Patient Alerts

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.

Create Standard Alerts - Use the Alerts editor to create a list of standard alert descriptions to enter into your patient folders. Then, when you add an alert to a patient folder, you can simply choose a description from your list. See "Alert Editor" for details.

Print Alert List - 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. See "Alert List" for details.

Set Up Default Alert Stops for Custom Alerts - Use the Set Default Alert Stops button that appears on a patient's Alerts Editor window to set up your default alert stop locations for custom alerts you create for your patient. These settings are specific to you, and will follow you on whatever computer you log into: Other operators may have different settings.

You can open this feature in multiple ways: Use the method that's most convenient for you.

Patient Folder - Open the patient folder Home page, and enable the Alerts panel. (See "Patient Home Page" for details about opening the patient's Home page and selecting the panel(s) to view. The process is slightly different, depending on whether Normal panel mode or Single Expanded panel mode is enabled in your Visual User Options.) Expand the panel to access the patient's alert editor.

Alert Stop Pop-Up - When an Alert Stop pop-up window appears on your screen, click the Edit Alert link to open the patient's Alert Editor.

Treatment Hub - (Available only if the patient has at least one alert flagged as Medical.) Click an alert description in the Treatment Hub summary to open the Alert editor for the patient.

Scheduler - (Available only if the patient has at least one alert flagged as Medical.) Hover over appointment > Click the alert description.

After opening the patient's Alert Editor, select a description in the Available Alerts box and click Add, or double-click the description. You can then customize the alert details. (See "Alert Editor" for details about your list of alert descriptions.)

First, open the patient's Alert Editor. Type your alert in the text box at the bottom of the patient's Alert Editor to create a unique alert for this patient. Click Add Custom. You can then customize the alert details.

After you add a standard or custom alert to a patient, folder, you can customize the alert stops, dates, and description, audit the alert, and remove old alerts.

Choose Alert Stops - Select the alert to work with, then enable the features / events you want to flag as alert stops. You can enable multiple stops for an alert, if appropriate. The defaults for standard alerts are in your Alerts Editor. The defaults for custom alerts are defined by clicking the Set Default Stops button on the window.

Start / End Dates - Select the alert to work with, then enter the Start Date and optionally the End Date to determine when the alert triggers will be active. The enabled alert triggers will only function during the specified date range. Alerts with no end date will continue to be triggered indefinitely.

Description - Right-click an alert, and select Edit Alert Text to change the description. Click Ok when you are finished.

Audit an Alert - Right-click an alert in the patient's Alert Editor and select Audit to review who created the alert, and when it was created.

Remove an Alert - Select the alert to work with, then click Remove. Or, double-click the description, then confirm that you want to remove it

Save Your Changes - Click Save to save the changes you have made and close the editing window.

You can view a patient's alerts from the Home page of the patient folder, and the Alerts widget of the Patient Information Panel, and view medical alerts from the Treatment Hub.In addition, the Alert Stop pop-up window can appear when specific triggers, such as opening the patient folder, posting a transaction, or scheduling an appointment. occur for the patient.