Customize Compliance Tracking Alerts to Meet Your Agency’s Needs

Introduction

Introduction

Synergy EMR by Healthcare Synergy offers a powerful platform to customize compliance tracking alerts that align with your agency’s specific regulatory and operational requirements. This guide will walk you through how to tailor these alerts to help your team stay informed and compliant efficiently.

Accessing Compliance Settings

To begin customizing your compliance alerts, first log into your Synergy EMR dashboard and navigate to the Compliance Settings section. This is the central location where all compliance alerts and parameters can be managed.

Customizing Alert Types and Parameters

Within Compliance Settings, you can select different alert types such as visit scheduling, documentation deadlines, medication tracking, and other critical compliance activities. For each alert type, adjust parameters including thresholds that trigger alerts, notification delivery methods, and designate which staff members will receive each alert.

Setting Alert Thresholds

Define specific criteria that determine when notifications should be sent. For example, set a deadline alert to notify staff 24 hours before a documentation due date or adjust medication tracking alerts based on your agency’s protocols.

Choosing Notification Methods

Customize how alerts are delivered, such as via email, in-app notifications, or both, ensuring your team receives timely and accessible reminders.

Assigning Alert Recipients

Designate specific clinicians, managers, or compliance officers to receive alerts relevant to their responsibilities, promoting accountability and proactive compliance management.

Benefits of Customizing Compliance Alerts

Tailored compliance alerts help reduce the risk of missed documentation, improve adherence to regulatory standards, and enhance overall agency efficiency. By configuring alerts to your agency’s unique workflows, your team spends less time managing compliance manually and more time delivering quality care.

Need Assistance? Contact Support

If you need detailed guidance or help optimizing your compliance tracking alerts, Healthcare Synergy’s dedicated U.S.-based customer support team is available weekdays from 6:00 AM to 10:00 PM PST. Reach out to ensure your agency gets the most from Synergy EMR’s compliance features.

Additional Resources

• Synergy EMR User Guide – Compliance Alerts Section
• Training Videos on Compliance Management
• Healthcare Synergy Support Portal