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Kareo Help Center

Edit or Delete Patient Alert

Patient Alert messages can be easily edited or removed from the Account tab of the patient record. 

Access the Account Tab

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Account in the left menu. The Account page opens.

 

Patients_Account_KMB.png

Edit a Patient Alert

  1. Click the Patient Alerts tab. Current patient alert messages display.
  2. Click Edit in the upper right of the window. The Alert Message window opens.

Patients_Account_Alert_Edit_KMB.png

 

  1. Edit the Alert Message text, if necessary.
  2. Click to check or uncheck the boxes to select where you would like the alert to display.
  3. Click Save. The updated Alert Message and places where it appears display.
Patients_Account_Alert_EditMessage_KMB.png

Delete Patient Alert

  1. Click the Patient Alerts tab. Current patient alert messages display.
  2. Click Edit in the upper right of the window. The Alert Message window opens.
  3. Delete the Alert Message text.
  4. Click Save. The Alert Message is removed from the patient record.

Patients_Account_Alert_Delete_KMB.png