How to Create and Manage Custom Patient Alerts
Target release date for this feature - 1/24/2022
Custom Patient Alerts will allow users to set an alert in the patient summary. Users can choose to display these alerts within the Checkout, Claims, EHR, Patient Summary, and Scheduler modules.
This article will show you how to create a new patient alert as well as manage existing reports.
How to Create a Custom Patient Alert
1. Select Patient > Summary > New Alert
2. Type in the alert, then select where you would like the alert to appear > Save
For each module selected, the alert will automatically pop open when that page is accessed.
3. This Alert is visible with the red warning sign on the Home screen and the appointments page in the Scheduler.
Click on the red warning sign to view alert.
4. When the alert pops up, users can edit or delete it
5. Or users can double click on the alert in the patient summary to open and make any changes
