Expiring a patient's medical alerts

If a patient's medical alert (allergy or problem) is no longer applicable, you can mark it as expired. The expired medical alert remains in the patient's record but is inactive.

To expire a patient's medical alert

How to get there

  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

    Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

  2. Do one of the following:

    • While viewing any page of a patient's record, if the patient has any medical alerts, the Medical Alerts icon in between the Patient tab and the Patient Search box is a red plus sign. Click (or tap) the Medical Alerts icon.

      The Patient Information page opens with the Medical Alerts/Medications tab selected.

    • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Medical Alerts/Medications box.

      The Patient Information page opens with the Medical Alerts/Medications tab selected.

    • On the Patient menu, under General, click (or tap) Medical Alerts. The Patient Information page opens with the Medical Alerts/Medications tab selected.

    • On the Patient menu, under General, click (or tap) Patient Information. The patient's Patient Information page opens. Click (or tap) the Medical Alerts/Medications tab.

On the Medical Alerts/Medications tab of a patient's Patient Information page, do one of the following:

  • Expire a medical alert that is not marked as permanent:

    1. Click (or tap) a medical alert's Expire button.

      A Note box appears.

    2. Enter a note.

      Note: The note cannot be edited once you expire the medical alert.

    3. Click (or tap) Save & Expire.

  • Expire a medical alert that is marked as permanent:

    1. Click (or tap) a medical alert.

      The Edit Medical Alert dialog box appears.

      Allergy

      Problem

    2. Set the Is permanent switch to No to make the Expire button available.

    3. Click (or tap) Expire and then Save.

  • Expire a medical alert when attempting to delete it:

    1. Click (or tap) a medical alert.

      The Edit Medical Alert dialog box appears.

      Allergy

      Problem

    2. Click (or tap) Delete.

    3. On the confirmation message that appears, click (or tap) Expire.

Note: You can view expired medical alerts on the Medical Alerts/Medications tab of a patient's Patient Information page by setting the medical alert list's Show expired switch to On.