Patient alerts are customizable alerts that you can attach to patients (and families) when you want a message to appear for certain conditions. A patient alert appears for a patient when someone accesses the specified areas of Dentrix Enterprise. A patient alert attached to a family (a family alert) appears for a patient and any of that patient's family members (as set up in Family File) when someone accesses the specified areas of Dentrix Enterprise.
If a patient alert has been set up to have a flag symbol appear on appointments, the symbol appears on appointments for that patient. For a family alert, the symbol appears on appointments for all family members. There is also the option to include a patient's aged balance in an alert for easy reference.
Patient alerts are also essential in respecting patients' requests for privacy and disclosure of information.
Note: Managing patient alerts requires the "Patient Alerts, Modify" security right.
To manage patient alerts
Do one of the following:
In Appointment Book, have the correct patient's appointment selected.
In Chart, Ledger, Family File, Office Journal, Document Center, Treatment Planner, or More Information, have the correct patient selected.
In Collections Manager, have the correct guarantor selected.
Do one of the following:
Click the Patient Alerts button on the toolbar of one of the following modules:
Appointment Book, Chart, Ledger, or Family File:
If the patient has alerts, the flag on the button is yellow.
If the patient does not have alerts, the flag is white.
Office Journal:
If the patient has alerts, the flag on the button is yellow.
If the patient does not have alerts, the flag is white.
Treatment Planner or Document Center:
If the patient has alerts, the flag on the button is yellow.
If the patient does not have alerts, the flag is white.
More Information:
If the patient has alerts, the flag on the button is yellow.
If the patient does not have alerts, the flag is white.
Collections Manager:
If the patient has alerts, the flag on the button is yellow.
If the patient does not have alerts, the flag is white.
In Appointment Book, right-click the patient's appointment, and then click Patient Alerts.
In Appointment Book, Chart, Ledger, Family File, or Collections Manager, on the File menu, click Patient Alerts.
In Treatment Planner or Document Center, on the File menu, point to Switch To, and then click Patient Alerts.
If applicable, do one of the following:
If the Password - Patient Alerts, Modify dialog box appears, user verification has been assigned to the "Patient Alerts, Modify" task. Do one of the following:
If your user account has been granted the "Patient Alerts, Modify" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patient Alerts, Modify" security right, have a user with permission temporarily override this restriction so you can manage patient alerts this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patient Alerts, Modify" security right. To have a user with permission temporarily override this restriction so you can manage patient alerts this one time, do the following:
On the message, click Yes.
In the Password - Patient Alerts, Modify dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
One of the following occurs:
If the patient has at least one patient alert, the Patient Alert dialog box appears so you can manage those patient alerts.
If the patient does not have any patient alerts, the Create Patient Alert dialog box appears so you can create a patient alert.
Click any of the following links to learn more about patient alerts: