Each patient can have up to 10 alerts.
To create a patient alert
When you access a patient's alerts, do one of the following:
If the patient has at least one patient alert, the Patient Alert dialog box appears and displays the existing patient alerts. Click New.
The Create Patient Alert dialog box appears. Proceed to the next step.
If the patient does not have any patient alerts, the Create Patient Alert dialog box appears. Proceed to the next step.
Set up the following options:
Select Date - Do one of the following:
Specify the date range for which you want the patient alert to appear when information about the patient is accessed and/or for which you want an icon to appear on the patient's appointments. In the Start box, enter the starting date (in a mm/dd/yyyy format). In the End box, enter the ending date (in a mm/dd/yyyy format).
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Select the Always checkbox to always have the patient alert appear when information about the patient is accessed and/or to always have an icon appear on the patient's appointments.
Patient / Family - The Patient option is selected by default to indicate that the alert appears for only this patient. To make this alert appear for this patient and all family members, select the Family option.
Notes:
The Fam/Pat column in the Patient Alert dialog box indicates whether an alert is for the patient or the family.
When a patient or family alert message appears, you can tell whether it is for the patient or the family by what appears on the title bar of the message.
Description - A description (up to 15 characters in length) for the patient alert (for example "Collections" or "Pre-medicate").
Patient Alert should display for the patient in the following areas - The areas of Dentrix Enterprise where you want the patient alert to appear. Select specific areas in the list, or select the All checkbox to select all the areas.
Options:
Show Symbol on Appointment - To have a flag symbol show in the upper-right corner of appointments for the patient, select this checkbox.
Display Aged Balance with Note - To have the patient's account balance information show with the alert, select this checkbox.
Note - The main text of the alert.
To check the spelling of the note text, click the Check Spelling button (this button is available only if a certain preference setting has been enabled).
Click OK.