• Go to Settings screen. 
  • Press the Office button and then press the Office Information button.


  • Select the office you wish to add an alert.


  • Press Office Alert.
  • The Alert Details screen will be displayed.

         


  • Press Add. 
  • Select the alert type you wish to add. User has 4 alert types:
    • Last Visit
  • Patient Balance: If this option is selected the following fields must be filled:
    • Patient balance >:  Amount of money where system will search to display alert. 
    • for more (days): Number of days patient has passed with balance and will search to display alert. 
      • Example: Display all office alerts of all patient with a $5.00 or more of balance.

       

  • Patient Insurance: User must select the name of the Insurance Company if option is selected.
    • Example: Display all patients with Humana Medicare insurance.


         

  • Patient Coverage: User must select the coverage if this option is selected.
    • Example: Displays all patients with Medicare insurance.

         

  • Patient Type: Must select the patient type if option is selected.


  • Press Save to store changes.