If you want to adjust which Patient Alerts show in your Dashboard or customize the ones you can add to patients manually, follow the instructions below.

Note: Changes to your available Patient Alerts (manual or automated) apply to all workstations.

Table of Contents

• Enabling & Disabling Automated Patient Alerts
• Customizing Your List of Manual Patient Alerts
• Related Articles

 

Enabling & Disabling Automated Patient Alerts

To choose which Patient Alerts show automatically in your Dashboard:

1. From the YAPI Dashboard, click Setup & Manage and select Global Setup.

2. When prompted, enter your YAPI Password and click OK.

3. Navigate to the Alerts tab and locate the Enable Automatic Alerts section at the bottom:

   

4. To enable or disable an alert type:

   • Enabling an Alert: Select the checkbox next to the alert type that you want to automatically appear for patients in the Dashboard (when it applies).

   • Disabling an Alert: Deselect the checkbox next to the alert type that you don't want to ever display on the Dashboard.  

5. Click Save, then OK.

6. Restart YAPI on your workstations to reflect the new changes to your alerts.

Tip: Not sure which Patient Alert icons apply to each option in Enable Automatic Alerts?  Use this key to guide you: 



Alerts marked with a are no longer supported.  Enabling or disabling these won't have any effect on the Dashboard.  Also, Patient Alerts for forms can't be enabled or disabled:                 (These appear automatically when patients complete forms or when forms are pre-assigned to them.)  For more about what each Patient Alert indicates, see Introduction to Patient Alerts.

 

Customizing Your List of Manual Patient Alerts

To edit the Patient Alerts you can add to patients manually:

1. From the YAPI Dashboard, click Setup & Manage and select Global Setup.

2. When prompted, enter your YAPI Password and click OK.

3. Navigate to the Alerts tab:

   

4. To add or delete an alert:

   Note: Alerts listed in blue can't be edited. 

   • Adding a New Alert: Scroll down to the bottom of the alerts list and double-click the empty space at the bottom:

     

     Type in your new alert. Then, double-click the red X  to the right and select an icon for your alert by double-clicking it in the list:

     

   • Deleting an Alert: Select the alert by clicking next to it in the left-hand column.  Then, tap the Delete key on your keyboard.

     

5. Click Save, then OK.

6. Restart YAPI on your workstations to reflect the new changes to your alerts.

 

Related Articles

• Introduction to Patient Alerts
• Adding a Patient Alert to a Patient