Patient Alerts
Patient Alerts are messages that can be entered in a patient record to alert the medical and billing office staff when there are situations related to the patient that require special attention. These alert messages can be manually entered, edited or removed by the user at any time.
Once an alert message has been entered and the record has been saved, the alert message will appear at the top of various records in the system depending on how the user sets up the alert.
To enter a patient alert, do the following:
1. Under the "Alerts" tab of the patient record, manually enter the message that you would like to have appear on the screen to alert the staff of special situations. The message should be relatively brief (e.g., "Do not schedule," "This patient has a drug problem," "Authorization has expired," etc.).
2. In the "Show Alert Message When..." section, select which situations you would like to have the message appear (e.g., Displaying patient details, Scheduling appointments, Entering encounters, Viewing claim details, posting payments, and/or Preparing patient statements).
3. Once you have added the alert message and made any other necessary changes to the patient record, click the Save button on the Task Button Bar to save the record.
Special Note:
It is important to note that there are actually two different types of alert messages that can be added to the system: Patient Alert messages and Collection Alert messages.
A Patient Alert message is entered under the "Alerts" tab of the patient's record, and is customized to that specific patient.
A Collection Alert message, on the other hand, is an alert message that has been entered in the Alert Message text box of a Collection Category record, and will appear only when the patient has been placed in that collection category, and only when the Show Automatic Alert? checkbox is checked. This type of message is not a custom message for a specific patient, but applies to all patients that have been placed in a specific collection category. This message will automatically appear at the top of an open patient record, encounter record, claim record, appointment record, and under the "Collection Alert" column of the Send Patient Statements wizard until the patient has been removed from the collection category. For more information, see New Collection Category.
Note that both messages will display at the top of a screen if configured to do so. The Patient Alert message will appear as the first message line, the Collection Alert message will appear as the second message line.
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