The Account and Patient Alert Usage Dashboard was designed to give you greater control and oversight of your Account, Patient, and Visit alerts. Its primary purpose is to help audit alert usage and ensure alerts remain consistent, relevant, and meaningful across the practice. By showing which alerts are being used and which may be retired, you gain clear visibility into accounts and patients tied to each alert. This makes it easier than ever to remove unnecessary alerts, reduce clutter, and maintain alert lists that are both useful and effective.
Questions the Dashboard Can Answer:
Sum of all patient and account alerts, including unassigned alerts.
Sum of individual patient and account alerts.
Which accounts and patients have a specific alert.
Staff with the permission of analytics_dashboard_accounts_and_patient_alert_usage assigned to a role will have access to this dashboard in Analytics.
💡To learn more about how to access and run reports for dashboards, see our Analytics Dashboards guide.
The Account and Patient Alert Usage Dashboard consists of three main tabs:
Summary: High-level information on patient and account alert usage
In this section, you can see the total number of alerts in Instinct, how many are Patient alerts, how many are Account alerts, and how many are currently unassigned to a patient or account.
Alert Detail: Account and patient counts by alerts
In this section, you can view how many accounts or patients are associated with a specific alert and whether it is a Patient or Account alert. Dashes indicate columns where counts do not apply—for example, Account alerts will not have a patient count.
Keep in mind that Patient alerts will display both an account and a patient count. If an alert shows a count of zero, it means no patient or account is tied to it and the alert can be safely deleted in the Instinct admin section.
Account & Patient Detail: List of accounts and/or patients associated with a particular alert
This section makes it easy to see which patients and accounts are linked to a particular alert for reporting purposes. It can also be used when preparing to delete an alert in the Instinct admin section, as it shows which patients or accounts are still associated and must first have the alert removed.
Dashes indicate that no information is available. For example, Account alerts will not display a patient name or ID, while Patient alerts will display both an account name and ID. If dashes appear in both the patient and account fields, the alert is unassigned.