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Kareo Help Center

Edit Patient Alert

Patient Alert messages can be easily edited 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.


PF 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.


PF 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.

PF edit patient alert 2.png

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