Introduction to Patient Alerts
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Angela Ortner

August 29, 2022 16:16

What Are Patient Alerts?
Why Use Patient Alerts?
What Patient Alerts Look Like
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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 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) , they can get the patient scheduled before they leave the office. Or if the patient doesn't have an email address on file , your team can make sure they ask for it.

Patient Alerts can also help you improve patient experience. Alerts like the birthday icon , the new patient icon , and the medical alert 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 or Patient Has Pain 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...
	Medical Alerts	The patient has medical conditions listed in Dentrix, Open Dental, or Eaglesoft.
	Allergy	The patient has allergies listed in Dentrix, Open Dental, or Eaglesoft.
	Medications	The patient has medications listed in Dentrix, Open Dental, or Eaglesoft.
	Pre Medications	The patient is marked as needing to premedicate in Dentrix, Open Dental, or Eaglesoft.
	Check Address	The patient doesn't have a valid email address in Dentrix, Open Dental, or Eaglesoft.
	Check Phone Number	The patient doesn't have a valid mobile phone number in Dentrix, Open Dental, or Eaglesoft.
	Patient Is Earlier	The patient checked in before their scheduled appointment time.
	Patient Is Late	The patient checked in after their scheduled appointment time.
	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.
	No Photo	The patient doesn't have a Patient Photo in Dentrix, Open Dental, or Eaglesoft.
	New Patient	This patient is new to the practice.
	Birthday	This patient has a birthday within a week.
	Recall Past Due	This patient is overdue for their continuing care (recall).
	Has Balance	This patient has an overdue balance.
	Patient Has Missed Appointments	This patient missed one or more appointments.
	Language Other than English	This patient is marked in Dentrix, Open Dental, or Eaglesoft as speaking a language other than English.
	Recorded Alerts	This patient has an Alert attached to them in Dentrix, Open Dental, or Eaglesoft.
	Appointment Notes	This patient has notes for their appointment in Dentrix, Open Dental, or Eaglesoft.
	12 or More Months Since the Last Visit	This patient hasn't been seen for at least 12 months.
	On Interest List	This patient is on an Interest List in YAPI.
	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.
	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.
	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.
	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.
	Successful Import	All of this patient's forms were automatically filed into Dentrix, Open Dental, or Eaglesoft via Fast Import.
	Unfiled Forms	One or more of this patient's forms didn't file via Fast Import into Dentrix, Open Dental, or Eaglesoft .
	Pending Documents	This patient has pre-assigned forms that they need to sign.
	InstaReview	YAPI will send an InstaReview request automatically when this patient is dismissed from the Dashboard.
	InstaReview Sent	An InstaReview request was sent to the patient during their visit.
	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
	Emergency Patient
	Patient Has Pain
	Patient Is Upset
	Patient Is Nervous
	Patient Has Waited Too Long
	No X-Ray Today
	Missing Information
	Strong Gag Reflex
	Patient Is Difficult
	Patient Has a Question
	Patient Needs Nitrous
	Hygiene Patient
	Patient Needs to Leave on Time
	Generic Alert