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Memo Alerts & Notifications

Memos are notes you can add to a patient's record— either as an alert or a notification. Both alerts and notifications are visible from the Encounters tab in the Patient Record. 

  • Alert is a long-term clinical memo that appears in red and is notated with a bell icon. Alerts cannot be dismissed from the Encounters tab. 
  • Notification is a short-term clinical or non-clinical memo that appears in yellow. Notifications can be dismissed from the Encounters tab.  

Here’s how to add an alert or notification to a patient’s account: 

1) Navigate to the patient's record using the Search patients bar. 

2) Navigate to the Memos tab. On the Memos tab, you’ll find a comprehensive list of all alerts and notifications. 

  • Alerts are notated with a bell and exclamation icon. 
  • Notifications are notated with an exclamation icon only. 

3) Click the + icon to create a new notification or alert.

4) Enter memo details: assign a category, make the note, and select either alert or notification. Click Save! 

 

The alert or notification will now display in the Encounters tab of that patient's record:


Notes!

  • To edit or delete any memo or notification, click on the alert or notification from the list in the memo tab. This can be done from the Memos tab OR the Encounters tab. 
  • To remove an alert from view on the Encounters tab, but still retain the alert in the Memos tab, simply click on the alert and uncheck the “alert” box. 
 

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