Patient Alerts

Use patient alerts to notify you of important issues. You can view alerts in several places in the patient folder, optionally 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.

Create Standard Alerts - Use the Alerts table to create a list of standard alert descriptions to enter into your patient folders. Then, when you add an alert to a patient folder, you can simply choose a description from your list as-is, as well as type a unique alert for the patient. See "Alert Table" for details.

Print Alert List - Run the Alert List report to review the list of default alert descriptions you have created. The report indicates whether the description is flagged as a medical alert. See "Alert List" for details.

Create Alert Types List - Use the Alert Type table to create a list of categories that you can assign to patient alerts. When an Alert Stop pop-up window is triggered for a patient, the alerts are color-coded according to their assigned Alert Types. See "Set Up Alert Types" for details.

Set Up Default Alert Stops - Use the Properties button that appears on a patient's Alerts Editor window to set up your default alert stop locations. These settings are specific to you: Other users that log into ViewPoint with a different username and password may have different settings.

You can open this feature in multiple ways: Use the method that's most convenient for you.

ViewPoint Shortcut Menu - Actions > Edit Alerts. (Or, press Alt+A on your keyboard to open the Actions menu options.) If a patient record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with.

Patient Folder - Patient Tab > Alert Field > G.

Alert Stop Pop-Up - When an Alert Stop pop-up window appears on your screen, click the Edit Alert button to open the patient's Alert Editor.

Treatment Chart - (Available only if the patient has at least one alert flagged as Medical.) Click the red !! button in the Treatment Chart summary to open the Alert Stop pop-up window, then click the Edit button on the pop-up window to open the patient's Alert Editor.

After opening the patient's Alert Editor, select a description in the Available Alerts box and click Add. You can then customize the alert details. (See "Alert Table" for details about your list of alert descriptions.)

First, open the patient's Alert Editor. Click Custom (or press Alt+C on your keyboard), and type your alert in the text box at the bottom of the patient's Alert Editor to create a unique alert for this patient. You can then customize the alert details.

After you add a standard or custom alert to a patient, folder, you can customize the alert stops, dates, and description, audit the alert, and remove old alerts.

Choose Alert Stops - Select the alert to work with, then enable the features / events you want to flag as alert stops. You can enable multiple stops for an alert, if appropriate. The defaults are defined by clicking the Properties button on the window.

Edit Description, Dates, and Alert Type - 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 triggers will be active. The enabled alert triggers will only function during the specified date range. Alerts with no end date will continue to be triggered indefinitely. You can also edit the alert description, and assign an Alert Type, or category. When an Alert Stop pop-up window appears, the alerts are color-coded according to their assigned Alert Types.

Audit an Alert - Right-click an alert in the patient's Alert Editor 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.

Save Your Changes - Click Ok to save the changes you have made and close the editing window.

You can view a patient's alerts from the ViewPoint shortcut menu, the Patient tab of the patient folder, and view medical alerts from the Treatment Chart.In addition, the Alert Stop pop-up window can appear when specific triggers, such as opening the patient folder, posting a transaction, or scheduling an appointment. occur for the patient.