Patient Alerts

Updated: 09/25/2024 | Views: 11488

Patient Alerts are messages entered in a Patient record to alert medical office and billing staff to situations related to the patient that require special attention. An alert message can be set to appear at the top of various records such as when viewing claim details or scheduling an appointment. Alerts can be edited or removed at any time. You can also create Collection Category alert messages.

You always begin with finding the patient before adding, editing or removing a patient alert.

Add Patient Alert

  1. Find the patient then double click to open. The Edit Patient window opens.
  2. Select the Alerts tab. The patient alert information displays.
  3. Enter the Alert Message.
  4. Click to select where the alert should displays.
  5. Click Save.
 Desktop_EditPatient_AddAlert.png

Edit/Remove Patient Alert

  1. Find the patient then double click to open. The Edit Patient window opens.
  2. Select the Alerts tab. The patient alert information displays.
  3. Make the necessary changes to the Alert Message.
    • To remove the alert, delete the Alert Message text.
  4. If applicable, click to select or clear the selection depending on where the alert should display.
  5. Click Save.
 Desktop_EditPatient_EditAlert.png