Online Form Alert Editor

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.

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

Custom alerts let you choose to pop up an alert at one or more alert stops when the patient's online form response matches your criteria. To create or edit a custom alert, click New, or select an existing alert to work with at the top of the Online Form Alerts section of the window.

To enter the alert details, first choose the form you want to work with and select the question you want to test. Enter the criteria for testing the patient's response to that question. For example, you might choose the question "Frequent Headaches" and the criteria equals "Yes".

Type an alert description (the default is the question text), and enable each feature / event you want to flag as alert stops. For example, you might want the "Frequent Headaches" alert to pop up whenever you open the patient's treatment chart.

When the 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 in an alert pop up window when the selected alert stops are triggered. (See "Patient Alerts" for details about each available alert stop.)

Health History Due Alerts

Signature Required Alerts

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.