Add Alert to Patient File

Add an alert to a patients' file to notify practice staff of important information. 

Alert examples:

• Premedication

• See Allergies / Medical Conditions

• Do not schedule

• Patient must pay accounts

1. Go to Patient Records > Patients tab > History sub-tab

2. Click the Alerts icon  

   1. Alert Type: Select the relevant type

   2. Notes: Add extra information to display on the alert

   3. Display Alert for this areas/actions: Select the area(s)/actions to trigger the alert

   4. When to display: Select when the alert should be triggered

      1. Always: The alert will display every time the selected area/action is accessed/performed for this patient

      2. Always Before Date: The alert will display every time the selected area/action is accessed/performed for this patient up until this date

      3. Date Range: The alert will display every time the selected area/action is accessed/performed for this patient between these dates

      4. On This Date: The  alert will appear on the selected date, time and PC selected irrespective of being in the patients' file for the period entered

   5. Click OK
      
      

Click here to Add New Alert Types

Click here to Modify a Patient Alert

Click here to Delete and Inactivate a Patient Alert