You are here: Edge Help > Online Forms > Set Up Online Forms > Online Forms Alerts Editor

Set Up Online Form Alerts

Use the Online Form Alerts editor to set up notifications regarding online form results and required actions.

How to Get Here

Home ribbon bar > Editors >General > Online Form Alerts. (You can also search for the editor you want to work with.)

Click Editors from the Tools section of the Home ribbon bar.

Select General in the list at the left and select the Online Forms Alerts option.

Setup

Create an alert - Click New, then complete the Edit Online Form Alertsfields, described below.
Edit an alert - Select the alert to work with, then review and change the Edit Online Form Alertsfields, described below.
Online Forms Alert Fields - Select the form type (applicable only if you have multiple online form types), the question and responseto test, and specify the alert stop flags. When that online form is linked to a patient, and the patient's response matches the tested criteria, the Alert Description (not the response from the online form) will display.
Delete an alert - Select the alert you wish to remove, and click Delete.
Health history update alerts - Enable the Create alerts for health history updates option in the Automated Alerts section of the window, and enter the number of months you would like between updates. Your system will then keep track of the last time a patient completed an online health history form, and create an alert when it is time for an update. The alert is automatically removed when a new online health history form has been linked to the patient folder.
Action required alerts - Enable the Create alerts for forms that require signatures option in the Automated Alerts section of the Online Forms Alerts editor to activate an alert whenever a patient is linked to an online form that has a mail merge document associated with it. The alert is automatically removed once the document is merged or deleted. (See "Use the Online Forms Letter Queue" for details.)