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Alerts Guide
Print

Alerts Guide

Patient/Visit Alerts are a flexible list of digital cage stickers where you can add as many alerts as you’d like. Account Alerts are available to tag Accounts internally and will never display on PDF reports.


Patient/Visit Alerts

Instinct comes pre-loaded with a well-thought-out list of Patient and Visit Alerts that can be selected from the Status Board or within any patient visit on the left Patient Info Bar. Alerts are also visible in every view of the Status Board, so your whole team can quickly gather vital information about the patient.

Visit Alerts – only display for the associated visit and reset once the patient has been checked out
Patient Alerts – display in bold for each visit the patient has and is not reset after the patient checks out


Adding Patient/Visit Alerts

Both Patient and Visit alerts can be added throughout Instinct, including on the:

Check In Screen 👇

Patient Info Bar 👇

Status Board 👇


Account Alerts

Account Alerts are visible in the Business Office and within any patient visit on the left Patient Info Bar. Please note that some set up is required by Hospital Administrators before utilizing this feature (more details below).

Account Alerts will also display on the main Accounts screen, with long names being shortened to fit the page and a tooltip text showing the whole alert when hovering over the label.

In addition, the patient info bar will display an icon that an account has alerts added, and hovering over the icon displays a tooltip text with the alerts for that account.

Account Alerts are also visible when viewing the Appointment panel as well as hovering over the Appointment card.

Appointment Panel
Appointment Card

And when viewing individual Account Ledger screens on the Account header section to the right of the Account Name.

🚨 Important Note: Account Alerts will NOT print on Account Statement PDFs.


Adding Account Alerts

Account Alerts can be added throughout Instinct, including on the:

Patient Registration screen in Business Office 👇

Accounts screen in Business Office 👇

Appointments panel when creating/editing an Appointment 👇

Appointment Panel

Alerts Best-Practices

  1. It’s helpful to train your front desk to start adding any applicable Alerts at the time of Check-In. This ensures the medical team is aware of any important information prior to working with that patient. The medical team can always add more Alerts as needed during the patient’s stay in the hospital.
  2. Click here to learn how to add an Alert that may not exist yet.
  3. In addition to utilizing Patient Alerts in Instinct, we also recommend using physical, laminated cards attached to the cage door to communicate sensitive information (code status, NPO, etc.).

Managing Alerts

To set up who can manage Patent/Visit Alerts, the Admin Alerts permission needs to be added to a User Role that is then applied to a user.

To set up who can manage Account Alerts, the Admin Account Alerts permission needs to be added to a User Role that is then applied to a user.

These users can then add, edit, or remove alert options at any time in the Admin section of Instinct.

💡 ProTip: You can use emojis 💩 in most places in Instinct, including Alerts as shown above! Check out this Careville article on How to use Emojis!


Be Creative

Alerts are a wonderful Instinct feature that can help to improve communication between all departments of your hospital, and make sure that any important patient information is relayed at every step.

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866.267.1818
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