Add an Alert

How do I add a patient alert? How do I add a claim alert?

Updated over a week ago

Step 1 - Navigate

Patient Alerts: Click on the Alerts Box at the bottom of a patient profile page.

Claim Alerts: Click on the Alerts button on the top right of the Superbill.

Step 2 - Enter Alert

Enter the text for the alert, choose a color, and click SAVE.

Step 3 - See the Alert

Patient Alerts will display on the patient page, claims, payments posted.

Claim Alerts will display on Superbills.

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