Patient Alerts

CollaborateMD allows you to add specific alerts to your patients. Alerts will appear as a pop-up whenever the patient is opened in any section of the CollaborateMD application. Using alerts helps ensure your team is made aware of any important information associated to your patients. 

1. Select Patient > Patient.

2. Use the Search field to search through your patients.

3. Select the Patient.

4. Locate and click on Alerts from the right-hand side panel. 

5. Click Add Alert .

6. Write the message you would like to have appear in the pop-up.

7. Use the Display Options boxes to determine when you would like the alert to appear.

   For more information on the Display Options, please visit the Alert Display Options Help Article.  

8. The Effective Date Range allows you to set how long the alert should remain active. 

9. Click Done to add your alert.

10.  Click Save.

1. Select Patient > Patient.

2. Use the Search field to search through your patients.

3. Select the Patient.

4. Locate and click on Alerts from the right-hand side panel.

5. Select the Alert.

6. Optional: Modify the alert.

7. Click Save.

1. Select Patient > Patient.

2. Use the Search field to search through your patients.

3. Select the Patient.

4. Locate and click on Alerts from the right-hand side panel.

5. Click the  icon next to the alert.

6. Click Save.