Permissions Required: Clinic Staff must have Administrator, Billing Manager, Front Office, or Operations Manager assigned in order to manage Alerts for other users.
Fusion Enterprise understands that managing all of your cases is a critical function of any practice. We have ensured that you can run all of your practices front office needs through the system and make it as easy as possible. This series of introductory articles will cover the essential aspects of managing Tasks & Alerts with the system.
Adding an Alert
| 1. Select Administration and Alerts... from the drop-down menu | |
| 2. Right-click the alert grid and select Add | |
| 3. Enter a Name and Comments for the new Alert. | |
| 4. Identify the desired Trigger | |
| 5. Select Next | |
| 6. Ensure the correct Condition is noted | |
| 7. Click Finish to add the alert |
To learn more about Triggers, check out our Knowledge Base Article on Triggers here.
To learn more about Conditions, check out our Knowledge Base Article on Conditions here.