Configure Alert Types
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.1.
Alerts provide the ability to identify certain Clients, Episodes, Inventory Transfer Requests, Patients, Products, Purchase Orders, and Vendors that require special attention.
Alert Types are user-defined.
They are assigned one, or more, Alert Categories via the 'Alert Type Setup' screen.
Below, are the minimum requirements for an Alert Type.
Refer to the 'Alert Type Setup' screen wiki page for more details.
To Configure Alert Types:
Navigate to the 'Alert Type Search' screen.
'Alert Type Search' screenSearch for existing Alert Types.
Select the row that represents an Alert Type, and click the ‘Edit’ button; OR,
Click the 'Add New Record' button to create a new Alert Type.
The ‘Edit Alert Type’ dialog will open.
'Alert Type Search' screen → 'Edit Alert Type' dialog - Product AlertEnter the Alert Type 'Name/Description’.
Select a 16x16 pixel Icon (optional).
Select an Alert Category.
The following fields do not apply to the Product, Purchase Order, or Vendor Alert Type:
Display on Schedule
Estimate Exceeded By
General Interaction
Product Interaction
Require Comment
Click the ‘Save and Close' button to save the Alert Type and close the dialog; OR,
Click the ‘Save and Continue’ button to save the Alert Type, and clear the fields to define another Alert Type; OR,
Click the ‘Cancel’ button to close the dialog without saving the changes.
