Templates — pre-built workflows

Sixteen ready-to-use workflow templates shipped with Carerealm.

When you click New workflow, the dialog offers a blank start plus a curated list of templates. Each template hydrates into a full workflow graph (trigger + conditions + actions) you can then customise.

Shipped templates

  • Severe incident → escalate — fan out a queued form when an incident is logged with high severity.

  • Severe incident → escalate chain — multi-step escalation across managers.

  • Severe incident → post to area channel — Slack-style alert in the area's inbox channel.

  • Missed dose → notify managers — email a manager on every missed eMAR dose.

  • No diary entry for 48 hours — flag silent areas.

  • Welfare check chase — chase outstanding welfare-check forms.

  • Diary mentions "fall" — alert safeguarding when the word "fall" appears in a diary entry.

  • Medication refused → manager — escalate every code-3 recording.

  • CD administered → audit message — log every controlled-drug administration to a CD audit channel.

  • CD administered → audit channel — channel-based variant.

  • Queued form overdue → email manager — overdue chase.

  • Welcome new user — DM a welcome message to invited staff.

  • Weekly audit chase — recurring audit reminders.

  • New staff onboarding sequence — multi-step onboarding workflow.

  • Care plan changed → peer review — queue a peer-review form on About-section updates.

  • New colleague → announce in channel — auto-announce new hires.

Tip — Templates are a starting point, not a finished product. After hydrating one, walk through each node and confirm the recipients, channels, deadlines and message bodies match how your service actually operates.

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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