📝 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:
Navigate to Initial Setup > Patient Alert Templates
Click on the Location Patient Alert Templates tab
Select Create Location Alert Template
Paste in or enter the alert details
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
Open the patient’s Profile
Navigate to the Alerts section
Click Create Alerts from Template
Search for the desired alert template
Customize as needed (e.g., change the trigger from the 11th visit to the 10th visit)
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:
Open the patient’s Profile
Click Create Patient Alert
Enter the alert details
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.