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Alerts Page - User Actions Guide

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Overview

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Available Actions

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1. Filter Alerts by Time Period

1. Locate the date/time filter
   • In the filters sidebar or header
   • Shows “Last N Days” option
2. Select time period:
   • Last 7 days (default)
   • Last 14 days
   • Last 30 days
   • Custom range
3. View filtered alerts
   • Alert cards and table update
   • Counts recalculate

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2. Filter by Module/Alert Type

1. View module cards
   • Cards displayed at top of page
   • Each card represents a module:
     • Appointments
     • Billing
     • Forms
     • Communications
     • etc.
2. Click a module card
   • Card becomes selected/highlighted
   • Table filters to show only that module’s alerts
3. Clear module filter
   • Click selected card again
   • Or click “All” option
   • All alerts visible

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3. Filter by Alert Tags

1. Locate tag filter
   • In the filters sidebar
   • Multi-select dropdown
2. Select tags
   • Check desired tags
   • Multiple selections allowed
3. View tagged alerts
   • Only alerts with selected tags shown

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4. Filter by Action Required Status

1. Locate “Action Required” toggle
   • Checkbox or toggle switch
   • In filters area
2. Enable filter
   • Toggle ON
   • Only unresolved alerts shown
3. Disable filter
   • Toggle OFF
   • All alerts (including resolved) shown

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5. Filter by Assigned User

1. Locate “Assigned To” filter
   • Dropdown in filters area
   • Shows team members
2. Select user(s)
   • Choose specific user
   • Or select “Assigned to Me”
   • Or select “Unassigned”
3. View filtered alerts
   • Only alerts matching assignment shown

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6. View Alert Details

1. Locate alert in table
   • Scroll through alerts table
   • Each row is an alert
2. Click on alert row
   • Alert expands or opens detail view
   • Full information displayed:
     • Alert type
     • Description
     • Related entity (patient, appointment, etc.)
     • Timestamp
     • Assigned user
3. Navigate to related item
   • Click on linked patient/appointment
   • Opens the related page

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7. Resolve/Dismiss an Alert

1. Find the alert to resolve
   • Locate in table
2. Click resolve button
   • Checkmark or “Resolve” button
   • May be in actions column
3. Confirm resolution
   • Alert marked as resolved
   • May be hidden if “Action Required” filter is on
   • Timestamp recorded

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8. Assign Alert to User

1. Click on alert
   • Opens alert details
2. Find assignment option
   • “Assign to” dropdown
   • User selector
3. Select user
   • Choose team member
   • They receive notification
4. Save assignment
   • Alert now shows assignee
   • Appears in their filtered view

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9. Sort Alerts Table

1. Locate table headers
   • Clickable column headers
2. Click to sort
   • Created Date
   • Alert Type
   • Severity
   • Status
3. Click again to reverse
   • Toggles ascending/descending

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10. Navigate Alert Pages

1. Locate pagination
   • Below alerts table
   • Shows page numbers
2. Navigate:
   • Click page numbers
   • Use Previous/Next buttons
   • Change items per page

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Module Cards Overview

• Module name and icon
• Alert count for that module
• Color-coded by severity

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Alert Types Reference

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Filters Sidebar

• Time Period: Last N days
• Alert Type: Multi-select types
• Tags: Patient/entity tags
• Action Required: Toggle
• Assigned To: User filter

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Keyboard Shortcuts

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URL Parameters

?lastNDays=7&alertType=NO_SHOW,PAYMENT_FAILED&actionRequired=true

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Permissions

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Troubleshooting