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Clinical messaging

Escalation policies

A message that needs an acknowledgement is only safe if someone notices when it isn't acknowledged. An escalation policy closes that gap automatically.

"Room 4 fall risk — reposition every 2 hours" demands an acknowledgement. If the on-call aide is asleep or off-grid, that unacknowledged message is a patient-safety gap. An escalation policy closes it: if a message asking for acknowledgement isn't acknowledged within a set time, Rounds automatically escalates to the next on-call tier — it pings the backup, then the next one, until someone confirms.

What a policy is

An escalation policy is an ordered list of steps. Each step says: "wait this many minutes, then notify this clinical role at this tier." A typical policy reads like a clinical chain of command:

  • Step 1 — wait 5 minutes, then notify the On-call RN, tier 1.
  • Step 2 — wait another 5 minutes, then notify the On-call RN, tier 2 (the backup).
  • Step 3 — wait another 10 minutes, then notify the Charge Nurse.

Each step targets a clinical role, never a named person. That's deliberate — escalation should follow whoever is on call, resolved at the moment the step fires, not whoever happened to be on call when the message was first sent.

Creating a policy

Escalation policies are an agency-admin setting. The page lives inside Settings, in the Agency administration section.

  1. Open Settings

    In the top-right navigation bar — visible from the chat workspace and most screens — click Settings.
  2. Find Agency administration

    Scroll to the Agency administration panel near the bottom of the Settings page. It's badged Admin and only appears for agency admins.
  3. Click Escalation policies

    Choose the Escalation policies card. The policy editor opens.
  4. Build the ladder

    Click New policy, name it, then add a step for each tier you want the message to climb — set the wait before each step and pick the clinical role and tier it notifies.
Steps 2-3 — in Settings, the highlighted Escalation policies card opens the editor.
The escalation policy editor — each step waits, then notifies a role at a tier.

A policy can be attached to a channel as its default, so every acknowledgement-required message in that channel is covered without anyone having to remember. A sender can also pick a policy per message.

What happens after you send

  1. The clock starts

    You send an acknowledgement-required message in a channel with a policy. The message shows a live escalation status — "Escalation armed — step 1 in 4:31".
  2. Acknowledged in time? Done.

    If anyone acknowledges before step 1's timer fires, the whole escalation is cancelled. No one is paged. The status flips to "Acknowledged — escalation cancelled".
  3. Not acknowledged? It climbs.

    If the timer fires unacknowledged, Rounds notifies the on-call user for that step's role and tier with a STAT-grade alert, and arms the next step. The status reads "Escalated to On-call RN (tier 2)".
  4. Ladder exhausted

    If every step fires and nobody acknowledges, the status shows "Escalation exhausted — no further coverage". The chain is complete, and every step is recorded in the audit log.

When the schedule and the channel disagree

Escalation never grants access to a message. If a step resolves to an on-call user who isn't a member of the channel, message visibility still applies — the alert only lands if they can actually see the message. Rounds records the gap rather than hiding it, so your agency can see when the on-call schedule and a channel's membership have drifted apart.