How to Set Up Patient Warnings

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Step 1

Enable the Warning

Warnings can be enabled by navigating to Settings>General>Scheduling>Appointment display>Warning Icon. Setting this to yes will show the icon on the patients appointment block.

 

Step 2

Select to show or hide this option on the patient profile

Settings>General>Scheduling>Patient Profile.  This is where you can select if you want the Warning to show on the patient profile or not.

 

 

Step 3

Select when you want the warnings to popup

Settings>General>Scheduling>Patient Warnings

 

 

Step 4

How to Set up the Warning

1. Open the patient profile and locate the Warnings/Alert block..

 

2. Click the timestamp if you would like it dated and timed, enter the content and Save.

 

3. Book an appointment on the schedule. A popup will open to show you the warning and indicate if the patient has an outstanding balance.

 

Close the warning.

 

Step 5

From the schedule

On the appointment block there will be a warning icon.  Click on the warning to open and view it.  If you have warnings turned on to popup when you schedule an appointment the warning will popup during the booking process.

 

 

 

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