Create or Edit an Alert Group for After-Hours On-Call Alerts - Admin Panel

Purpose: Provide step-by-step instructions to add a new Alert Group or edit an existing one, and explain each field.

Before you start

• Confirm that your on-call providers are assigned as Primary, Backup 1, and Backup 2 in your on-call schedule.

• Decide the alert type you need: Doctor-based, Call-type based, or Custom.

Add a new Alert Group

1. Go to Admin.

2. Open On-call Schedule Management in the left panel.

3. Select Alert Groups.

4. Select Add to open the Alert Group form.

5. Select Alert Type

   • Doctor-based alert: Choose the doctor.

   • Call-type based alert: Choose the call type or tag such as urgent.

   • Custom alert: Enter a clear name for the policy.

6. Build your alert steps:

   • For Alert 1, set Interval (minutes). Use 0 for immediate notification.

   • Choose Mode: Text, Call, or Email.

   • Under On Call Doctors, select who receives this step: Primary, Backup 1, or Backup 2.

   • Select the plus icon to add more steps. Repeat interval, mode, and who for each step.

   • Use increasing intervals to create an escalation path.

7. Select Save. Your new group appears in the list and is ready to attach to on-call schedules.

Edit an existing Alert Group

1. Go to Admin → On-call Schedule Management → Alert Groups.

2. Open the group you want to change.

3. Update the Alert Type settings if needed.

4. Adjust steps: change Interval, Mode, or Who. Use the plus icon to add steps. Remove any step you no longer need.

5. Select Save to apply the changes.

Use the Alert Group in an on-call schedule

1. Open Admin → On-call Schedule Management → On Call Schedule.

2. Create or edit the schedule for after-hours.

3. In the schedule setup, choose the Alert Group you created.

4. Save the schedule.

Input forms reference

• Select Alert Type: Controls when the group applies.

• Interval (minutes): Delay before moving to the next step if unresolved.

• Mode: Delivery channel used for the step.

• On Call Doctors: The target role for the step. SimboConnect supports Primary, Backup 1, and Backup 2.

Tips and good practices

• Start with a simple two-step pattern: 0 min Text to Primary, then 15 min Call to Primary. Add further steps only if needed.

• Keep intervals realistic. Typical patterns are 0, 10–15, 30 minutes.

• Use Call for escalations where acknowledgement is critical.

• Avoid duplicate steps that notify the same person in the same way without added value.

• Review and test after saving. Place a test call during a low-risk window to confirm delivery paths.

• Document the meaning of each Custom group name in your internal runbook so the team picks correctly during scheduling.