Add Alert to Patient File

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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  mceclip0.png

    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
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Click here to Add New Alert Types

Click here to Modify a Patient Alert

Click here to Delete and Inactivate a Patient Alert

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