Using the Patient Window

Working with Patient Alerts

Patient alerts are displayed automatically when you access a patient's record.

You can also access alerts by clicking Alerts on the global banner, or the Alerts tab at the bottom of the Workspace window. You can sort the alerts list by date or type. From the alerts window or tab, you can add, edit, delete, copy, or print an alert.

• Use the Patient Workspace Preferences window to deselect the option to display Alerts automatically.

The following icons at the top of the workspace indicate the presence of alerts:

  FinancialFinancial   Example: Unpaid balance, or Rejected claim.

  PersonalPersonal   Example: Does not drive, or Spouse in waiting room requests frequent updates.

  MedicalMedical   Example: Allergic to Penicillin, or Known heart condition.

• Critical alerts are displayed with a red exclamation point (!) at the top of the list by default, unless you click the Date column heading to sort the list by date.

The Alerts window is displayed automatically when you access a patient's record. Alert details are displayed at the top of the EMR window and on the Alerts tab of the Workspace.

Adding Alerts

To add an alert to a patient’s record:

1. From the Alerts window or tab, click New. The Add Alert window is displayed.

2. From the Alert Type drop-down list, select an alert type: Financial, Medical, or Personal.

3. The Created By and Date Entered fields are populated automatically, but you can type a different date, if necessary.

4. In the text field, type the alert message.

5. Select Critical if the alert is critical and must not be missed. Critical alerts are displayed with a red exclamation point (!) at the top of the alerts list.

6. Click Ok.

Editing, Deleting, Copying, and Printing Alerts

• Select an alert and click Edit or Delete. You are prompted to confirm the action.

• Select an alert and click Copy. You are prompted to select another patient. The Add Alert window for that patient is displayed. Save the alert for the patient.

• Click Print. The Print Alerts Report window is displayed. Click Preview to view the report prior to printing, or click Print to generate the report.

• You can also select Reports > Patient > Alerts.

Alert Reports

To print an alert report for a range of patients, dates, or specific types:

1. Select Reports > Patient > Alerts. The Patient Alert Report window is displayed.

2. Set the last name or alert date range, or both, to include in the report.

3. Select which types of alerts to include.

4. Click Print. The Print Alerts Report window is displayed.

5. Click Preview to see the report prior to printing, or click Print to generate the report.

Sample Report