How Alerts Work

Tops Ortho offers the ability to add Medical, Financial, and Scheduling Alerts. Learn how to add alerts to patient charts and when and where the alerts appear in Tops Ortho.

How Do I Add Alerts?

1. Open the patient's chart; go to View > Patient Info or press Command I.
2. Navigate to the lower right corner of the chart.
3. Place your cursor under each Alert heading and type how you want the alert to appear.
4. Place a checkmark in the box next to the Alert heading; doing so will activate the alert and cause it to pop up within Tops Ortho. Read the next section to learn more about when each alert will show.
5. Tab out of each field when you are through.

When and Where Do Alerts Appear?

Scheduling Alerts appear in the following situations:

• When you schedule an appointment for the patient
• When you change the patient's status in Patient Flow
• When you seat the patient in Patient Flow
• When you reschedule an appointment for the patient

Financial Alerts appear in the following situations:

• When you schedule an appointment for the patient
• When you change the patient's status in Patient Flow
• When you seat the patient in Patient Flow
• When you reschedule an appointment for the patient
• When you enter a transaction for the patient; the Financial Alert will show in the New Transactions window with a caution sign icon:

Medical Alerts appear in the following situations:

• When you change the patient's status in Patient Flow
• When you seat the patient in Patient Flow
• In Patient Flow, the Hx column will show red when a medical alert is in place for the patient.
• When you seat the patient in Patient Flow, a red cross icon will show on the patient's appointment block when a medical alert is in place for the patient