This article outlines how to add new event types into the list of reportable options in your system.



Adding new event types to your list of options needs to be completed by Radar Healthcare. You cannot currently edit event types yourself. 



N.B Please note there may be an additional charge to add new event types into your system. Ask your Customer Success Manager if you are unsure.


We have 5 steps to help us understand and complete your request as quickly as possible. Watch the video or read more about each step below.


Watch time: 2:35 minutes



Step 1: PLAN


Make sure you download the Event Workflow Spreadsheet from the bottom of this article which is used to document and communicate workflow configuration. 


  • Add the details of the new Event to the Events Summary tab. 


  • Make a copy of the TEMPLATE tab which contains an example event workflow.  Rename the copy of the TEMPLATE to match the name of your new event, and write out the workflow steps you would like to appear on the event workflow.


  • Finally, add any email notifications for your new event to the Triggered Email Summary.

Step 2: CONFIGURE


  • Please ensure any new forms you require for your workflow are created in the Form Editor.  Any existing forms used on other workflows can be included in your new event in their current form.


Step 3: COMMUNICATE


  • Highlight the new event on the Event Summary tab.  This ensures we can easily identify the new event.


An image showing a new event on the Event Summary Tab highlighted in yellow.

  • Please submit your changes to the Radar Healthcare Support Team and ensure your annotated and highlighted workflow spreadsheet is attached to your request. Either create a ticket here in the Support Portal, or email support@radarhealthcare.com.

Step 4: TEST


  • Radar Healthcare will implement your changes on your Staging site. We aim to make the new event available to test within 5-15 working days, depending on the complexity.

  • We will ask you to test the changes to ensure you are happy they have been carried out to your needs, and pick up on any questions or queries.
    See ‘Test Your Event Configuration’ and ‘Test Your Analytics and Data Reporting’ for guidance and tips to check that the amendments meet your requirements. 

Step 5: SIGN OFF


  • Once you are happy with the changes please confirm on your Support Ticket and the changes will be transferred to Live.


  • Your workflow spreadsheet will be updated to reflect the changes and the highlighted colours removed.  This will now be your most up-to-date version of the spreadsheet.