Add a patient alert


Patient alerts are short notes that appear by a patient's name in three different areas:

  1. The patient profile

  2. The patient's appointments

  3. The patient's invoices


When you see the patient alert icon, simply hover your mouse on the icon to view the alert.


Being instantly visible, patient alerts are helpful to quickly notify practitioners and administrative staff on important information when dealing with specific patients.

Some examples include:

  • Difficult patients: People who have been banned from a practice or are prone to violence.

  • Difficult situations: A parental custody dispute may affect appointment bookings or invoice payments.

  • Special needs: Patients who may need extra assistance whenever they visit the practice.

  • Quick reminders: Any reminders relating to the patient - such as specific questions to ask, return items they forgot at your location, etc.


The maximum length of a patient alert is 1024 characters.

Create a patient alert

  1. Open the patient's profile.

  2. In the top right of the profile, click Edit.

  3. In the profile form, for Alert, enter the text for the alert, then select the Alert Colour for the alert icon.

  4. Click Save.

The patient alert now appears by the patient's name in the patient profile, appointments and invoices.

To remove the alert, edit the patient profile and delete the text in the Alert field.

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