Add New Configurations
The Administrator can also manage two additional types of configurations: 1) Notifications and 2) Integrations. The type of configuration can be selected from the drop down on the right side.
10.1 Notifications: Notification configurations trigger notifications via email, based on the conditions or rules the Administrator configures. Administrators can configure multiple conditions based on two operators: 1) OR (ANY of the conditions are met), or 2) AND (ALL of the conditions are met).
The system is currently only capable of notifying the recipients through email. If the recipient does not have an email address, then the notification will not reach them. Also, if the recipient is a shared email address, then the notification will be viewable by everyone with access to that email.
The recipients of the configuration are set based on the roles that they have been assigned by the Administrator in our system. The system will send the notifications to the selected roles based on the option chosen by the admin: (1) users in the selected position(s) assigned to the facility that owns the event, or (2) notifying all users with the selected position(s).
Name: You can name the notification in a way that will resonate with your organization’s users.
Conditions: Specify whether the notification will trigger when ANY of the conditions are met or if ALL must be met.
When: Specify the Form Field, the Operator (“OR” or “AND”), and the Value that must be met to trigger the notification
Note: Multiple Conditions can be set
Recipients: Specify who should receive the notifications if the conditions are met (by Position/Job Role or Involvement).
Position/Job Role:
Chemist Counter Assistant
Dispensing/Pharmacy Assistant
Other
Pharmacist
Pharmacy Owner
Staff in Training/Supervision
Technician
Select:
Users in the selected position(s) assigned to the facility that owns the event
Notify all users with the selected position(s)
Facility Access
HIDE notification from recent activities and form settings for facility access users
Reporting Option
Send notifications for anonymous cases (Anonymized for users not directly assigned to reported facility)
Email Content (appended to the body of the email notification)
You can type in the text you would like included as the body of the email for this specific notification (250 character limit).
10.2 Integrations: Integrations automate reporting data to third-party entities as required, such as the NHS, NIDR, and CAMER. Organization Managers can view the enabled integrations at the organization level. However, only Pharmapod can enable/disable them. Note: Not all organizations or facilities require integrations; therefore, not all organizations or facilities will see this feature.
10.3 Reporting Options: This configuration is applicable when any or all facilities within an organization need to send an automated report to a third party. Examples of such reporting requirements and integrations are with the NHS for customers in England, with NIDR for various Canadian provinces, and with CAMER for customers in California. This configuration is not required to be enabled for all Pharmapod customers.
Reporting Configuration Status: Enabled or Disabled
Reporting Configuration Name: You can name the Reporting Option in a way that will resonate with your organization’s users.
Applies To: When conditions are met by new and/or existing facilities, the users will be able to report events using the configured submissions options.
Condition criteria options are:
ANY of the conditions are met, or
ALL of the conditions are met
When
Criteria Options:
Administrative Body
Facility Types
State
Operator Options:
Is Equal To
Is Not Equal To
Value (Free Text Box)
Form Header and Disclaimer: These are free text boxes and should include general information to users about submitting the form. This general information will be displayed at the top of the form in New and Edit views when the submitting facility meets the stated criteria.
Standard Submission (Users assigned to facility and head office user with case manager access can view all data)
Radio Option Text: Free text box where you can define the radio button option in English
Radio Option Disclaimer: Free text box where you can define the radio option disclaimer in English
Badge: Set the abbreviation and color of the badge for the radio option.
Badge Definition: Free text box for the text as it will be displayed to users on the Event Summary page and the Cases page.
Identifiable Event Data is Anonymized for Head Office (e.g., facility, staff, patient fields). Head Office is defined as users not directly assigned to the facility with access to the event.
Radio Option Text: Free text box where you can define the radio button option in English
Radio Option Disclaimer: Free text box where you can define the radio option disclaimer in English
Badge: Set the abbreviation and color of the badge for the radio option.
Badge Definition: Free text box for the text as it will be displayed to users on the Event Summary page and the Cases page.
Head Office will have no access to the event. Head office is defined as users not directly assigned to the facility with access to the event.
Radio Option Text: Free text box where you can define the radio button option in English
Radio Option Disclaimer: Free text box where you can define the radio option disclaimer in English
Badge: Set the abbreviation and color of the badge for the radio option.
Badge Definition: Free text box for the text as it will be displayed to users on the Event Summary page and the Cases page.
Default Option: If any of the above configurations are in place, the Administrator can select which will be the default option that shows when the user launches the form.
10.4 Closure Rules: This configuration sets the process for if, when, and by whom a case can be closed.
Closure Rule Status: Enabled or Disabled
Closure Rule Name: Free text box where you can name the Closure Rule in a way that will resonate with your organization’s users.
Rule Type:
Form Field: Selected users or users with selected position only can close the events reported through this form that meets the rules configured
User Override: Selected users or users with selected position only can close the events reported through this form if the event does not meet any other field based closure rules.
Form Field Based Conditions: When conditions are met by new and/or existing facilities, the users will be able to close events using the configured submissions options.
Condition criteria options are:
ANY of the conditions are met, or
ALL of the conditions are met
Note: This does not apply when User Override is selected
Events closable by users with positions:
Staff Positions: You can select from a list of staff positions:
Chemist Counter Assistant
Dispensing/Pharmacy Assistant
Pharmacist
Pharmacy Owner
Staff in Training/Supervision
Technician
Other
Facility Management Team
Superintendent
Store Supervisor
Area Manager
Regional Manager
Employment Type
Permanent
Locum
Other
Events closable by users
Select Users: Select from a list of users that have been created within your organization/facility if you would like to designate specific people who can close an event.