Account Alerts Page

Overview

The Account Alerts page is used to manage account alerts. From this page, account alerts can be reviewed, created, updated, and marked as Completed as needed.

How to Get Here?

From the Home Page:	From the Menus:	*Via Shortcut Keys:*
Click Accounts from the Manage list. Search for an account. Double-click an account to open the Act: [ID] Click the General tab. Click Account Alerts.	Open the Manage menu and select Accounts. Search for an account. Double-click an account to open the Act: [ID] Click the General tab. Click Account Alerts.	Press [Alt] + [M] + [A]. Search for an account. Double-click an account to open the Act: [ID] Click the General tab. Press [Alt] + [L].

Field Definitions

Field	Type	Required	Description

Field	Type	Required	Description
Select	Checkbox	No	Field used to select the alert to be updated or completed.
Patient	Display Only (pulled from Alert)	Yes
Alert Type	Display Only (pulled from Alert)	Yes	The type of alert. Options include: Account Case Collection Patient Payment
Status	Display Only (pulled from Alert)	Yes	Current status of the alert message. Options include: Open Closed
Alert Message	Display Only (pulled from Alert)	Yes	The content or text of the message associated with the alert.
Created By Created At Updated By Updated At	Display Only (pulled from Alert)	Yes	Displays the user, date, and time when the alert was created and updated.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides

Button	Shortcut Keys	Description	Step-By-Step Guides
Create	[Alt] + [C]	To create a new account alert. Button is only enabled for users with Account Alerts Create permissions.	From the Account Alerts page, click Create. The Create Alert window opens. Open the Patient drop down list and select the patient. Open the Alert Type drop down list and select the type of alert to create. Options include: Account Case Collection Patient Payment (Optional) Open the Status drop down and select the status if you need to change it from the default Open value. Enter the Alert Message text. Click Save. Click Save & Add Next to save the current record and create another one. Click Cancel to cancel creation of the new record.
Update	[Alt] + [U]	To work with or modify an account alert. Button is only enabled for users with Account Alerts Update permissions.	From the Account Alerts page, select the alert to be updated. Click Update. The Update Alert window opens. (Optional) Open the Status drop down and select the updated status. (Optional) Update the Alert Message text. Click Save.
Complete	[Alt] + [O]	To mark an account alert as Completed.	From the Account Alerts page, select the alert(s) to be designated as Completed. Click Complete. The alert(s) is updated to a Closed status.