Alerts   

There are 3 different types of Alerts.

• Birthday (you may also select a # of days before and/or after the birthday)
  
• Treatment Counter (Based on Rules in their Active Treatment Counter)
  
• Patient Balance Due (optional - more than a specific amount before Alert is triggered)
  

Alerts can be for a specific User or for a Group.

Alerts may appear in:

• the Appointment Window
  
• Scheduling Window
  
• Check In Window
  

Each User can select to have their Alerts:

• Display as a Flashing Button
  
• Display in a pop up window (not recommended if patients can view monitor)
  
• or Do Not Show Alerts
  

Click the Admin Icon

Click the Alerts Button

Add Button:  To Add a New Alert, click the Add Button

Delete Button:  Highlight an Alert and click the Delete Button to Delete the Alert

For:  Select who the Alert is for, User or Group

If you select User, then select the User the Alert is for. 

If you select Group, then select the Group the Alert is for.

Type:  Type of Alert:

• Birthday (Alerts on or near patient's birthday)
  
• Treatment Counter (Based on Active Treatment Counter)
  
• Patient Balance
  

Location: Where the Alert will appear

• Appointment Window
  
• Scheduling Appointment
  
• Check in Window
  

Note:  If you would like the Alert to appear in All 3, repeat these steps for each location

To Add an Alert

Click the Add button

Who the Alert is for:

If you select User, then select the User the Alert is for. 

If you select Group, then select the Group the Alert is for.

Where to show this Alert:

Where the Alert will appear

• Appointment Window
  
• Scheduling Appointment
  
• Check in Window
  

Type of Alert Birthday:

Select Birthday

Click the Next button

Make your selection(s) for when you would like the Alert appear

Click the Finish button

Type of Alert Treatment Counter:

Select Treatment Counter

Click the Next button

Note:  The Treatment Counter notifications are set in each Treatment Counter.

Click the Finish Button

Type of Alert Patient Balance Due:

Select Patient Balance Due

Click the Next button

Select More Than or Equal to and More Than

Enter an Amount

Click Finish

Note:  In Admin / Users / Edit User, you may select for each User whether the Alert is:

• Displayed as a Flashing Button
  
• Displayed in a Pop up window (not recommended if patient can view monitor)
  
• Or Do Not Show Alerts
  

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Print the Alerts.pdf below for easy reference