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Kareo Help Center

Add Patient Alert

Patient alerts are messages that can be entered in a patient record to alert medical office and billing staff to situations related to the patient that require special attention. An alert message can be set to appear at the top of various records such as when viewing claim details or scheduling an appointment. Alert messages can be edited or removed at any time. Note that you can also create collection alert messages; see section New Collection Category.

To enter a patient alert

  1.  On the Patient record, click the Alerts tab.
  2. Enter the message that you want to have appear on the top of certain windows to alert the staff of special situations. The message should be relatively brief (e.g., "Do not schedule," "Patient needs physical assistance," "Authorization has expired," etc.).
  3. On the right, select which situations you want to prompt the alert to appear.
  4. Click Save.


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