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
- Adding an Alert to a Patient Who's Not in the Office
- Related Articles
Adding an Alert to a Patient in the Dashboard
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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 at the bottom of the room they're in.
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In the New Alert window that pops up, select the alert you want to add from the Alert Type dropdown menu.
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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.)
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Optional: Select the Show Every Visit checkbox if you want this alert to show every time the patient visits your office.
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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:
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From the YAPI Dashboard, click Patients and select Patient Finder.
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Enter the patient's last name in the search box and click Search:
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Once the search loads, locate the patient in the list and click on their name. Then select Add Alert.
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In the New Alert window that pops up, select the alert you want to add from the Alert Type dropdown menu:
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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.)
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Click Ok.
Related Articles
- Introduction to Patient Alerts
- Configuring Available Patient Alerts in Global Setup
- Adding a Patient Alert After Check-In (Video)
- Adding an Alert for a Patient Not in the Office (Video)