Staff members can create an alert so other staff members are made aware of an issue with a client. For example, maybe the billing person needs updated insurance information for a client or the client has a past due on their account. An alert can be created so the clinician can follow up with the client.
If the client is shared, the alert will be seen by all assigned clinicians. Only one alert can exist at any one time.
Creating an Alert
Navigate to the client's chart and click on the Alert Message tab on the right side.
Click on +Client Alert
Fill in the Name and Description boxes as needed. Please avoid from putting more than one or two sentences in the Description box. Keep the contents of both boxes brief.
In this example we are asking for a new insurance card.
When an alert is created, the client's name will turn red. This indicates that there is an alert. Depending on the checkboxes that get checked (see above) the client's name will appear in red in one or more of the following locations.
Appointment Window
The Dashboard
The Clients Information page
The Open Invoices page in the main Billing area.
When you are creating the alert, check the appropriate boxes and click SAVE when done.
You can edit or delete the alert as needed after it is saved by clicking on the edit button shown below:
The creator of the alert will be shown along with the date and time the alert was created. The creator could be any staff member who has rights to do so. For example, a scheduler, billing person or clinical director could create an alert for a client for the clinician to see.