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Utilizing Patient Alert Templates and Creating Location Patient Alert Templates

Using Patient Alert Templates

Updated over 2 weeks ago

Overview

Patient Alert Templates help streamline communication by allowing you to set up and customize alerts for specific scenarios. These alerts can be used to notify staff and patients of important information during their care journey.


Creating Patient Alert Templates

System-Level Templates

System-level patient alert templates are created by your System Admin and are available for use across all locations.

Location-Specific Templates

If you need alerts tailored to your specific location:

  1. Navigate to Initial Setup > Patient Alert Templates.

  2. Click on the Location Patient Alert Templates tab.

  3. Select Create Location Alert Template.

  4. Paste in or enter the alert details.

  5. Save the template.

You can create these alerts just as you would at the system level.


Understanding Alert Types

This article provides a detailed overview of the different types of alerts and how they function.


Applying Alert Templates to a Patient's Care Plan

  1. Open the patient’s Profile.

  2. Navigate to the Alerts section.

  3. Click Create Alerts from Template.

  4. Search for the desired alert template.

  5. Customize as needed (e.g., change the trigger from the 11th visit to the 10th visit).

  6. Click Create Alerts.

The alert will now be active within the patient’s profile.


Creating Individual Patient Alerts

If you need to create a one-time alert for a specific patient:

  1. Open the patient’s Profile.

  2. Click Create Patient Alert.

  3. Enter the details

  4. Click Save.

This ensures the alert will appear at the right time and to the right individuals.


Managing and Editing Alerts

  • Alerts can be modified at any time by accessing the Alerts section within a patient’s profile.

  • You can edit existing alerts, adjust their timing, or remove them as needed.

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