Patient Enrollment

Enrollment determines which patients are eligible to generate Clinical Alerts notifications. Alerts are generated only for patients who are actively enrolled at the time qualifying document-driven activity is processed within an active observation window. Enrollment is evaluated prospectively. Changes to enrollment do not apply retroactively.

Enrollment does not trigger alert generation and does not initiate document retrieval. Alerts are generated only when qualifying document-driven activity occurs.

Clinical Alerts supports two group-based enrollment models: Limited Enrollment and All-Tenant Enrollment. Only one model may be active per tenant.

Enrollment Models

Both models use a FHIR Group resource to represent eligible patients. They differ only in how group membership is established and maintained.

Limited Enrollment

Limited Enrollment allows your organization to explicitly control which patients are monitored.

Under this model:

• Your organization creates and manages a FHIR Group.
• Patients are explicitly added to or removed from the group.
• Alerts are generated only for patients included in the enrolled group.

Enrollment changes apply prospectively:

• Adding a patient enables alert eligibility for future qualifying activity.
• Removing a patient stops alert generation for subsequent qualifying activity after propagation completes.
• Enrollment changes do not generate alerts for past document exchange activity.

Your organization is responsible for maintaining group membership to reflect intended patient populations.

All-Tenant Enrollment

All-Tenant Enrollment applies alert eligibility to all patients associated with your tenant.

Under this model:

• A FHIR Group with the all-patients characteristic represents the tenant population.
• Group membership is derived automatically from tenant-level patient association.
• Individual patients cannot be selectively removed from alert eligibility while this model is active.

Newly available patients within the tenant are included automatically. Removing a patient from the tenant stops alert generation after propagation completes.

Enrollment Timing and Evaluation

Enrollment is evaluated when qualifying document retrieval is processed within an active observation window. Because processing is asynchronous, enrollment changes may require several minutes to propagate before affecting eligibility.

Enrollment must be active at the time qualifying activity is processed. If a patient is enrolled after document retrieval and analysis have already completed, no alert is generated for that prior activity.

Responsibilities

Your organization is responsible for:

• Selecting the appropriate enrollment model.
• Managing group membership when using Limited Enrollment.
• Ensuring enrollment reflects intended patient populations.

Health Gorilla is responsible for enforcing enrollment eligibility during alert evaluation.