Account Alerts let you tag important account information internally. These alerts are never shown on PDF reports.
Where to find Account Alerts
Business Office & Patient Visit Info Bar
Account Alerts are visible in the Business Office and in the Patient Info Bar during patient visits on the left Patient Info Bar. Please note that some set up is required by Hospital Administrators before utilizing this feature (more details below).
Accounts Screen
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.
Patient Info Bar Icon
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.
EMR (Appointment Panel & Card)
Account Alerts are also visible in EMR when viewing the Appointment panel as well as hovering over the Appointment card.
Appointment Panel
Appointment Card
Account Ledger Screen
And when viewing individual Account Ledger screens on the Account header section to the right of the Account Name.
Note: Account Alerts will not print on Account Statement PDFs.
Need help managing Account Alerts?
Learn how to add, edit, or remove patient alerts in Instinct by following our Account Alerts Management Guide.