the number of times the alert has been triggered will display in a counter next to the Client name.  

 


You can navigate to the underlying record by clicking on the Alert Link. As an example, if you click on a Support Coordination alert, shown below in red, the Client Coordination page will open, enabling you to complete the required task. 

 


Dismissing Alerts 


You can dismiss alerts, which clears them from the Sentinel page, by selecting the Alert and then clicking the Dismiss button. If the data condition that triggered the alert in the first place is still present, the alert will be triggered again, based on the alert frequency. 

As an example, if you have a Support Coordination Alert for a Progress Report that is due in the next week. Unless you indicate you’ve completed the Progress Report, the Alert will be triggered again based on the frequency. 

 

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