Alert


Last updated: 2026-03-29

Patient Alerts Overview

The Alert module allows you to place important warning flags on a patient's medical record. These alerts highlight critical information—like severe allergies, fall risks, or behavioral notes—ensuring that any staff member opening the patient's file sees the warning immediately.

When Do I Use This?

  • When a patient has a severe, life-threatening allergy (e.g., Penicillin, Peanuts).
  • When clinical staff need to be aware of a physical risk (e.g., "High Fall Risk", "Requires Two-Person Transfer").
  • When administrative staff need a warning regarding clinic policies (e.g., "Special Billing Requirements").

How To Use

Adding a New Alert to a Patient

  1. Navigate to the Patient Alerts section from the main menu.
  2. Click the + New button.
  3. Select the Patient from the dropdown list.
  4. Choose the Alert Type (e.g., Allergy, Fall Risk). Note: Once you select a type, the system will automatically fill in a standard message for you!
  5. Review or edit the Message to add specific details about this patient.
  6. Ensure the Active checkbox is checked.
  7. Click Save. The alert will now appear on the patient's dashboard.

Setting up Alert Categories, Priorities, and Types (For Managers)

Before staff can assign alerts, managers need to define what types of alerts exist.

  1. Create Priorities: Go to Alert Priorities. Add levels like "High", "Medium", and "Low" and assign them a Color (e.g., Red for High). This color will show up on the patient's chart.
  2. Create Categories: Go to Alert Categories to group alerts (e.g., "Clinical", "Administrative").
  3. Create Types: Go to Alert Types. Name the specific alert (e.g., "Latex Allergy"), assign its Priority and Category, and type a standard Template message. This template saves your staff time by auto-filling the message box when they use this alert type.

Field Descriptions

Patient Alert Form

Field Name Description
Type The specific kind of alert being added (e.g., Asthma, Fall Risk). Selecting this will automatically load a pre-written message template.
Patient The patient who needs this warning on their record.
Active Check this box to make the alert visible. Uncheck it if the alert is no longer relevant (e.g., an resolved temporary condition) to hide it without deleting the history.
Message The actual warning text staff will read. You can customize the auto-filled template with specific notes.

Alert Type Setup Form (Management)

Field Name Description
Name The title of the alert type (e.g., "Diabetic").
Category Groups the alert into a broader bucket (e.g., Clinical vs. Admin).
Priority Determines how urgent the alert is. The priority dictates the color of the warning flag on the patient's chart.
Template Standard text that automatically drops into the message box whenever a user selects this alert type.
Tip: Use the Active toggle instead of deleting old alerts. This keeps a complete medical history of past risks or issues for the patient while keeping their current dashboard clutter-free!
Tip: Choose highly visible colors (like Red or Orange) when setting up High Priority items so they immediately catch the eye of the attending doctor or nurse.