Adding a Patient Alert to a Patient

Patient Alerts are icons next to a patient's Dashboard avatar that alert you to important information about the patient or their visit.  While some display automatically, you can also add additional alerts to a patient, keeping your team informed of patient questions, issues like nervousness and pain, and time constraints.  Follow the directions below to learn how to add individual alerts to your patients.

Tip: Interested in customizing the list of alerts you can add to a patient?  Check out Configuring Available Alerts in Global Setup.

Table of Contents 

 

Adding an Alert to a Patient in the Dashboard

Add_Pt_Alert_Dashboard.gif

  1. In the YAPI Dashboard, click on the patient's avatar (the image of a person) to select them.  Then click the Set Patient Alert icon alert2.png at the bottom of the room they're in.

    Screen_Shot_2022-05-09_at_2.42.38_PM_2.png

  2. In the New Alert window that pops up, select the alert you want to add from the Alert Type dropdown menu.

  3. Optional: Add a note in the Alert Text box. (This note appears when any member of your team hovers over the Patient Alert icon, once it's added.)

    Screen_Shot_2022-05-09_at_2.39.37_PM_2.png

  4. Optional: Select the Show Every Visit checkbox if you want this alert to show every time the patient visits your office.

  5. Click Ok.

 

Adding an Alert to a Patient Who's Not in the Office

If you need to add an alert to a patient that's not in your office (and not in your Dashboard), you can add that alert via the Patient Finder:

Add_Pt_Alert_Pt_Finder.gif

  1. From the YAPI Dashboard, click Patients Patients.png and select Patient Finder.

  2. Enter the patient's last name in the search box and click Search:

    Screen_Shot_2022-05-09_at_2.53.02_PM.png

  3. Once the search loads, locate the patient in the list and click on their name.  Then select Add Alert.

    Screen_Shot_2022-05-09_at_3.12.30_PM.png

  4. In the New Alert window that pops up, select the alert you want to add from the Alert Type dropdown menu:

    Screen_Shot_2022-05-09_at_2.55.18_PM.png

  5. Optional: Add a note in the Alert Text box. (This note appears when any member of your team hovers over the Patient Alert icon in the Dashboard during the patient's next visit.)

  6. Click Ok.

 

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