This tutorial will demonstrate how to add a new alert item directly to a patient profile.
Select a Patient Profile
Select a patient profile The "Search Patient" field is always visible at the top of your Vision(X) site. Select this field to search for any patient by name:
Alternatively, users can select a patient from Today's Appointments list, or from the Patients tab directly:
Patient Alerts List
When viewing a patient profile, look to the box near the upper-right-hand side of your screen, below the patient's ledger balances summary. Select the "Alerts" tab from the four available options, then "Add New" to open the menu:
Patient's Alerts Menu
Select any modules as applicable, then enter any relevant information in the free-text "Alert Message" field. When finished, click the computer disc icon to SAVE:
Once saved, your new item will be visible in the alerts list. Users can add another alert by clicking "Add Alert", or edit/delete any existing alert by selecting either option from the "Actions" column on the right-hand side of the screen. This alerts list also includes additional information fields to help users track which team members have previously created/edited alerts for this patient. When finished, click "Close" or "X" to return to the patient's profile:
The Patient Alert is Now Saved!
Your most recent alert is now visible by default in the "Alerts" tab of the information box on the patient's profile. Previously saved alerts can be revisited/edited any time by clicking the options to edit, remove, view, or add new alerts:
