Introduction to Patient Alerts

Table of Contents

 

What Are Patient Alerts?

Patient Alerts are icons next to a patient's avatar in the YAPI Dashboard that alert you to important information about the patient or their visit.  Hovering over each icon reveals the purpose of the alert and more information tied to that alert if it's available:

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Within YAPI, some Patient Alerts appear automatically based on the information you have in Dentrix, Open Dental, or Eaglesoft but you can also add a Patient Alert by selecting the patient in the Dashboard and clicking the Set Patient Alert icon a0.png at the bottom of their room. 

Tip: You can control which alert show automatically for patients in YAPI's Global Setup.  For more on this and how to add your own custom Patient Alerts, see Configuring Available Patient Alerts in Global Setup.

 

Why Use Patient Alerts?

Patient Alerts provide a lot of information about your patients at a glance and even more when you hover over each icon.  This helps your team stay informed about important details that you might miss if you had to look them up.  For example, if your team sees a patient is overdue for their continuing care (recall) recall.png, they can get the patient scheduled before they leave the office.  Or if the patient doesn't have an email address on file chkaddr.png, your team can make sure they ask for it.

Patient Alerts can also help you improve patient experience.  Alerts like the birthday icon birthday.png, the new patient icon newpatient.png, and the medical alert medicalalert.png icon keep you informed so you can better personalize your interactions with patients.  You can even add Patient Alerts on the spot like Patient Is Nervous patientisnervous.png or Patient Has Pain patienthaspain.png so the rest of your team can anticipate patient needs and demonstrate strong team communication.

 

What Patient Alerts Look Like

YAPI produces both automated Patient Alerts and alerts that you can add to a patient manually.  Automated Patient Alerts appear next to the patient in the Dashboard automatically and are generated either by information in your practice management software or by processes within YAPI.  Manual Patient Alerts are additional alerts your team can add to each patient as the need arises.

Tip: You can choose which automated alerts display and can customize manual alerts by following the instructions in Configuring Available Patient Alerts in Global Setup.

Automated Patient Alerts

Icon Patient Alert Name Displays When...

medicalalert.png

Medical Alerts

The patient has medical conditions listed in Dentrix, Open Dental, or Eaglesoft

allergies.png

Allergy

The patient has allergies listed in Dentrix, Open Dental, or Eaglesoft

medications.png

Medications

The patient has medications listed in Dentrix, Open Dental, or Eaglesoft

premed.png

Pre Medications

The patient is marked as needing to premedicate in Dentrix, Open Dental, or Eaglesoft

chkaddr.png

Check Address

The patient doesn't have a valid email address in Dentrix, Open Dental, or Eaglesoft

chkphone.png

Check Phone Number

The patient doesn't have a valid mobile phone number in Dentrix, Open Dental, or Eaglesoft

earlier.png

Patient Is Earlier

The patient checked in before their scheduled appointment time

late.png

Patient Is Late

The patient checked in after their scheduled appointment time

wait.png

Treatment Is Running Behind Schedule

The patient waited to be seated or they've been in an operatory longer than their appointment was scheduled for

nophoto.png

No Photo

The patient doesn't have a Patient Photo in Dentrix, Open Dental, or Eaglesoft

newpatient.png

New Patient

This patient is new to the practice

birthday.png

Birthday

This patient has a birthday within a week

recall.png

Recall Past Due

This patient is overdue for their continuing care (recall)

hasbalance.png

Has Balance

This patient has an overdue balance

missedappt.png

Patient Has Missed Appointments

This patient missed one or more appointments

globe.png

Language Other than English

This patient is marked in Dentrix, Open Dental, or Eaglesoft as speaking a language other than English

pmsalert.png

Recorded Alerts

This patient has an Alert attached to them in Dentrix, Open Dental, or Eaglesoft

a31.png

Appointment Notes

This patient has notes for their appointment in Dentrix, Open Dental, or Eaglesoft

12_months.png

12 or More Months Since the Last Visit

This patient hasn't been seen for at least 12 months

onlist.png

On Interest List

This patient is on an Interest List in YAPI

documentalertnewdoc.png

Documents Available

(Forms have been completed but not looked at yet)

This patient has one or more forms that need to be filed and no one has opened the folder to look at it yet

documentalert2.png

Documents Available

(Forms have been completed but not looked at yet)

This patient has one or more forms including a Patient Information and/or Medical History form (and possibly additional forms) that need to be filed and no one has opened the folder to look at them yet.

documentalert.png

Documents Available

(Completed forms have been opened)

This patient has one or more forms that need to be filed and someone has opened the folder to view them.

documentalertdone.png

Documents Available

(Marked as Ready)

This patient has one or more forms that need to be filed and the forms have been marked as ready for filing by a member of your team.

page_go.png

Successful Import

All of this patient's forms were automatically filed into Dentrix, Open Dental, or Eaglesoft via Fast Import

page_red.png

Unfiled Forms

One or more of this patient's forms didn't file via Fast Import into Dentrix, Open Dental, or Eaglesoft 

clipboard.png

Pending Documents

This patient has pre-assigned forms that they need to sign

instareview.png

InstaReview

YAPI will send an InstaReview request automatically when this patient is dismissed from the Dashboard

instareview2.png

InstaReview Sent

An InstaReview request was sent to the patient during their visit

operatoryalert.png

Operatory Alert

There was an Operatory Alert sent requesting help in the patient's operatory during their visit.

 

Manual Patient Alerts

Below are the pre-loaded Patient Alerts you can add to a patient manually in YAPI.  To learn more about using these, see Adding a Patient Alert to a Patient.

Icon Patient Alert Name
emergencypatient.png

Emergency Patient

patienthaspain.png

Patient Has Pain

patientisupset.png

Patient Is Upset

patientisnervous.png

Patient Is Nervous

waitedtoolong.png

Patient Has Waited Too Long

noxray.png

No X-Ray Today

missinginfo.png

Missing Information

gagreflex.png

Strong Gag Reflex

a2.png

Patient Is Difficult

question.png

Patient Has a Question

nitrous.png

Patient Needs Nitrous

hygiene_patient.png

Hygiene Patient

a25.png

Patient Needs to Leave on Time

a24.png

Generic Alert

 

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