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References - Account Alerts

The alert system in MacPractice is a useful tool that can help your office staff communicate important information about a patient or family account. You can create new alerts in the Reference ability, or as you add alerts to patient/account records. More information on Account Alerts can be found here. Even though the Account and Patient Alerts act the same in alerting your office staff they are designed slightly different from each other.

  • Account Alert: This type of alert applies to every individual in the account (the whole family), the alert is seen in every account when the patient is selected.
  • Patient Alert: This type of alert applies to a single individual in an account. The alert only appears in this when that patient is selected.
Creating An Account Alert
To create an Account Alert to go the References ability and select the Account Alert node. Click the plus button to create a new alert record and enter a name under the Alert Description. After confirming the information is entered correctly, save your alert by going to the Edit menu and choosing Save Record or use the Command-S keyboard shortcut.
references_account_alert.png
 
Creating A Patient Alert
To create a Patient Alert to go the References ability and select the Patient Alert node. Click the plus button to create a new alert record and enter a name under the Alert Description. After confirming the information is entered correctly, save your alert by going to the Edit menu and choosing Save Record or use the Command-S keyboard shortcut.
references_patient_alert.png
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