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Patients 7 - Alerts and Allergies

Alerts in MacPractice immediately warn you about important notifications and messages on a patient's account. Additionally, these alerts may appear in other areas of the software, such as a patient's appointments. When the alert is displayed, you may simply click anywhere in MacPractice to make the alert disappear so you can continue working. If you ever need to see the alert again you may simply click the alert icon in the patient selector.

There are three different alerts within MacPractice. We will start by covering the alerts found on the Patient tab. Click the green plus to add a new alert to the patient. Use the search bar to find an existing record, a new alert can be created by using a patient's eligibility or benefits such as a copay, preferred doctors, preferred anesthesia, medication types, and so on. For this video I will create an alert for trypanophobia. Notice the patient selector change to show an alert icon as I save the record.

Account alerts are added on the Account tab by selecting the Account Alert tab. Follow the same steps as creating a patient alert. The account alerts will make an entirely new list in the References. Account alerts usually pertain to finances on the account. Additionally, on the account alerts you can enter an expiration date. Once the expiration date rolls around, the alert will not be displayed any more. However, the alert will still be listed on the account for informational purposes. Notice the patient selector change as account alerts are shown in green.

The third and final alert within MacPractice is the allergies alert which can be found on the Clinical tab. Go to the Allergy sub-tab and click the green plus to add a new allergy. Allergies are pulled from a specified database in the Preferences of MacPractice. Because there is a set database, allergies can not be added on the fly. If you would like to use a custom set of allergies, please contact support as there are specific requirements for this option. Search for an allergy by using the search bar at the top of the window. You can also click Show All to manually select from the list.

Once the allergy has been added to the patient's account, you will be able to specify some additional information about your patient's allergy such as the severity, notes, reactions, the date identified, and the status.

If you will be utilizing alerts, keep in mind that viewing alerts is a User Group Privilege. If you need any assistance with Privileges, please review the Users and Privileges video in the MacPractice help site.
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