Patients: Add Warnings

Mary Jane -

There are several places you can add a warning.

To edit these features on and off Go to Settings>General>System>Scheduling

a. Appointment Display section: Warning Icon
b. Patient Warnings section: Several field to select from.


1. Patient General Page/Warning field


From this page, you can click the Timestamp to date the note.  Enter the warning for the patient and Save.

When you book an appointment on the schedule and enter the patients name, the warning will popup showing you the custom warning and the outstanding balance the patient owes.  



2. Appointment block Reason field

To show this Reason field on the appointment block go to Settings>General>System>Scheduling>Appointment Display Section>Show Scheduled Item Numbers should be set to Yes.



A warning for an individual appointment could be added in the appointment popup "Reason" field and will appear on the schedule block.


3. Patient Profile / Intake tab

Open the patient profile, click the Intake tab, Medical Warning section, select to "Add" a Medical Warning. The Medical Warning tab in the patients Chart tab will turn Red to draw attention to it.



4. Patient Profile / Charts / Medical Warning

Open the patient profile, Charts, select the "Add" button to create a new chart. Click the Medical Warning tab, select the "Add" button to create a new Warning.

5. Patient General Page as a Complaint

If you want an alert to be on the Patients General page appearing at the top of the profile you can add a Complaint. From the Patient profile open the Intake form and select to Add a Complaint.




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