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Kareo Help Center

Patient Alerts

Updated: 01/23/2020
Views: 2915

Patient Alerts are messages 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. Alerts can be edited or removed at any time. You can also create Collection Category alert messages. 

You will always begin with finding the patient before adding, editing or removing a patient alert.

Add Patient Alert

  1. Find the patient then double click to open. The Edit Patient window opens. 
  2. Click the Alerts tab. 
  3. Enter the Alert Message.
  4. Click to select where the alert displays.
  5. Click Save.
Desktop_EditPatient_AddAlert.png

Edit/Remove Patient Alert 

  1. Find the patient then double click to open. The Edit Patient window opens. 
  2. Click the Alerts tab. 
  3. Make the desired changes to the Alert Message.
    • To remove, delete the Alert Message text.
  4. If applicable, click to select or clear the selection where the alert displays.
  5. Click Save.
Desktop_EditPatient_EditAlert.png
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