Visit Alerts

Admin, allows you to create and house Visit Alert Tracker Templates.

You do not have to create a template. You can also create Visit Trackers in the patient case directly but, we suggest you create a template if you are going to be using it more than once, as it saves time when applying to the patient.

This is a notification alert to remind the Front Desk Staff/Provider of specific care or information the patient needs when checking in for that visit.

The Pop-up notification takes place when patient checks in for their appointment, when the visit is initiated by the Doc and when the patient comes up to the front desk to check out.

The pop up does not occur when the patient is being moved from arrived/waiting to checked in/being treated. The reason for this is because you must select the room the patient is being moved to and confirm the provider they are seeing.

Please NOTE:

• Only ONE Visit Tracker can be utilized at a time.
• ALL appointments scheduled under the Case will be counted against the Visit Alert Tracker. Meaning, if you are scheduling Chiro, Massage, ReExams, etc in the same case, each counts as one Visit against the Visit Alert Tracker.

How to create a Visit Alert Template

Under Admin

Visit Alert

Select ADD

Enter in ALL info:

1. Name of Visit Tracker
2. Number of appointments you are wanting to track
3. Click on each appointment number and add in the information that the front desk or doc needs notification about.
4. Select Save when finished

The Visit Alert created will now be added to the list of available templates to apply to a patient’s case.

 It will Display all information associated with each visit number

Select Close to Exit

Please keep in mind:

You are unable to delete a template created. However, you can inactivate a template by selecting the specific template to highlight and select the “Inactivate” button. This will stop a template from being used in future cases but, not affect any patient that is currently using that template within their case.

To Tie a Visit Tracker to a Patients Case:

You can tie a visit tacker to a patient’s case 2 different ways:

1st option: Go to the patients file, Appointment tab, select Visit Tracker button

2nd option: While in a patient’s appointment, Select Visit Tracker

Select ADD

Select Start with a Template

Select Next

1. Choose the date you need it to start tracking visits. This is the date of the 1st visit or right before the first visit you need to start tracking. 

2. Make any necessary changes to the visits numbers (customize to the patient)

3. Save when done.

All set!!

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Phone: [phone]

Email: [e-mail]

Business hours: Monday-Friday, 8:00am-6:00pm CST