-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. Click the navigation menu > Patients > Patients page > 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

      
      

Links: 

Add New Alert Types

Modify a Patient Alert

Delete and Inactivate Patient Alerts