How to add alerts to the patient
- Alerts can be added to patient files as a visual cue to alert users to important information.
Tip: Alerts must be created before adding them to a patient. These can be configured in Admin > Alert Definition Manger by a Practice Manager or by staff with the appropriate permission level.
- To add an alert to a patient, navigate to the Demographic tab
- Select
Edit Patient - Select
View Patient Alerts
- To add an Alert 1 and/or Alert 2: place a tick in the box next to the relevant alert under the Alert 1 and/or Alert 2 sections
- To add a Patient Alert: update the Manage Alerts section
- Select
Save - Select
Save Patient
- Alerts are visible on the Demographic tab. When there are existing Alerts, the View Patient Alerts button will have a red background. Any Patient Alerts will be visible in the Alert window at the bottom right of screen:
- Alerts are also visible on patient bookings in the Diary.
- When the checkboxes in the Alert 1 and Alert 2 sections are ticked, a 1 or 2 symbol will appear for the patient in the HealthTrack Diary and invoicing screens, to notify users that they need to go to the patient’s demographics to check the alert:
- When a Patient Alert has been added, the patient's booking will appear with a fading colour gradient. Hovering over the booking will display the alert in a "floating note" message box:
