Alert Type Setup
Alert Type Setup
The Alert Type Setup is where you can define the custom patient alerts, client alerts, and other types of alerts that appear throughout the system. These alerts can be flagged to appear on the schedule screen, or only appear under certain conditions, such as when a specific product is prescribed to a patient. Each alert can also have a custom icon added if desired.
Certain episode alerts appear automatically in the system and cannot be disabled or customized.
- Outstanding Requests: These alerts appear on the episode when there is a request for the patient not in finalized or completed status.
- Outstanding Prescriptions: These alerts appear on the episode when there is a prescription that is not in Issued status.
Certain patient alerts appears automatically in the system:
- Needs Appointment: These alerts appear on the patient when there is an outstanding Needs Appointment flag from the scheduling system.
Certain client alerts appear automatically in the system:
- UVIS Migration Not Complete
- VetStar Migration Not Complete
Client alerts appear for all clients associated with a patient, including RDVMs, clinics and all owners.
List of Alert Types
The alerts that are in the system will appear in a single window on the screen, with pagination. An overview of the details for the alerts appears in the columns.
Because the sort order on this screen defines how they appear on other screens in the system, the columns on this screen cannot be used to sort.
Alert Sort Order
The Alert Sort Order controls how each alert will appear when multiple alerts are present on a page. The most crucial alerts should be sorted near the top, while alerts of lesser importance can be sorted near the bottom. Alerts that also only appear under certain conditions, such as when a patient's order exceeds the most recent estimate, should also be sorted near the top, as they won't appear until the condition is fulfilled but are important when it is met.
Select the record you want to move from the list, and then use the Up and Down buttons on the top menu to control their order.
Add New Alert
To create a new custom alert, click on the Add New Alert button.
The Add/Edit window for alerts will open. Fill in each of the fields to control how and where this alert will appear.
| Field | Description |
|---|---|
| Alert Type (Name) | The name of the alert as it will appear throughout the system. |
| Icon | A custom icon that can appear next to the alert. If no icon is selected, a generic icon will be used in some places. |
| Display on Schedule | This flag determines if the alert should appear on the mouseover of the alert icon on the Schedule Screen. |
| Require Comment | This flag determines if the user who is adding this alert must also include a comment. For example, if the Alert is for "Allergies" the comment could be the specific product for the allergy, such as "Known flea allergies." |
| Estimate Exceeded | This flag determines if the alert should only appear under the condition that the patient 1. Has an estimate on an Admission 2. Has an Open Order for the matching Episode to the admission 3. The total amount of the order has exceeded the amount on the estimate by the specified percentage. For example, the alert may appear when the open order has gone 10% over the maximum amount included on the estimate. This order appears automatically and does not need to be added to a patient or episode. |
| Product Interaction Warning | If this alert should be tied to a specific product, you can link the alert on this page. It is also possible to add the alert from the product page. An alert can be linked to multiple products. Custom warning text can be entered for each product. |
| Generic Interaction Warning | If the alert should be tied to a prescription generic family, you can link the alert to the generic on this page. It is also possible to add the alert from the Pharmacy generic page. An alert can be linked to multiple generics. |
Add New Generic Alert from the Pharmacy Setup screen
To link a generic family to an alert from the Pharmacy Setup screen, go to the Prescription Setup > Generic Master Setup tab, and search for the generic you want to add the warning to.
Alerts must be set up on the Alert Setup screen to be added in this manner. New alerts cannot be created on the Product Setup screens.
Select the generic you want to add the warning to.
Click on the Patient Alert Related Interaction button.
Search for the alert you want to add to the generic family. Add in the specific alert text that should appear on the products in this generic family.
Add Alert to Specific Products
To add a unique alert to an individual product, search for the product under the Product Setup screen, and go to the Prescription Setup > Interactions and Warnings tab.
Alerts inherited from a generic family appear in bold and blue text. Additional custom alerts for this product specifically appear in normal text.
Generic Settings are inherited to all prescriptions in that family. This means that alerts added to the generic family will appear on all family member products automatically. These cannot be removed.
In the example above, because the product is a member of the Phenobarbital family, it inherited the "Do Not Discontinue" alert that was included on the generic.
Alerts on Other Screens
Alerts can be added to patients, to episodes, and to clients. Once added, these alerts will appear in multiple places throughout the system.
Alerts on the Admission Screen
On the admission screen, Patient and Client alerts will appear in the right hand side Alert box.
Alerts on the Schedule Screen
Patient and Client alerts will appear on mouse over of the Alert icon on an appointment. Only those alerts flagged to appear on the schedule screen will display here.
Alerts on the Patient Record
Alerts can be added to either the patient or the episode on the Patient Record.
Patient Alerts appear at the very top of the Visit Information tab. Episode Alerts appear within the episode header.
Alerts on Prescription Fill Screen
Patient Alerts, Client Alerts, and Episode Alerts appear on the prescription fill screen. Warnings about allergies and other information should be set to appear near the top of the Patient Alert list on sort order to ensure that the pharmacy techs have immediate access to this informaiton.
Alerts on the Client Screen
Patient Alerts and Episode Alerts appear on this screen in the Alerts box.
Client Alerts appear in the Comments/Alerts tab. Alerts will have a highlighted background. New Client Alerts can also be added here by clicking on Add Log Entry.
Alerts on the Cashier Screen
All three types of alerts - Client Alerts, Patient Alerts, and Episode Alerts - appear on this screen in the Alert Box. For a large list of alerts, a scroll bar will appear.
VetView Wiki
Most recent releases of VetView: Version 4.1.3 Hotfix (Released 2/16/2024)