Version 21.3
Path: Clinical > Patient Chart > Communication > Alert Setup
Create an Alert
If you have the Alerts_Modify security permission you will have the ability to create a patient alert.
To Create a new alert:
- Open a patient's chart.
- Navigate to Alert Setup under Communication.
- Click + New Alert.
- Enter a Name into the Alert Name field.
- Enter what you want the alert to say in the Alert Description field.
- Select one or more departments from the Department drop-down list (optional).
- Select a financially linked sibling to copy the alert to.
- Verify the Start date and change if needed (optional).
- Enter an End date if the alert should only be presented for a specific timeframe (optional).
- Check one or more options under Present Alert When section.
- Click Save.
Modify an Alert
If you have the Alerts_Modify security permission you will have the ability to modify a patient alert.
To Modify a new alert:
- Open a patient's chart.
- Navigate to Alert Setup under Communication.
- Select the alert from the grid.
- Make the necessary changes.
- Click Save.
Mark an Alert Inactive
Alerts will remain active and continue to present until an End Date is entered. Once an end date has been entered the Alert will no longer present ON or AFTER that date.
The alert can be made visible in the alerts grid by unchecking the Hide Inactive Alerts checkbox and can be reactivated by removing the End Date.
Note: Marking an alert complete from the Alert pop-up will put an end date of Today and the alert will no longer present itself. |
Delete an Alert
If you have the Alerts_Modify security permission you will have the ability to Delete a patient alert.
Warning: Deleting an alert completely removes it from the grid. The only record of it existing will be in the audit log. |
To delete an alert permanently:
- Open a patient's chart.
- Navigate to Alert Setup under Communication.
- Select the alert from the grid.
- Click the Trash Can icon.
- A confirmation message will appear:
- Click Delete to delete the alert, OR,
- Click Cancel to return to the patient alert setup.
Sort/Filter the Alerts Grid
The columns of the patient alert grid can be sorted or filtered when clicking the ellipses next to the column header. Then, you can choose to sort by that column in Ascending or Descending order, or select the Filter button to filter the grid by the specifics you enter for that column.
