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Kareo Help Center

Add, Edit, or Delete Patient Alert

Updated: 01/17/2020
Views: 820

A patient alert is a message that can be entered in a patient record to alert medical office staff to situations related to the patient that require special attention. An alert message can be set to appear in various places throughout Kareo, including the patient's details, when scheduling appointments, and on encounters. Alert messages can be edited or removed at any time. 

Access Patient Alerts

  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. The Account page opens.
  4. Click the Patient Alerts tab. The Alert Message page opens.
  5. Click Edit. The Alert Message editor opens.
Platform_PatientAlert_Edit.png

Add Patient Alert

  1. Enter an Alert Message text.
  2. Click to select where the alert displays.
  3. Click Save when finished.
Platform_PatientAlert_Add.png

Edit or Delete Patient Alert

  1. Make desired changes to the Alert Message text.
    • To delete, remove the Alert Message text.
  2. Click to select to add or remove where an alert displays.
  3. Click Save when finished.
Platform_PatientAlert_EditorDelete.png