PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, or Staff Therapist assigned in order to manage Tasks for other users.
Alerts
The alert system allows you to set up alerts that may be triggered by various events. The alert system is quite flexible, but with flexibility comes complexity.
To get to the Alert manager select Alerts from the main Administration menu.
If this is your first time in this area the prebuilt alerts will be present and displayed in a grid as shown below.
Alert List Columns
| Name | The name of the given alert. |
| Comments | A short description of what the alert does. |
| Trigger | What causes the alert to be triggered and checked. |
| Enabled | Whether or not the alert is currently enabled. |
| Created | When the alert was created and put into the system. |
The basic premise of an alert is “Alert a user with a message (popup or task) when a certain event has occurred and certain conditions are met”. So an Alert has three components: a Trigger, a Condition, and an Event.
For example:
We may want to popup a message to the user when they check a patient in a patient who does not have a valid prescription and their primary insurance carrier is Medicare.
Right-clicking on the Alert grid displays the following menu:
Alert Menu
| Add | Adds a new alert. |
| Edit | Edits the currently selected alert. |
| Toggle Enabled | Toggles the Enabled status on the selected alerts. |
| Delete | Deletes the currently selected alert. |
| Import | Allows you to import an alert. Some custom alerts may be created and sent to you from our Professional Services/Support teams. To learn more about requesting a custom alert contact our support team |
| Export | Allows you to export an alert, for use by other users. |
| Close | Closes the Alert Dialog. |