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eMAR: Set up notification alerts

How to configure eMAR notification alerts in Client Manager.

Written by Billy Dilks

Workflow rules can be configured to generate notifications for eMAR-related events, allowing users or groups to receive alerts when specific medication or client feedback events occur. Examples of events that can trigger notifications include:

  • Missed medication

  • Medication not administered

  • Medication stock is low

To receive these alerts, a workflow rule must be created in the Settings application.


Configure eMAR notification alerts

  1. Log in to CM New World.

  2. Open the Settings application.

  3. Click Workflow from the menu on the left side.

  4. In the Workflow Rules section, click Add New Rule.

  5. Configure the required Trigger and Filter Type for the rule.

  6. Select the user or group that should receive the notification.

  7. Click Save Rules.

The workflow rule is now active and notifications will be generated when the specified conditions are met.


Viewing notifications

Notifications generated by workflow rules display in the Client Manager application. Users receive alerts through the notification centre, indicated by the notification count next to the bell icon.

📌 Note: If notifications are configured for specific groups, the notification count will increase only for the relevant users. However, the To-Do List is not filtered by group — when users open the To-Do List, they can view all notifications for the agency, regardless of which group the notification was assigned to.


Troubleshooting

If notifications are not being received, check the following:

  • Confirm the workflow rule has been saved.

  • Verify the correct trigger and filters have been selected.

  • Ensure the appropriate user or group has been assigned to the rule.

  • Check that the triggering event has occurred since the workflow rule was created.

If the issue persists, raise a new case online and reference the title of this article.

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