Alerts
Alerts help you stay on top of things that need attention - like missed appointments, failed payments, or incomplete forms. Think of it as your practice’s to-do list that updates automatically.What Are Alerts?
Alerts are automatic notifications about situations that might need your attention:Appointment Issues
- Patient no-shows
- Scheduling conflicts
- Missing appointment information
Payment Problems
- Failed payment attempts
- Overdue invoices
- Payment plan issues
Form Reminders
- Incomplete intake forms
- Missing signatures
- Expired consents
Inventory Warnings
- Low stock items
- Expiring products
- Reorder reminders
Viewing Your Alerts
Understanding Alert Categories
At the top of the page, you’ll see cards showing counts for each category. Click a card to filter to just those alerts.Taking Action on Alerts
Viewing Details
Click any alert to see the full story:- What happened
- Which patient or appointment it relates to
- When it occurred
- Who it’s assigned to (if anyone)
Resolving Alerts
When you’ve handled something, mark it as resolved:Assigning to a Team Member
Need someone else to handle it?Filtering Alerts
By Time
Choose how far back to look: last 7 days, 14 days, 30 days, or pick custom dates.By Category
Click a category card at the top, or use the filter dropdown to select specific types.By Status
Toggle Action Required to hide alerts you’ve already resolved.By Person
Select Assigned to Me to see only your tasks, or choose a specific team member.Alert Priority Levels
| Priority | What it means | Examples |
|---|---|---|
| High | Needs immediate attention | Failed payments, double bookings |
| Medium | Should handle soon | No-shows, insurance issues |
| Low | Good to know | Incomplete forms, low stock |
Common Questions
Why am I not seeing any alerts?
Why am I not seeing any alerts?
Check your filters - you might have a category or date range selected that’s hiding alerts. Try clicking “Clear Filters” to see everything.
Can I turn off certain types of alerts?
Can I turn off certain types of alerts?
Yes, alert settings can be configured in Settings. Talk to your administrator about which alerts your practice wants to track.
What happens when I resolve an alert?
What happens when I resolve an alert?
It’s marked as handled and won’t appear in your action-needed list. You can still see resolved alerts by turning off the “Action Required” filter.
How do I know if I have new alerts?
How do I know if I have new alerts?
Look for the badge count on the Alerts menu item. This shows how many unresolved alerts need attention.
Troubleshooting
| Problem | Solution |
|---|---|
| No alerts showing | Check your filters, especially the date range |
| Can’t resolve an alert | It may already be resolved by someone else |
| Alert counts seem wrong | Try refreshing the page |