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            Set Up Care Observation Triggers

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            Set Up Care Observation Triggers

            Use process builder to create care observation triggers when a patient’s care observations don’t meet the care metric target conditions. You can create a trigger to post on Chatter or send an email to notify the user about care observations that fall out of range.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            Define a process for the care observation trigger and give it a name and description.

            1. From Setup, in the Quick Find box, enter Process Builder, and then select Process Builder.
            2. Click New.
            3. Enter a name for the process. For example, Care Observation Trigger. The API Name field is autopopulated. Keep it as is.
            4. Enter a description for your process.
            5. For The process starts when, select A record changes from the picklist.
            6. Save your work.

            See Also

            Add an Object and When to Start the Process

            1. In the Process Builder, click +Add Object.
            2. In the Object field, select Care Observation from the picklist.
            3. For Start the process, select only when a record is created.
            4. Save your changes.

            Add a Criteria for the Action

            1. Click +Add Criteria and enter a Criteria Name. For example, Value Outside Range.
            2. For Criteria for Executing Actions, select Conditions are met.
            3. Set the conditions for the criteria. For Field, select Processing Result from the picklist.
            4. For Operator, select Equal.
            5. For Type, select Picklist.
            6. For Value, select Record processed. Expected value updated. Observation Numeric Value or Outcome Positive does not meet Care Metric Target conditions.
            7. For Conditions, select All of the conditions are met (AND).
            8. Save your changes.

            Set Up an Immediate Action

            1. To define an immediate action, click +Add Action.
            2. Select an action type to send a notification. For example, Post to Chatter.
            3. Enter an action name.
            4. For Post to, select User.
            5. For User, select Search for a user.
            6. Enter the name of the user and the message you want to send.
              To tailor the message for your patient, select a Merge Field.
            7. Save your changes.
            8. Click Activate.
             
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