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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 in the top navigation search box.
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet opens.
  3. Click Account on the left menu. The patient's Account history opens to the Account tab.

 

KMB access account tab.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.

 

KMB edit patient alert 1.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.
KMB edit patient alert 2.png
The updated Alert Message and places where it appears display. KMB edit patient alert 3.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.

 

KMB delete patient alert 1.png

  1. Delete the Alert Message text.
  2. Click Save. The Alert Message is removed from the patient record.
KMB delete patient alert.png