Alert Editor

Select Editors from the Tools section of the Home ribbon bar. Then, from the General section, open the Alerts editor. (You can also use the Search field to look for the editor you want to work with.)

Create or Edit an Alert - Click New, then edit the New Alert description at the bottom of the list, or select an existing alert to work with. You can type your alert description, or use cut, copy, and paste You can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. tools.

Assign Default Alert Stops - Select an alert description, then check each alert stop you want to enable by default when this alert is added to a patient folder. If you enable the Sign-In Stop, you can optionally prevent the patient from signing into your office. This feature is useful when the front desk needs to speak with the patient before the appointment begins, When you add an alert to a patient, the default stops will be added automatically, but you can adjust them as needed.

Delete Descriptions - Click the record you want to remove, then click Delete. The description is removed from the list, but not removed from any patients that already have the description assigned to them.

Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Apply an Alert to a Patient - Use patient alerts to notify you of important issues. You can view alerts in several places in the patient folder, optionally include alerts on certain reports (including Appointment Day Sheet reports), and flag alerts to pop onto your screen when certain triggers occur. In addition, alerts flagged as medical concerns appear on the summary of the patient's Treatment Hub. See "Patient Alerts" for details.

Online Forms Alerts - Use the Online Form Alerts editor to set up alerts that are triggered when a patient's online form response matches your alert criteria, when a patient is due for a health history update, or when a patient has a document pending in the Online Forms Letter Queue. See "Online Form Alert Editor" for details.

Run the Alert List report to obtain a list of the alert descriptions you have created to use in patient folders. Ad-hoc alerts you typed into patient folders, and descriptions you deleted from the Alerts editor are not included. The report indicates whether the description is flagged as a medical alert.