Patient Alerts

Use patient alerts to notify you of important issues. Open the Alerts panel of the patient folder Home page to add and edit alerts. You can include alerts on certain reports (including Appointment Day Sheet reports), and flag alerts to pop onto your screen when certain triggers occur. In addition, alerts flagged as medical concerns appear on the summary of the patient's Treatment Chart.

Get Started

• Create standard alert list - Create a list of standard alerts to enter into your patient folders. Then, when you add an alert to a patient folder, you can add a description from your list as-is or type a unique alert for the patient. See "Set Up Alert List" for details.

How to Get Here

• View alerts - Patient folder > Patient tab > Alert field. (See "Patient Tab" for details.) In addition, the Alert Stop pop-up appears whenever specific triggers, such as opening the patient folder, posting a transaction, or scheduling an appointment. occur for the patient.

   

  

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• Add / Edit alerts - To open the Edit Alerts window (where you can add, edit, and remove alerts), click the G beside the Alerts field. Or, click Edit Alert when you see the Alert Stop pop-up (described below).

   

  Click G beside the Alerts field.

  

  Click Edit Alert from the Alert Stop pop-up.

  

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• You can also go to the Actions shortcut menu to open the Edit Alerts window for a patient. Or, show the alert popup from the shortcut menu View options.

   

  

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• In addition, you can You can also view medical alerts on the Treatment Chart, and optionally on several reports. Also, you can flag the Alert Stop pop-up to appear whenever specific triggers occur for the patient.

Use This Feature

• View alerts from Patient tab - Click in the Alerts field to see all active alerts for the patient. You can also use the arrows at the right edge of the field to scroll through the alerts. Those preceded by (MED) are medical alerts.

   

  

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• View alerts from Treatment Chart - Alerts flagged as medical concerns (described below) appear in the patient summary of your Treatment Chart. These alerts appear red.

   

  

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• View alert stop pop-up - When you access a feature or event that has been flagged as an Alert Stop, and today's date is within the alert date range, the alert pops onto your screen. The alert colors identify the alert type, or category, it is assigned to. Review the alert, then click the popup box or press Enter to continue, or click Edit to open the Edit Alerts window for the patient. See Alert Stops below for your alert stop choices.

   

  

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• Add a standard alert - Click G from the Alert field of a patient folder, or click Edit from the Alert Stop pop-up to open the Edit Alerts window. Then, select a description in the Available Alerts box and click Add. You can then customize the dates and alert stop triggers (described below) for the alert. (See "Set Up Alert List" for details about your list of alert descriptions.)

   

  

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• Add a custom alert - Click G from the Alert field of a patient folder, or click Edit from the Alert Stop pop-up to open the Edit Alerts window. Then, click Custom and type your alert in the text box at the bottom of the panel to create a unique alert for this patient. You can then customize the dates and alert stop triggers (described below) for the alert.

   

  

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• Alert details - Select the alert to work with and click Edit, or right-click the alert and select Edit, then enter the Start Date and optionally the End Date to determine when the alert stops will be active. If today's date does not fall in that range, the alert remains in the patient folder, but any assigned alert stops will not function. You can also edit the alert description, and assign an Alert Type, or category, to the alert. Note that when an alert pops onto your screen, it appears in the color of its assigned Alert Type.

   

  

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• Alert stop triggers - Select the alert to work with, then enable the features / events you want to flag with an alert stop. Then, when you try to go to that feature for this patient during the time range indicated by the Start Date and End Date , the Alert Stop pop-up will appear first. You can enable multiple stops for an alert, if appropriate. (Use the Properties button that appears on the Edit Alerts window to set up your default alert stop flags.)

   

  

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  • Medical alert / tx chart - Enable this option to show this alert in red whenever it appears in a patient folder, and to include it in the treatment chart patient summary. In addition, you can choose to include medical alerts in several trigger an alert stop sign whenever you open the patient's treatment chart. In addition, the alert will appear in red in the treatment chart patient summary.

  • Patient tab - Enable this option to trigger an alert stop sign whenever you open the Patient tab of the patient folder. (See "Patient Tab" for details.)

  • Patient folder stop - Enable this option to trigger an alert stop sign whenever you first open a patient folder. (See "Open Patient Folders" for details.)

  • Appointment stop - Enable this option to trigger an alert stop sign whenever you begin to schedule an appointment for the patient. In addition, the appointment stop alert will trigger whenever you drag and drop an appointment from a Grid Bar onto your schedule. (See "Confirm Appointments" for details.)

  • Post transaction stop - Enable this option to trigger an alert stop sign whenever you open the Post Transaction window for the patient.

  • Ledger stop - Enable this option to trigger an alert stop sign whenever you open the patient's Ledger page. (See "Patient Ledger" for details.)

  • Appointment history - Enable this option to trigger an alert stop sign whenever you open the appointment history for the patient. (See "Appointment History" for details.)

  • On-Deck Sign-In - Enable this option to trigger an alert stop sign whenever the patient signs into your office. Note that the alert is triggered only from the sign-in screen, and not if you sign the patient in by right-clicking the appointment in your schedule. (See "Use Patient Sign-In" for details.)

• Audit an alert - Right-click an alert and select Audit to review who created the alert, and when it was created.

• Remove an alert - Select the alert to work with, then click Delete.

   

  

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• Save your changes - Click Ok to save the changes you have made without closing the patient folder.

Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Notice!

• Print alert list - Run the Alert List report to generate a printed copy of your alert descriptions. See "Alert List" for details.

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