System and Chart Alerts in Practice Management (PM) are now viewable in the EHR application. In this Quick Reference Guide, we will explain how to view PM Alerts in EHR. This Reference Guide, also assumes that the user has a basic understanding as to how to create Chart Alerts in PM.
Practice Management System Alerts
System Alerts are alerts, that are typically based on changes in the patient's status (i.e. Billing, Scheduling, etc.). These alerts can also identify important information that may not have been documented in the patient's chart yet. For instance, if the Privacy notice information has not been completed in the patient's chart. The NextGen Alerts pop-up, will appear every time the patient's record is accessed.
Practice Management Chart Alerts
Unlike System Alerts, Chart alerts are created by the user from the Clinical History/Notes tab in the patient's chart.
Viewing PM Alerts in EHR
In order to view PM Alerts in the EHR Application:
- Click the EHR icon located on the second menu bar.
The Alerts button can be accessed from several locations. These locations include the following:
- EHR Work Flow window.
- Patient Information Bar.
For the purpose of this illustration we will access the Alerts window from the Patient's Information Bar.
Locate, then click the Alerts button.
In the Patient Alerts window; click the PM tab to view Practice Management Alerts.
Conclusion
Alerts created in the EHR Application, cannot be viewed from the Practice Management Application.