Account Alerts are visible in the Business Office and within any patient visit on the left Patient Info Bar. Please note that some set up is required by Hospital Administrators before utilizing this feature (more details below).
Account Alerts will also display on the main Accounts screen, with long names being shortened to fit the page and a tooltip text showing the whole alert when hovering over the label.
In addition, the patient info bar will display an icon that an account has alerts added, and hovering over the icon displays a tooltip text with the alerts for that account.
Account Alerts are also visible in EMR when viewing the Appointment panel as well as hovering over the Appointment card.
Appointment Panel
Appointment Card
And when viewing individual Account Ledger screens on the Account header section to the right of the Account Name.
🚨 Important Note: Account Alerts will NOT print on Account Statement PDFs.
Managing Account Alerts
Check out our guide here to learn how to manage patient alerts in Instinct!