Adding alerts to invoices and patients

Introduction

Invoice Notes and Patient Notes can be flagged with an Alert status. Alerts may be used for medical purposes such as significant allergies, previous anaesthetic issues etc, or for admin/financial purposes such a bad debtors, important reminders to other staff etc.

As the name suggests, Patient Notes are attached to the patient record and will show across the site on the patient and invoice views, while Invoice Notes only display on that invoice. Choose the appropriate type of note - e.g significant medical issues should be a Patient Note so they will appear whenever that patient or their invoices are viewed.

To set an alert

When adding or editing a note, on the Edit Note screen, you can tick the Show Alert check box at the bottom of the window. 

Viewing alerts

Whenever an alert is set on a note, the relevant tab will be highlighted with a red background. When viewing that tab, alert notes have a pink background for easy identification.

Alert notifications

Whenever a patient or invoice record with an alert note is viewed, an ALERT will pop up on the screen to bring it to your attention.

Clearing alerts

To clear an alert you can either un-tick the Show Alert checkbox on the note or delete the whole note from the Notes tab.

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