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Utilizing Patient Alert Templates and Creating Location Patient Alert Templates

Create and manage Patient Alert Templates to streamline communication across your clinic or location.

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

  • Created by your System Admin

  • 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. Click Save

📝 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

For one-time alerts specific to a patient:

  1. Open the patient’s Profile

  2. Click Create Patient Alert

  3. Enter the alert 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 anytime

  • Go to the Alerts section within a patient’s profile

  • Edit, adjust timing, or remove alerts as needed


Key Takeaways

  • System-level alerts apply across all locations and are created by admins

  • Location-specific templates allow unique alerts for individual offices

  • Templates can be applied and customized per patient

  • One-time alerts can be created for individual patient needs

  • Alerts can be edited or removed at any time from the patient profile


📌 Conclusion

Patient Alert Templates in ChiroHD improve communication and ensure that the right people receive the right information at the right time. With options for system-wide or location-specific alerts, you can keep care teams and patients aligned throughout their care journey.

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